Corporate Controller - Golden Waffles - Glen Mills, PA
(2023-01)
- Lead all aspects of the accounting department, managing team of 10 individuals
- Analyze current and past trends on the organization's financial performance against key performance indicators (KPIs), highlighting areas of success and opportunities for improvement.
- Prepare monthly board package including commentary on financial results vs forecast and prior year
- Implemented new accounting policies such as changes in revenue recognition, lease accounting, and allowance for expected credit losses
- Participates in M&A activities such as due diligence, purchase accounting, and other activities surrounding acquisitions/dispositions
- Maintain a weekly and monthly cash forecasting process to project cash requirements and availability and ensuring cash forecasts reflect business operating plans and upcoming projects
- Manage relationships with external auditors, regulatory authorities, and financial institutions, ensuring compliance with accounting principles and statutory requirements
- Lead and supervise the cost accounting function, including tracking and analyzing inventory costs, monitoring inventory levels, and providing accurate cost information for operational decision-making
- Develop SOP's over central accounting functions of accounts receivable, accounts payable, inventory and financial reporting
- Collaborate with other departments to prepare pro-forma cost savings analysis used in quarterly debt covenant reporting
Audit Manager - BDO USA, LLP - Wilmington, DE
(2020-06 - 2022-12)
- Experienced in managing audit engagements across several industries
- Local office leader of the BDO Audit Quality Network, responsible for overseeing audit policy implementation and providing technical audit training including ASC 606 and ASC 842
- Prepared budgets for audit engagements and monitored results to address any problem areas
Audit Supervisor - BARBACANE, THORNTON & COMPANY, LLP - Wilmington, DE
(2015-07 - 2020-05)
- Performed audit engagements specializing in government and non-profit entities
- Responsible for audit planning and execution, and presentation of audit results to management
- Responsible for supervising engagement staff, performing detailed reviews of staff members' work papers, and developing staff performance evaluations with a focus on growth and advancement of staff members' skillsets
- Research and implement new accounting standards and pronouncements within GASB/FASB codification
- Evaluate the design and implementation of internal control systems, including providing recommendations to implement improvements and create system efficiencies
Semi Senior Accountant - KIMMEL, LORAH, AND ASSOCIATES, LLP - Oaks, PA
(2013-12 - 2015-07)
- Independently performed compilation and review engagements for clients in various industries
- Performed analytical procedures and other substantive testing on audit engagements
- Responsible for preparing financial statements including required footnotes
- Reviewed financial statements and work papers prepared by staff members
- Provided tax planning and tax preparation services for individuals, partnerships, corporations, fiduciaries and non-profit organizations
