Experience

HWC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Corporate Controller

  • Nov 2017 - Present

  • Implemented a new indirect project structure for better budget tracking • Revamped cost pool structure to include a new M&S pool • Cleaned up data in CostPoint left behind from a messy/incomplete GCS to CP conversion • Ensured that we are ASC606 compliant • Transitioned payroll from UltiPro to Kronos • Ensure new projects are setup to capture billing and revenue properly • Prepare complex project reports, financial statements, monthly reports to bank for borrowing base and monthly and semi-annual GSA reportings • Ensure all transactions are appropriately recorded each month • Close books timely on monthly and annual basis • Provide support and special reporting to Project Managers as needed and required by certain projects.



Acclaim Technical Services

• IT Services and IT Consulting
• 100 - 200 Employee

• Accounting Manager

  • Nov 2016 - Nov 2017

  • Hire and train all new staff due to move of finance department from California to Virginia • Transitioned to new CPA firm for financial statement audit and led a successful audit • Lead accounting software conversion from Microsoft NAV to Deltek CostPoint • Reduced amount due on line of credit, by increasing billing proficiency and reducing DSO • Write up accounting policies that are in compliance with DCAA requirements • Transitioned employees to a new credit card program • Ensure new projects are setup to be able to meet contract/customer reporting requirements • Reviewed all property records and fixed assets records to ensure all disposals and additions were recorded properly in both places • Prepare complex project reports, financial statements, monthly reports to bank for borrowing base and quarterly GSA filings • Ensure all transactions are appropriately recorded each month



NeoSystems LLC

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Project Director/Outsourced Controller

  • Aug 2014 - Oct 2016

  Manage 1-3 employees (depending on client) Manage accounting services for assigned clients; responsible for project management of accounting schedule Integral role in designing and implementing CostPoint 7 for a client Convert several clients a month from GCS to CostPoint 7 Teach CostPoint classes to other staff members Monitor cash flow in accordance with client needs, including forecasting cash monthly and managing daily cash Prepare GSA schedules and manage quarterly filings and payments Prepare and file monthly/quarterly state filings and annual property tax filings Perform and oversee routine and non-routine tasks involving the processing and reconciliation of receivables, billings, payroll, payables, contract revenue calculations, contract cost accumulation and reporting, indirect rate calculations, fixed assets, general ledger, prepare financial statements, and support audits Ensure all intercompany transactions are recorded properly Conduct research & analysis; billed and unbilled receivable analysis, project analysis and revenue recognition Manage relationship with assigned clients and support the clients with cost-effective, accurate and compliant accounting services Serve as a resource to others in the resolution of complex problems



Triple Canopy (A Constellis Company)

• United States
• Security and Investigations
• 700 & Above Employee

• Senior Accounting Manager

  • Apr 2009 - Aug 2014

  Manage 10 employees Backfill for Vice President/Corporate Controller Successfully reduce month end close time in half Prepare consolidated and individual monthly, quarterly and annual financial statements for Management, Board of Directors and Independent Audit Prepare monthly/quarterly presentations of actual/budget/forecast financial analysis Manage Independent Audit and assist with all other audits Manage intercompany transactions between all companies (including eliminations) Assist with annual budgeting process Oversee daily operations of the accounting department of all US and international locations Manage month end and year end accounting close process Manage Personal Property tax returns, Sales and Use tax filings and 1099 filings Provide integral support for tax return preparation and all audits Ensure transactions are recorded in accordance with company policy, contract terms, GAAP, JTR, FAR and CAS regulations Recommend and implement internal company policies and procedures Assist with implementation of all financial software and enhancements Build a proactive accounting organization by selecting, training and developing a quality team Develop matrixes to track employee efficiency and determine staffing needs Research regulatory and generally accepted accounting issues



USA Mobility

• Telecommunications
• 100 - 200 Employee

• Senior Financial Analyst

  • Jan 2008 - Apr 2009

  Prepare SEC filings (10K, 10Q, Press Release Schedules, Proxy, etc.) Review CEO’s and CFO’s scripts for Earnings Calls Prepare monthly/quarterly presentation and senior management memo of actual/budget/forecast financial analysis Provide support and assistance to external auditors during quarterly reviews and annual audit Assist in documentation of adherence with the requirements of key controls for SOX testing Track inter-company transactions, reconcile activity, generate accounting entries and prepare analysis for foreign currency transaction gains and losses Maintain and update statement of cash flow and stockholders’ equity information Maintain FAS 13 memo and review all lease reconciliations



CNA Corporation

• United States
• Research Services
• 700 & Above Employee

• Senior Accountant

  • May 2006 - Jan 2008

  Prepare and maintain monthly, quarterly and annual financial statements for Management, Board of Directors and Independent Auditors Prepare GSA Schedule and parts of Incurred Costs Submission Analyze all variances in monthly, quarterly and annual Balance Sheets and Income Statements Manage bi-weekly, monthly and annual closes Manage cash flow and revenue recognition Track investment activities and provide monthly projection updates for cash/investments Analyze and provide projections on cash and investments Manage quarterly reconciliations of all Balance Sheet accounts Oversee payroll, assist staff with monthly bank reconciliations Responsible for multiple state reportings Manage Independent Audit Assist with updating internal controls and accounting policies Approve AP vouchers, PO vouchers, journal entries and timesheet adjustments Manage proper recording of fixed asset acquisitions and disposals, as well as proper recording of depreciation/amortization Mentor other senior accountants



Renner and Company, CPA, P.C.

• United States
• Accounting
• 1 - 100 Employee

• Senior Associate

  • Jan 2004 - May 2006

  Perform audits (including A-133), reviews and compilations for corporations, government contractors and not-for-profits Prepare tax returns for individuals, corporations, partnerships and not-for-profits Prepare financial statements for corporations and not-for-profits Prepare monthly, quarterly and annual payroll reports for various clients Prepare tax projections, estimates and extensions, as well as, business personal property tax returns and business licenses Assist small business clients and not-for-profits with daily, monthly and annual accounting transactions, as well as with investment and bank reconciliations Supervise new staff in performing audits and reviews properly Assist new staff with proper preparation of financial statements and all types of tax returns Review investment reconciliations, payroll reports and corporate and partnership tax returns prepared by new staff Provide tax and accounting consultation to clients Direct interaction with clients to gather information, resolve all engagement problems, and make recommendation for business process improvements Present financial statements for audit clients at their Board meetings



Commissioner of Accounts

• United States
• Legal Services
• 1 - 100 Employee

• Auditor

  • Jun 1998 - Jan 2004

  Audit estates, trusts and guardianships Track accounts receivable Compose collections and delinquency letters Reconcile bank and investment statements Assure proper recognition (time and classification) of income and expenses Assist clients with their questions/concerns Research and interpret laws, regulations and legal documents Audit estates, trusts and guardianships Track accounts receivable Compose collections and delinquency letters Reconcile bank and investment statements Assure proper recognition (time and classification) of income and expenses Assist clients with their questions/concerns Research and interpret laws, regulations and legal documents