Experience

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  Mission brazil ribeirao preto

  Jan 2010 - Jan 2011

  Housing/financial secretary

  1. General bookkeeping and filing2. Processed and Managed payroll for 120-150 employees3. Managed all purchases of fixed assets.4. Reimbursement of employees expenses on business expenditures5. Managed all budgets and cost centers, with final spending coming in 10% under budget for fiscal year. 6. Property Management for 75 leased properties.7. Event Planning for 50-150 employees including venue, catering, rooming & travel logistics.8. Accounts Payable & Accounts Receivable9. Managed, Supervised, and Trained Jr Financial Secretary to take over my position. Show less

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  Edwards lifesciences

  Jul 2012 - Jan 2015

  1. Enter and process 300-500 invoices per month (20 hours a week)2. Implemented a system to help identify and reduce the number of late payments3. Identified opportunities for savings, by identifying and reducing number late payments4. Support the purchasing department by providing information and support needed to keep vendors paid on time5. Support vendors/material suppliers by researching and providing timelines for payment of invoices6. Use/Query JD Edwards database to research and reconcile invoice discrepancies & account discrepancies as well as enter and process payments7. Helped create and update excel templates to analyze variable overhead for one business unit, and identify opportunities for savings, as well as irregular spending8. Helped to create excel tables and formulas to track the progress of audits performed during the present year.9. Advanced level Excel skills (VLookup, Nested Functions, Financial Functions, Pivot Tables)10. Internal Auditing for SOX compliance Show less

  • Accounting Coordinator

    Aug 2013 - Jan 2015

  • Office Assistant

    Jul 2012 - Aug 2013
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  Four foods group

  Dec 2014 - May 2018

  Inventory staff accountant & inventory systems analyst

  Four Foods Group is a Restaurant Management company focused on growing emerging restaurant brands. During my time at Four Foods Group, my major job responsibilities and accomplishments include:1. Successfully implemented a Warehouse Management System for the Retail Division 2. Established and Implemented Cycle Count Policy to manage risk in compliance with SOX.3. Planned, Conducted, and Reviewed Annual Physical Inventory Counts.4. Performed analysis on inventory establishing "low-inventory" alerts for core items ensuring customers always were able to order and receive products in a timely manner.5. Reconciling Inventory Subledger to General Ledger as a part of the month-end close.6. Procurement responsibilities, including negotiating standard discounts and shipping terms with our largest suppliers, resulting in savings exceeding 100K per year.7. Implemented 3-way-voucher for retail, ensuring vendors were shipping correct quantities and charging correct prices. 8. Creating Income Statements for the Retail Division of each of our 40+ Stores on monthly basis.9. Documented all processes and trained 4 other staff accountants how to perform AP, Month End Reconciliation, and Cycle Count Duties. Reviewed work for accuracy.8. Assisted in the creation of an online uniform ordering system for our restaurants, including vetting several uniform suppliers, testing the online store, and reconciling inventory on consignment at suppliers warehouse each month9. Worked with Payroll to design a faster/more efficient reporting system to collect payroll data from franchisees. Show less

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  Moxtek

  May 2018 - Feb 2019

  Senior accountant

  Moxtek is a niche manufacturing company focused on Xray and Optical technology. As a Senior Accountant, my job was to assist the Accounting Manager with all accounting responsibilities. My major job responsibilities and accomplishments were as follows:1. Updated T&E policy to encourage more responsible spending. Audited Expense reports for compliance with new policies. 2. Centralized travel spending in order to negotiate discounts with major airlines.3. Worked with Purchasing Department to implement a Corporate Credit Card payment process, returning 1.25% of spend back to the company. 4. Identified investment opportunities for idle cash, generating more than 300K in additional profit for the company annually.5. Worked with the accounting manager and external consultant to identify a way to standardize Chart of Accounts for better ad-hoc reporting6. Month-end duties including bank reconciliations, fixed asset reconciliation, cost allocations and Month-end Journal Entries.7. Fixed Asset Accounting including tracking of fixed asset spend, setting up new assets in depreciation software, depreciation, reconciliation, communication with departments about the status of "In progress" fixed assets8. AdHoc Reporting (SAP Crystal Reports and Excel)9. Documented Accounting Policies and Procedures in order to train new accounting employeesResearched GAAP and implemented new month-end schedule to appropriately account for investment in bonds10. Weekly Check Runs to ensure timely vendor payments Show less

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  Gartner

  Feb 2019 - Dec 2020

  Senior revenue accountant

  Gartner Inc is a leader in market research, providing clients with information to meet mission-critical priorities in IT, HR, Finance, and more. They also provide several consulting services including IT consulting and contract optimization. While at Gartner my major responsibilities and accomplishments have included:1. Redesigned several month-end close reports by automating with PoweQuery, consolidating close responsibilities from 2 people to 1, and cutting 8+ hours out of the monthly close process. 2. Provided guidance to Sales/Consulting team on Revenue recognition/ASC606 as needed.3. Worked with Sales/Consulting, Direct Supervisor, and Assistant controller to update Revenue Recognition Policy for amount related to "Satisfaction" payments at end of engagement.4. Lead Accountant for External Audit requests related to consulting business unit5. Blackline Month/Quarter End Close - Reconciliations, Flux Analysis, Monthly Reporting6. Monthly Consulting Revenue Accruals7. Ad-Hoc Reporting8. Used Microsoft Flow to Automate Responses to internal stake holders about consulting project extensions, saving 2-3 hours a month Show less

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  Agreserves, inc.

  Dec 2020 - Feb 2023

  As part of the Controller Development Program I was the controller assigned to manage Central Ranches. I took on typical controller type duties, and worked on ad-hoc projects as needed for our corporate headquarters.1. Lead Month-End Close for multi-entity set of books2. Presenting and Reviewing Financial statements with managers 3. Annual budget preparation4. Quarterly financial forecasts5. Review and Release AP, Invoices, Purchase Orders, and Inventory Receipts input by ranch clerks. Release in system, provide feedback as needed.6. Train Staff Accountant and Senior Staff Accountant on Processes and Procedures for Central Ranches7. Prepare and review balance sheet reconciliations. Investigate and resolve discrepancies. Show less As Part of the Controller Development Program at Deseret Cattle and Citrus I assisted the Senior controller with Controller functions by rotating through several functional areas (AP, Billing, Purchasing, Etc.) to gain a better understanding of the overall accounting operations, and then helping to supervise those Areas. My major duties and accomplishments included:1. Standardized Balance sheet Reconciliations Files for 5 sets of books. 2. Prepared Slides for Senior Finance Management to Present to Local leadership, including Variance Analysis (Bud vs Act vs Forecast)3. Assisted with preparation of several Monthly Allocations4. Rotations as AP Clerk, Receiving Clerk, and Billing Clerk5. Prepared Fixed Asset Support for Capitalization 6. Ad-Hoc Analysis7. Assisted in Implementing Infor FSM implementation as a member of GL Team.8. Implemented a new Intercompany Billing process for Ranches division, saving money by eliminating intercompany checks being cut, processed each week. 9. Implemented New Reporting Process using Microsoft Forms, and in doing so sped up Feed Reporting Process (saving 1 to 3 hours a month), Consolidated Feed reporting Channels (from 3 to 1), and improved ability to place feed orders for upcoming week(s). Show less

  • Controller

    Dec 2021 - Feb 2023

  • Assistant Controller

    Dec 2020 - Dec 2021
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  Nextech

  Feb 2023 - now

  Nextech is owned by the PE firm Audax, and has become the largest commercial HVAC provider in the USA. As the Senior Accounting Manager, I am helping to oversee acquisitions and financial integrations, purchase accounting, and creating standards for the company as we scale.

  • Assistant Corporate Controller

    Feb 2025 - now

  • Senior Accounting Manager - Acquisitions and Purchase Accounting

    Feb 2023 - Feb 2025