Dallas, Texas, United States
Trusted Operations and Accounting Manager with 15-plus years in the public accounting industry. Skilled in Full-Cycle Accounting, Financial Reporting & Analysis, Process Improvement, and People Management. Experience collaborating across departments and levels to achieve organizational goals. Recognized for my ability to lead through change, quickly assimilate new information and meet competing demands with a positive attitude.
Moss Adams and Baker Tilly combined in 2025.
National Finance Department restructure in January 2022. - Firm Finance Liaison to the Regional Managing Partner for 2 regions (Central & PNW) - Regional Forecasting - Regional Financial Reporting and Analysis - Finance Support & Strategic Partner to Regional Leaders including but not limited to RMPs, Office PICs, Regional & Office Service Line Leaders, HR, Operations, Recruiting and Marketing. - Regional Accounts Payables Team Lead and Approver - Collections and Billing Support
Moss Adams combined with Hein resulting in a region more than double the previous size. The Operations and Accounting Manager roles were then separated for the region.
- Manage Team of Local and Regional Accounting and Administrative Staff - Oversee Regional Month End Close, Reporting and Variance Analysis - Prepare Financial Projections - Manage Purchasing and Facilities - Ad-Hoc Reporting and Project Assistance for Partner Group - Manage Recurring Special Projects for Shared Services Team - Provide Administrative and Project Support to Regional Managing Partner
CF combined with Moss Adams in 2016. - Managed Accounting and Administrative Staff - Managed Purchasing and Accounts Payable - Prepared Financial Statements - Processed and Managed Payroll - Ad-Hoc Reporting and Special Projects for Partner Group - HR Administration: Employee On-boarding, Regulatory Compliance, Performance Management, and Compensation & Benefits Administration - 401k Administrator - Facilities Management