Controller at BYVERTEK LLC (2026-01 – 2026-06)
Led accounting department for a national fiber optic infrastructure build company. Promoted from Assistant Controller to Controller in four months.
- Directed, trained, and evaluated performance of accountant, senior accountant, and accounts payable manager
- Created the month-end close checklist and managed the month-end, quarter-end, and year-end closing process
- Prepared financial statements for timely management and bank reporting
- Organized and designed support documentation for multi-year audits
Head of Accounting at INSTAFUNDING LLC (2025-01 – 2026-01)
In-charge of all accounting operations for a merchant cash advance business and other businesses owned by a high net worth individual, including a night club and entertainment venue, a restaurant, a shopping mall, and other investments.
- Directed, trained, and evaluated performance of accounting staff
- Maintained financial statements, general ledgers, balance sheet reconciliations, and revenue recognition schedules for multiple companies
- Achieved the monthly close process, including review/preparation of journal entries and reconciliation of bank accounts and credit card transactions
- Managed accounts payable and accounts receivable processes, including processing invoices and payments
- Oversaw payroll processing, ensuring accurate and timely payroll disbursements and compliance with all applicable laws
- Ensured that the companies adhere to all financial regulations, including tax and accounting standards, and manage the preparation of necessary documentation for regulatory purposes
Senior Manager of Financial Reporting and Controls at BRIGHTWILD MANAGEMENT (2023-05 – 2024-05)
Spearheaded the client-side, first-year audit of consolidated financial statements for a start-up vacation rentals company.
- Delegated financial reporting responsibilities between outsourced accounting function personnel and internal support teams
- Compiled financial information, including eliminations and top-sided adjustment entries, for more than 15 entities into consolidated, annual financial statements composed in accordance with US GAAP
- Researched, assessed, and reviewed ASC 842 and ASC 606 compliance and created schedules and technical memos to appropriately account for the standards as applicable to the company's leases and revenue streams
- Created, reviewed, and approved multiple levels of journal entries across entities including debt service calculations, GAAP and prior period adjustments, inter-entity reconciling items, and other management accruals
- Maintained monthly management and board reporting for numerous entity-level statements of operations, position, and cash flows, as well as budget to actual performance, KPI's, and variance analyses
- Assisted with the reorganization of the company's chart of accounts within the Sage Intacct accounting system to reduce manual report writing and enable key data dashboard reporting and system-generated financial reports
Managing Member/Owner at FINANCE TRADING GROUP LLC (2021-07 – 2023-05)
Day and swing traded financial securities and cryptocurrencies as independent business owner and operator.
Senior CPA Management Consultant at ASCENDO RESOURCES, LLC (2018-10 – 2021-07)
Group Accounting and External Reporting Manager at CABLE & WIRELESS COMMUNICATIONS LIMITED (2019-10 – 2021-07)
Delivered month-/quarter-/year-end accounting and reporting documentation to parent company, Liberty Latin America (LLA), a large-accelerated filer (NASDAQ: LILA, LILAK), for the largest reportable segments' [Cable and Wireless Ltd. (C&W)] corporate holding and finance entities.
- Delivered top-sided journal entries and auditable schedules for intercompany transactions and eliminations, consolidations, pensions, stock compensation and derivative accounting
- Reviewed LLA's draft Forms 10-K, 10-Q, and 8-K press releases prior to filing for completeness and accuracy of figures and business commentary included for C&W segments and C&W subsidiaries
- Modified control process narratives to ensure current, accurate documentation for internal controls in place, updated existing control testing templates to adequately reflect SOX 404 requirements, and performed SOX 404 testing procedures
- Detail-reviewed and performed statutory compliance reporting by subsidiary entities domiciled in more than 20 countries and listed on three stock exchanges, in accordance with applicable IFRS, US GAAP, UK GAAP, and/or local GAAP requirements
- Implemented new accounting and financial statement disclosures in subsidiary entities for IFRS 9 (financial instruments) and IFRS 16 (leases)
- Directed and transitioned group accounting functions to Financial Shared Services Center (FSSC) teams in Jamaica and Panama to perform closing entries and to reconcile intercompany accounts and cash movements within large ERP systems, including Blackline and SAP
- Led project to compose multi-year retroactive (2016-2018+) IFRS consolidated financial statements for a group of approximately 150 entities at a consolidation level previously unreported
- Coordinated with multi-national subsidiary accounting teams and KPMG auditors in the US and Cayman Islands
- Compiled and transformed archived financial information from Hyperion (HFM), SAP, and legacy systems into functional audit support
- Configured IFRS consolidated financial statements within the external reporting tool (Workiva) in alignment with prior-issued parent companies' (US GAAP) consolidated reports
Controller at COCRYSTAL PHARMA, INC. (2018-10 – 2019-08)
Responsible for complete, full-cycle accounting processes, accounting staff management, contractual record keeping, accounts receivable billing, financial reporting, and insurance, payroll, and benefits administration at a public, biotechnology corporation (NASDAQ: COCP).
- Coordinated with, and reviewed work of, internal and external auditors, tax preparers, attorneys, and other external consultants
- Prepared consolidated financial statements in accordance with US GAAP and SEC/PCAOB requirements, drafted Forms 10-K/10-Q, and reviewed press releases for financial accuracy
- Identified, researched, implemented, and disclosed new accounting standards pronouncements in accordance with US GAAP and SEC requirements
- Redesigned financial and operational procedures to increase efficiency and eliminate redundant, unnecessary accounting/finance duties while maintaining (and documenting) adequate, effective internal controls in compliance with industry standards and Sarbanes-Oxley regulations
- Effectively remediated material weaknesses in internal control over financial reporting within two quarters' closings
- Collaborated with internal auditors to revise control process narratives and SOX 404 testing templates to align with new control procedures in place
- Created month-/quarter-end closing schedules (MS Excel spreadsheets for GAAP adjustments, general ledger account reconciliations, roll-forwards, including those for new and complex areas such as fair value adjustments for derivative instruments, amortization and reporting for leases in accordance with ASC 842, recording A/R and revenue transactions in accordance with ASC 606, cost allocations, stock compensation entries, and accruals) with formula-driven calculations, review checks, and traceable journal entry templates included therein to improve accuracy of financial information recorded and simplify schedule preparation
- Facilitated staff development opportunities and retention through offering learning opportunities by expanding work assigned from A/P duties to performing more challenging accounting functions, including preparation of month- and quarter-end closing schedules and GAAP journal entries
Audit Supervisor at BAKER TILLY US (2017-07 – 2018-09)
Managed audit engagements by scheduling, training and reviewing staff, facilitating partner involvement, interacting with internal and external tax and consulting groups including practice standards and subject matter experts, and serving as primary contact for clients.
- Developed audit programs and planned audit procedures customized to clients' assessed risks based on financial data, operational structure, current market conditions, and inquiries of key client personnel
- Created engagement budgets and regularly reviewed actual performance to evaluate productivity and identify potential change orders and other billing opportunities
