Director of Finance

• Jan 2020 - Present

Controller

• Aug 2018 - Jan 2020

Senior Accountant

• Dec 2014 - Aug 2018

Helped run a ten person accounting department within a one thousand plus employee engineering firm. Created efficiencies throughout the department and company leveraging technology to increase accuracy, efficiency and knowledge. Key results: - Managed the month end monthly distribution of financials to Management. - Strategically planned, in conjunction with IT, for current and upcoming issues related to how our ERP is utilized by the entire company. - Implemented Excel automation within the Accounting and Human Resources Departments to reduce manual processes and greatly increase speed and accuracy (PivotTables & VLookups). - Trained operational Project Managers on how to pull reports from ERP to get the key metrics needed to properly manage a project/department. - Managed tax compliance for the entire company. - Assisted in the analysis and valuation of several merger and acquisition candidates - Produced Power point presentation for management reporting. - Involved in analysis and renewals of Property and Casualty as well as Professional Liability Insurance. - Participated in Investment and Cash management reviews. Show less

Associate

• Jan 2014 - Dec 2014

US and International tax compliance for Family Offices through out the United States. US and International tax compliance for Family Offices through out the United States.

Senior Tax Accountant

• Oct 2010 - Dec 2013

Tax Compliance for Individuals, Partnerships, Corporations, and Non-Profit Organizations. Tax Compliance for Individuals, Partnerships, Corporations, and Non-Profit Organizations.