Monica brings over 20 years of leadership abilities from working with small to mid-sized companies. She’s helped businesses follow through on their process improvements, setting up and implementing their internal controls, month-end procedures, and preparing financial statements. She is passionate about helping her clients through difficult times, problem-solving, and providing quality service.
For the first 9 years of my career, I was in Public Accounting preparing Audit and Tax Returns for both an International Accounting Firm, as well as a Regional Firm. After that, I moved onto leading the accounting and finance team for a multi-generational, high-net worth family office. Recently, I have had the pleasure of being the Controller for several companies in multiple industries. I am proficient at streamlining the month-end process, and training new Accountants into their roles.
One of my favorite things in accounting is working with Private Equity Firms during mergers and acquisitions. Creating a beginning balance sheet and digging into the company books to truly understand their finances & operations. Then, helping to create a balance between the buyer and seller during post-acquisition integration.
My years in public accounting have taught me to identify and implement efficiencies that improve the bottom line. I enjoy working with my clients to determine where their biggest gaps are and helping to fill those needs with the smoothest transition and most efficient processes possible.
I love creating monthly financial packages, budgets and proper reporting mechanisms to allow my clients to effectively manage their cash flows. Forecasting is an integral part of the budgeting process and should be monitored regularly and periodically updated. I have provided my clients with the tools in creating proper KPI’s and weekly Flash Reports, which is essential for business leaders to better understand and stay on top of how the business is performing. It is most rewarding when the monthly financial package comes all together.
Industry Experience
Strengths
Experience
Finance Operations Manager
Burr Oak Group, Inc.
Audit Manager
Barton Walter & Krier, LLC
Manager, Regulatory Reporting
UnitedHealth Group
Accounting and Auditing Senior
Lurie Besikof Lapidus
General Services Senior Accountant
McGladrey & Pullen
Education
BA, Accounting
University of Northern Iowa
Contact
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Healthcare
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