Senior Accountant

• Oct 2022 - Present

Contract Accountant/Owner

• Jan 2006 - Present

Controller

• Jun 2020 - Sep 2022

Commercial waste & construction site services provider offering temporary & permanent waste management solutions. Commercial waste & construction site services provider offering temporary & permanent waste management solutions.

Director

• Sep 2018 - Jun 2020

The Strategic CFO is a financial advisory and consulting firm that works with the office of the CFO, CEO and business owners. We provide consulting and coaching services in accounting and operations with the goal of always adding value to our clients. The Strategic CFO is a financial advisory and consulting firm that works with the office of the CFO, CEO and business owners. We provide consulting and coaching services in accounting and operations with the goal of always adding value to our clients.

Controller

• Feb 2008 - Apr 2018

Responsible for all accounting functions for this growing multi-million dollar company from accounts receivable and accounts payable to month end closing process. Weekly processing of accounts payable check run and accounts receivable invoices. Average weekly customer invoices 20-25 total value greater than $100k. Average weekly accounts payable entry 80 – 85 supplier invoices plus entering all credit card transactions from 3 other bank accounts. Maintain general ledger, perform monthly bank reconciliations for multiple accounts, prepare monthly financial statements and report to General Manager and parent company in Brazil. Maintain weekly cash flow projections. Other duties include monitoring purchase orders, receipts, inventory, and follow up with the operations staff regarding differences or issues in these areas. Perform internal audits of all expense account transactions, fleet card usage, vehicle expenses, payroll, etc. Implemented SAP ERP software for the business, designated super-user and administrator of software, thus responsible in end user training and troubleshoot and resolve any software issues. Warehouse and fleet supervision and purchasing. Show less

Write-Up Supervisor/Accountant

• Feb 2006 - Sep 2006

Perform accounting functions for small businesses, corporations, and individuals. Supervise and manage payroll and write-up department, review payroll quarterly reports, sales tax reports and write-up work prepared by staff. Prepare individual and corporate tax returns. Perform accounting functions for small businesses, corporations, and individuals. Supervise and manage payroll and write-up department, review payroll quarterly reports, sales tax reports and write-up work prepared by staff. Prepare individual and corporate tax returns.

Payroll Supervisor/Accountant

• Nov 2004 - Jan 2006

Perform accounting functions for small businesses, corporations, and individuals. Supervise and manage payroll department, process payroll quarterly reports, accounts payable, accounts receivables, maintain general ledger. Review work performed by staff. Prepare monthly financial statements, quarterly payroll reports and sales tax reports. Prepare individual and corporate tax returns. Perform accounting functions for small businesses, corporations, and individuals. Supervise and manage payroll department, process payroll quarterly reports, accounts payable, accounts receivables, maintain general ledger. Review work performed by staff. Prepare monthly financial statements, quarterly payroll reports and sales tax reports. Prepare individual and corporate tax returns.

Accountant

• Feb 2004 - Nov 2004

Perform accounting functions for small businesses, corporations, and individuals. Responsible for processing payroll, accounts payable, accounts receivables, maintain general ledger. Prepare monthly financial statements, quarterly payroll reports and sales tax reports. Prepare individual and corporate tax returns. Perform accounting functions for small businesses, corporations, and individuals. Responsible for processing payroll, accounts payable, accounts receivables, maintain general ledger. Prepare monthly financial statements, quarterly payroll reports and sales tax reports. Prepare individual and corporate tax returns.

Accountant

• Dec 2002 - Feb 2004

Perform accounting functions for small businesses and individuals. Responsible for processing payroll, accounts payable, accounts receivables, maintain general ledger. Prepare monthly financial statements and quarterly payroll reports. Prepare individual and corporate tax returns. Assist CPA in collecting information and preparing schedules for audit preparations and assist with data collection for offer in compromise proposals to the IRS. Perform accounting functions for small businesses and individuals. Responsible for processing payroll, accounts payable, accounts receivables, maintain general ledger. Prepare monthly financial statements and quarterly payroll reports. Prepare individual and corporate tax returns. Assist CPA in collecting information and preparing schedules for audit preparations and assist with data collection for offer in compromise proposals to the IRS.

Bookkeeper/Administrative Assistant

• Aug 1999 - Dec 2002

Responsible for verifying, coding, and preparing all cash disbursements, and resolve any billing discrepancies. Review, approve, and audit petty cash funds and client trust accounts and monthly reports, assist with account reconciliation, prepare monthly financial reports for funding source, and assist with budget and expense projections. Perform administrative duties and provide assistance with payroll. Prepare monthly general journal entries. Purchase supplies for headquarters and satellite offices. Maintain data files, update fixed assets and depreciation schedules. Perform year-end accounting functions. Show less