Results

I bring a proven track record of transforming accounting operations to improve efficiency, accuracy, and financial performance. At a creative services agency, I established all core accounting processes and procedures, setting a strong foundation for scalable growth. I boosted cash flow by 47% through the development and implementation of a streamlined invoicing and collections workflow. In addition to increasing cash flow with improved invoice and collection methods, I partnered with our internal developer to add a payment page to the company website. By integrating with Stripe, clients were given the choice to pay invoices securely online through this dedicated portal.

I led the setup, data migration, and team training for the Advantage Aqua integrated project management and accounting system. I also created an automated PTO request and record-keeping system that virtually eliminated manual entry and increased accuracy by 90%. My month-end close process was optimized to deliver timely and reliable financial results to leadership by the 8th of each month. In partnership with leadership, I developed a comprehensive project cost estimate template that modeled gross-to-net profitability across multiple margin scenarios, including customizable inputs.

Additionally, I spearheaded all efforts related to the PPP loan application and forgiveness process, resulting in full forgiveness of both principal and interest.

Experience

With over 30 years of accounting and finance experience across diverse industries—including consulting engineering, advertising, legal services, dry cleaning, and other service-based organizations—I bring deep expertise in full-cycle accounting through financial statement preparation. I have developed income statement revenue goals designed to achieve targeted net profit margins of 10%, 15%, and 20%, and I am skilled in both zero-based budgeting and forecasting built on historical performance.

My background includes project-based cost valuation and estimating, as well as the maintenance of fixed asset and prepaid accounts supported by detailed schedules. I also have extensive experience liaising with outside accounting firms to support tax planning, audits, reconciliations, and year-end close activities, ensuring accuracy, compliance, and a streamlined financial process.

Expertise

I am highly knowledgeable in GAAP principles with strong analytical abilities, particularly in identifying financial patterns and trends. I am also skilled in database management with a focus on data validation and integrity.

I have advanced proficiency in Excel, including PivotTables, PowerPivot, VLOOKUP, XLOOKUP, VBA, and Macros.

I am adept at managing time effectively and prioritizing tasks in fast-paced, high-demand environments. I have the ability to communicate complex financial concepts in clear, accessible terms to support informed decision-making across all levels of an organization.