Functional Skills

Financial Planning & Analysis (FP&A)

Languages

English
Spanish
4
hours

Avg Response Time

3
jobs

Jobs Completed

174
hours

Total Hours Logged

16
years

Years of Experience


Big 4 Accounting
Top Consulting Firms

Experience

 
EMS Consulting Services LLC Accounting
Owner
03/2015 - Present
Outsourced CFO for startups and small businesses. Assist companies with financial reporting, bookkeeping, budgeting, , technical advisory (see above), accounting system implementation (primarily Quickbooks) and improvements to accounting operations. Also perform financial modeling, i.e. creating pro forma financial statements used in fundraising. Lastly, assist with other financial analyses for investor or management reporting.

CFGI LLC Accounting
Senior Manager
03/2015 - 10/2018
Accounting consultant for small to midsize companies. Jobs include audit readiness, IPO readiness, accounting advisory (debt, equity, revenue recognition, leases, stock compensation, software, R&D, etc.), management reporting, and accounting operations

RBSM LLP Accounting
Audit Manager
01/2013 - 03/2015
Mid-size audit firm focused on auditing OTC traded small companies and startups/small companies looking to be public one day. Large focus on business acquisitions, debt and equity financing. Industries including broker-dealers, consumer goods and professional services

PricewaterhouseCoopers (PwC) Accounting
Senior
10/2008 - 01/2013
Auditing - primarily complex hedge funds and registered investment companies
From 2011 - 2013, senior accountant in M&A advisory group, specializing in financial due diligence across varying industries