Bookkeeper |Bachelor’s in Accounting | Managing Books and Taxes for Multiple Clients

• Bachelor’s Degree in Accounting; completed while working full-time, demonstrating strong commitment and discipline.
• Managed bookkeeping for 30+ companies simultaneously, ensuring accuracy across multiple industries.
• Over a decade of hands-on accounting and tax experience, including senior-level roles in bookkeeping and tax preparation.
• Skilled in personal and business tax preparation (1040, 1065, 1120) with extensive use of professional tax software.
• Proficient in QuickBooks for general ledger management, payroll processing, and quarterly/year-end tax filings.
• Experienced in accounts receivable/payable, adjusting journal entries, and preparing financial statements.
• Conducted payroll processing and tax filings including 941, state wage withholding, 940, 1099s, and W-2s.
• Supported business start-up services, including entity registration, S-Corp elections, and payroll account setup.
• Background in bank reconciliations, expense tracking, and revenue reporting, ensuring accurate financial reporting.
• Bilingual, with strong organizational and administrative skills supporting finance operations.

Private Equity | Multi-Entity Finance Transformation

• Executive finance leader with 15+ years of experience across private equity-backed organizations in a variety of industries, building and scaling finance functions in high-growth environments
• Trusted partner to CEOs, boards, and private equity sponsors, defining financial strategy, capital roadmaps, and execution plans to drive profitable growth and successful exits
• Led M&A acquisition strategy, financial due diligence, negotiations, and post-close integrations across multi-entity organizations
• Deep expertise in ASC 606 revenue recognition, contract governance, and SaaS financial infrastructure
• Directed enterprise-wide budgeting, forecasting, pricing models, liquidity planning, and portfolio performance analysis across multi-entity structures
• Managed lender relationships, covenant compliance, investor reporting, capital requests, and liquidity strategy; structured debt and equity financing arrangements
• Led multiple ERP implementations and integrations, transitioned revenue systems to scalable cloud-based platforms, and professionalized financial reporting infrastructure
• Established strong internal controls, led internal and external audits, ensured GAAP compliance, and strengthened risk management frameworks
• Master’s in Accounting and Bachelor’s in Business Administration

• CPA
• Manages a team of around a dozen
• Consolidated financial reporting
• Investor relations
• Creation and implementation of enhanced accounting policies and procedures
• Updating internal reporting packages for senior management
• Budgeting, forecasting and cash flow management
• MBA
• Bachelor’s in Accounting

• CISA
• Nine years of total experience, all in IT Audit
• IT Controls
• SOC assessments
• Vulnerability probing
• Control testing
• Leading IT audit teams
• Utilization of various cybersecurity frameworks to guide strategies
• Threat detection
• Design and implementation of deficiency remediations
• Assess and testing IT internal controls
• MBA
• Bachelor’s degree

• M&A due diligence
• Investor relations
• Revenue analysis
• Creation and implementation of new KPI’s
• Multiple, documented, seven-figure savings
• System implementations
• Financial modeling
• MBA
• Bachelor’s in Finance

• 5 years of total experience all in Public Accounting
• Experience in both audit and tax preparation in public accounting
• Diverse industry audit experience
• Preparing to sit for the 1st part of the CPA exam
• Reconciliation experience
• Bachelor’s in Accounting and Finance

CPA Tax Director with Global Corporate Tax Leadership Experience

• Tax Leadership & Strategy: Senior tax executive with extensive experience leading global tax organizations for public and private companies, overseeing tax strategy, compliance, planning, risk management, ASC 740, mergers and acquisitions, and the development of high-performing tax teams.
• Corporate Tax Compliance: Directed complex U.S. federal, multi-state, and international tax compliance programs, including consolidated corporate income tax returns, partnership returns, pass-through entities, and indirect taxes while ensuring regulatory compliance.
• ASC 740 & Tax Accounting: Extensive experience leading quarterly and annual ASC 740 income tax provisions, deferred tax calculations, financial statement disclosures, tax accounting research, and technical tax memoranda under U.S. GAAP and IFRS while partnering closely with external auditors.
• Tax Planning & Mergers and Acquisitions: Led tax planning initiatives, acquisition due diligence, transaction structuring, integration planning, and modeling of acquisition strategies while generating substantial tax savings and supporting numerous M&A transactions.
• Leadership, Process Improvement & Technology: Directed tax departments, developed and mentored tax professionals, managed external advisors, implemented tax technologies, improved tax processes, and enhanced operational efficiency through automation and process optimization.
• Audit, SOX & Risk Management: Led tax audits, managed responses to taxing authorities, maintained SOX 404 compliance, coordinated audit documentation, and strengthened internal controls and enterprise tax governance.
• Financial Leadership & Executive Partnership: Served as a strategic advisor to executive leadership, Boards of Directors, finance, treasury, payroll, HR, legal, and audit committees by providing technical guidance, tax modeling, and strategic recommendations on complex business transactions.
• Public Accounting & Diverse Industry Experience: Began career in public accounting before advancing into senior corporate tax leadership roles across numerous industries with deep expertise in tax consulting and compliance.
• Education & Certifications: Bachelor of Science in Business Administration with a major in Accounting and an active Certified Public Accountant (CPA) license.

• CPA
• Oversight of all aspects of numerous complex audits
• Diverse industry experience
• Bachelor’s in Accounting

• CPA
• 10 years of total experience:
  • One year of public accounting
  • Nine years of industry
• Full-cycle accounting
• Oversight of all day-to-day accounting, including all close, reconciliations, GL, A/P and A/R
• ASC 606 implementation
• Cash flow forecasting
• Audit preparation and response
• Master’s in Accounting
• Bachelor’s in Accounting