Big 4 CPA experienced Manager of SEC/IFRS Financial Reporting and Technical Accounting
Performed XBRL Tagging on the annual or quarterly reports using Workiva
Researched accounting issues as they pertain to disclosure items and SEC requirements and prepare accounting memos documenting related research
Planned, coordinated, and supervised the preparation of SEC reports such as Forms 10-Q, 10-K, 8-K for USGAAP including half-year and annual report for IFRS filing
Assisted with the revenue recognition ASC 606 and lease standard implementation ASC 842 and other new accounting standards.
CPA; 3 years with Big 4 firm focused on Midstream/Pipeline/Terminal Storage clients
Moved around in different departments within same companyincluding oversight of SEC reporting, technical accounting, lease accounting, Internal controls, process improvement
In charge of all preparation for of external filing for IPO, managed the audit process for 3 joint ventures and experience with intercompany consolidations
Proficient in Hyperion, Oracle, Wdesk, Vizio and advanced Excel User
CPA – Healthcare, Retail, Non-Profit, O&G services and Real Estate industries
Hands-on managing the financial close process including recording journal entries, preparing close schedules, financial statements, liaising with internal/external auditors
Strong Project Management skills: Responsible for ERP migration, developing COA, redesigning financial statement preparation, training of staff on new system, sub-modules, procedures and internal controls
8+ years public accounting and industry – overseeing operational accounting functions – booking royalties, amortization and forecasting as well as corporate accounting functions
"Each time we have a need we have been very impressed with the quality of the resource and their ability to deliver so quickly!"
CFO - Midsize Public E&P Oil & Gas
"You have an amazing ability to listen and identify needs. You quickly identified the ideal assistance for this need and I will certainly look to you for our future contract and permanent needs."
CFO - Private Wholesaler
"Based on my experience with The CFO Suite over multiple positions with multiple companies, I knew they would be a great partner in helping us find the right person and they didn’t let me down."