Overview
Dedicated and highly experienced accountant with proven track record of success cleaning up balance sheets and strengthening businesses. I am a dedicated and highly skilled professional adept at supporting company goals, fiscal objectives, and overall operations through diligent and accurate financial reporting. As a collaborative communicator, I’m continually focused on fostering positive relationships and a culture of teamwork and accountability.
Analytical and decisive, I bring over years of experience to each engagement. My record of accomplishments spans across projects and organizations with various budgets and staff sizes. Through a combination of data-driven decision making, ability to understand process deficiencies, and a keen understanding of how people – whether employees, vendors, customers, or partners – impact operations, I offer a track record of improving accounting processes, consistently providing accurate accounting services, and getting the job done.
Motivated and results-focused, I bring a wealth of knowledge and experience. The following is a sample of my areas of expertise.
. Accounting Management
. General Ledger
. Financial reporting
. Cash management
. AP & AR
. Payroll
. Multi-Entity Accounting
. Inter-Company Transactions
. Acquisitions & mergers
. Budget Analysis & Forecasting
. GAAP Principles
Engaging and collaborative, I am relied upon to guide special projects involving business transformation decisions that involve identifying and capitalizing on opportunities for major savings and process improvements.
As a Senior Accountant with CLA, I’m responsible for leading day-to-day accounting operations for a diverse range of clients. The role involves leading and coaching a team of Staff Consultants to manage accounting processes and cash management duties. My scope of responsibility encompasses balance sheet reconciliations, month end closing process and procedures, and general ledger management. I also prepare financial statements along with electronic work paper documentation.
Key Achievements:
• Enhanced client relations by maintaining accounting controls while also following company policies and procedures and adhering to federal, state, and local requirements.
• Successfully transitioned to new role with CLA upon company’s acquisition of BlumShapiro in December 2020.
Education
University of Connecticut - Master of Sciense in Accounting (MSA) (Currently attending)
Johnson and Wales University - Bachelor's Degree - Accounting, concentration in Accounting Technology
In the community
Veterans of Foreign Wars - (Active member) - Organization's mission is to foster camaraderie among United States veterans of overseas conflicts. To serve our veterans, the military and our communities. To advocate on behalf of all veterans.
The American Legion - (Active member) - Organization's mission is to enhance the well-being of America's veteran's, their families, our military, and our communities by our devotion to mutual helpfulness.