Oct 2025 – Present · 7 mos · Mentor, Ohio, United States · Remote

• o Delivered comprehensive bookkeeping and outsourced controller services to a diverse client base,
• managing accounts payable, accounts receivable, general ledger maintenance, and preparation of
• unaudited financial statements. Coordinated and facilitated year-end closings, financial statement
• preparations, audits, and tax return filings by working closely with clients’ external accounting firms.
• Provided expert advice and support on financial matters, ensuring accurate and timely reporting and
• compliance with regulatory requirements. Established a reputation for reliability and expertise in
• handling complex bookkeeping and financial management tasks, contributing to long-term client
• relationships and satisfaction.Delivered comprehensive bookkeeping and outsourced controller services to a diverse client base, managing accounts payable, accounts receivable, general ledger maintenance, and preparation of unaudited financial statements. Coordinated and facilitated year-end closings, financial statement preparations, audits, and tax return filings by working closely with clients’ external accounting firms. Provided expert advice and support on financial matters, ensuring accurate and timely reporting and compliance with regulatory requirements. Established a reputation for reliability and expertise in handling complex bookkeeping and financial management tasks, contributing to long-term client relationships and satisfaction.

Jan 2025 – Oct 2025 · 9 mos · United States · Remote

• Controller | Accounting & Financial Operations Leader who oversees all aspects of the accounting and financial functions, with a focus on operational excellence and strategic insight. Responsibilities include the management of daily accounting operations, ensuring accuracy and timeliness; preparing and delivering monthly financial statements and performance reports; presenting financial results and strategic analysis to executive leadership; overseeing the general ledger, payroll, accounts payable/receivable, inventory, fixed assets, and cash management; developing and maintaining robust financial systems, policies, and internal controls; designing and tracking of KPIs necessary to drive financial efficiency and growth; leading risk management initiatives and manage corporate insurance programs

Mar 2023 – Jan 2025 · 1 yr 10 mos · Chardon, Ohio, United States · On-site

• Ensure accuracy in financial reporting for seven subsidiary companies, leading to enhanced financial
• transparency and consistency. Hired, developed, and currently manage a team of seven accounting
• professionals, resulting in improved reporting timeliness and accuracy. Report directly to the CFO and
• CEO, actively participating in both short-term and long-range corporate planning to support sustained
• growth. Direct and coordinate annual audit and tax preparation processes, ensuring compliance and
• thorough review of financial statements. Oversee the maintenance of general ledgers, establishing
• consistency and accuracy across all subsidiaries. Contribute to the ERP implementation team, facilitating
• a seamless transition and integration of new financial systems. Develop and implement key performance
• indicators (KPIs) to enhance company growth tracking and budget accuracy across all subsidiaries. Act
• as liaison for all banking and capital relationships, including preparation and updating of bank covenants,
• borrowing base certifications, and compliance. Supervise the Executive Business & HR Manager,
• providing guidance on human resources, payroll, and employee benefit programs. Play a critical role in
• the Mergers & Acquisitions team, supporting due diligence and post-acquisition integration efforts.
•  Reduced consolidated financial statement preparation time from 90+ days to 30 days.
•  Negotiated terms for new asset-based credit lines, transitioning from a cash-based model.
•  Selected and managed a new CPA firm for comprehensive audit and tax services.

Feb 2022 – Mar 2023 · 1 yr 1 mo · Westlake, Ohio, United States · On-site

• Managed accounting for a major insulation manufacturer, providing financial advice and support to the
• CFO, and served as liaison to parent company’s Finance Team. Prepared account and month-end
• analyses, commissions statements, bookings and shipments reporting, intercompany reconciliations,
• balance sheet and profit & loss reconciliation packages for parent organization, as requested. Performed extensive monthly intercompany account reconciliations. Reviewed and multiple cash accounts daily. Extensive experience with sales tax reconciliations and filings. Supervised local office’s accounting team directly and provided “dotted line” supervision to other administrative staff.
•  Developed a comprehensive balance sheet reporting package that streamlined reconciliation
• processes, reducing month-end close from 45+ days to under 10 days.

Apr 2019 – Jan 2022 · 2 yrs 9 mos · Cleveland/Akron, Ohio Area

• Responsible for all stages of accounting and finance including budgeting, forecasting, cash management,
• account reconciliation, and income statement preparation/reporting. Oversaw all accounting activities
• related to income/sales, auditing, accounts payable processing, accounts receivable collection, tax
• compliance, and payroll. Led staff in company-wide budgetary planning. Collaborated with the
• Development Department Team on all facets of financial reporting relating to grant applications and
• reporting. Managed department staff in day-to-day financial operations. Updated and implemented
• financial policies and procedures. Responsible for all areas of annual audit and Form 990 tax reporting.
• Cultivated and maintained relationships with external CPA and Financial Consulting firms. Attended and
• participated at Board of Trustees and Finance Committee meetings.
•  Doubled surplus cash reserves during COVID-19.
•  Reduced monthly financial statement issuance from 10+ days to 5 days.
•  Decreased Accounts Receivable aging from 23% to under 10%.
•  Reduced Accounts Payable average days past due to fully current.
•  Completed total review and updating of chart of accounts and financial statement package
•  Established electronic Finance Department records system

Apr 2018 – Jan 2019 · 9 mos · Euclid, OH

• Motto: Fueled by ABILITY and the creative process
• Providing freelance consulting/volunteer work for an emerging, amazing program (with services that are desperately needed in the local ASD community)

Feb 2011 – Mar 2018 · 7 yrs 1 mo · Cleveland/Akron, Ohio Area

• Supported the Controller with the preparation and analysis of annual budgets, periodic forecasts, and
• monthly financial statements. Contributed to long-range financial planning and the creation of various
• reports for management and board decision-making. Participated in periodic internal audits and provided
• backup support to the Payroll Manager as needed.
•  Implemented and maintained Endowment Manager software, collaborated with investment
• advisors to ensure accurate tracking and stewardship of investments. Calculated quarterly
• endowment draws, enhancing financial oversight.
•  Assisted in the preparation of annual budgets and long-range financial plans. Contributed to
• periodic forecast updates, improving financial accuracy and planning.
•  Played a key role in the implementation of Dynamics GP and Management Reporter/Management
• Designer software. Custom-designed financial statements, reducing preparation time from over
• 10 hours per month to less than 1 hour.
•  Prepared comprehensive financial statements, tax returns, quarterly and annual census reports,
• and managed royalties accounting. Enhanced the accuracy and timeliness of financial reporting.
•  Conducted detailed financial analyses and compiled data used by the Controller and CFO for
• capital budget tracking and concert reporting at Blossom Music Center, supporting strategic
• financial decisions.

Jun 2008 – May 2009 · 11 mos

• Prepared and analyzed internal financial statements for US and UK entities. Collaborated with C-level
• executives and regional business leaders to manage client project financials and support strategic
• decisions. Assisted CFO and Controller with both internal and external audit requirements, ensuring
• compliance and accuracy in financial reporting. Identified and implemented process improvements to
• enhance financial operations and reporting efficiency. Managed the monthly financial close process, ensuring timely distribution of reports to business leaders. Prepared and processed all journal entries and
• account analyses. Revised and implemented more stringent daily cash management reports, improving
• cash flow tracking and management. Coordinated annual reviews with external accounting firms for
• financial statements across US, UK, and Parent Organization, ensuring accuracy and adherence to
• accounting standards. Developed and enforced travel and expense policies, ensuring compliance and
• efficiency among employees. Managed accounts payable and receivable, fostering strong relationships
• with vendors and clients. Prepared in-house payroll for the US entity and collaborated with a UK payroll
• provider to ensure compliance. Prepared and filed sales and use tax returns and managed employee wage
• garnishments. Maintained all client and contract files, ensuring compliance with regulatory and internal
• standards. Supervised a staff accountant and administrative staff, overseeing their daily operations and
• professional development.
•  Initiated and completed an annual external accounting firm review of three years of internally
• prepared financial statements within nine months, enhancing transparency and accuracy.
•  Led the implementation of a new accounting software package, including a comprehensive
• revision of the chart of accounts, vendor files, and client files, streamlining financial processes and
• improving data accuracy.

Sep 2003 – Jul 2004 · 10 mos

• Performed thorough audit of books upon hiring and discovered substantial prior employee theft. Worked with external forensic accountants, preparing detailed schedules and analyses, as required. Managed and scrutinized daily operations, including the creation and establishment of an annual budgeting process for the entire practice. Reconciled vendor bills and oversaw accounts payable to maintain smooth financial operations. Developed and implemented comprehensive human resource policies and handbook, ensuring compliance and standardization across both organizations, aligning with industry standards. Reported directly to the Owner, providing detailed insights and recommendations. Coordinated with external accounting firm for annual reviews, assisting in the preparation and analysis of financial records.

Aug 1999 – Sep 2003 · 4 yrs 1 mo

• Reconciled vendor bills and managed accounts payable. Generated invoices and managed client relationships, to ensure efficiency of accounts receivable. Developed solid working relationship with Owner/Designer on various interior design projects, including researching design styles and periods, selecting furniture and furnishings, writing specifications, purchasing, coordinating delivery schedules, and supervising installations. Performed office management and human resource duties. Supervised one additional assistant designer. Maintained all contract and purchasing files, and ensured compliance. Established relationships with sale representatives in a variety of industries. Negotiated pricing discounts and expedited shipping on behalf of clients.

Jan 1997 – Feb 1999 · 2 yrs 1 mo

• Prepared monthly general ledger closings, including adjusting entries, and provided clients with detailed
• financial information and advice. Conducted physical inventories and made necessary journal entries to
• ensure inventory records accurately reflected actual quantities. Managed payroll processing and prepared
• personal income tax returns, sales and use tax returns, and corporate income tax return preparation.
• Supported the audit department with year-end internal audits, ensuring thorough and accurate audit
• processes. Assisted clients with the hiring and training of internal accounting staff, enhancing their
• financial management capabilities. Implemented and upgraded clients’ accounting systems to improve
• efficiency and accuracy.

May 1996 – Jan 2008 · 11 yrs 8 mos

• Delivered comprehensive bookkeeping and outsourced controller services to a diverse client base,
• managing accounts payable, accounts receivable, general ledger maintenance, and preparation of
• unaudited financial statements. Coordinated and facilitated year-end closings, financial statement
• preparations, audits, and tax return filings by working closely with clients’ external accounting firms.
• Provided expert advice and support on financial matters, ensuring accurate and timely reporting and
• compliance with regulatory requirements. Established a reputation for reliability and expertise in
• handling complex bookkeeping and financial management tasks, contributing to long-term client
• relationships and satisfaction.