Experience

MassMutual Carolinas

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Representative

  • Dec 2022 - Present

  Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.



The Pelora Group

• United States
• Financial Services
• 1 - 100 Employee

• ‪Financial Services Representative

  • Dec 2022 - Present

  Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.


Murata Machinery USA, Inc
• United States
• Machinery Manufacturing
• 200 - 300 Employee
• Senior Accounting Manager

  • Jun 2022 - Aug 2022


Pleasant Beach Village

• Financial Controller

  • Feb 2020 - Apr 2022

  • Oversee daily accounting functions for seven related entities • Manage and onboard accounting staff • Cash management for multiple entities • Prepare monthly financial statements, present results to owner • Coordinate with property managers on rent, repairs, expenses • ADP Payroll administrator for seven related hospitality companies • Prepared analysis for major business decisions. Introduced a benefits package, created an inventive structure for restaurant and inn employees, increased occupancy and revenue in the Inn, increased tenants rent to market rates, increased membership at the pool resulted in the most profitable season ever, optimized staffing levels for the three restaurants, launched a retail store • Implemented and administered Benefits for eligible employees • Provided input on hiring and firing decisions, assist/facilitate performance related conversations with other managers and employees It has been my great honor to serve as Financial Controller for Pleasant Beach Resort. Working with an exceptional team as we navigated our family of companies through the pandemic with the constant change and new challenges that we faced together.



NowCFO

• IT Services and IT Consulting
• 1 - 100 Employee

• Consultant

  • Aug 2019 - Feb 2020

  • Accounting Manager level on 5-month assignment in aerospace manufacturing • Multiple manufacturing costing projects • Payroll and other accruals • Month End close journal entries • Customer Bad Debt analysis & reserve adjustments • Accounting Manager level on 5-month assignment in aerospace manufacturing • Multiple manufacturing costing projects • Payroll and other accruals • Month End close journal entries • Customer Bad Debt analysis & reserve adjustments



TriStrata Group

• Australia
• Security and Investigations
• 1 - 100 Employee

• Senior Accountant

  • Oct 2018 - Aug 2019

  Application of GAAP principles to leases, applications of cash receipts, management of fixed assets, management of accounts payable and accounts payable staff, ad hoc analysis. Assisting controller and CFO with cash flow projections for funding requirements. Communication with vendors regarding credit terms, payments. Inventory reconciliation, year end physical inventory including working closely with the auditors in providing selection support and answering related questions. Application of GAAP principles to leases, applications of cash receipts, management of fixed assets, management of accounts payable and accounts payable staff, ad hoc analysis. Assisting controller and CFO with cash flow projections for funding requirements. Communication with vendors regarding credit terms, payments. Inventory reconciliation, year end physical inventory including working closely with the auditors in providing selection support and answering related questions.



Port Townsend Paper Corporation

• Paper and Forest Product Manufacturing
• 1 - 100 Employee

• Senior Accountant

  • Jan 2017 - Oct 2018

  Financial statement consolidation, financial analysis, budgeting, MD&A, audit report, bank presentations, private equity group presentations, inter-company balancing. Currently working on implementing reporting database, supporting management decisions, cross-training on Treasury duties, ad hoc. Financial statement consolidation, financial analysis, budgeting, MD&A, audit report, bank presentations, private equity group presentations, inter-company balancing. Currently working on implementing reporting database, supporting management decisions, cross-training on Treasury duties, ad hoc.



FTI Consulting

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Accountant

  • Mar 2015 - Dec 2016

  Senior Accountant and financial analysis duties including montly close processes and working with revenue reserves.

• Staff Accountant

  • Dec 2013 - Mar 2015

  Staff accountant and financial analysis. Assist with close processes, budgeting, forecasts, and ad hoc projects.



Accountemps

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Staff Accountant

  • Jun 2013 - Dec 2013

  On Assignment as a Staff Accountant in Seattle. On Assignment as a Staff Accountant in Seattle.



Summit Power Group, LLC.

• Staff Accountant

  • Feb 2010 - Jan 2013

  Advanced Accounts Payable and other staff accounting responsibilities Accounting Support for the worlds first verified 90% carbon capture clean coal power plant in Midland Texas. http://www.texascleanenergyproject.com/ Advanced Accounts Payable and other staff accounting responsibilities Accounting Support for the worlds first verified 90% carbon capture clean coal power plant in Midland Texas. http://www.texascleanenergyproject.com/



Business Develpment Resources

• United Kingdom
• IT Services and IT Consulting
• 1 - 100 Employee

• Temporary Accounts Receivable

  • Nov 2009 - Jan 2010

  I process invoices for customers, receive payments, prepare bank deposits, process credit cards, prepare ACH payments and post all of the above in QuickBooks. I process invoices for customers, receive payments, prepare bank deposits, process credit cards, prepare ACH payments and post all of the above in QuickBooks.



artbeads.com

• United States
• Retail
• 1 - 100 Employee

• Temporary Accounting Clerk

  • May 2009 - Aug 2009

  I was responsible for updating the fixed assets of the company. I searched through boxes of receipts, identified fixed assets and presented the receipts to a Department of Revenue Auditor, to determine use tax due. The auditor thanked me for my efforts. I then compared the receipts the company had to the assets, updated the quickbooks account with information on the location and ID tags of the assets. I prepared a reconciliation for the assets that needed to be scrapped. I also assisted in daily accounts payable transactions in MAS90, quarterly taxes, and returns batches in ordermotion.


Robert Half Finance & Accounting
• Temporary Accountant

  • 2009 - 2009


Pacific Bag, Inc.

• Accounts Payable clerk/Warehouseman

  • Jan 2004 - Jan 2005

  I began working as a warehouseman, shipping and receiving, obtaining rate quotes to source shipments, serving will-call customers. I took on the duties of Accounts Payable Clerk learning quickly every aspect the process from entering the bills and invoices into the Navision accounting software, contacting vendors to resolve discrepancies. Aging payables, printing checks and matching documents for management authorization and signature, I was attentive to details and when I noticed errors I presented them to management and worked with them to resolve the issues.