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Areas of Expertise
Accounting
Extensive experience in preparation of month end close, creating a financial package, audit preparation, and training staff on GAAP Accounting.
Budgeting & Forecasting
Creating proper reporting mechanisms to allow clients to effectively manage their cash flows.
Process Improvement
Always on alert identifying and implementing efficiencies that improve the bottom line.
Experience
Transitioned new CFO & staff, implemented Accounting Procedures, performed a commission audit
Retail Services Agency
Transitioned new CFO, trained staff, streamlined month end close, created weekly budgets & managed cash flow
Healthcare Services Company
Implemented Quickbooks Online, setup payroll, bill.com, expensify, created Policies & Procedures
Family Office
Education
BA, Accounting
University of Northern Iowa
Industry Experience
- Healthcare Services in the fields of Physical Therapy offices, Psychology Clinics, ENT Clinics, Drug & Rehab Facilities, and Dental Clinics
- Family Offices / Investment Firms
- Financial Services
- Manufacturing
- Retail
Strengths
- Patience while training staff
- Commitment to getting the job done accurately
- Problem solver
- The ability to quickly learn a new job & software
- Open communicator
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