With over ten years of extensive experience in accounting, financial systems, and technology, I am a hybrid professional adept at driving business success for small and large enterprises. Equipped with multidisciplinary academic degrees in Computer Information Systems, Business Systems, and Accounting, I excel in leading and executing business plans and projects while applying best practices effectively.
My expertise extends to training CPAs on effective accounting practices and assuming key roles such as CTO, Business & Systems Analyst, Director of Operations, Controller, and Accounting Supervisor across diverse industries including real estate, software technology, healthcare, non-profit, eCommerce, professional services, restaurants, and entertainment.
Key Qualifications & Accomplishments:
Certified in Sage Intacct Implementation, QuickBooks, Xero, NetSuite, Acumatica, and advanced Sage Intacct modules.
Proficient in web development technologies like Angular, Django, Python, Bootstrap, Heroku, and Twilio, along with eCommerce platforms such as Amazon, Shopify, BigCommerce, and Squarespace.
Microsoft Software Specialist for Office 365 with expertise in Advanced Excel, SharePoint Online/2016, Teams, Power BI, Power Apps, Power Automate, etc.
Specialize in implementing best practices across the accounting cycle, backed by proven success in over 60+ organizations.
Extensive experience in data analysis and visualization using Tableau Desktop/Online, Prep-to-Server, and Microsoft Power BI, creating over 200 dashboards for various industries and roles.
Areas of Expertise:
Finance Transformation, ERP/CRM/BI Implementation and Integration.
Accounting, Financial Management, Financial Analysis & Modeling.
Business Strategy & Planning, Process & Workflow Analysis.
IT Solutions Engineering, Systems Automation.
Data Science & Analytics, Information Management.
Enterprise & Web App Development, API Integrations.
Mission:
My mission is to seamlessly integrate fundamental business processes and systems with people to achieve successful outcomes. I am forward-thinking and enable clients to develop realistic expectations for the future. I am eager to contribute to your success and look forward to working with you!