Vice President of Finance

• Oct 2022 - Present

Chief Financial Officer

• Feb 2022 - Oct 2022

Corporate Controller

• Jan 2020 - Feb 2022

Lead accounting teams through all aspects of accounting functions: close activities related to monthly close, accounting estimates, stock compensation, AR, AP, and overall management of financial reporting Develop framework for resolving cross functional information flow matters and transactional processes with management. Advise leadership team on operational process improvements for the company's enterprise resource planning system. Manage technical accounting matters including… Show more Lead accounting teams through all aspects of accounting functions: close activities related to monthly close, accounting estimates, stock compensation, AR, AP, and overall management of financial reporting Develop framework for resolving cross functional information flow matters and transactional processes with management. Advise leadership team on operational process improvements for the company's enterprise resource planning system. Manage technical accounting matters including M&A accounting, purchase price accounting, tax provisions. Lead teams through external audits and financial due diligence project with investment banking partners & Big 4 teams as member of deal team for sale of WX brands to Bemberg Family Group. Identify and implemented cost saving operating efficiencies, manage yearly audit, tax compliance, and accounting advisory consultants related to financial reporting compliance, tax compliance and international tax matters. Hiring, training, and developing junior members of finance team about more advanced areas of accounting and finance to develop long term career paths Show less Lead accounting teams through all aspects of accounting functions: close activities related to monthly close, accounting estimates, stock compensation, AR, AP, and overall management of financial reporting Develop framework for resolving cross functional information flow matters and transactional processes with management. Advise leadership team on operational process improvements for the company's enterprise resource planning system. Manage technical accounting matters including… Show more Lead accounting teams through all aspects of accounting functions: close activities related to monthly close, accounting estimates, stock compensation, AR, AP, and overall management of financial reporting Develop framework for resolving cross functional information flow matters and transactional processes with management. Advise leadership team on operational process improvements for the company's enterprise resource planning system. Manage technical accounting matters including M&A accounting, purchase price accounting, tax provisions. Lead teams through external audits and financial due diligence project with investment banking partners & Big 4 teams as member of deal team for sale of WX brands to Bemberg Family Group. Identify and implemented cost saving operating efficiencies, manage yearly audit, tax compliance, and accounting advisory consultants related to financial reporting compliance, tax compliance and international tax matters. Hiring, training, and developing junior members of finance team about more advanced areas of accounting and finance to develop long term career paths Show less

Manager - Private Company Services - Assurance

• Jul 2019 - Jan 2020

Actively plan, supervise, and execute financial statement audits, ensuring compliance with US GAAP. Accounting experience and exposure to various industries: Wine & spirits, consulting, construction, retail, e-commerce, and manufacturing. Develop testing strategies for all various areas of financial reporting, including but not limited to revenue recognition, inventory valuation, business acquisitions, and various other areas to meet financial reporting objectives. Manage projects and… Show more Actively plan, supervise, and execute financial statement audits, ensuring compliance with US GAAP. Accounting experience and exposure to various industries: Wine & spirits, consulting, construction, retail, e-commerce, and manufacturing. Develop testing strategies for all various areas of financial reporting, including but not limited to revenue recognition, inventory valuation, business acquisitions, and various other areas to meet financial reporting objectives. Manage projects and plan staffing, budgets, and workflow through all phases of engagements. Coordinate, supervise, and coach team through advanced areas. Review audit and accounting documentation and identify and resolving issues in a client facing role. Perform research for technical accounting treatment of complex areas and transactions and coordinate with specialists as needed for areas including but not limited to acquisitions, tax provisions, system implementations, and valuation and inventory costing. Lead and develop assurance training for new team members, experienced team members, and management for specialized areas of accounting.

Senior Associate - Private Company Services - Assurance

• Dec 2016 - Jun 2019

Associate - Private Company Services - Assurance

• Aug 2014 - Dec 2016

Seasonal Tax Preparer

• Jan 2014 - Apr 2014

Seasonal tax hire - Prepared Federal personal tax returns, reviewed client organizers and details. Prepared state returns for multi-state entities and individuals. Performed tax research as related to partnerships and individuals to maximize benefits. Seasonal tax hire - Prepared Federal personal tax returns, reviewed client organizers and details. Prepared state returns for multi-state entities and individuals. Performed tax research as related to partnerships and individuals to maximize benefits.

Independent Contractor

• Oct 2012 - Apr 2014

Various data organization, Tech installs including POS installation, server installs, printer hardware troubleshooting, and setup networks on a contractual basis. Excel management for client books and record keeping, and updating inventory management as needed. Update websites for marketing names, and helped owners track useful data in order to make operational decisions. Various data organization, Tech installs including POS installation, server installs, printer hardware troubleshooting, and setup networks on a contractual basis. Excel management for client books and record keeping, and updating inventory management as needed. Update websites for marketing names, and helped owners track useful data in order to make operational decisions.

Intern

• Jun 2013 - Aug 2013

Intern

• May 2012 - Aug 2012

Performed tax research for individuals and partnerships. Prepared gift tax returns for individuals. Performed bookkeeping services for a variety of small businesses Migrated hard-files to a new software system to ensure recording keeping could be maintained on a new platform. Assisted in audit procedures on an as-needed basis. Performed tax research for individuals and partnerships. Prepared gift tax returns for individuals. Performed bookkeeping services for a variety of small businesses Migrated hard-files to a new software system to ensure recording keeping could be maintained on a new platform. Assisted in audit procedures on an as-needed basis.