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Work Background
Eide Bailly LLPSenior Tax Associate
Jun. 2023 - Dec. 2024
AB CattechAccounting Controller
Jun. 2019 - May. 2022Burlington, Wisconsin, United StatesAs Controller for a leading catalytic converter manufacturer and recycler, I oversaw all financial operations across multiple states, managing a multimillion-dollar portfolio and ensuring accuracy, compliance, and financial health of the organization. Key responsibilities include: • Financial Reporting & Analysis: Directed the preparation and consolidation of monthly, quarterly, and annual financial statements, ensuring timely and accurate reporting for senior management and stakeholders.
• Multi-State Operations: Managed financial operations for multiple facilities across various states, navigating state-specific tax regulations, compliance requirements, and intercompany transactions.
• Budgeting & Forecasting: Led annual budgeting process and developed rolling forecasts, collaborating with department heads to align financial objectives with strategic goals and operational needs.
• Internal Controls & Compliance: Established and enforced robust internal controls to safeguard company assets and ensure adherence to financial regulations.
•Cash Flow Management: Optimized cash flow by closely monitoring working capital, managing accounts receivable and payable to maintain liquidity across operations.
• Systems Integration: Spearheaded the implementation of an accounting system to streamline financial reporting, inventory management, and procurement processes, improving operational efficiency and data accuracy.
• Tax Planning & Strategy: Optimized tax strategies, ensure compliance with federal, state, and local tax laws, and manage the company's tax obligations related to production, sales, and environmental credits.
• Audit & Risk Management: Led external audits, working closely with auditors to resolve any discrepancies, mitigate financial risks, and ensure the accuracy of financial records.
Urban Tax, Inc.Founder
Oct. 2014Nashville, Tennessee, United StatesUrban Tax helps cannabis entrepreneurs build strong financial foundations through tax-smart bookkeeping, strategy-driven CFO advisory, and down-to-earth guidance. I partner with operators and ancillary businesses across the U.S. to simplify complex financial systems, stay compliant, and provide clarity that drives confident, growth-focused decisions in a highly regulated industry.
Key Services:
• Fractional CFO strategy sessions
• Monthly financial management & reporting
• Clean-up and ongoing bookkeeping
• Budgeting, forecasting, and tax planning
• Custom dashboards and financial insights I’m passionate about making finance accessible, empowering founders with real data and clear direction.
Waterford Tax Group, PLLCSenior Accountant
May. 2012 - Oct. 2014Franklin, Tennessee, United StatesPrepare and review federal and multi-state income tax returns, extensions, and quarterly estimates for clients, including C
Corporations, S Corporations, Partnerships, LLC's, Individuals, Estates, and
Trusts.
• Prepare and review quarterly payroll tax returns and monthly sales tax returns for clients.
• Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy,
completeness, and conformance to reporting and procedural standards.
• Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer
technology.
• Report to management regarding the finances of establishment.
• Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing
systems, or long-range tax or estate plans.
• Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
• Prepare forms and manuals for accounting and bookkeeping personnel and direct their work
activities.
• Appraise, evaluate, and inventory real property and equipment, recording information such as the description, value and
location of property.
• Supervision of staff accountants: Oversight of bill pay and payroll processing, review of payroll tax
filings, oversight of assigned new client onboarding.
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