• Leading the financial function for several eCommerce companies, including manufacturing and construction • Fractional Controller for a $35M in revenue construction contractor • Fractional Controller for a $20M+ of B2B SaaS revenue • Generated approximately $235K in federal income savings for $12M annual revenue Manufacturing client, by strategically capitalizing assets, tracking and allocating R&D costs and allocating revenue between domestic and export by allocating revenue and costs between domestic and export to calculate the Foreign Derived Income deduction • Managed and optimized multiple teams of 3+ offshore accountants located across the globe, improving accounting processes and ensuring high-quality financial operations
• Secured $2M in collections of delinquent accounts receivable and achieved $100K in business property tax savings through effective financial strategies and negotiations • Secured price increases with largest customer • Preformed Gross Profit analysis adjusting current material costs for estimated inflationary impacts • Led monthly close for two companies • Reconciled deferred revenue monthly • Reconciled WIP to manufacturing system • Conducted detailed account reconciliations and trend analyses, enhancing financial accuracy and oversight
• Drove $800K in profit via cash discounts and merchant fee elimination, bolstering financial health and efficiency • Served as a revenue recognition expert for $100M in revenue, including SaaS revenue stream, enhancing revenue accuracy and compliance • Fulfilled comprehensive controller responsibilities for a medium-sized business, overseeing all financial operations • First in-house Accounting hire
• Oversaw the entirety of the accounting, finance, purchasing, and HR functions, securing a $1.2M government grant to fuel startup growth • Performed HR function for a start-up, which included developing and employee handbook, scheduling drug tests, new hire paperwork and administering benefit plans • Performed purchasing duties for a start-up • Negotiated line of credit increases • Prepared monthly financial statements • Prepared documentation necessary to deduct R&D costs for tax purposes • Created and led board and investor presentations • Developed a 20-year cash flow model, enhancing financial strategy and investor relations • First in-house Accounting hire
• Massey Energy is a coal miner which had 24 manufacturing plants in West Virginia, Kentucky and Virginia • Negotiated contracts with vendors and customers • Managed a leased set of rail cars • Spearheaded $2B profit growth via strategic contract negotiations, revenue optimization, and effective insurance claim collections • Ensured $30B in revenue compliance with GAAP and ASC 606, showcasing advanced expertise in financial standards and regulations • Operational CFO in charge of sales, billings and collections and supply chain management (distribution) • Prepared and led presentations to non-financial stakeholders • Led the preparation of consolidated financial statements • Senior Member of SOX Working committee • Excelled in litigation support and complex financial communications, enhancing company-wide understanding of financial data
CPA