Versatile accounting professional with over a decade of experience
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Versatile accounting professional with over a decade of experience driving financial operations for complex, high-growth organizations. Brings a diverse background spanning the finance, construction, and retail industries, with a proven track record of managing teams and standardizing processes. Excels in dynamic environments, leveraging analytical problem-solving and innovative process improvements to streamline workflows and support strategic business objectives.
Senior Fund Manager at Meritage AG (2023-12 – 2026-04)
Oversaw the full lifecycle of venture capital funds, including capital calls and distributions, investor reporting, valuations, and audit and tax coordination. Served as a primary point of contact for general partners and limited partners, ensuring accuracy, transparency, and compliance with partnership agreements and industry best practices. Managed complex fund structures, side letters, and special allocations while maintaining strong internal controls and operational efficiency.
Collaborated closely with internal teams, legal counsel, and external service providers to support scalable fund operations.
Controller at South Wake Accounting Group (2022-12 – 2023-10)
Oversaw and mentored a specialized full-cycle accounting team dedicated to enhancing software efficiencies and providing integration support for expanding businesses and acquisitions within a private equity firm. Prioritized streamlining and integrating processes across platforms, from QBO to Sage Intacct, to optimize the performance of the accounting unit. Executed monthly close processes and conducted weekly reviews of accounts payable and cash flow projections.
Controller at Atlas Installations (2021-12 – 2022-12)
Controller for a burgeoning national retail and construction group with $15M in annual revenue and 400 employees. Built and led a compact accounting team, standardized processes, and led the human resources team. Spearheaded the implementation of multiple software upgrades that enhanced operational efficiencies. Conducted full-cycle accounting and payroll responsibilities.
Senior Accountant at Wipfli, LLP (2021-07 – 2022-03)
Senior Accountant on the Financial Accounting Services Team. Supported large projects by reviewing and streamlining individual tasks and facilitating team communication to increase efficiencies. Full cycle accounting with payroll. Prepared monthly and year end financials for small to midsized clients.
Tax Manager at Ondrish & Associates, P.C. (2020-01 – 2021-07)
For boutique oil and gas accounting firm, responsible for quarterly and annual planning for high-net-worth individuals, partnerships and related partners, and S-Corporations, as well as prepared or reviewed all related tax returns. Managed and maintained client relationships to facilitate information exchange, resolve questions, and alleviate financial concerns.
Senior Tax Accountant at Wipfli, LLP (2016-07 – 2020-01)
Training and supporting new staff and interns. Federal and state tax return preparation and review of complex business and individual returns federal for high-net-worth individuals, partnerships, trusts, non-profits, LLC's, S-Corporations and C-Corporations. Industry returns focused primarily on construction, contracting, and real estate investment groups. Light bookkeeping and financial statement clean up.
Senior Tax Accountant at CBIZ MHM, LLC (2013-11 – 2016-07)
Advanced from intern to Senior Accountant. Prepared federal and multistate tax returns, estimates, and extensions for high-net-worth individuals, partnerships, trusts, non-profits, LLC's, S-Corporations and C-Corporations.
Sales Manager at California Patio (2008-02 – 2011-12)
Top sales performer and manager of a market-leading patio furniture retail store. Organized meetings and sales presentations with new and established clients. Followed up with clients and vendors to answer questions and resolve concerns. Generated referrals and built personal relationships with each client to help close sales.
Bachelor of Science in Accounting – West Chester University
