Functional Skills

Change Management / Org Design
Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Finance Transformation
Forecasting / Projections
Financial Statement Preparation
Accounting Software Implementation
HR Transformation
Compensation Strategy

Software Skills

Quickbooks
Xero
Netsuite
Adobe Premier Pro
Microsoft Office
Asana
Smartsheet
Microsoft Excel
Trello

Certifications

CPACertified Public Accountant

Sector Experience

Manufacturing
Financial Services
Business Services
Technology
Consumer Goods

Languages

Spanish
1
hour

Avg Response Time

17
years

Years of Experience

9/18

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
A Business Collective LLC Other
Founder/Advisor
08/2014 - Present
Solid experience in start-up business practices and models, carrying out leadership roles and establishing practices that promote long term profitability and efficiency. Exposure to a broad range of industries and management styles, understanding best practices in operations and thought leadership processes of successful ventures. Continuous research and training on latest accounting technology changing the landscape of growth business

Kobu Beverages LLC Corporate Strategy & Development
Head of People & Strategic Initiatives
06/2018 - 07/2020
Partnered with CEO on national expansion strategy and advised on potential implications resulting on a successful expansion to 10 new markets nationwide with minimal impact to home location. Thought partner and executor on Change Management initiatives for compensation and relocation.

Kobu Beverages LLC Finance
CFO
06/2016 - 06/2018
Built and owned all aspects of Finance and People functions including but not limited to: Financial tracking platforms, Revenue and Expenses monitoring, Investor & Performance Reporting, Financial Planning & Analysis, and vendor management.

PricewaterhouseCoopers (PwC) Accounting
Senior Associate
12/2014 - 06/2015
• Successfully led teams new and experienced associates to perform audit plan and analyzing business processes and industry data.
• Continuous research of industry trends and applicable regulatory standards to design testing procedures that mitigate risk and add value.
• Examination of accounting records that support financial information to perform test of balance sheet and income statement, using knowledge of business cycles

Columbia University Finance
Manager Financial Operations & Compliance
04/2013 - 12/2014
• Responsible for overseeing operations for the University’s endowment and facilitate training, accounting activities and communications with different faculties and programs, legal counsel and university’s donors
• Implemented expense monitoring and reporting processes on approximately 1300 “endowment funded” schools, departments and programs of the university to ensure that donor stipulations were followed and agreed with governmental requirements and University’s accounting policy

KPMG Accounting
Senior Audit Associate
01/2008 - 04/2013
Over 5 years providing independent audit of financial statements for Fortune 500 and mid-market companies . Successfully participated in over 20 audit engagements for a range of companies. Evaluated and tested client’s internal control design and business processes over financial information and reporting. Supervised teams (ranging from 1-4 staff team members) carrying out audit plan, budget and resource management.