CPA

Senior Accountant — Summit Financial Advisors

Denver, CO | January 2024 – Present

• Managed corporate tax preparation and compliance filings for 45 multi-state clients, capturing $420,000 in federal and state research tax credits and reducing filing error rates to 0.1%.
• Re-engineered the month-end closing process for 12 portfolio companies, reducing the average closing cycle from 10 days to 7 days (a 30% reduction) via automated reconciliation.
• Led 8 comprehensive corporate audits of mid-sized enterprise clients, identifying $150,000 in unrecorded assets and correcting journal entries to ensure 100% GAAP compliance.
• Implemented Sage Intacct ERP across 5 subsidiary entities, training 14 accounting staff members and centralizing reporting to save 22 hours of manual ledger consolidation weekly.

Corporate Staff Accountant — Vanguard Retail Group

Denver, CO | August 2021 – December 2023

• Reconciled $18M in monthly credit card and bank transactions across 14 operating accounts, identifying and recovering $45,000 in overbilled vendor processing fees.
• Prepared quarterly balance sheets, income statements, and cash flow statements for 4 executive boards, accelerating variance reporting timelines by 4 days.
• Coordinated with external auditors during annual reviews, preparing 100% of requested schedules and documentation to reduce audit completion time by 3 weeks.
• Automated multi-state sales tax filings across 18 jurisdictions using Avalara, mitigating tax exposure and eliminating state filing late fees to save $18,000 annually.

GAAP compliance, Corporate tax preparation, General ledger reconciliation, Internal auditing, Financial reporting, Multi-state tax compliance, Variance analysis, Fixed asset management, Cash flow forecasting, NetSuite ERP, Sage Intacct, QuickBooks Enterprise, Avalara, Advanced Excel

NetSuite Migration Initiative

Role: Lead Accountant

Tools: NetSuite, Excel, Microsoft Teams

Directed the 6-month migration of accounting records from QuickBooks to NetSuite ERP, finishing 2 weeks early and saving 15 staff hours weekly.

Tax Credit Optimization Campaign

Role: Senior Accountant

Tools: Sage Intacct, Excel, Avalara

Identified and audited qualified research activities for 8 clients, securing $240,000 in federal R&D tax credits with a 100% approval rate.

• Certified Public Accountant (CPA) (2022)
• Certified Management Accountant (CMA) (2024)

• Languages: English (Native), Spanish (Professional working proficiency)
• Volunteer Work: Volunteer Tax Preparer for VITA (Volunteer Income Tax Assistance) program (2022–present)
• Availability: 3 weeks notice