Experience

CFO Squad LLC
• United States
• Accounting
• 1 - 100 Employee
• Senior Manager

  • Aug 2022 - Present


Baker Tilly US

• United States
• Accounting
• 700 & Above Employee

• • Dec 2021 - Aug 2022

• • Jan 2021 - Dec 2021



Weaver

• United States
• Accounting
• 700 & Above Employee

• • Aug 2018 - Jan 2021

  • Responsible for the Planning, execution and concluding of audit of major clients.• Assessment of efficiency and effectiveness of clients’ internal controls, introducing best practices and giving suggestions to improve their quality.• Preparation of audit programs for each significant account and disclosure of the financial statements, Audit Strategy Memorandum (ASM), Summary Review Memorandum (SRM).• Ensuring financial statements/reports including consolidated financial statements are prepared in accordance with GAAP. • Review of other team members’ work and providing guidance for timely and efficient completion of their audit works.• Resolving review points of partners and managers.• Planning and managing engagement and people along with ensuring deliverables, meet work plan specifications and deadlines. • Preparation of Management Letters and client deliverables. Show less

• • Nov 2017 - Aug 2018



IHS

• Wellness and Fitness Services
• 1 - 100 Employee

• • Jun 2016 - Jul 2017

  • Create and complete TRS reports for several prominent banks every month from their settlement reports and their WSO balances• Perform position reconciliation for two clients on a monthly basis to ensure WSO and DTCC balances are matching• Resolve our most complex issues in WSO Administration by contacting different financial institutions for pertinent information and analyzing the data received • Responding to internal and external request that require special attention or are time sensitive• Responsible for reconciliations of cash ledgers for three difficult and unique companies on a daily basis• Teach and help the newer analyst how to perform their daily/weekly responsibilities Show less

• • Oct 2014 - Jun 2016

  • Process trade settlement• Insure timely and efficient processing of all new borrowings, increases, rollovers, pay downs, commitment reductions, etc.• Responsible for accurately processing daily activity, new deal closings, restructures and amendments for all asset types (Loans, Bonds, ABS, Equities, CDS) by reviewing source documentation and faxes from agent banks• Process interest, commitment fees and investigate discrepancies when necessary• Responsible for reconciliations, balancing and publishing of cash ledgers, as well as issue research and resolution• Review system generated reports to ensure proper monitoring of the facilities and handle exception items• Interact with appropriate individuals/entities to gather all pertinent information/details in order to reflect date accurately in the system• Operate effectively in a high-intensity and demanding environment, working multiple tasks simultaneously for both colleagues (i.e. Account Managers) and clients• Ensure data integrity: attention to detail and strong analytical thinking is necessary for this job Show less



Poplar Creek

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Manager

  • Feb 2014 - Aug 2014

  • Conducted cost & cash flow analysis to identify profit margin improvement • Created inventory and accounts payable system (Ctuit software) • Daily operations & customer service • Conducted cost & cash flow analysis to identify profit margin improvement • Created inventory and accounts payable system (Ctuit software) • Daily operations & customer service



Denbury Resources

• United States
• Oil and Gas
• 1 - 100 Employee

• Accounting Intern

  • May 2013 - Aug 2013

  • Quarterly reporting, Inventory reconciling, Internal accounting • Quarterly reporting, Inventory reconciling, Internal accounting



A+ Student Staffing

• Staff Member

  • Jan 2012 - May 2013

  • Brand ambassador, intern camp staff, sports official, registration staff, etc. • Brand ambassador, intern camp staff, sports official, registration staff, etc.

• Finance Clerk

  • May 2012 - Aug 2012

  • Developed multiple financial reports; Created Share Point site • Developed multiple financial reports; Created Share Point site



Coates Roofing

• United States
• Insurance
• 1 - 100 Employee

• Roofer

  • May 2011 - Aug 2011

  Work here as a summer job to make some money for college. I worked in Florida, Kansas and Arkansas assembling commercial roofs. Work here as a summer job to make some money for college. I worked in Florida, Kansas and Arkansas assembling commercial roofs.



OSU Fellowship of Christian Athletes

• Crew Supervisor

  • May 2010 - Aug 2010

  • Supervised students on labor projects (clear land, small construction, etc.) • Supervised students on labor projects (clear land, small construction, etc.)


Michaels Arts and Crafts
• Cashier

  • Jun 2008 - Oct 2008