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Work Background
Cane Family OfficeMulti Family Office Controller
Dec. 2024Skokie, Illinois, United StatesManage day-to-day accounting and financial reporting systems to provide operational and financial management support for group of family office investors for affiliate companies Cane Investment Partners and Cascade Capital Group located in Skokie, Illinois. -Implement Sage Intacct accounting system for each family and deliver consolidated monthly, quarterly, and annual complex financial reporting for family office investors -Monthly financial review meetings with family office investors exploring key performance indicators, highlighting opportunities and managing risk -Designed efficient set of operational processes and procedures to streamline reoccurring tasks and deliver timely work to meet company reporting deadlines -Coordinate projects and ad-hoc requests of family office investors' team of advisors including tax accountants, lawyers, investment advisors, executive assistants, property managers and family relatives -Head onboarding and implementation for new families joining the family office
Private Family OfficePrivate Family Office Controller
Oct. 2023 - Oct. 2024California, United StatesController for Single Family Office of Ultra-High-Net-Worth-Individual and Family located in Los Angeles, CA. Duties Include: ● Invoices - Processing of invoices for payment for various entities ● Payments - Signing checks (signer on one operating account) based on written approvals ● Banking - Send wires, reconciliation of various bank accounts ● Expense Approvals - approving and securing approvals of expenses and credit cards ● Taxes - Collection of K1s and other documents for tax returns by Accountant; quarterly estimates by entity a plus; pay property, business and other taxes ● Insurance - renewals, getting bids and evaluating coverage limits; workman’s comp insurance ● Credit cards - reviewing and payment of corporate and personal credit cards, disputes as needed ● Cash Management - alerting principal to moving cash as useful and needed; periodic distributions to partners ● Estate planning - make annual gifts to kids ● Reporting - Creating and maintaining quarterly expense package ● Schedules - Maintaining schedules (tracking house capital improvements, donations, private equity) ● Ad hoc analysis - e.g. annual spending report, estate planning expenses ● Budgets - group cash monthly cash projections ● Projects - interfacing with vendors, tax advisors; affiliates ● Investment Documentation - completing subscription forms and other investment documentation ● Investment Pre-approval - securing pre-approval from compliance for public and private investments ● Charitable Donations - Making donations (with electronic passwords) based on written approvals. # ● Filing on Google Drive records ● Estate financial management - creating and tracking budgets for vacation homes; tracking rentals; construction payments ● Payroll - approve and track payroll for few family office employees ● Healthcare - track reimbursements and annual renewal of plans, maybe expense submissions ● Venmo - track via schedule quarterly statements
Private Family OfficePrivate Family Office Controller
Jul. 2020 - Jun. 2023Chicago, Illinois, United StatesController for Single Family Office of Ultra-High-Net-Worth-Individual and Family located in Chicago, IL.
ProLedgrFounder
Jan. 2020 - Dec. 2024Greater Chicago AreaProvided virtual tax advisory, preparation, planning & projection services centered around helping high-earning company executives & employees who receive company equity/stock as part of their compensation package. Accounting, bookkeeping, tax preparation and payroll administration for small businesses and their owners/partners.
CLA (CliftonLarsonAllen)Family Office Controller
Jan. 2018 - Jan. 2020Managing high-net worth individuals/family client relationships on a day to day basis. Coordination of all personal finance and accounting functions for high-net worth individuals/family clients and their investment entities. Developing, enforcing, and evaluating family office accounting policies and procedures in conjunction with clients’ needs. Recommend process improvements. Responsible for managing any ad-hoc projects as needed.
CLA (CliftonLarsonAllen)Senior Tax Accountant
Feb. 2016 - Jan. 2020Oak Brook, ILPrepared highly complex Federal & State tax returns including Individual 1040s, Partnership & LLC 1065s, S-Corp 1120-S, C-Corp 1120s, Trust 1041s, and Non-Profit 990s & 990-PFs. Main area of focus is working with successful entrepreneurs on tax planning strategies that thoroughly address the complete process of flow-through taxation from the entity level to the small business owner or self-employed individual's 1040 tax return.
Cambridge Business PublishersAccounting Textbook Publishing Content Team
Jan. 2014 - Feb. 2016Westmont, ILWorked effectively in team setting with company Chief Editor, Marketing Manager, and Head of Website Development to identify marketing strategies geared toward improving the experience of the college accounting student
ublish, LLCCustomer Technical Support
Jan. 2014 - Feb. 2016Westmont, ILOperate customer technical support for online homework website and retail store resolving problems experienced by accounting students, professors, and department chairs addressing both technical and content related questions.
West Suburban BankBank Teller
Sep. 2010 - Aug. 2011Performed various banking transactions, marketed services to customers, all while following strict government regulations Trained new hires in bank policies, opening and closing procedures, and supervised banking transaction process Accurately and consistently reconciled drawer, handling over $6,000 daily without errors while receiving performance bonuses for 3, 6, and 9 month consecutive drawer balancing
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