Accounting Leadership: 15+ years of progressive experience managing accounting operations, financial reporting, and process optimization in fast-paced, multi-entity environments.
Team Leadership & Development: Oversees and mentors multi-level accounting teams; conducts regular performance check-ins and supports professional growth aligned with organizational objectives.
Month-End Close & Consolidations: Manages month-end close, consolidations, and GAAP-compliant financial reporting within accelerated close timelines while maintaining audit-ready accuracy.
Audit & Compliance Oversight: Serves as primary liaison for external auditors and regulatory bodies; coordinates annual audits, tax preparation, and compliance requirements.
Cross-Functional Collaboration: Partners with various partners within the organization to integrate new technology and software, improving data integrity, and streamline reporting workflows.
Financial Analysis & Executive Reporting: Delivers clear, actionable analysis of financial results, trends, and investment performance to senior leadership.
Process Improvement & Internal Controls: Implements workflow enhancements and internal control improvements to increase efficiency, accountability, and reporting accuracy.
FP&A & Dashboard Development: Developed financial dashboards and KPIs using new planning tools to provide real-time insights to leadership.
Budgeting & Forecast Support: Supports budgeting, labor planning, and revenue forecasting to ensure financial plans align with growth initiatives.
Credentials & Education: CPA with a Master’s in Accounting and a Bachelor’s in Accounting.