CFO

• Mar 2018 - Present

Vice President of Finance and Administration

• Jan 2017 - Present

Sr. Director of Finance & Administration

• Jan 2016 - Present

Controller

• Aug 2011 - Present

Controller

• Jul 2007 - Aug 2011

Recruited to provide financial control and management for a club with $2M in revenues, I developed policies to monitor, coordinate, and control accounting, auditing, budgets, taxes and records. Prepared financial statements, forecasts and analyses for all administrative and managerial functions. Maintained accurate accounting records and analyzed, evaluated operating results including forecasts for profit potential. Helped to reduce operating costs by 5% within the club through innovative restructuring. Show less

Consultant

• Feb 2006 - Dec 2006

I provided client services and business development for a benefit solutions company including financial planning, estate planning, tax planning, bookkeeping, budgeting, and risk management. I also served as an Interim Controller for several for profits and non-profit clients. I provided client services and business development for a benefit solutions company including financial planning, estate planning, tax planning, bookkeeping, budgeting, and risk management. I also served as an Interim Controller for several for profits and non-profit clients.

Senior Accountant

• Jun 2003 - Feb 2006

Prepared detailed financial statements including tax and financial consulting, plus individual and business auditing for state and federal returns. Provided leadership and expertise for business operations including budget preparation and administration, audit taxation, accounting, and monthly closing of books of record. Prepared detailed financial statements including tax and financial consulting, plus individual and business auditing for state and federal returns. Provided leadership and expertise for business operations including budget preparation and administration, audit taxation, accounting, and monthly closing of books of record.