Experience

TraXtion

• United States
• Software Development
• 1 - 100 Employee

• VP of Finance

  • Aug 2018 - Present



Marvel Group

• Hospitality
• 1 - 100 Employee

• Controller

  • May 2017 - Jul 2018

  • There was no accounting team in place. Brought on to clean up the accounting for 30 companies for owner and Doctors companies as well. Ranging from real estate companies to medical billing. Went back prior years for clean-up. • Set up accounting procedures to help it run smoothly for the future. • Prepare journal entries, bank reconciliations, maintain any chart of accounts needed to be added. • Prepare a yearly budget for five of the thirty companies and manage the changes in the budget each monthly review. • Review/approve all bills for each company. Process checks for payment and make sure in budget to not overpay each week. Review prepare expense reports paid out to employees. Reviewed and processed all commissions paid out to the sales team. • Review and prepare monthly financials to review with the President. • HR/ Payroll duties. New hire paperwork, payroll changes, processing payroll for both the office and the Dr’s staff. Finding/ setting up new insurance/ 401K policies for the company. • Go thru mail and prepare all deposits, close out payments and take to the bank. • Prepare and file monthly sales tax for sales. • Processed all billing for the hospitals until I brought on another accountant to take over billing. • Prepare management invoices to bill out costs for different companies/ Create invoices to charge rent for various locations. • Managed the office staff and three accountants on the team. • Work closely with CPA firm for any items needed for quarterly and yearly tax payments. • Maintain inventory counts on medical parts used for surgeries. Manual physical counts done quarterly. Entries done quarterly to true up balances/variations. • Allocating any costs needing to be charged between the multiple 30 companies. • Accounting software used QuickBooks Online. Dr’s office used Eclinical works software. Show less



MediGain

• Hospitals and Health Care
• 100 - 200 Employee

• Controller

  • Sep 2015 - Jan 2017

  • Brought on to bring accounting from offshore to local. Built the accounting team (hiring/interviewing). • Manage/ supervise the department with 10 employees (Accounting, HR, Payroll and Admin) and daily operational tasks. • Review/prepare monthly consolidated financials. • Review/approve general ledger issues, journal entries, inter-company balances. • Make sure all accruals, prepaids, fixed assets, bank reconciliations and monthly schedules are reviewed and accurate each month. • Maintain additions to the chart of accounts. • Final review of the monthly financials and sent to the CFO. • Weekly vs actual budget reports to stay on budget each week. • Review/approve all AP bills for the company and process payment during the weekly budgeting. • Signer on bank account and any financial/ money issues. • Payroll review before being processed bi-weekly hourly and salary employees. • Set up manual reconciliation for payroll JEs to book in the financials. • Review/ approve medical invoices billed out to the clients before being sent out. • Preparing/ filing monthly sales tax. • Auditing preparation working with external auditors. • Accounting software used QuickBooks Enterprise and Bill.com. Show less



Cinsay

• Dallas, Texas

• Accounting Controller

  • Oct 2012 - Aug 2015

  • Promoted from Accounting Manager to Controller. • Manage/supervise the department with 6 employees (Accounting, HR, Payroll and Admin) and daily operational tasks. • Prepare monthly/ quarterly consolidated financials. • Review/approve general ledger issues, journal entries, inter-company balances. • Maintain additions to the chart of accounts. • Make sure all accruals, prepaids, fixed assets, stock entries, bank reconciliations and monthly schedules are reviewed and accurate each month. • Final review of the monthly financials and sent to the CFO. • In charge of inventory counts at company warehouse. Manual physical counts done quarterly. Entries done quarterly to true up balances/variations. • Prepare/review commission calculations for sales weekly. • Review employee expense reports. • Review/approve AP bills with proper coding on ledger. Cut checks for bills. • Preparing/ filing monthly sales tax. • Auditing preparation working with external auditors. • Accounting software used QuickBooks and NetSuite. Show less



CBRE

• United States
• Real Estate
• 700 & Above Employee

• Accountant

  • Oct 2010 - Jun 2012

  • Supervised associate accountants on the team. • Review/ approve journal entries done by the associate accountants. • Reconcile monthly bank reconciliations. • Communicate with clients on AR balances due. • AR cleanup/ write-offs. • Monitoring accounting mailbox daily to resolve any open issues. • Assist the team with month end closes. • Prepare/ post journal entries. • Resolve any issues with payroll/billing. • Audit preparation working with external auditors. • Assist with upgrading accounting software change with data checks for accuracy. • Accounting software used PeopleSoft and Excel. Show less