Complex Assistant Director of Finance at The Mills House/Grand Bohemian (2026-06 – Present)
- Direct financial and daily accounting operations across two luxury properties while leading change-management initiatives, strengthening internal controls, developing process resources, and providing cross-property guidance to ensure operational continuity and support accounting teams through organizational and management transitions.
- Develop and deliver comprehensive training programs on new Standard Operating Procedures (SOPs) for incoming management corporate frameworks, streamlining staff onboarding and setting strategic expectations.
- Oversee payroll administration, including tip allocations and service charges, to reduce payout variances and maintain regulatory compliance.
- Leverage Opera Property Management System (PMS) expertise to support property-level financial operations, revenue reporting, and account reconciliation while providing hands-on system training, process guidance, and onboarding to incoming accounting leadership to strengthen financial accuracy, operational consistency, and system proficiency.
- Leverage Workday ERP to manage and streamline multi-property financial workflows, automate and strengthen general ledger reconciliations, monitor financial transactions, and enhance internal controls while improving timeliness of corporate financial reporting and month-end close activities.
- Ensure compliance with USALI and GAAP standards across property revenue streams, performing detailed daily and month-end reconciliations for rooms, food and beverage, and other operational accounts.
Accounting Manager at The Mills House (2025-11 – 2026-06)
- Led comprehensive month-end close processes, including reconciliation of room revenue, food and beverage sales, and general ledger accounts, ensuring accurate financial reporting and compliance with USALI 12th edition standards.
- Served as the primary point of contact for department heads, addressing day-to-day operational challenges and facilitating communication between front-of-house operations and back-office financial functions to maintain effective financial controls.
- Led the seamless transition to a new core accounting platform, Workday, providing technical mentorship to ensure department-wide adoption and system accuracy.
- Spearheaded the implementation of a new purchase ordering system, Craftable, designing step-by-step documentation and instructional video tutorials to ensure high compliance and ease of use.
- Championed staff development by providing actionable coaching for underperforming personnel while actively mentoring high-potential team members in advanced daily operations.
- Built dynamic forecasting and financial projections models for room and F&B revenue streams, increasing monthly financial accuracy and alignment with corporate benchmarks.
- Performed deep-dive P&L variance analysis to track actual performance against budgeted projections, delivering actionable cost-containment strategies to department heads.
- Conducted comprehensive financial statement analysis (P&L, Balance Sheet, and Cash Flow) across properties to evaluate operational health, identify variances, and safeguard profit margins.
- Streamlined contract lifecycle management by establishing an active audit log, ensuring strict adherence to corporate legal standards and budgetary constraints.
- Spearheaded quarterly self-audit protocols across all operational departments, identifying control gaps, mitigating operational risk, and elevating overall audit readiness.
- Executed end-to-end biweekly payroll processing for property staff, validating tips, gross sales, and service charge allocations to ensure 100% compliance with labor standards and internal controls.
Senior Staff Accountant at The Mills House (2024-03 – 2025-11)
- Performed daily revenue reconciliations for room operations and food and beverage outlets, identifying missing revenue, completing necessary ledger postings, and preparing daily revenue reports for executive leadership and department heads.
- Managed Accounts Payable and Accounts Receivable operations, maintaining internal controls and leading monthly AR credit meetings with department directors to review aging balances, resolve outstanding accounts, and support timely collections.
- Managed guest chargebacks and credit card disputes by conducting detailed account research, compiling supporting documentation, and resolving discrepancies to mitigate potential financial losses.
- Supported month-end close by preparing comprehensive documentation for journal entries and collaborating with executive leadership to ensure accurate and complete financial reporting.
- Directed daily accounting team operations as the primary liaison to the remote Director of Finance, coordinating workflows, managing end-to-end payroll processing, and providing onboarding and technical training to strengthen team performance and operational consistency.
Staff Accountant at The Mills House (2023-06 – 2024-03)
- Audited invoice and billing documentation, resolved line-item discrepancies and vendor statement variances, and maintained comprehensive electronic and physical records to support financial accuracy and audit readiness.
- Reconciled daily credit card transactions and merchant activity while managing property vault operations, petty cash distributions, cash counts, and balance audits to maintain strong cash controls and accurate revenue reporting.
- Supported month-end close activities by preparing invoice accruals, account reconciliations, variance analyses, and journal entries to ensure accurate period-end reporting and compliance with accounting standards.
- Supported annual departmental budgeting and forecasting by analyzing historical financial trends, prior-year actuals, and operating expenses to develop accurate and informed financial projections.
Operations Director at Chick-fil-A (2021-07 – 2023-06)
- Directed daily revenue reconciliation and cash-control activities, balancing end-of-day receipts and completing financial ledger closeout within Oracle E-Business Suite to maintain accurate and reliable financial records.
- Analyzed financial and operational KPIs, providing senior leadership with strategic insights and recommendations to improve profitability through labor optimization, food cost controls, and Incremental Profit Opportunities (IPO), while leading weekly leadership meetings focused on business performance and priorities.
- Implemented standardized workflows and process improvements to increase operational efficiency and strengthen quality controls while coaching and developing team members, contributing to Customer Experience Monitor (CEM) scores of 82%+ and Restaurant Operations Evaluation (ROE) scores of 92%+.
CPA Intern at Veris (2022-07 – 2022-08)
- Managed client invoicing and full-cycle Accounts Payable using QuickBooks and Bill.com, including invoice processing, vendor account management, payment scheduling, cash disbursements, and statement reconciliations in accordance with GAAP and firm policies.
- Prepared monthly budget variance reports and reconciled high-volume financial transactions and general ledger activity, analyzing actual expenditures and historical trends to support accurate financial reporting, actionable insights, and audit readiness.
Team Leader at Chick-fil-A (2019-08 – 2021-07)
- Directed high-volume drive-thru and food production operations by coordinating team workflows and maintaining quality and food safety standards while resolving complex customer concerns through effective communication and conflict resolution to enhance the overall guest experience.
Team Member at Chick-fil-A (2018-12 – 2019-08)
- Delivered exceptional front-of-house service in a fast-paced environment by welcoming guests, accurately taking orders, preparing handcrafted beverages, and ensuring quality food presentation to create an elevated dining experience.
