Corvallis, Oregon, United States
As a CPA with 15+ years of progressive accounting experience, I specialize in transforming financial operations into engines of clarity, compliance, and growth. My experience spans SaaS, FinTech, eCommerce, philanthropy, and energy—bringing a unique lens to problem-solving in high-volume, multi-entity environments. Whether optimizing workflows, implementing new financial tools, or supporting audit readiness, I’m driven by a belief that accounting should empower decision-making—not just document it. 🔹 Key Strengths • Sales Tax Compliance (50 states), VDA Reconciliation, Revenue Recognition (ASC 606) • Month-End Close & Reconciliations | Intercompany Transactions | Inventory Accounting • Tools: NetSuite ARM, Acumatica, Avalara, Salesforce, Stripe, FloQast, Looker, SQL, Power BI, ChatGPT • Audit Preparedness | GAAP & SOX Compliance | Cross-Functional Reporting • AI-Driven Analysis | Data Consolidation | Financial Process Innovation 🔹 Core Values • Accuracy with Strategic Intent | I go beyond balancing books—I build insights. • Continuous Learning | I adopt tech early to solve complex problems smarter. • Collaborative Energy | I work cross-functionally to move fast and get results right. Let’s connect if you’re looking for a CPA who thrives on structure, thrives in ambiguity, and consistently delivers value.
Prepared reconciliations and journal entries for cash, fixed assets, revenue, supplier commissions, and expenses; identified process improvements to streamline month-end activities. Investigated revenue fluctuations totaling ~$95M/month, delivering variance analysis and key insights to finance leadership to support audits and reporting packages. Partnered with Sales and Data Engineering to build Looker-based reporting solutions, capturing ~$76M in foreign transactions and enabling international tier-based commission tracking. Managed $1.5M in monthly accrued expenses by leveraging strong cross-departmental relationships for accurate and timely close processes. Collaborated with the Data Engineering team to validate and improve Looker reports using complex SQL logic for transaction accuracy across NetSuite, Salesforce, and proprietary platforms. Consolidated documentation and accounting procedures related to software capitalization and internal cost allocation for new product releases.