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Work Background
CLA (CliftonLarsonAllen)CAAS Assistant Controller
Jul. 2024Direct comprehensive accounting functions ensuring accuracy and compliance with organizational policies. Lead month-end closing activities, performing complex account reconciliations, and preparing detailed financial statements to accurately reflect the company’s financial position. Supervise staff and senior accountants, reviewing their work for accuracy, and provide guidance to maintain high-performance standards. Identify and implement process enhancements to increase efficiency, accuracy, and timeliness of accounting information and financial obligations. Act as a consultant and advisor to clients on best practices and provide project management expertise by managing multiple clients, work, and deadlines. Prepare and analyze client financial statements.
CLA (CliftonLarsonAllen)BizOps Senior
Jan. 2023 - Jul. 2024Oversaw accounting functions for multiple clients across various industries, ensuring accurate
financial reporting and compliance with industry-specific regulations.
Prepared and reviewed general ledgers, financial statements, and complex account
reconciliations adhering to GAAP standards.
Identified and implemented process enhancements and automation solutions, increasing
efficiency and accuracy in financial operations.
Contributed to special projects such as system selections and other consultative projects,
providing valuable insights and recommendations.
KnowledgeLakeSenior Staff Accountant
Jan. 2019 - Jan. 2023Greater St. Louis AreaAssist CFO with providing oversight of daily accounting operations.
Analyze and reconcile varies general ledger accounts. Perform monthly variance analysis of income statement accounts.
Work with external audit team on documentation and testing to complete year-end financial audits.
Assist in any due diligence obligations.
Prepare monthly closing entries.
Prepare monthly financial statements and varies other reports as requested by management.
KnowledgeLakeAccounting Associate
Aug. 2015 - Dec. 2018Greater St. Louis AreaDeveloped and maintained strong relationships with vendors, clients and partners.
Performed administrative and clerical duties, such as data entry, prepared invoices, credit memos, and purchase orders.
Maintained records regarding account statuses and payments, as well as ensured proper protocol was followed when handling account delinquency.
Researched and resolved account discrepancies.
Prepared basic month-end journal entries.
KnowledgeLakeOperations/administrative assistant
Jul. 2012 - Sep. 2015Greater St. Louis AreaOrganized and scheduled meetings and events.
Managed employee travel and paid time off.
Greeted visitors and directed phone calls.
Assisted human resources with job postings, maintaining employee profiles and other tasks as
needed.
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