SUMMARY: CPA with 17+ years of accounting experience in financial reporting, audit, tax prep, bookkeeping, software
implementation, and payroll. Diverse industry background includes public accounting, real estate, construction, engineering, broker dealer, and renewable energy. Known for analytical skills, a strong work ethic, proactive problem-solving, and the ability to work independently.
 

EXPERIENCE:
 

Coast Energy Operating, LLC – Solar Utility Scale Developer and Operator
Controller to 1099 Consultant 05/2024-Present

-Lead full-cycle monthly close, preparing consolidated Financial Statements and Reports.
-Manage and process Payroll.
-Key contributor in the implementation of the NetSuite ERP system, migrating from QuickBooks Online.
-Established the in-house accounting department, creating accounting policies, frameworks, and folder structures while
instituting strong internal controls.
 

Achievements:
-Successfully transitioned accounting from outsourced providers to an in-house function, reducing costs and improving accuracy.
-Spearheaded NetSuite ERP implementation to streamline reporting, enhance controls, and improve scalability.
-Created the Financial reporting consolidated report template that aligns with current and evolving organizational structure.
-Built the cash forecast template to manage cash and vendor payment planning.

Solariant Capital LLC – Solar Utility Scale Developer
Senior Accounting Manager 10/2020-04/2023

-Manage the accounting team
-Manage and process Payroll
-Prepared Financial Statements and Reports, including comprehensive financial notes
-Compile financial statements and consolidation of 40+ entities, including subsidiaries in Japan, Korea, & Philippines
-Prepare quarter-end close and financials for the Investment Fund, along with drafting the investor newsletter
-Monitor the expenses associated with each solar project development, ensuring reconciliation with the books
-Obtained FINRA Series 99 certification to facilitate financial preparation for a Broker Dealer Entity
-Managed various governmental filings such as 1099s, property tax, sales tax, income tax, and other required filings
-Coordinated with financial auditors and tax accountants for seamless reporting
-Implemented expense tracking software and trained all employees
Achievements:
-Established robust accounting department processes and policies, building a strong internal control system
-Successfully transition our accounting data from Sage to QuickBooks
-Saved the company over 200K by successfully applying for Covid ERC Credits
-Implemented a highly effective expense tracking software solution, resulting in significant cost savings for the company
 

 

CHC Consulting LLC – Engineering Services
Assistant Controller 7/2018-8/2020
-Responsible for All Month-End Functions (GL reconciliations and review, book all journal entries, financial review, and
analysis)
-Manages the Payroll and Accounting department (5)
-Daily cash reconciliation and weekly bank reconciliation to provide cash forecast
-Reconcile Intercompany and Consolidate Subsidiaries and Parent Company Financials
-Convert foreign subsidiary’s financials into US reporting format and do consolidation
-Coordinate with auditors on all requested items
-File property tax, 1099, and other government required filings
Achievements:
-Saved on time and errors by finding a way to upload the Journal Entries and Credit card transactions into QB and stop
manual entry (priceless)
-Saved the company money by preparing numerous tax filings versus having Accounting firm do the filings (10K/yearly)
-Improved the current AP process by adapting the paperless system
 

LARK Industries – Construction Company 7/2015-7/2018
Assistant Controller 7/2016-7/2018

-Performed month-end functions, including GL and AP review, journal entries, P&L analysis, and reconciliations.
-Managed employee reimbursement and company credit card transactions.
-Assisted in automating the accounts payable department, processing approximately 10,000 invoices electronically each
month.
-Prepared property tax returns, 1099s, sales tax, and other government filings
I-mplemented automated processing for 10,000 A/P invoices monthly, minimizing errors and data entry by 50%.
Achievement:
-Caught AP posting errors and commission overpayments that saved the company from overpaying over 300K.
-Took on the Controller duties as needed with no training and still able to perform month-end close
-Effectively executed AP automation by developing comprehensive process manuals, conducting training sessions, and
delivering
 

Accounting Manager  7/2015-7/2016
-Managed the AR accountants (3) and reporting for the company’s accounts receivable
-Assisted on developing process changes to insure better timely and accurate revenue recognition