I'm a motivated and career-tested accountant who has dabbled in data engineering, analytics and web development. With a love for open-source technology and automation, I passionately enjoy breaking down complex business problems and seeking out both creative and cost-effective solutions.
Financial Reporting, Tax Accounting, Multi-Entity Consolidations, Database Management, API/Data Extraction, 1099 Reporting, Revenue Recognition.
Payroll, Financial Modeling, Intercompany Transactions, Sales Tax, Nonprofit Accounting, Inventory Management, Cash Flow Management
Business Insurance, POS Integrations, Modern Web Development.
A Startup Lab that features a unique shared services approach in bringing brands to market. Requires considerable knowledge and ownership of tasks and client relationships to excel here.
I manage several data pipelines for operational and Finance needs. AWS is a prominent utility/platform here; sourcing data from Google Analytics, Facebook Business Manager and eCommerce Platforms such as Shopify.
More than 85% of the processes associated with the monthly financial close have been automated using Power Query, Python and other API/Web technologies; freeing up time for operational analyses and management consulting.
Automating certain business-critical metrics and reporting using data refreshes and automated emails has replaced multiple outsourced contractors; and has led to greater process evaluation, documentation and transparency.
A Non-Profit with a dedicated mission to cure Crohn's Disease and other Inflammatory Bowel Diseases (IBDs). Certain regulatory restrictions apply to transactions and reporting; as with many 501(c)(3) entities.
A highly known tax preparation service firm rich with both customers and competition (2 other tax service firms on the same block + price-sensitive customers will do that). fast-paced interactions and employee-involved marketing.
Completed Expert-level Pro Advisor training for QuickBooks Online. See my certification here
You should hire me because I always aim to impress with my work and my wit. I have a good sense of humor and am an even better judge of character. I love working with bad people. While no one is often times willing to admit their faults, I've worked with many that others would deem as bad actors and have not only worked well with them, but helped to change the narrative.
I am simply always inspired to do the upfront work of learning; either about the business, a process or a problem to overcome. Once I have a good understanding of something, the creative side takes over and that is where magic begins.
Dealing with Amazon's Seller API. This probably took me the longest time to figure out and probably the most lines of code I have ever written for any single project (2000+ total). Between the incorrect documentation, security protocols and their signature encryption algorithm which I reconstructed from scratch, (for business reasons no other way would work) to-date everything else has been painstakingly easier.