CPA | Public and Private Company | SEC Reporting | Multi-entity Close

• CPA with 20+ years of progressive experience leading accounting, SEC reporting, financial close, and internal controls across publicly traded and privately held organizations in a variety of industries
• Oversees full-cycle accounting operations including month-end close, consolidations, payroll, AP/AR, treasury, and financial reporting while ensuring GAAP compliance and strong internal control frameworks
• Extensive experience preparing quarterly and annual SEC filings, drafting MD&A, managing XBRL review, researching new accounting pronouncements, and supporting IPO readiness and complex transactions
• Primary liaison for internal and external audits and regulatory examinations; prepares technical accounting memos and quarterly analyses to support audit readiness
• Develops annual budgets, rolling forecasts, and weekly sales tracking models; delivers executive-level financial review packages and variance analyses
• Streamlined journal entry processes, reduced close cycle inefficiencies, and implemented system-driven reconciliations to improve reporting accuracy and timeliness
• Led multiple ERP and financial system implementations and integrations, enhancing reporting automation and operational scalability
• Manages treasury functions, including cash forecasting, credit facilities, and supports covenant compliance and liquidity planning
• Built and led accounting teams, ranging from small departments to multi-layered structures, mentoring staff and strengthening cross-functional collaboration
• Started career at the Big 4 with experience auditing public and private companies across multiple industries; holds a Master of Science in Accounting and active CPA license