Client CFO

• Apr 2022 - Present

Controller

• Sep 2020 - Present

Volunteer Accountant

• Jun 2020 - Jan 2022

Volunteer work - Monthly Reconciliations - Audit preparation Volunteer work - Monthly Reconciliations - Audit preparation

Global Senior Accountant

• Jul 2019 - Feb 2020

• Budgeting and forecasting. • Standardizing different accounting procedures. • Monthly close and SOX compliance. • Balance sheet reconciliations. • Payroll entries and reconciliations. • Deferred project cost analysis and wage capitalization analysis. • Overseeing A/P, A/R, payroll, FA, positive Pay and general ledger functions. • Monthly reconciliation of cross charges with several international partner entities. • Budgeting and forecasting. • Standardizing different accounting procedures. • Monthly close and SOX compliance. • Balance sheet reconciliations. • Payroll entries and reconciliations. • Deferred project cost analysis and wage capitalization analysis. • Overseeing A/P, A/R, payroll, FA, positive Pay and general ledger functions. • Monthly reconciliation of cross charges with several international partner entities.

Controller

• Jul 2018 - Jul 2019

Provide clients with outsourced accounting solutions including: managing month-end closes, preparing financial statements, budgeting and forecasting, overseeing accounts payable, ac- counts receivable, payroll and GL, financial analysis, cash management, etc. • Manage client interactions and expectations by demonstrating subject matter expertise, addressing client needs, communicating value propositions, managing resource requirements/ workflows/ budgets/ billing/ collections, and… Show more Provide clients with outsourced accounting solutions including: managing month-end closes, preparing financial statements, budgeting and forecasting, overseeing accounts payable, ac- counts receivable, payroll and GL, financial analysis, cash management, etc. • Manage client interactions and expectations by demonstrating subject matter expertise, addressing client needs, communicating value propositions, managing resource requirements/ workflows/ budgets/ billing/ collections, and preparing/coordinating complex written and verbal materials. • Manage a team by tracking and directing performance against objectives, creating an atmosphere of trust and collaboration, and encouraging improvement and innovation. • Review status, manage schedules, monitor progress, and prepare status reports. • Support leadership team on internal projects including: sales/marketing initiatives, recruiting, organizational development, and methodology creation and refinement. • Liaise with external auditors (financial audit, financial review, and DCAA compliance audit etc.) • Use several platforms such as bill.com, Deltek T&E, Springahead, Netsuite and EFAACT etc for review and performance of activities.

Assistant Controller & Team Coordinator

• Oct 2015 - Jul 2018

•Key Accomplishments- Consistently meeting deliverables deadline, proven ability of learning new and challenging software, aptitude of working on fast moving and changing work environment by taking on more responsibilities and providing quality results. •Develop financial statements and provide financial analysis memorandum with actions and recommendations on a monthly basis using various softwares like Deltek GCS, Costpoint, Quickbooks and Netsuite. •Contract management and billing for… Show more •Key Accomplishments- Consistently meeting deliverables deadline, proven ability of learning new and challenging software, aptitude of working on fast moving and changing work environment by taking on more responsibilities and providing quality results. •Develop financial statements and provide financial analysis memorandum with actions and recommendations on a monthly basis using various softwares like Deltek GCS, Costpoint, Quickbooks and Netsuite. •Contract management and billing for several FFP, T&M and Cost plus GovCon Contracts using Deltek GCS. •Time and Expense administration and reporting using Deltek Time & Expense module. •Using Costpoint to record transactions, leave accruals, timesheet corrections and journal entries. •Reviewing and recording Accounts payables and cash disbursements. •Billing and entering cash receipts for transactions using Netsuite, bill.com and Quickbooks. •Preparing weekly Bank Borrowing Certification after reconciling bank, AR, AP and Inventory. •Weekly cash management and cash flow forecast. •Payroll administration and recording payroll journal entries as well as performing Labor reconciliation. Including, 941 reconciliations, W2 and 1099 reviews. •Assisting in external financial audits including DCAA audits. Incurred cost submissions. •Monthly reconciliation of balance sheet accounts, maintaining subledger and performing account reconciliations. •Maintain, record and review of Fixed assets and record depreciation, as well as review of Property tax filings at year end. •Assisting with budget preparation and forecasting. •Mentoring staff accountants and providing support via performance evaluations and suggestions.

Financial Manager

• Apr 2014 - Oct 2015

•Key accomplishments- Improved accounting procedures and financial reporting by creating new processes & leading the route of changing to a more appropriate accounting software from an obsolete one. Performed detailed personal insurance analysis for employees and helped get to a better plan with cost savings to the association. Reduced credit card processing fees from effective rate of 4.4% to 2.9%. Performed detailed cost analysis for a management contract which resulted in continuation of the… Show more •Key accomplishments- Improved accounting procedures and financial reporting by creating new processes & leading the route of changing to a more appropriate accounting software from an obsolete one. Performed detailed personal insurance analysis for employees and helped get to a better plan with cost savings to the association. Reduced credit card processing fees from effective rate of 4.4% to 2.9%. Performed detailed cost analysis for a management contract which resulted in continuation of the contract which makes up 4% of the total association’s revenue. • Develop financial statements and budget documents, and be responsive to the financial documentation requests of the NACAS Board of Directors, the CCBO Board of Directors and the NACAS Education Foundation. • Responsible for the daily financial operations including, annual conference financial statements, contract services payments, payroll and purchasing. • Ensure programmatic success through cost analysis support, and compliance with all contractual and programmatic requirements. • This includes: 1) interpreting legislative and programmatic rules and regulations to ensure compliance with all federal, state, local and contractual guidelines, 2) ensuring that all government regulations and requirements are disseminated to appropriate personnel, and 3) monitoring compliance. • Fund Accounting for Education Foundations endowed funds. • Oversight of the activities of independent auditors insuring audit issues are resolved, and the preparation of the annual financial statements is in accordance with U.S. GAAP and federal, state and other required supplementary schedules and information. • Recommend, develop and maintain financial databases, computer software systems and manual filing systems. • Supervise the input and handling of financial data and reports for the automated financial systems. Provide oversight and support for the Staff Accountant for all accounting processes.

Staff Accountant

• Sep 2013 - Apr 2014

• Key accomplishments – Performed detailed financial & non-financial analysis on 9 different event contracts for better understanding of time value of money. After research, improved the company’s banking practices and credit card usage by switching to institutions that provided better return. • Performed monthly bank reconciliation for three different companies with 7 different bank accounts for operating and payroll accounts. • Entered monthly adjusting journal entries into General… Show more • Key accomplishments – Performed detailed financial & non-financial analysis on 9 different event contracts for better understanding of time value of money. After research, improved the company’s banking practices and credit card usage by switching to institutions that provided better return. • Performed monthly bank reconciliation for three different companies with 7 different bank accounts for operating and payroll accounts. • Entered monthly adjusting journal entries into General Ledger. • Entered accounts payables and accounts receivables. • Provided assistance to the Controller with the preparation of external audit. • Processed credit card and check payments in the database. • Prepared weekly reconciliation reports for Annual Conference for three different regions.

Accounting Intern

• Mar 2013 - Jul 2013

• Established tables of accounts and assign entries to proper accounts. • Developed, implemented, modified, and documented record keeping and accounting systems, making use of open systems software. • Prepared Bank reconciliations and cash flows. • Developed database using excel. • Established tables of accounts and assign entries to proper accounts. • Developed, implemented, modified, and documented record keeping and accounting systems, making use of open systems software. • Prepared Bank reconciliations and cash flows. • Developed database using excel.

Auditor

• 2009 - 2012

• Key Accomplishments – 100% on time delivery of final audit reports. • Collected and analyzed data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies. • Prepared detailed reports on audit findings. • Reported to management about asset utilization and audit results, and recommend changes in operations and financial activities. • Inspected account books and accounting systems for efficiency… Show more • Key Accomplishments – 100% on time delivery of final audit reports. • Collected and analyzed data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies. • Prepared detailed reports on audit findings. • Reported to management about asset utilization and audit results, and recommend changes in operations and financial activities. • Inspected account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions. • Prepared, analyzed, and verified annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning. • Inspected cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm accuracy of records. • Examined inventory to verify journal and ledger entries. • Examined records, tax returns, and related documents . Show less • Key Accomplishments – 100% on time delivery of final audit reports. • Collected and analyzed data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies. • Prepared detailed reports on audit findings. • Reported to management about asset utilization and audit results, and recommend changes in operations and financial activities. • Inspected account books and accounting systems for efficiency… Show more • Key Accomplishments – 100% on time delivery of final audit reports. • Collected and analyzed data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies. • Prepared detailed reports on audit findings. • Reported to management about asset utilization and audit results, and recommend changes in operations and financial activities. • Inspected account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions. • Prepared, analyzed, and verified annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning. • Inspected cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm accuracy of records. • Examined inventory to verify journal and ledger entries. • Examined records, tax returns, and related documents . Show less

Finance Accounting Intern

• Feb 2009 - Jul 2009

• Prepared regular and special budget reports. • Analyzed monthly department budgeting and accounting reports to maintain expenditure controls. • Reviewed operating budgets to analyze trends affecting budget needs. • Prepared profitability and engagement model. • Prepared regular and special budget reports. • Analyzed monthly department budgeting and accounting reports to maintain expenditure controls. • Reviewed operating budgets to analyze trends affecting budget needs. • Prepared profitability and engagement model.