United States
Led the integration of eight acquired entities, standardizing chart of accounts, GL processes, and internal controls, which reduced decentralized accounting errors by 35%. Transformed month-end close, reducing cycle by 28 days (73%) while standardizing workflows and driving cross-entity collaboration. Directed AR operations, improving collections 30% and reducing write-offs 30% through enhanced credit risk management. Headed sales tax consolidation in ConnectWise, Avalara, and NetSuite, reducing 540 returns to one per jurisdiction, achieving $500K savings. Improved balance sheet integrity across AR, AP, payroll, accrued liabilities, intercompany, and reconciliations, eliminating $1.2M+ in misclassifications during cleanup and review. Built and implemented a weekly cash flow forecasting model, improving cash visibility and enabling leadership to identify liquidity risks 2–3 weeks earlier. Strengthened internal controls and documentation, reducing audit exceptions by 40% and supporting a clean year-end financial audit. Supported CFO and FP&A with financial analysis, cost trends, and operating margin insights improving forecasting accuracy by ~20%. Led ASC 740 provision preparation, improving deferred tax accuracy and eliminating prior-year reconciling differences of $300K+. Performed technical accounting research for ASC 606, ASC 842, CECL, and insurance recoveries, ensuring compliance across $150M+ revenue portfolio. Remediated AR and CECL discrepancies, correcting 700+ customer accounts and ensuring accurate expected credit loss reporting for $7.5M+ AR portfolio. Implemented process improvements and SOPs for AP, AR, and payroll, reducing manual workloads by 25% and improving cross department workflow efficiency.
Directed U.S. federal, state, and international tax compliance for 10 entities with $500M+ revenue (1120, 5472, 1042, WHT, BEAT, Sales/Franchise/Property tax), ensuring 100% on-time filings across all jurisdictions. Led ASC 740 tax provision and deferred tax calculations using OneSource, delivering accurate quarterly/annual reporting. Executed transfer pricing strategy and Country Plan reporting, aligning transactions with OECD/Section 482 requirements. Implemented controls and standardized processes, reducing error rates by 30-50% and improving audit readiness. Successfully defended all tax positions with zero IRS or state assessments. Oversaw finance operations for 10 GOM entities including AP, AR, GL, Payroll, and cash management. Streamlined month-end close by 50% and reduced BS reconciliation time from 10 to 2 days, recovering $3M in aged items. Implemented SAP VIM (cut AP processing from 10 to 1 day) and SharePoint inventory tracking (saved $30M in equipment costs). Supported 100+ project bids valued at $10M–$350M, providing financial modeling and strategic guidance to executive team.