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Work Background
Self EmployedIndependent Consultant
Oct. 2022United States, HoustonStrategic Advisor
Deliver tailored advisory services to small and mid-sized businesses, focusing on financial planning, operational efficiency, and growth strategy. Services include:
- Budgeting and forecasting, pricing strategy, and cost analysis.
- Cash flow optimization and financial reporting improvements.
- Internal controls design and performance analytics.
- Partner directly with leadership to drive data-informed decisions.
Fractional CFO
Led the organization through a pivotal financial and operational turnaround. Designed and executed a strategic plan to restore financial health and position the company for sustainable growth. Key accomplishments:
- Built strategic partnerships and renegotiated debt obligations.
- Streamlined operations and improved cash flow management increasing net income by 25%.
- Implemented robust internal financial controls and restructured teams resulting in cost savings by 30%.
- Fostered a culture of accountability and high performance.
BDO USA, LLPManager
Nov. 2021 - Sep. 2022- Partnered with clients to align with their strategic goals across industries including manufacturing, technology, and energy.
- Worked closely with operational leaders to optimize inventory, reduce waste, streamline supply chain, and improve productivity.
- Advised senior executives on data-driven growth initiatives using industry benchmarks and operational KPIs.
- Oversaw multiple project teams, deliverables, and stakeholder engagement.
BDO USA, LLPExperienced Sr. Associate
Aug. 2021 - Oct. 2021- Led client engagements and cross-functional teams on strategic initiatives.
- Implemented automation tools such as Power BI, Snowflake, and Smartsheets.
- Served as primary client liaison, delivering insights and issue resolutions.
- Trained new team members and conducted quality control on deliverables.
BDO USA, LLPSr. Associate
Oct. 2018 - Jul. 2021- Managed end-to-end client projects, from scoping to execution, ensuring alignment with strategic objectives.
- Built dashboards in Power BI and Smartsheets to deliver real-time visibility into financial and operational performance.
- Conducted risk assessments, SOX compliance reviews, and internal audits across multiple industries.
- Partnered with C-suite executives through interviews and workships to identify gaps and provide actionable solutions.
- Implemented mitigation strategies that strengthened internal controls and reduced business risk.
- Delivered $500K+ in client recoveries by leading royalty audits and uncovering revenue leakage.
HalliburtonAuditor
Oct. 2016 - Oct. 2018- Conducted risk assessments and evaluated internal controls and SOX compliance.
- Executed audit programs, reported findings, and collaborated on action plans.
- Presented audit results to executive leadership.
Various companiesVarious Positions
Jan. 2008 - Sep. 2016Held various positions in accounting, auditing and corporate banking during my undergrad studies and after.
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