Functional Skills
Scenario Planning
Budgeting
Accounts Payable
Accounting
Accounts Receivable
Regulatory Compliance
Accounting Software Implementation
Communications
Private Equity Investing
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Financial Due Diligence
Financial Statement Preparation
Financial Modeling
Operational Due Diligence
Software Skills
Netsuite
Quickbooks
Quickbooks Enterprise
Oracle Financials Cloud
Peoplesoft
Sage Intacct
Xero
Certifications
CPACCCertified Professional in Accessibility Core Competencies
Sector Experience
Business Services
Financial Services
Media & Entertainment
Technology
Transportation & Logistics
Case Study
Case Studies
Case Study 1: Financial Infrastructure & Strategy for a VC-Backed SaaS Startup
Technology
Accounting Software Implementation
ERP Implementation
Forecasting / Projections
Notable Clients
G2 Staffing
Happiesst Baby, Inc.
Relevant Finance
SAS Services Group
SonicEnergy
Experience
Relevant Finance, LLC
Start-Up
Fractional Chief Financial Officer | Financial Consultant
1/2025 - Present
• Serve as a strategic financial partner to early-stage and growth companies, offering fractional CFO and controller
support across multiple industries.
• Oversee full-cycle accounting, financial reporting, cash flow management, and budgeting/forecasting for businesses ranging from pre-revenue to $25M+ in annual revenue.
• Implement and optimize ERP and accounting systems, including NetSuite, Oracle, QuickBooks Desktop and Online,
tailoring workflows for scalability and compliance.
• Lead payroll, benefits, and HR system integrations across various platforms to ensure accuracy, compliance, and
alignment with financial operations.
• Manage and train accounting staff and cross-functional teams on documentation standards, internal controls, and
accounting best practices—particularly during system migrations, acquisitions, and leadership transitions.
• Provide investor-ready financial packages, including KPI dashboards, board presentations, and capital raise
support.
• Guide cli
support across multiple industries.
• Oversee full-cycle accounting, financial reporting, cash flow management, and budgeting/forecasting for businesses ranging from pre-revenue to $25M+ in annual revenue.
• Implement and optimize ERP and accounting systems, including NetSuite, Oracle, QuickBooks Desktop and Online,
tailoring workflows for scalability and compliance.
• Lead payroll, benefits, and HR system integrations across various platforms to ensure accuracy, compliance, and
alignment with financial operations.
• Manage and train accounting staff and cross-functional teams on documentation standards, internal controls, and
accounting best practices—particularly during system migrations, acquisitions, and leadership transitions.
• Provide investor-ready financial packages, including KPI dashboards, board presentations, and capital raise
support.
• Guide cli
H Code Media, Inc
Accounting
VP of Accounting & Finance
7/2019 - 12/2024
• Partnered with the CFO to evaluate and execute strategic M&A opportunities aligned with long-term growth initiatives.
• Spearheaded the integration of three acquisitions in 2022, driving seamless operational and financial onboarding.
• Collaborated with private equity stakeholders and executive leadership to implement financial operations and
reporting structures post-acquisition.
• Led the full due diligence process for a ~$150M stock transaction, culminating in a successful close.
• Built and maintained detailed EBITDA adjustment schedules, contributing to a 16x EBITDA exit valuation.
• Oversaw monthly and quarterly covenant compliance reporting for senior lenders and Board stakeholders.
• Developed and presented recurring board decks to private equity sponsors, the Board of Directors, and lending institutions.
• Directed purchase accounting processes and executed balance sheet closeouts and post-close setups in coordination with the PE firm.
• Established and enforced rob
• Spearheaded the integration of three acquisitions in 2022, driving seamless operational and financial onboarding.
• Collaborated with private equity stakeholders and executive leadership to implement financial operations and
reporting structures post-acquisition.
• Led the full due diligence process for a ~$150M stock transaction, culminating in a successful close.
• Built and maintained detailed EBITDA adjustment schedules, contributing to a 16x EBITDA exit valuation.
• Oversaw monthly and quarterly covenant compliance reporting for senior lenders and Board stakeholders.
• Developed and presented recurring board decks to private equity sponsors, the Board of Directors, and lending institutions.
• Directed purchase accounting processes and executed balance sheet closeouts and post-close setups in coordination with the PE firm.
• Established and enforced rob
uBeam, Inc
Accounting
Controller
8/2018 - 4/2020
• Managed cash flow and cost savings tactics. A/P weekly approval/payment release and A/R collection efforts and
emphasis.
• Established department forecast and year budget that is updated with actuals and distributed to department heads for review of favorable and unfavorable variance analysis.
• Provided cash burn analysis and fluctuation month-over-month analysis.
• Implemented new processes to streamline all the functions of accounting.
• Utilized new tools and established an accounting ERP system.
• Prepared financial statements and GL reconciliations.
• Assessed internal controls and strengthened internal weaknesses.
• Helped manage and focus on A/R collections and customer organizational process.
• Incorporated identifiable terms on contracts to help improve payment turnaround.
• Prepared bank due diligence support.
• Implemented/maintained a payroll system for bi-weekly employees.
• In charge of compliance, state and local tax filings.
• Built a strong team by ment
emphasis.
• Established department forecast and year budget that is updated with actuals and distributed to department heads for review of favorable and unfavorable variance analysis.
• Provided cash burn analysis and fluctuation month-over-month analysis.
• Implemented new processes to streamline all the functions of accounting.
• Utilized new tools and established an accounting ERP system.
• Prepared financial statements and GL reconciliations.
• Assessed internal controls and strengthened internal weaknesses.
• Helped manage and focus on A/R collections and customer organizational process.
• Incorporated identifiable terms on contracts to help improve payment turnaround.
• Prepared bank due diligence support.
• Implemented/maintained a payroll system for bi-weekly employees.
• In charge of compliance, state and local tax filings.
• Built a strong team by ment
Full Stack Finance
Accounting
Controller
10/2015 - 7/2018
• Managing several start-up clients in the advertising, virtual reality, and Tech/R&D space.
• Providing professional Finance and Accounting services.
• In charge of financial statements preparation, reporting, and analysis.
• Implemented Accounting software and created processes in accordance to generally accepted accounting principles (GAAP).
• Assessed and initiated proper controls and segregation of duties to reduce the risk of fraud and to be in compliance with internal/external audits.
• Implemented payroll systems and tools that synchronize with the accounting system.
• Managed and prepared the issuance of 1099s, contractor compliance, and invoicing.
• Oversight of credit card expense data entry and any other banking transactions.
• Accounts Payable oversight (e.g. ensuring that Assistant is processing payables and payments timely and
accurately).
• Accounts Receivable Management (invoice creation, collections and payment processing).
• Revenue recording and proper re
• Providing professional Finance and Accounting services.
• In charge of financial statements preparation, reporting, and analysis.
• Implemented Accounting software and created processes in accordance to generally accepted accounting principles (GAAP).
• Assessed and initiated proper controls and segregation of duties to reduce the risk of fraud and to be in compliance with internal/external audits.
• Implemented payroll systems and tools that synchronize with the accounting system.
• Managed and prepared the issuance of 1099s, contractor compliance, and invoicing.
• Oversight of credit card expense data entry and any other banking transactions.
• Accounts Payable oversight (e.g. ensuring that Assistant is processing payables and payments timely and
accurately).
• Accounts Receivable Management (invoice creation, collections and payment processing).
• Revenue recording and proper re
J2 Global
Accounting
Accounting Manager
7/2013 - 10/2015
Lead monthly/quarterly close and financial reporting in compliance with US GAAP.
Oversee journal entries, reconciliations, and variance analysis across multiple entities.
Support SEC reporting, audits, and SOX compliance.
Manage intercompany, fixed assets, and accrual accounting.
Enhance internal controls and accounting policies.
Collaborate cross-functionally with FP&A, Tax, and Legal teams.
Guide accounting treatment for M&A and strategic initiatives.
Supervise and develop accounting staff.
Drive ERP improvements and process automation.
Monitor accounting standards and implement changes.
Oversee journal entries, reconciliations, and variance analysis across multiple entities.
Support SEC reporting, audits, and SOX compliance.
Manage intercompany, fixed assets, and accrual accounting.
Enhance internal controls and accounting policies.
Collaborate cross-functionally with FP&A, Tax, and Legal teams.
Guide accounting treatment for M&A and strategic initiatives.
Supervise and develop accounting staff.
Drive ERP improvements and process automation.
Monitor accounting standards and implement changes.
Philips Oral Healthcare
Accounting
Senior Accountant
1/2011 - 7/2013
Manage general ledger activities, including journal entries, accruals, and account reconciliations in compliance with IFRS and internal Philips accounting policies.
Support monthly and quarterly close processes for the Oral Healthcare business unit, ensuring timely and accurate reporting.
Assist with inventory and cost accounting for consumer oral health products, collaborating with supply chain and operations teams.
Analyze gross margin and product profitability variances, identifying trends and working with FP&A to support commercial decisions.
Ensure compliance with SOX controls and internal audit requirements, maintaining documentation and supporting periodic reviews.
Prepare and review balance sheet and P&L statements, including flux analysis and commentary or management.
Partner with global Philips teams on intercompany transactions, transfer pricing, and reconciliation of cross-border financial activity.
Support external and internal audits, including data preparation
Support monthly and quarterly close processes for the Oral Healthcare business unit, ensuring timely and accurate reporting.
Assist with inventory and cost accounting for consumer oral health products, collaborating with supply chain and operations teams.
Analyze gross margin and product profitability variances, identifying trends and working with FP&A to support commercial decisions.
Ensure compliance with SOX controls and internal audit requirements, maintaining documentation and supporting periodic reviews.
Prepare and review balance sheet and P&L statements, including flux analysis and commentary or management.
Partner with global Philips teams on intercompany transactions, transfer pricing, and reconciliation of cross-border financial activity.
Support external and internal audits, including data preparation
Enterprise Rent a Car
Accounting
Senior Accountant
12/2006 - 1/2011
Prepare and post journal entries related to revenue, expenses, accruals, and intercompany activity.
Assist with monthly close activities for multiple branches, ensuring timely and accurate financial reporting.
Reconcile bank statements, balance sheet accounts, and sub-ledgers, identifying and resolving discrepancies.
Support fleet accounting, including depreciation, vehicle additions/disposals, and licensing cost allocations.
Analyze branch performance and expense trends, preparing reports for regional and corporate management.
Process accounts payable and accounts receivable transactions in coordination with branch operations.
Collaborate with operations teams to ensure compliance with internal controls and company policy.
Assist in preparation of budgets, forecasts, and variance analyses at the branch and regional level.
Respond to inquiries from management and auditors and support periodic internal reviews.
Contribute to process improvements.
Assist with monthly close activities for multiple branches, ensuring timely and accurate financial reporting.
Reconcile bank statements, balance sheet accounts, and sub-ledgers, identifying and resolving discrepancies.
Support fleet accounting, including depreciation, vehicle additions/disposals, and licensing cost allocations.
Analyze branch performance and expense trends, preparing reports for regional and corporate management.
Process accounts payable and accounts receivable transactions in coordination with branch operations.
Collaborate with operations teams to ensure compliance with internal controls and company policy.
Assist in preparation of budgets, forecasts, and variance analyses at the branch and regional level.
Respond to inquiries from management and auditors and support periodic internal reviews.
Contribute to process improvements.