Greater Chicago Area
As a licensed CPA with 6+ years of experience in accounting, financial planning, and analysis, I have a proven track record of success in a dynamic, fast-paced startup environment in finance and tech entities. My expertise includes owning the month-end close process for multiple entities, improving financial controls, and tackling a variety of operational challenges. With a well-rounded knowledge of accounting and operations, I have honed my skills in forecasting, budgeting, and financial analysis matters. As a strong communicator and problem-solver, I am ready to take on the next challenge and make a valuable contribution to your team. Currently searching for fully remote positions.
● Managed and reviewed month-end close for numerous entities ● Mentored and provided constructive feedback to two staff accountants, contributing to their professional development and the overall effectiveness of the team ● Implemented strategic improvements in workbooks, resulting in increased efficiency and precision.
Responsible for month-end close for Tastytrade, Small Exchange, Dough, & Quite Foundation Managed month-end close for Tastylive and its international entities, reducing close period from two weeks to four days Assisted in developing new accounting workbooks and procedures for a newly formed entity, improving efficiency and accuracy of financial reporting Revamped reconciliation workbooks to increase accuracy and robustness, leading to fewer errors and smoother audits Collaborated with Controller and CFO to produce internal reports and analyze variances from prior periods Assisted with year-end audit procedures, resulting in a successful audit outcome Worked in a rapidly growing entity that expanded from $80 million to $170 million in revenue in four years Contributed to the successful acquisition of Tastylive for $1 billion by an international publicly traded firm
Assisted in month-end and year-end close for Tastylive and its five subsidiaries, ensuring timely and accurate financial reporting Reconciled balance sheets and monitored daily cash balances, identifying and addressing discrepancies promptly Performed Accounts Payable tasks, including invoice processing, vendor communication, and reconciling statements Collaborated with cross-functional teams to ensure timely and accurate financial reporting Contributed to the development and implementation of new accounting policies and procedures to improve efficiency and accuracy