Featured Talent

Profile

I am a results-driven accounting professional with over nine years of experience in corporate finance and over two years of Client Accounting and Advisory Services (CAAS). I bring expertise in financial reporting, month-end close, and process improvement to enhance efficiency and accuracy. Skilled in leading teams and advising clients, I am dedicated to optimizing business performance through accuracy, collaboration, and innovation.

Career Highlight 1: Successfully implemented accounting system to integrate with existing financial processes to automate revenue recognition and reporting. This project improved data accuracy, reduced manual entry errors and saved the company an estimated $60,000 annually in time and labor efficiency.

Career Highlight 2: Support firm-wide initiative to automate key components of the month-end close process for CAAS clients by integrating tools such as FloQast, QuickBooks Online, Fathom and standardized reconciliation templates. These improvements streamlined reconciliation and reporting, allowing me to complete engagements 30% faster while maintaining high accuracy. This efficiency enabled the firm to increase profitability on fixed-fee engagements.

Why Hire This Candidate (In Their Own Words): A company should hire me because I bring a proven track record of improving financial accuracy, streamlining accounting processes, and leading teams to deliver high-quality results. Over my career, I have developed strong analytical, organizational, and leadership skills that drive efficiency and compliance. I take a proactive approach to problem-solving, leveraging technology and process improvements to enhance performance.

Strengths: My professional strengths include financial reporting accuracy, process improvement, and team leadership. I excel at managing month-end close, implementing automation to increase efficiency, and ensuring compliance with GAAP.

Hobbies & Personal Interests: I enjoy spending time with my kids, going to the Tablerock Lake, traveling, attending sporting events, reading, and crafting. These activities help me stay creative, balanced, and energized both personally and professionally.

Education: Bachelor’s in Accounting

Credentials: Currently working on my MBA and Master of Finance which will be completed in May 2026. I also plan to obtain my CPA license.

Industry Experience: Logistics & Transport, Technology

Company Fit: Small to mid-size.

Management Experience: I have two years of management experience overseeing and coordinating the work of staff and senior accountants. While I haven’t had direct reports, I review their work, provide guidance, and ensure deadlines and quality standards are met.

Software Experience: I have hands-on experience with a variety of ERP and accounting software, including QuickBooks (Desktop & Online), Sage Intacct, and Maxio. I’m also proficient in Microsoft Office, Fathom, and FloQast for financial reporting and analysis.

Open To: Hybrid, Remote