United States
CORE COMPETENCIES Accounting & Taxation • Financial statement preparation and analysis • Individual and small-business tax preparation • Tax compliance, planning, and research • Bookkeeping systems design and oversight • Controller-level accounting support • HOA and nonprofit accounting Financial Leadership & Advisory • Fractional CFO / Controller services • Budgeting, forecasting, and cash-flow management • Working-capital and liquidity analysis • Executive financial reporting • Governance and owner advisory support Quantitative & Analytical Skills • Applied algebra and statistics • Applied managerial statistics • Financial modeling and projections • Predictive analytics and forecasting • Discounted cash-flow (DCF) analysis Business Intelligence & Research • Business intelligence and data interpretation • Qualitative and quantitative research methods • Thematic analysis and strategic insight • Evidence-based decision support Technology & Systems • QuickBooks (advanced certification) • Accounting workflow optimization • Financial data organization and reconciliation Professional Communication & Leadership • Client advisory and education • Clear written and verbal communication • Cross-functional collaboration • Ethical leadership and professional integrity
• Work closely with Finance Director and other key business leaders to provide support and drive financial objectives, make recommendations to support development of the company’s overall business strategy and act as a true business partner to the client’s leadership • Manage the month-end accounting close, ensuring accurate and timely results that are in accordance with US GAAP requirements, review and analyze internal financial data to identify issues, opportunities and trends to provide business owners and senior leaders with financial data that will support decision making • Tax Preparer for multi-entity group of personal and consolidated business tax returns (1065, 1120, 1120-S, 1041, and 1040) with quarterly tax planner projections • Install and maintain a proper control environment and culture to limit business risk and exposures • Lead people to implement change through coaching, training, and clear objective setting in order to meet the client’s short-term needs and long-term goals
• Ownership of accounting and tax projects from start to finish • Experience in bookkeeping / write up and preparing tax returns for Individuals, Partnerships, S-Corps, Sole Proprietors, and Trusts using Ultra Tax Software • Demonstrate US GAAP knowledge with experience in “compiled” and “Reviewed” financial statements as defined by the AICPA • Perform bank reconciliations, reconcile credit card statements using QuickBooks Online • Review or report and classify transactions as assets, liabilities, equity, income or expenses • Produce or review journal entries • Maintain fixed assets and depreciation schedules • Prepare monthly, quarterly and annually payroll reports / sales tax reports if required
• Reviewed federal and state corporate, partnership, and individual tax returns prepared by staff accountants • Performed technical tax review using Drake Tax Software • Reviewed and analyzed QuickBooks files prepared by bookkeepers for accuracy and compliance • Conducted external audits of financial statements (balance sheet, income statement, cash flow) • Provided CFO/Controller consulting services related to tax strategy, financial reporting, and business performance • Communicated profit & loss results and tax positions to business owners and executive leadership • Ownership of assigned client portfolio while maintaining high quality control standards • Demonstrated critical inquiry and analytical review of accounting records and tax filings • Reported to Audit Partner and Senior Tax Manager (CPAs) and completed over 4,300 hours of supervised audit and tax management experience • Serve on Employee Retention Committee
• Daily Financial Operations: Review bank activity and enter daily transactions across all entities , review Monday bank balances to prepare summary reports , and track daily ATM disbursements and reports. • Reconciliations: Prepare and finalize reconciliations for bank accounts , credit cards , petty cash , and safe logs. • Accounts Receivable & Invoicing: Prepare weekly AR and cash balance reports , contact customers regarding past-due collections , and prepare estimates and invoices for sales agreements, payroll, and management fees. • Revenue Tracking & Journal Entries: Review daily closing and sales summary reports across platforms like Hike POS, Square, LeafLogix, and LeafLink , and prepare the corresponding daily retail and merchandise sales journal entries. • Payroll & Sales Tax Compliance: Export monthly payroll reports to create pivot tables, code accounts, and prepare payroll journal entries , as well as prepare and pay sales tax returns and liabilities. • Inventory Costing & Management: Review monthly inventory reports and General Store physical counts , track merchandise sales and purchase costs , and oversee inventory for dispensary, processing, and wholesale departments. • Monthly Financial Reporting: Prepare comprehensive monthly profit and loss statements and balance sheets for all managed entities.