Introduction: I am pleased to inform you of services I offer that may be of benefit to your organization. I enjoy working with company leaders and their staff to help grow their business and increase profitability.
The types of services I offer include, but are not limited to the following areas:
Developing financial reporting and metrics
Financial modeling and business valuation
Facilitating and assisting with external audit planning and work paper preparation
Budgeting and forecasting
Monthly, quarterly, and year-end closings
Account analyses, reconciliations, and general bookkeeping
Backfill all accounting functions
Performing Financial Analyst functions
Process reviews and benchmarking studies
Performing CFO, Controller, and Accounting Manager functions
SOX compliance
Facilitating and assisting with physical inventories
Facilitating and supporting internal audits
Developing, documenting, and implementing policies, procedures, and controls
Risk assessment and mitigation
Employee benefit plan analysis
Strategic planning
Business plans
Capital raising and investor relations
My background includes both public accounting and private industry accounting/finance experience. I am a high-energy individual and derive great satisfaction from meeting and exceeding my clients' expectations.
I have experience in varied industries, including e-commerce, manufacturing, high technology, utilities, pension/benefits, and construction/property management.
My systems skill set is very strong and I am proficient in the leading software packages, including Excel, Word, Access, Hyperion, PowerPoint, and Outlook. I have also worked extensively with the Oracle, SAP, JDEdwards, Great Plains, Dynamics, and QuickBooks systems.
I am an effective communicator, strong team player, and have excellent problem-solving skills. I provide high-quality work, with a strong emphasis on exceptional client service.
I invite you to call today, so we may discuss your current needs and any upcoming projects.