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Work Background
Keep FinancialsFinancial Controller
Dec. 2023• Manage a portfolio of 23 clients in Financial Management across various industries such as Real Estate, Construction, Manufacturing, and Law Firms.
• Led a team of three Accountants to ensure accurate financial reporting and budget set-up for clients.
• Reviewed and sent Individual Entity and Consolidated Financials, ensuring compliance and accuracy in financial reporting.
• Conducted system integrations and handled adhoc project work for clients to meet their unique financial needs.
VacoSenior Consultant Financial Services
Dec. 2022 - May. 2024Uniguest Mergers & Acquisitions, May 2023 - current
Consolidated financials
Consolidated AR Aging
Consolidated AP Aging
FX exchange analysis
Master consolidated TB and Management reports (local currency and USD)
Work with all subsidiary Controllers on consolidated reconciliations, variance explanations and/or corrections needed. Created reporting templates for all Controllers for any new reports/deliverables required.
Due Diligence for PE firm - worked with subsidiary Controllers to gather data room and due diligence information, ensured they tied to the consolidated financials, and worked with all Controllers on any variances or changes made for correction. Uniguest Hospitality division, December 2022 – May 2023
Streamlined the inventory count and reconciliation to the general ledger process.
Worked with NetSuite team on efficiencies and processes required/needed during change from GP to NS.
Created consolidated reconciliations that tie to financials Created Drop ship reconciliation process as well as inventory and billing workflow to ensure drop ship was fully invoiced each month.
ThnksFinancial Controller
Aug. 2021 - Dec. 2022Franklin, Tennessee, United StatesPlanning, directing and coordinating all operational accounting functions.
Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results.
Providing management with information vital to the decision-making process.
Managing the budget process.
Assessing current accounting operations, offering recommendations for improvement and implementing new processes.
Managing accounts payable/accounts receivable, payroll and financial reporting transactions.
Performing analysis on financial results, trends, costs and budgets.
Preparing forecast reports for income, expenses and earnings.
Creating and implementing policies and procedures to identify, resolve and document accounting issues.
Creating procedures to make the close and reporting processes more efficient and accurate.
Evaluating accounting and internal control systems.
Overseeing regulatory reporting, frequently including tax planning and compliance.
Hiring, training and retaining accounting staff.
HST PathwaysAccounting Manager
Jun. 2020 - Jun. 2021Nashville, Tennessee, United StatesFull cycle accounting, including transactional data, journal entries, adjusting entries, financial statements, and monthly closing processes. Managed and completed budget vs. actual and P&L reporting by department & drove reconciliation of bank statements for multiple accounts. Prepared month- and year-end financial statements. Reviewed and drove finalization of all month-end closing activities, including general ledger and sub-ledger maintenance, balance sheet reconciliations, depreciation, amortization and corporate/overhead cost, and revenue allocation. Served as final point of escalation for A/R and A/P issues. Acted as key point of contact for external auditors. Managed preparation and support of all external audits. Drove approval of weekly payables to ensure timely payments as well as maintaining cash flow. Completed audit of sales and service changes in CRM (transitioning from Dynamics to Salesforce) to ensure all revenue captured properly. Recorded fixed assets as well as monthly depreciation and amortization calculations. Facilitated continuing education & support of team members to build confidence via ownership of area functions and tasks through training, open door policy, and team building activities. Performed Nexus analysis to determine economic and physical thresholds where registration and reporting should incur. Led reconciliation of GL to reconcile and approve SUT returns filed by Avalara. Oversaw incorporation of new companies, including due diligence required by private equity firm for stock purchase as well as integration of additional companies acquired during purchase. Reviewed and validated beginning balances and historical transactions of purchased company to combine financials and transactional data. Drove integration of Casetabs financials into combined financials. Guided implementation of sales tax reporting and filing automation, collection manager module within ERP, and payment portal so customers could pay via ACH and credit card.
MEIKO GroupAccounting Manager
Aug. 2016 - May. 2020La Vergne, Tennessee, United StatesManaged full cycle accounting, including transactions, journal entries, posting, adjusting entries, financial statements, and monthly closing processes. Led budget versus actual and P&L reporting by department as well as to parent company. Drove reconciliation of bank statement. Guided preparation of month-end and year-end financial statements. Reviewed and drove finalization of all month-end closing activities, including general ledger and sub-ledger maintenance, balance sheet reconciliations, depreciation, amortization and corporate/overhead cost, and revenue allocation. Functioned as final point of escalation for A/R and A/P issues. Acted as key point of contact for external auditors. Led preparation and support of all external audits. Reviewed, led analysis, and provided approval of sales tax returns for 26 states as well as business income taxes for all applicable states. Maintained oversight of daily sales transactions to ensure sales tax and revenue calculated properly. Managed and maintained employee compliance with company’s travel policies. Fielded adjustments and changes to company’s travel policy as needed. Maintained company credit card issuance, cancellation, and limits for overall group and individual employee accounts. Drove determination of all customers’ wherewithal, credit limit, and payment term changes as needed and facilitated approval of all customers. Led individual credit review of all orders greater than $100,000. Led system entry and processing of all foreign currency transactions, including daily spot rate entry and month-end valuation. Drove creation of fixed assets as well as monthly depreciation and amortization calculations. Oversaw transactional details and full cycle accounting for U.S., Canada, and Latin America subsidiaries.
Werthan LLCFinancial Controller
Oct. 2010 - Jul. 2016448 Chestnut Street, Nashville, TNDeveloped cash flow planning and ensured availability of funds as needed. Guided cash and asset management. Oversaw financial strategies and activities as well as banking relationships. Reviewed and assigned employee compensation and holidays per pay period. Analyzed, reviewed, and processed payroll for 44 employees. Ensured regulatory compliance with both state and federal returns and communication. Conducted weekly cash flow forecast. Developed and maintained capital and operating budget for company. Oversaw purchasing for company. Located vendors for materials as well as to determine product availability (large orders) and terms of sale (all vendors). Maintained vendor relationships.
Led accounting and purchasing department to ensure proper maintenance of all accounting systems and functions. Ensured maintenance of appropriate internal controls and financial procedures. Coordinated audits and proper filing of tax returns. Ensured legal and regulatory compliance regarding all financial functions. Oversaw preparation of month- and year-end financial statements. Reviewed and finalized all month-end closing activities, including general ledger maintenance, balance sheet reconciliations, and corporate/overhead cost allocation. Served as final point of escalation for A/R and A/P issues. Acted as key point of contact for external auditors. Managed preparation and support of all external audits. Acted as hands-on manager of three. Facilitated weekly cash management. Approved weekly payables. Executed check signing. Served as member of executive leadership team and participated in key decisions pertaining to strategic initiatives, operating model, and operational execution.
NEW VISION TELECOM LIMITEDAccounting and Finance Manager
Jan. 2009 - Jan. 2010Nashville, Tennessee, United StatesMaintained chart of accounts, reviewed and approved general ledger journal entries, and reviewed unusual expenses and variances. Led reconciliation of sub-ledger to general ledger. Facilitated account reconciliations and analysis for all NVT locations. Reviewed and processed payroll (60 employees) for all locations. Oversaw GL, P&L, balance sheet, cash flow forecast, forecast versus actual, payroll, inventory, and A/R and A/P reporting. Managed monthly, quarterly, and yearly financial statements, business tax returns, and month-end closes. Assisted operations manager at corporate location with office management of dispatch and HR director with any HR issues.
K&S Associates, Inc.Accounting with HR
Jan. 2005 - Jan. 2009Nashville Metropolitan AreaReviewed and assigned employee compensation and holidays per pay period. Led preparation of payroll for all employees, including salaried, hourly, contract, commission, and multi-state. Managed reconciliation, preparation, and filing of all returns and payment of all liabilities weekly, monthly, quarterly, and yearly, including SUTA, FUTA, and FICA. Maintained chart of accounts, reviewed and approved general ledger journal entries, and reviewed uncommon expenses and variances. Led reconciliation of sub-ledger to general ledger. Oversaw account reconciliations and analysis. Processed and reconciled all invoices and check processing for A/P.
RITZEN GROUP VENTURE PARTNERS II, L.P.Full Charge Bookkeeper
Jan. 2004 - Jan. 2005Nashville Metropolitan AreaHandled full bookkeeping for nine medical centers during construction, build-out property management, and turnkey of facility, including A/R, A/P, bank reconciliation, GL, month-end, account analysis, and financial reports. Fiscally oversaw property managers and maintenance team for properties, budget compliance and approval for purchases, as well as processing of yearly budget requests to full operating budget. Worked with local construction companies and architects to coordinate tenant build-out payouts. Worked with selected banks, accountants, and insurance brokers to review loan documents, set up bank accounts, set up new companies, file required paperwork, obtain a FEIN, as well as manage insurance levels during various phases of building. Reviewed/approved vendor contracts.
Talk TechnologiesAccounts Payable Manager
Jan. 2001 - Dec. 2003Bensalem, Pennsylvania, United States2001-2003. Verified A/P entries had correct GL distribution. Performed month-end closing of A/P and verification of purchase clearing account at month-end. Created PO and A/P procedures and guidelines. Maintained communication with purchasing, verified validity of invoices, as well as investigated and disputed incorrect invoices. Scheduled payments and POs based upon contracts. Handled department budget tracking and review as well as setup and maintenance of A/P module in accounting system. Decided payments to be made based on cash requirements report, cut checks, and set up and maintained credit lines with vendors. Oversaw job costing, performed monthly bank reconciliation for A/P account, and reconciled A/P to GL.
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