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Work Background
CanopyCOO/VP of Finance
Sep. 2022 - Dec. 2024Detroit, Michigan, United States• • Pioneered financial frameworks for startup, driving growth and operational efficiency • Streamlined HR/Payroll integration, enhancing operational efficiency • Initiated financial frameworks for startup, boosting growth • Analyzed and revamped Canopy Security's financial protocols, enhancing accuracy and efficiency • Formulated strategic financial models for SNTNL, LLC, contributing to its sustainable growth • Mentored finance team, cultivating a culture of excellence and precision in financial reporting • Led the adoption of digital solutions in accounting, streamlining operations and improving data integrity • Drove a 20% efficiency increase in financial reporting, optimizing team productivity • Focused on CAC and churn rates
• Developed ASC 606 process to ensure accurate accounting and documentation
Tompkins Square AdvisorsController/Head of Accounting
Dec. 2019 - Sep. 2022New York, New York, United States• Led finance teams for startups and established firms, ensuring accurate and reliable financial reporting • Implemented effective budgets and forecasts, enhancing financial predictability • Maintained accurate accounting structures through robust processes and procedures • Streamlined accounting processes, enhancing accuracy and efficiency in financial reporting • Led fiscal strategies that supported business scalability and a 20% growth in ARR
Kruze Consulting - Startup Accounting, Tax, Finance & HRRemote Controller
May. 2018 - Dec. 2019San Francisco Bay Area• Drove financial strategies that led 35 startups from Seed to Series B, ensuring robust growth • Managed startup client accounts with high precision, securing successful fundraising from Seed to Series B • Streamlined account management processes, increasing client satisfaction • Forecasted financial trends, guiding startups towards sustainable growth • Introduced digital tools for financial analysis, boosting startup agility
ABT ConsultingController/Fractional CFO
May. 2013NC/NYC• • Collaborated with external teams for fundraising and M&A activities • Streamlined financial reporting processes, enhancing accuracy and audit reliability for companies with up to $250M ARR • Led financial planning and analysis for SaaS companies, ensuring compliance with ASC 606
• Revitalized financial strategies, achieving streamlined operations, and enhanced fiscal accuracy • Drove financial strategy, optimizing operations for startups to large firms, boosting fiscal health • Pioneered innovative financial models, elevating business growth and decision-making efficiency • Refined budgeting processes, ensuring precision and reliability in financial forecasting
• Fostered team collaboration in financial projects, enhancing audit readiness and report accuracy • Introduced cutting-edge financial tech, boosting efficiency by 30% • Mentored finance team, improving departmental productivity and morale • Optimized SaaS metrics, including ARR, MRR, CAC, LTV, and churn rate, to result in financial efficiency
The Salvation ArmyAccountant
Jun. 2012 - May. 2013Daily, Weekly & Monthly bookkeeping, using Microsoft Dynamics GP Prepare month end reports Prepare annual budget Prepare annual budget proposals for grant requests Prepare and participate in annual internal audit
Norris, Stewart, & Ralston, P.A.Senior Accountant
Dec. 2010 - Jun. 2012Statesville, NCPrepared financial statements, corporate, individual, partnership, fiduciary and estate income tax returns, quarterly payroll tax returns and W-2s
• Performed audits and reviews
• Specialized in Construction Accounting
• Prepared sales and use tax returns
• Recruit new clients
Jefferson WellsIncome Tax Consultant
Aug. 2008 - Aug. 2009Implemented TaxStream software for multiple clients
• Prepared quarterly and year-end provisions using TaxStream
• Prepared multi-state and Federal income tax returns using CCH Prosystems and Workpaper Manager
Bank of AmericaIntermediate Financial Analyst
Sep. 2006 - Aug. 2008Charlotte, North Carolina AreaResponsible for tax planning for approx. 30 BofA companies
• Responsible for SSAP10 (Insurance Statutory Reporting) for 5 insurance companies
• Assist in research and analysis for mergers and acquisitions • Responsible for preparation of quarterly provision and forecasting calculations for 30 BofA companies
• Responsible for the preparation, analysis and submission of state and local extension and quarterly estimates
• Prepare multi-state income and franchise returns • Responsible for analyzing and tracking $9 Billion Bad Debts Reserve for all BofA companies
• Responsible for Bad Debts Reserve FAS109 adjustments
• Responsible for all FAS109 adjustments for 30 BofA companies • Have a working knowledge of TaxExchange, Insight, and CorpTax
Lowe's Companies, Inc.Senior Tax Accountant
Nov. 2005 - Sep. 2006Mooresville, NCContinued responsibilities of Tax Accountant II and:
• Oversaw the selection and implementation of new calendar tracking software
• Oversaw the selection and implementation of new compliance software
• Managed individual handling credits and incentives process
• Simplified estimate and extension process
• Formulated new processes for compliance season
• Trained new staff members on software and internal processes
Lowe's CompaniesTax Accountant II
Jul. 2004 - Nov. 2005Prepared and filed multi-state income and franchise tax returns
• Prepared and reviewed all local tax returns
• Assisted in the preparation of M-1 adjustments for the Federal return
• Prepared, analyzed, and submitted state and local extensions and quarterly estimates
• Assisted in the preparation of Provision calculations • Prepared and submitted excise tax payments
• Prepared and filed all annual reports • Participated in the audit process conducted by state and local governments
• Researched and prepared responses to information requested by auditors
• Analyzed, researched and communicated to auditors any issues regarding state notices, findings, or audit adjustments
• Researched, analyzed and filed various state credits and incentives
• Utilized CorpTax Software for preparing returns, estimates, extensions and state planning.
• Research on international, federal, state and local tax issues using BNA, CCH, RIA, and other applicable internet websites
• Working knowledge of Excel, Access, Word, PeopleSoft GL
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