• Completed the review of ASC 606 – Revenue Recognition and ASC 842 – Leases for companies in Real Estate, Marinas, SaaS businesses, and Eye Care Businesses.
• Completed the integration of 6 acquisitions for a healthcare company, including cash to accrual, contract review, opening balance sheet work, purchase accounting and technical memos
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• Daily Accounting of Incoming Insurance Commission Payments, calculating the commission pay-outs to Agents, Payroll, Other Deposits, and Accounts Payable,
• Work with Carriers on Commission Questions
• Prepare GAAP Monthly Financials Prepared both Consolidated and Individual Business Units
• Manage and Design Software and Reports including Management Dashboards
• Prepared Individual, Corporate, Partnership, State, Franchise and Payroll Tax Returns

• Directed, planned, and executed financial statement audit for Jus-Made and World Ventures
• Software used SAP: FI, SD, MM, Oracle.
• Directed and planned internal audit for Santander Consumer USA, a financial services company
• Served as Interim Controller/CFO for Optimarket, Incorporated, a transportation services provider.
• Served as Interim Finance Director for Van Cliburn Foundation
• Prepared Individual, Corporate, Partnership, Estate, Trust and Non-Profit

• Specialized in Sarbanes-Oxley compliance, tested and monitored internal controls for a $300M software company
• Software used: Oracle and Idea

Sarbanes Oxley Auditor

Sox Audit, Accounting Cleanup, Recreation of Books, Forensic Audit

Corporate Accounting Manager

Corporate Assistant Controller

Corporate Controller for 7 entities