CFO Consultant

• Jul 2021 - Present

Tomlinson Financial Group is an accounting and bookkeeping firm based in Tucson, Arizona, providing a full suite of accounting and financial advisory services to clients both local and abroad. Backed by a team of experienced professionals, our strategic services meet the needs of all types and sizes of clients - from small startups to large firms - and deliver lasting changes with measurable growth. Many organizations struggle to find competent financial leadership. Budget… Show more Tomlinson Financial Group is an accounting and bookkeeping firm based in Tucson, Arizona, providing a full suite of accounting and financial advisory services to clients both local and abroad. Backed by a team of experienced professionals, our strategic services meet the needs of all types and sizes of clients - from small startups to large firms - and deliver lasting changes with measurable growth. Many organizations struggle to find competent financial leadership. Budget constraints for smaller and “start-up” firms prevent them from hiring a high quality in-house CFO and other financial positions. Our CFO's can step in to assist these organizations with a combination of onsite work and technology driven interactions to cost effectively provide CFO services at a cost that fits our clients’ budgets. We seamlessly integrate with our clients’ existing technology and personnel infrastructure to provide best in class service and support. We have a firm commitment to our community and our members are involved in a wide range of boards, committees, and charity efforts. Our clients are of the utmost importance to us and we work diligently to assist them in achieving their goals. Show less Tomlinson Financial Group is an accounting and bookkeeping firm based in Tucson, Arizona, providing a full suite of accounting and financial advisory services to clients both local and abroad. Backed by a team of experienced professionals, our strategic services meet the needs of all types and sizes of clients - from small startups to large firms - and deliver lasting changes with measurable growth. Many organizations struggle to find competent financial leadership. Budget… Show more Tomlinson Financial Group is an accounting and bookkeeping firm based in Tucson, Arizona, providing a full suite of accounting and financial advisory services to clients both local and abroad. Backed by a team of experienced professionals, our strategic services meet the needs of all types and sizes of clients - from small startups to large firms - and deliver lasting changes with measurable growth. Many organizations struggle to find competent financial leadership. Budget constraints for smaller and “start-up” firms prevent them from hiring a high quality in-house CFO and other financial positions. Our CFO's can step in to assist these organizations with a combination of onsite work and technology driven interactions to cost effectively provide CFO services at a cost that fits our clients’ budgets. We seamlessly integrate with our clients’ existing technology and personnel infrastructure to provide best in class service and support. We have a firm commitment to our community and our members are involved in a wide range of boards, committees, and charity efforts. Our clients are of the utmost importance to us and we work diligently to assist them in achieving their goals. Show less

Senior Accounting Analyst/ Consultant

• Nov 2019 - Jul 2021

• Acquisition Reporting- Developed standardized monthly reporting structure for new management and Board Reporting. Created databases for monthly/annual reporting. • General process improvement/efficiency consulting. • Assist with Accounting, Payroll and Fixed Asset system implementations. • Monthly account reconciliations creation, journal entry preparation, inter-company billing, monthly accounting close, Broad scope GAAP. • Internal management projects, forecasts, strategic… Show more • Acquisition Reporting- Developed standardized monthly reporting structure for new management and Board Reporting. Created databases for monthly/annual reporting. • General process improvement/efficiency consulting. • Assist with Accounting, Payroll and Fixed Asset system implementations. • Monthly account reconciliations creation, journal entry preparation, inter-company billing, monthly accounting close, Broad scope GAAP. • Internal management projects, forecasts, strategic planning, reporting, and general analysis. Show less • Acquisition Reporting- Developed standardized monthly reporting structure for new management and Board Reporting. Created databases for monthly/annual reporting. • General process improvement/efficiency consulting. • Assist with Accounting, Payroll and Fixed Asset system implementations. • Monthly account reconciliations creation, journal entry preparation, inter-company billing, monthly accounting close, Broad scope GAAP. • Internal management projects, forecasts, strategic… Show more • Acquisition Reporting- Developed standardized monthly reporting structure for new management and Board Reporting. Created databases for monthly/annual reporting. • General process improvement/efficiency consulting. • Assist with Accounting, Payroll and Fixed Asset system implementations. • Monthly account reconciliations creation, journal entry preparation, inter-company billing, monthly accounting close, Broad scope GAAP. • Internal management projects, forecasts, strategic planning, reporting, and general analysis. Show less

Staff Accountant

• Oct 2017 - Nov 2019

• Monthly account reconciliations, journal entry preparation, inter-company billing, monthly accounting close, Broad scope GAAP. • Accounts receivable posting and reconciliations. • Investment tracking and reconciliations. • Fixed asset tracking and analysis. • Payroll Processing- ACA review and compliance, payroll analysis and review. • Internal management projects, forecasts, strategic planning, reporting, and general analysis. • Selected for company Leadership… Show more • Monthly account reconciliations, journal entry preparation, inter-company billing, monthly accounting close, Broad scope GAAP. • Accounts receivable posting and reconciliations. • Investment tracking and reconciliations. • Fixed asset tracking and analysis. • Payroll Processing- ACA review and compliance, payroll analysis and review. • Internal management projects, forecasts, strategic planning, reporting, and general analysis. • Selected for company Leadership program. Show less • Monthly account reconciliations, journal entry preparation, inter-company billing, monthly accounting close, Broad scope GAAP. • Accounts receivable posting and reconciliations. • Investment tracking and reconciliations. • Fixed asset tracking and analysis. • Payroll Processing- ACA review and compliance, payroll analysis and review. • Internal management projects, forecasts, strategic planning, reporting, and general analysis. • Selected for company Leadership… Show more • Monthly account reconciliations, journal entry preparation, inter-company billing, monthly accounting close, Broad scope GAAP. • Accounts receivable posting and reconciliations. • Investment tracking and reconciliations. • Fixed asset tracking and analysis. • Payroll Processing- ACA review and compliance, payroll analysis and review. • Internal management projects, forecasts, strategic planning, reporting, and general analysis. • Selected for company Leadership program. Show less

Accounting- Financial Analyst

• Sep 2015 - Jul 2017

• Daily accounting maintenance for six properties- Monthly account reconciliations, variance analysis, payable oversight, tenant ledger review, monthly accounting close, Broad scope GAAP. • Organization inventory tracking and billing. • Budget preparation assistance- development, analysis and management communication liaison. • Fixed asset tracking and Capital budget variance analysis. • Escheatment tracking and reporting, developed organizational process and… Show more • Daily accounting maintenance for six properties- Monthly account reconciliations, variance analysis, payable oversight, tenant ledger review, monthly accounting close, Broad scope GAAP. • Organization inventory tracking and billing. • Budget preparation assistance- development, analysis and management communication liaison. • Fixed asset tracking and Capital budget variance analysis. • Escheatment tracking and reporting, developed organizational process and documentation. • Payroll Processing- Commission calculations, ACA review and compliance, payroll analysis and review. • Internal management projects, forecasts, strategic planning, reporting, and general analysis. Show less • Daily accounting maintenance for six properties- Monthly account reconciliations, variance analysis, payable oversight, tenant ledger review, monthly accounting close, Broad scope GAAP. • Organization inventory tracking and billing. • Budget preparation assistance- development, analysis and management communication liaison. • Fixed asset tracking and Capital budget variance analysis. • Escheatment tracking and reporting, developed organizational process and… Show more • Daily accounting maintenance for six properties- Monthly account reconciliations, variance analysis, payable oversight, tenant ledger review, monthly accounting close, Broad scope GAAP. • Organization inventory tracking and billing. • Budget preparation assistance- development, analysis and management communication liaison. • Fixed asset tracking and Capital budget variance analysis. • Escheatment tracking and reporting, developed organizational process and documentation. • Payroll Processing- Commission calculations, ACA review and compliance, payroll analysis and review. • Internal management projects, forecasts, strategic planning, reporting, and general analysis. Show less

Director of Finance and Human Resources

• Mar 2014 - Aug 2015

•Accounting Functions: Prepare monthly account reconciliations, deposits, accounts payable processing, accounts receivable, investment account review, prepare monthly financials for board presentation and approval, preparation for audit/financial reviews, Implementation of new payment processing system, etc. •Budget preparation and stewardship •Annual reporting compliance •Payroll Processing: Commission calculations, quarterly payroll tax returns, payroll analysis and review, etc… Show more •Accounting Functions: Prepare monthly account reconciliations, deposits, accounts payable processing, accounts receivable, investment account review, prepare monthly financials for board presentation and approval, preparation for audit/financial reviews, Implementation of new payment processing system, etc. •Budget preparation and stewardship •Annual reporting compliance •Payroll Processing: Commission calculations, quarterly payroll tax returns, payroll analysis and review, etc. •Human Resource functions- General management, policy review, employee communications, liability/compliance, benefits coordination, etc. •Collaborative Management Team Environment •Software system utilization: Quickbooks Online, Advanced Excel, Ebinder, Google Management, Authorize.net Effectively communicate with internal and external clients regarding transparency and integrity. Show less •Accounting Functions: Prepare monthly account reconciliations, deposits, accounts payable processing, accounts receivable, investment account review, prepare monthly financials for board presentation and approval, preparation for audit/financial reviews, Implementation of new payment processing system, etc. •Budget preparation and stewardship •Annual reporting compliance •Payroll Processing: Commission calculations, quarterly payroll tax returns, payroll analysis and review, etc… Show more •Accounting Functions: Prepare monthly account reconciliations, deposits, accounts payable processing, accounts receivable, investment account review, prepare monthly financials for board presentation and approval, preparation for audit/financial reviews, Implementation of new payment processing system, etc. •Budget preparation and stewardship •Annual reporting compliance •Payroll Processing: Commission calculations, quarterly payroll tax returns, payroll analysis and review, etc. •Human Resource functions- General management, policy review, employee communications, liability/compliance, benefits coordination, etc. •Collaborative Management Team Environment •Software system utilization: Quickbooks Online, Advanced Excel, Ebinder, Google Management, Authorize.net Effectively communicate with internal and external clients regarding transparency and integrity. Show less

Sr. Financial Analyst

• May 2013 - Jan 2014

-Bench Marking- Metrics Development for sustainability -Benefits- Insurance restructuring and rate adjustments for all properties -Quarterly Reporting- Investors -Financial Statement Review -Budget Preparation -Standardized Reporting Development -Special Projects Analyst -Bench Marking- Metrics Development for sustainability -Benefits- Insurance restructuring and rate adjustments for all properties -Quarterly Reporting- Investors -Financial Statement Review -Budget Preparation -Standardized Reporting Development -Special Projects Analyst

Operations Manager

• Apr 2004 - May 2013

•Independently developed all operational procedures and processes, including creating employee manual and reference guide to streamline efficient operations. •Created and implemented corporate wellness division to increase awareness of workplace ergonomics and effects of stress on employee health, increasing new patients by 28%. •Enhanced marketing results by creating attractive marketing materials and increasing electronic presence through media websites. •Improved public… Show more •Independently developed all operational procedures and processes, including creating employee manual and reference guide to streamline efficient operations. •Created and implemented corporate wellness division to increase awareness of workplace ergonomics and effects of stress on employee health, increasing new patients by 28%. •Enhanced marketing results by creating attractive marketing materials and increasing electronic presence through media websites. •Improved public relations by developing and effectively implementing customer communication initiatives. •Recruit, hire and train office employees, maintaining selective during process to ensure minimal turnover and optimal business operations. •Efficiently acquired and merged two independent chiropractic offices, streamlining operations by implementing consistent procedures and gaining employee support. •Resolve complex inquiries and escalated issues independently while ensuring solutions beneficial to both company and customer. •Enhance knowledge of medical terminology and HIPAA regulations to ensure continual compliance. Show less •Independently developed all operational procedures and processes, including creating employee manual and reference guide to streamline efficient operations. •Created and implemented corporate wellness division to increase awareness of workplace ergonomics and effects of stress on employee health, increasing new patients by 28%. •Enhanced marketing results by creating attractive marketing materials and increasing electronic presence through media websites. •Improved public… Show more •Independently developed all operational procedures and processes, including creating employee manual and reference guide to streamline efficient operations. •Created and implemented corporate wellness division to increase awareness of workplace ergonomics and effects of stress on employee health, increasing new patients by 28%. •Enhanced marketing results by creating attractive marketing materials and increasing electronic presence through media websites. •Improved public relations by developing and effectively implementing customer communication initiatives. •Recruit, hire and train office employees, maintaining selective during process to ensure minimal turnover and optimal business operations. •Efficiently acquired and merged two independent chiropractic offices, streamlining operations by implementing consistent procedures and gaining employee support. •Resolve complex inquiries and escalated issues independently while ensuring solutions beneficial to both company and customer. •Enhance knowledge of medical terminology and HIPAA regulations to ensure continual compliance. Show less

Tax Consultant

• Mar 2003 - Apr 2004

Multi-State Tax Services

• Aug 1999 - Mar 2003