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- Certified Public Accountant who boasts proven accounting, tax, and business start-up success, and who makes sound decisions to reflect positively on strategic operations in alignment with a client s vision, value, and goals.
- Dynamic Leader who rises above challenges to expertly analyze finances, streamline processes, improve efficiency, and drive winning outcomes while thriving on complexity and attaining quantifiable industry results.
- Excellent Communicator who builds synergistic relationships with C-level executives, senior-level management, legal professionals, business teams, regulatory agencies, and clients up to and exceeding $10 million in annual revenue, and who leads staff of up to 20 members with integrity and knowledge of general accounting principles.
Strategically steer the start-up and successful operations of a personally owned and managed CPA practice, including driving business growth by recruiting, mentoring, and managing a top-performing team of 9 employees.
Contribute sharp analytical abilities toward evaluating high-volume data to identify variance or possible errors.
Spearhead supervised preparation of monthly financial statements which are ultimately presented to key clients.
Exhibit talent in reviewing and approving journal entries and intercompany transactions, along with applying proven skill in accurately reviewing and approving general ledger account analysis and reconciliations, researching and correcting discrepancies, and approving balance sheets.
Capitalized on the opportunity to lead forward-thinking full-cycle accounting for one of the top 25 accounting firms in Houston, including preparing individual / corporate tax, sales tax, and payroll tax returns for clients up to and exceeding $10 million in annual revenue, as well as performing bank reconciliations and diverse analysis.
Expertly recorded journal entries and prepared comprehensive financial statements under strict US GAAP compliance for various clients, including retailers, healthcare providers, and property management companies.
Collaborated with firm partners among wide-ranging ad hoc assignments and special projects to achieve goals.
Demonstrated solid communication talents toward working in coordination with external auditors as necessary.
Bachelor of Science in Accounting
Certified Public Accountant
Creative Solutions Accounting Software ￨ Intuit QuickBooks ￨ UltraTax CS
Excellent Professional References Provided Upon Request
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