Financial Controller

• May 2021 - Present

Financial Controller

• Aug 2019 - May 2021

Senior Financial Analyst

• Jul 2018 - Aug 2019

• Implemented and operating as admin for multiple SaaS platforms including NetSuite, Expensify, TripActions and Adaptive Insights • Converted financial statements from modified cash to a GAAP basis • Assisted in completing month-end close within a 5 day window • Developed multiple advanced Excel workbooks including pricing analysis, labor management with related billings projections and intricate commission models • Implemented and operating as admin for multiple SaaS platforms including NetSuite, Expensify, TripActions and Adaptive Insights • Converted financial statements from modified cash to a GAAP basis • Assisted in completing month-end close within a 5 day window • Developed multiple advanced Excel workbooks including pricing analysis, labor management with related billings projections and intricate commission models

Assurance Senior

• Jul 2016 - Jul 2018

• Led teams of 2-3 associates to progress their skills, mediate issues and achieve external deadlines• Executed risk assessments, analytical and financial review for over 25 engagements• Developed and presented audit findings to clients for advantageous process and control improvements• Directed over 10 internal trainings with 2-20 associates over accounting software and advanced excel techniques

Rotation Staff

• Sep 2014 - Jun 2016

• Organized and prepared engagement financial statements with applicable ASU updates• Innovated various testing procedures to reduce manual preparation for assurance and tax engagements• Prepared partnership, C Corporation and individual tax returns for various sized entities

Property Accounting Intern

• Jul 2012 - Sep 2013

•Redesigned request for capital acquisition form to gather additional information in a concise manner •Manage capital asset database of 10,000 assets including their assigned attendee and status •Reformed tagging, inventorying, and tracking processes to streamline gathered information •Maintain and operate SharePoint site providing companywide budget and capital asset details •Train interns in various procedures including inventorying, capital additions, disposals, and retirements •Redesigned request for capital acquisition form to gather additional information in a concise manner •Manage capital asset database of 10,000 assets including their assigned attendee and status •Reformed tagging, inventorying, and tracking processes to streamline gathered information •Maintain and operate SharePoint site providing companywide budget and capital asset details •Train interns in various procedures including inventorying, capital additions, disposals, and retirements