Experience

Tresidio Homes

• United States
• Construction
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2020 - Present



Mid-America Business Systems

• Retail Office Equipment
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2018 - Jul 2020

  -Lead an accounting team consisting of 5 people, report to President/Owner. -Responsible for the month-end closing process and financial reporting. -Manage company cash flow requirements daily and reconcile related accounts. -Manage accounts payable and accounts receivable processes. -Oversee payroll and payroll reporting for 85+ employees. -ERP System research, planning and implementation. -Produce ad hoc budgets and financial models in order to make key business decisions. -Analyze and update contracts, produce official company legal correspondence. -Establish business LOCs, maintain banking relationships. -File company sales tax returns in nine different states as well as maintain all state licenses. -Improve, integrate and streamline company processes using cloud technology.



Brown-Wilbert, Inc.

• United States
• Wholesale
• 1 - 100 Employee

• Financial Controller

  • Apr 2016 - Mar 2018

  -Perform month-end close, produce complete monthly financial statements. -Coordinate and reconcile monthly inventory of $4.5 MM across 17 locations and four states. -Lead the year-end audit process and provide related reports. -Track work in progress and maintain $20 MM+ fixed assets system. -Produce custom reports to analyze various locations and products. -Perform month-end close, produce complete monthly financial statements. -Coordinate and reconcile monthly inventory of $4.5 MM across 17 locations and four states. -Lead the year-end audit process and provide related reports. -Track work in progress and maintain $20 MM+ fixed assets system. -Produce custom reports to analyze various locations and products.



DC Schluter, Ltd.

• Eden Prairie MN

• Staff Accountant

  • Dec 2013 - Apr 2016

  -Prepare individual and business tax returns using UltraTax CS. -Set up client processes utilizing Quickbooks Online/Payroll. -Prepare tax planning and recommendations for businesses and individuals. -Perform compilations and assurance services on a monthly basis. -File sales tax returns, payroll tax returns, business filings and administer payroll. -Prepare individual and business tax returns using UltraTax CS. -Set up client processes utilizing Quickbooks Online/Payroll. -Prepare tax planning and recommendations for businesses and individuals. -Perform compilations and assurance services on a monthly basis. -File sales tax returns, payroll tax returns, business filings and administer payroll.



Rulien & Associates, LLC

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Sep 2011 - Apr 2013

  - Work with Creative Solutions Accounting software to prepare individual, business and non‐profit tax returns. - Perform assurance services consisting of reviewed financial statements and equipment appraisals. - Review payroll and perform general bookkeeping tasks. - Work with client data entry and data entry processes. - Work with Creative Solutions Accounting software to prepare individual, business and non‐profit tax returns. - Perform assurance services consisting of reviewed financial statements and equipment appraisals. - Review payroll and perform general bookkeeping tasks. - Work with client data entry and data entry processes.



Saint John's University

• United States
• Higher Education
• 100 - 200 Employee

• Media Services Student Assistant

  • Apr 2009 - May 2011

  -Assist with setting up all media related campus equipment.-Edit videos for the school utilizing Final Cut Pro (professional editing software). -Create work schedules for eight employees.-Improved the Media Services Excel statistics, inventory, and invoice system.

• IT Services

  • Jan 2008 - Apr 2009

  - Maintained campus computers and equipment. - Assisted students and faculty with Personal computer problems.



Fairview Health Services

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Finance Internship

  • Jan 2008 - Apr 2009

  -Assisted in creating spreadsheets for physician payment methodology. -Prepared presentations for board meeting which included utilization graphs. -Organized and prepared data in excel for presentations. -Reconciled health plan reports with monthly enrollment reports. -Assisted in creating spreadsheets for physician payment methodology. -Prepared presentations for board meeting which included utilization graphs. -Organized and prepared data in excel for presentations. -Reconciled health plan reports with monthly enrollment reports.