Certified Public Accountant

Senior Accountant — Meridian Biotech Group

Chicago, IL | January 2024 – Present

• Led the monthly and quarterly financial close processes for 3 corporate subsidiaries, reducing the close cycle from 9 business days to 6 days through ERP automation.
• Coordinated annual external audit preparations, drafting 15+ complex disclosure schedules and reducing audit queries by 28% compared to the prior fiscal year.
• Re-engineered internal controls and fixed asset accounting procedures, successfully identifying and correcting ledger discrepancies to recover $38,500 in overpaid sales taxes.
• Managed corporate tax filing compliance across 5 states, identifying and implementing state tax credits that saved the company $52,000 in annual tax liabilities.

Staff Accountant — Summit Retail Partners

Chicago, IL | July 2020 – December 2023

• Prepared monthly balance sheet reconciliations for 24 retail locations, identifying and resolving cash variances to improve general ledger accuracy by 15%.
• Assisted in the transition of financial reporting systems from QuickBooks to NetSuite, migration testing 12,000+ accounts with a 99.98% data reconciliation rate.
• Analyzed monthly operational expenses against budgets, providing variance reports to department heads that helped reduce discretionary spending by $45,000.
• Processed multi-state payroll journals and sales tax filings, resolving discrepancies with state agencies to avoid $12,000 in potential interest and penalties.

GAAP compliance, General ledger reconciliation, Financial reporting, Multi-entity consolidation, SOX compliance, State and federal tax preparation, Fixed asset management, Audit coordination, NetSuite ERP, SAP, BlackLine, Advanced Excel, Alteryx, QuickBooks Enterprise

ERP System Migration

Role: General Ledger Lead

Tools: NetSuite ERP, BlackLine, Excel

Led the data reconciliation and account mapping for the migration of $18M in historical ledger entries from legacy systems, completing the transition 10 days early with a 99.98% balance accuracy rate.

SOX Audit Remediation

Role: Internal Controls Specialist

Tools: SAP, Excel, SharePoint

Remediated 4 material control deficiencies in order-to-cash workflow, designing and implementing new approval matrices that achieved 100% compliance in subsequent external audits.

• Certified Public Accountant (CPA) (2021)
• Certified Management Accountant (CMA) (2023)

• Languages: English (Native), Spanish (Conversational)
• Volunteer Work: Volunteer Income Tax Assistance (VITA) program tax preparer (2021-present)
• Availability: 2 weeks notice