Controller (Contract) at SJTI (2025-01 – Present)
- Design and implement standardized operating procedures (SOPs), improving process efficiency
- Consult and support start-ups with human resource, operations and financial management
- Develop budget and forecast for growth and expansion (franchise, opening new stores and subsidiaries)
- Oversaw all accounting operations and ensure compliance and manage reporting
- Clean up bookkeeping and create an accounting structure
- Manage full-cycle accounting: AR AP, payroll, month end and year end
- Perform daily bookkeeping, month-end tasks, 3-way reconciliations, created journal entries, and manage GL activities
- Align software and enhance systems; GAAP compliance, and internal controls
- Created and maintain cap table, convertible notes, debt and investing opportunities for franchise, holdings and COE companies
- Assist in audit and preparing financial reports and supporting documentation
- Support financial strategy and infrastructure that enabled a fitness franchise to scale from 1 to 4 locations within 12 months
- Refined accounting process that allowed for scalability for three corporations
Controller at PACKIYO, INC. (SAAS) (2024-01 – 2025-12)
- Led full-cycle accounting operations for three corporate entities, ensuring GAAP compliance and audit readiness
- Created SOPs within scorecard that aligned with business strategy and mission
- Developed financial models and SaaS metrics (MRR, ARR, churn), enabling data-driven strategic decisions for executive leadership
- Prepared budgets, forecast and cash flow projections, provided analysis, variances and recommendations
- Streamlined AR processes, reduced billing errors and improved cash collections
- Presented monthly financial reports, analysis and strategic insights to the CEO and investors
- Day to day financial management, full ownership of accounting department
- Oversaw the month-end process, managed full-cycle AP and AR processes, and assisted with tax filing
- Prepared analysis, developed strategies to improve cash flow, and reduced outstanding receivables
- Performed payroll responsibilities, benefits administration, HR administration for a global workforce
- Streamlined AR process and significantly reduced errors in billing system
- Managed and prepared corporate accounts for audit and/or investor review
Controller at TOUCHSTONE IQ, LLC (SAAS) (2022-01 – 2024-12)
- Processed monthly billing, reconciliations, and performed accounting management of AP, AR and GL
- Performed all invoicing, managed vendor payments and AP functions
- Managed financial reporting
- Oversaw and performed HR administration: payroll, benefits and recruiting, onboarding, etc.
- Performed all monetary transactions and activities: reconciliations, invoicing and month-end tasks
- Organized data and prepared financial analyses, utilization report, AR reports and others as needed
- Worked on government contracts and applied terms and conditions to accounting processes
- Coordinated with CPA on preparation of tax and production of 1099 forms
- Revamped and implemented accounting processes and created efficiencies
- Built advanced reports that provided the most accurate financial analysis that aided in the decision making
Financial Officer and Legal Administrator at THOMAS LAW FIRM, P.C. (2019-01 – 2022-01)
- Directed daily operations for a law firm, managing finance, HR, legal administrative support, and overseeing 21 direct reports across different functions
- Developed and implemented processes and procedures
- Evaluated, recommended, and implemented software
- Implemented internal controls and legal trust accounting procedures to ensure regulatory compliance
- Mentored accounting team and hands on role month-end procedures
- Served as an escalation point for complex issues
- Ensured compliance with legal accounting standards
- Managed hiring, onboarding, and offboarding
- Mentored and trained support staff and attended to HR matters
- Oversaw payroll operations, management of commission and compensation based on KPIs
- Performed all HR administration responsibilities: hiring, payroll, retention, benefits administration, conflict resolution, commission, bonuses, and termination
- Negotiated office relocation and vendor contracts, delivering substantial cost savings and completed the project under budget
Business Office Manager/ Bookkeeper at CNT GROUP (2017-01 – 2019-12)
- Responsible for all daily bookkeeping tasks, journal entries, bill payments, invoicing, cost accounting, and reconciliations
- Performed and assisted with accounting and CPA matters, including reconciliation, reducing receivables, financial review and analysis, income tracking, and COGS
- Processed payroll and managed deduction and contributions per employee as requested
- Created a successful process for AR reduction maintenance
- Processed daily receivables and deposits
Legal Administrator at MCCONAUGHY & SARKISSIAN, P.C. (2013-01 – 2015-12)
- Conducted accounting meetings, analyzed reports, ensured productivity, addressed issues and stimulated collections/AR activity to generate cash flow
- Oversaw the entire accounting e-billing process
- Supervised and coached internal accounting team and collaborated with CPA
- Analyzed, researched, and proposed optimization plan and efficient solutions for accounting
- Gathered data and summarized financial reports and time reports
- Monitored cash flows and provided advice on forecasting and assistance on budgeting
- Created a collaborative team environment and developed a strong working structure
- Attended all support staff matters navigated and complied with all HR matters
- Created, trained, and incorporated processes for efficiency
- Obtained talent, hired and developed human capital
- Retained and provided feedback to staff
- Conducted performance reviews and terminations as needed
- Researched and developed operational policies and procedures for organization
- Processed payroll while accounting for accuracy of overtime, PTO usages, and accuracy of wages and deductions
- Submitted, reviewed, and monitored payroll, time sheets, deductions, and calculations of benefits
Office Manager at FISHER & PHILLIPS LLP (2011-01 – 2013-12)
- Conducted billing for local office and responsible for e-billing of insurance carrier for 23 offices
- Managed and oversaw Denver's office billing and collections
- Processed and applied an abundance of individualized criteria on individual invoices
- Ensured timely billing and payment
- Resolved billing conflict with carriers and clients
- Managed and maintained a variety of payment structures and agreements
- Partnered with the Accounting Director on accounting process, reports and billing management for Denver
- Developed positive relationships with clients, team, vendors and provided them with good customer service
- Supervised workflow of five support staff team members
- Managed deadlines, docketing, and ensured proper filing
- Trained and coached support staff with summation, production of documents and other technology
- Performed paralegal tasks as needed and provided training or assistance to support staff
Legal Administrator at BOND AND MORRIS, P.C. (2008-01 – 2011-12)
- Manage accounting tasks: daily balance, projected and paid weekly expenses, daily deposits, record and report billable and non-billable time.
- Establish and prepare, summarize and provide review of balance sheet, income statement and cash flow projection to the managing partner.
- Perform administrative responsibilities for 401k, health insurance, payroll, benefits administration, worker's compensation administration. Develop efficient policies and procedures of the same.
- Administer semi-monthly payroll through a third-party vendor.
- Assist CPA with inquiries and year end duties.
- Oversee performance of technology systems and improve production and/or avoid catastrophe.
- Provide coaching and mentorship to support staff
Paralegal/Bookkeeper at THE HUGHES LAW FIRM (2001-01 – 2007-12)
- Developed and implemented procedures for the department's trust account
- Prepared department's financial reports and perform analysis
- Monitored, reviewed, and delegated leads appropriately
- Conducted client consultations/meetings and initial proceedings of cases
- Reviewed and summarized contracts and agreements for negotiations
- Prepared case briefs, case summaries, and memos
- Performed all paralegal duties for assigned cases including, intake, drafting pleadings, correspondences, and motions
