Controller

• Nov 2021 - Present

Assistant Financial Controller

• Mar 2020 - Oct 2021

Account Manager / Project Administrator

• Mar 2016 - Mar 2020

• Provide local and remote professional bookkeeping and payroll services to small businesses with 1 to 100+ employees across a range of industries in the Houston and Austin metro areas • Manage finances for accounts in the recruiting, restaurant, real estate, high-end retail, toy store, and construction industries, tracking income, expenses, accounts payable/receivable, and payroll/bills for 100+ employees/vendors • Analyze legacy transactions on general ledger and revise… Show more • Provide local and remote professional bookkeeping and payroll services to small businesses with 1 to 100+ employees across a range of industries in the Houston and Austin metro areas • Manage finances for accounts in the recruiting, restaurant, real estate, high-end retail, toy store, and construction industries, tracking income, expenses, accounts payable/receivable, and payroll/bills for 100+ employees/vendors • Analyze legacy transactions on general ledger and revise inconsistencies and errors, including recategorizing transactions and amending taxes to drive compliance with income tax laws • Prepare specialized documentation for clients as requested, including monthly government PO contracts • Partner with the clients’ CPA to review financial records and prepare tax documentation • Engage with employees, owners, and contractors to troubleshoot errors on timesheets and expense reports • Create and maintain monitoring spreadsheets, including tools to track vendor and employee onboarding

Bookkeeper

• Mar 2015 - Mar 2016

• Recorded bookkeeping transactions, processed payroll, prepared monthly reporting, prepared 1099’s, and performed reconciliations for clients using QuickBooks

Co Owner

• Jul 2015 - Oct 2017

Property Manager

• Feb 2008 - Dec 2016

• Provided tenant management, asset maintenance, and marketing leadership to secure vacancies for 50+ accounts, including cooperatives, condominiums, townhomes, apartment complexes, and building developments • Participated in meetings with property board of directors and compiled reports for property owners • Solicited bids and forged relationships with landscapers, plumbers, electricians, and other service providers • Provided tenant management, asset maintenance, and marketing leadership to secure vacancies for 50+ accounts, including cooperatives, condominiums, townhomes, apartment complexes, and building developments • Participated in meetings with property board of directors and compiled reports for property owners • Solicited bids and forged relationships with landscapers, plumbers, electricians, and other service providers

Vice President of Operations

• Jun 2005 - Oct 2008

• Managed daily operations of a custom homebuilding company, providing direction to the on-site supervision to maintain a secure and safe worksite while ensuring quality standards and client expectations were achieved • Created bids and analyzed the financial performance of projects to ensure timeliness and profitability • Oversaw the performance management process for superintendents, including hiring, training, and evaluation • Prepared permit applications and engaged… Show more • Managed daily operations of a custom homebuilding company, providing direction to the on-site supervision to maintain a secure and safe worksite while ensuring quality standards and client expectations were achieved • Created bids and analyzed the financial performance of projects to ensure timeliness and profitability • Oversaw the performance management process for superintendents, including hiring, training, and evaluation • Prepared permit applications and engaged with city officials to procure documents in a timely manner Show less • Managed daily operations of a custom homebuilding company, providing direction to the on-site supervision to maintain a secure and safe worksite while ensuring quality standards and client expectations were achieved • Created bids and analyzed the financial performance of projects to ensure timeliness and profitability • Oversaw the performance management process for superintendents, including hiring, training, and evaluation • Prepared permit applications and engaged… Show more • Managed daily operations of a custom homebuilding company, providing direction to the on-site supervision to maintain a secure and safe worksite while ensuring quality standards and client expectations were achieved • Created bids and analyzed the financial performance of projects to ensure timeliness and profitability • Oversaw the performance management process for superintendents, including hiring, training, and evaluation • Prepared permit applications and engaged with city officials to procure documents in a timely manner Show less