Functional Skills
Accounting
Accounts Payable
Accounts Receivable
Audit Readiness
Budgeting
Cost Accounting
Enterprise Report Management (ERM)
Financial Statement Preparation
Forecasting / Projections
Inventory Control
Financial Planning & Analysis (FP&A)
Data Analysis
Financial Management
Financial Modeling
Internal Auditing
Software Skills
Cognos Analytics
Oracle Analytics Cloud
Quickbooks
Microsoft Access
Microsoft Excel
Certifications
CFECertified Fraud Examiner
Sector Experience
Aerospace & Defense
Business Services
Real Estate
Social & Public Sector
Technology
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
Cannabis Accounting & Consulting Group, LLC
Accounting
Owner
3/2019 - Present
Strategic Financial Solutions Group, LLC, Northern Virginia 6/2021-Current
Cannabis Accounting & Consulting Group, LLC, Northern Virginia 3/2019-Current
Fractional Controller/CFO
• Provide Controller and CFO-level support to cannabis and non-cannabis businesses, leveraging advanced accounting expertise.
• Oversee monthly close processes and financial reporting framework, ensuring GAAP compliance and integrity of financial statement preparation.
• Prepare schedules and workpapers for various general ledger accounts.
• Apply IRC 471 inventory valuation and cost accounting methods, including 471(c) safe harbor for small businesses to streamline compliance and support accurate tax reporting.
• Prepare the annual budget and monitor budget and actual expenditures.
• Perform data analysis and prepare financial models and projections.
• Prepare and implement policies, processes, and standard operating procedures for the cash management, purchasing, and inventory management processes.
• Built custom cash flow system to assist cannabis clients in monitoring their cash position to include a 13-week cash flow forecast, cash conversion cycle and inventory liquidity assessment to support strategic planning.
• Research complex accounting transactions and determine proper treatment under ASC 606, ASC 842, ASC 350, and ASC 360.
• Assist with preparing client pitch decks to obtain funding.
• Delivered 1:1 financial coaching and led CEO Accelerator workshops tailored to cannabis license
Cannabis Accounting & Consulting Group, LLC, Northern Virginia 3/2019-Current
Fractional Controller/CFO
• Provide Controller and CFO-level support to cannabis and non-cannabis businesses, leveraging advanced accounting expertise.
• Oversee monthly close processes and financial reporting framework, ensuring GAAP compliance and integrity of financial statement preparation.
• Prepare schedules and workpapers for various general ledger accounts.
• Apply IRC 471 inventory valuation and cost accounting methods, including 471(c) safe harbor for small businesses to streamline compliance and support accurate tax reporting.
• Prepare the annual budget and monitor budget and actual expenditures.
• Perform data analysis and prepare financial models and projections.
• Prepare and implement policies, processes, and standard operating procedures for the cash management, purchasing, and inventory management processes.
• Built custom cash flow system to assist cannabis clients in monitoring their cash position to include a 13-week cash flow forecast, cash conversion cycle and inventory liquidity assessment to support strategic planning.
• Research complex accounting transactions and determine proper treatment under ASC 606, ASC 842, ASC 350, and ASC 360.
• Assist with preparing client pitch decks to obtain funding.
• Delivered 1:1 financial coaching and led CEO Accelerator workshops tailored to cannabis license
Strategic Financial Solutions Group, LLC
Accounting
Owner
1/2024 - 7/2025
Subcontractor - Ernst & Young - Senior Auditor (Office of Assistant Secretary of the Army (Financial Management & Comptroller) – Audit Integration Team
• Collaborated with cross-functional teams to design and implement an SAP S/4HANA system for a large defense organization using Agile methodology.
• Participated in Agile-based Business Process Reengineering sessions, partnering with SMEs to map future-state workflows and optimize operational design.
• Ensured the SAP system addressed accounting and reporting deficiencies in compliance with laws, regulations, and internal controls.
• Incorporated audit findings and recommendations into the system design to resolve deficiencies identified in the organization's financial statement audit.
• Provided audit impact guidance during the development of end-to-end processes within the SAP environment to enhance operational efficiency and compliance.
• Defined posting logic for general ledger transactions to ensure accurate accounting treatment within SAP.
• Analyzed business requirements for accounting events and translated them into SAP system configurations for accurate financial reporting.
• Collaborated with cross functional finance and accounting teams to align general ledger functionality with organizational policies and industry standards.
• Participated in sprint planning sessions to prioritize tasks and define deliverables align with project goals.
• Presented audit impact findings based on completed work by the product teams.
• Collaborated with cross-functional teams to design and implement an SAP S/4HANA system for a large defense organization using Agile methodology.
• Participated in Agile-based Business Process Reengineering sessions, partnering with SMEs to map future-state workflows and optimize operational design.
• Ensured the SAP system addressed accounting and reporting deficiencies in compliance with laws, regulations, and internal controls.
• Incorporated audit findings and recommendations into the system design to resolve deficiencies identified in the organization's financial statement audit.
• Provided audit impact guidance during the development of end-to-end processes within the SAP environment to enhance operational efficiency and compliance.
• Defined posting logic for general ledger transactions to ensure accurate accounting treatment within SAP.
• Analyzed business requirements for accounting events and translated them into SAP system configurations for accurate financial reporting.
• Collaborated with cross functional finance and accounting teams to align general ledger functionality with organizational policies and industry standards.
• Participated in sprint planning sessions to prioritize tasks and define deliverables align with project goals.
• Presented audit impact findings based on completed work by the product teams.
Strategic Financial Solutions Group, LLC
Accounting
Owner
8/2022 - 3/2023
Subcontractor - Ernst & Young - Senior Auditor (DoD Inspector General – Navy Working Capital Fund)
• Performed financial statement audit of the Navy Working Capital Fund focusing on Inventory Held for Resale, Inventory Held for Repair, Inventory – Excess, Obsolete and Unserviceable.
• Performed internal controls assessment and controls testing and assisted in the preparation of the Internal Control Over Financial Reporting (ICFR) report.
• Set up client engagement in Canvas to include obtaining an understanding, identifying risks, and identifying the significant class of transactions for inventory accounts.
• Prepared Specific Control Evaluations for each significant class of transactions.
• Performed existence and completeness testing of client inventory.
• Reviewed the ICFR report and findings and tied it to the agency's Statement of Assurance.
• Oversaw and reviewed staff test of control results and provided feedback.
• Performed financial statement audit of the Navy Working Capital Fund focusing on Inventory Held for Resale, Inventory Held for Repair, Inventory – Excess, Obsolete and Unserviceable.
• Performed internal controls assessment and controls testing and assisted in the preparation of the Internal Control Over Financial Reporting (ICFR) report.
• Set up client engagement in Canvas to include obtaining an understanding, identifying risks, and identifying the significant class of transactions for inventory accounts.
• Prepared Specific Control Evaluations for each significant class of transactions.
• Performed existence and completeness testing of client inventory.
• Reviewed the ICFR report and findings and tied it to the agency's Statement of Assurance.
• Oversaw and reviewed staff test of control results and provided feedback.
Mantech International
Management Consulting
Principal, Program Financial Analyst
7/2019 - 6/2021
DEPARTMENT OF DEFENSE PROJECTS:
Defense Threat Reduction Agency (DTRA)
• Conducted full scope ICFR audit of various end to end business processes in accordance with the GAO Yellow Book (GAGAS/GAAS), GAO Green Book (COSO), and OMB A-123 (SOX).
• Developed and managed project plans for multiple internal audit engagements.
• Identified risks and communicated and reported the status to leadership.
• Performed walkthroughs with process owners, documented business processes, created process flows, narratives, risk control matrix, to identify control risks.
• Developed test plans and conducted test of controls to test the design and effectiveness of the internal control environment and maintained client workpapers.
• Documented results of testing and prepared Notification of Findings (NFRs) and Corrective Action Plans (CAPs) based on audit findings and monitored the implementation of corrective actions.
• Built and maintained client relationships with key stakeholders and process owners to implement and close out CAPs.
• Analyzed large datasets and performed reconciliation of abnormal balances of transactions in the agency’s financial statements.
• Provided leadership and guidance to junior team members.
Defense Threat Reduction Agency (DTRA)
• Conducted full scope ICFR audit of various end to end business processes in accordance with the GAO Yellow Book (GAGAS/GAAS), GAO Green Book (COSO), and OMB A-123 (SOX).
• Developed and managed project plans for multiple internal audit engagements.
• Identified risks and communicated and reported the status to leadership.
• Performed walkthroughs with process owners, documented business processes, created process flows, narratives, risk control matrix, to identify control risks.
• Developed test plans and conducted test of controls to test the design and effectiveness of the internal control environment and maintained client workpapers.
• Documented results of testing and prepared Notification of Findings (NFRs) and Corrective Action Plans (CAPs) based on audit findings and monitored the implementation of corrective actions.
• Built and maintained client relationships with key stakeholders and process owners to implement and close out CAPs.
• Analyzed large datasets and performed reconciliation of abnormal balances of transactions in the agency’s financial statements.
• Provided leadership and guidance to junior team members.
Classified Intel Agency
Accounting
Accountant
5/2016 - 1/2018
Support the Financial Reporting and Property division overseeing the quarterly reporting of leases, heritage assets and deferred maintenance.
Perform monthly reconciliation of General Equipment and Internal Use Software.
Perform quarterly variance analysis of General Property, Plant and Equipment accounts by analyzing account variances and providing written explanation of findings.
Perform Internal Control review and analysis of business processes that impact the financial statements.
Perform monthly reconciliation of General Equipment and Internal Use Software.
Perform quarterly variance analysis of General Property, Plant and Equipment accounts by analyzing account variances and providing written explanation of findings.
Perform Internal Control review and analysis of business processes that impact the financial statements.
Morgan Franklin Consulting
Accounting
Manager
12/2013 - 4/2015
•Managed a firm fixed price, level of effort contract for a defense agency project.
•Oversaw the daily project management activities of the engagement and prepared Weekly Status Reports and monthly Project Management Reports.
•Tracked the project’s funding, cost baseline, projected/actual billable hours, and revenue, estimate at completion (EAC) and monitored profitability, and burn rate.
•Prepared the weekly and monthly financial reports of forecasted requirements, monthly/annual budgets, and monitored expenditures.
•Monitored key performance indicators and trends between forecast vs actual, analyzed variances, and identified corrective actions.
•Participated in monthly Project Management Review meetings with senior leadership providing updates on the financial status of the engagement, staffing updates, status of client deliverables, and identified and reported risks and opportunities of the project.
•Delivered projects on schedule and budget and consistently demonstrate
•Oversaw the daily project management activities of the engagement and prepared Weekly Status Reports and monthly Project Management Reports.
•Tracked the project’s funding, cost baseline, projected/actual billable hours, and revenue, estimate at completion (EAC) and monitored profitability, and burn rate.
•Prepared the weekly and monthly financial reports of forecasted requirements, monthly/annual budgets, and monitored expenditures.
•Monitored key performance indicators and trends between forecast vs actual, analyzed variances, and identified corrective actions.
•Participated in monthly Project Management Review meetings with senior leadership providing updates on the financial status of the engagement, staffing updates, status of client deliverables, and identified and reported risks and opportunities of the project.
•Delivered projects on schedule and budget and consistently demonstrate
Camber Corporation
Accounting
Financial Analyst
8/2011 - 5/2013
Provided expert financial and programmatic support to an international defense program. Oversaw the programming, planning, budget and execution of the Defense Institution Reform Initiative (DIRI) program’s $12 million budget at the Center for Civil-Military Relations.
Responsible for all financial reporting and analysis, oversight and management of funds covering the execution of more than 100 international operations in various countries in each Combatant Command.
Responsible for all financial reporting and analysis, oversight and management of funds covering the execution of more than 100 international operations in various countries in each Combatant Command.
Acuity Consulting
Accounting
Senior Auditor
10/2010 - 5/2011
Prepared quarterly analysis, which included generating quarterly trial balance, analyzing accounting data from internal and external sources and systems. Also responsible for analyzing funding and disbursements and detailed account risk analysis of key general ledger accounts. Prepared Defense Agency financial statements to include the Statement of Budgetary Resources, Statement of Change in Net Position, Statement of Net Costs and Balance Sheet.
Deloitte
Management Consulting
Senior Consultant
12/2007 - 9/2008
Provided subject matter expertise for a Defense Agency for the budget execution function.
Performed monthly analysis of the agency’s status of funds by organization and appropriation for use by the Comptroller, Deputy Comptroller and Branch Chiefs.
Provided support to the Audit Support and Remediation Team to assist the agency with their financial statement audit that included analyzing and testing audit samples, business process analysis and identifying key internal controls.
Performed monthly analysis of the agency’s status of funds by organization and appropriation for use by the Comptroller, Deputy Comptroller and Branch Chiefs.
Provided support to the Audit Support and Remediation Team to assist the agency with their financial statement audit that included analyzing and testing audit samples, business process analysis and identifying key internal controls.
KPMG
Management Consulting
Senior Associate
11/2004 - 12/2007
Assisted in the development of the Financial Management Business Enterprise Architecture at the DoD Business Transformation Agency (BTA).
Led projects related to the development and integration of all the Financial Visibility operational (e.g. OV5, OV6c, OV6a) view architecture products using Popkin System Architect database in accordance with DoD Architecture Framework (DoDAF).
Conducted business process reengineering studies to identify internal controls and material weaknesses.
Led projects related to the development and integration of all the Financial Visibility operational (e.g. OV5, OV6c, OV6a) view architecture products using Popkin System Architect database in accordance with DoD Architecture Framework (DoDAF).
Conducted business process reengineering studies to identify internal controls and material weaknesses.