Summary

Detail-driven CPA with 9 years of progressive accounting experience across public audit and corporate finance. Owns the full month-end close, GAAP financial reporting, and reconciliation processes for multi-entity organizations, and has a track record of compressing close cycles, strengthening internal controls, and leading clean external audits. Numbers-literate, audit-ready, and trusted to safeguard the integrity of the books.

Certifications & Licensure

Certified Public Accountant (CPA) — Illinois Board of ExaminersLic. #065.034812 · Active

Certified Management Accountant (CMA) — IMACert. #C-419037 · 2020

Member — American Institute of CPAs (AICPA) & Illinois CPA SocietySince 2017

Professional Experience

Senior Accountant2021 – Present

Lakeshore Industrial Group · Chicago, IL

Own the month-end close for a 4-entity manufacturer with $180M annual revenue, reducing the close cycle from 8 days to 5 through standardized checklists and automated journal entries.
Reconcile 40+ balance-sheet accounts monthly and manage a $24M fixed-asset and prepaid portfolio, sustaining a 99.6% first-pass reconciliation rate.
Prepare GAAP financial statements and supporting schedules; serve as primary liaison for the annual external audit, delivering three consecutive clean opinions with zero adjusting entries.
Led the NetSuite ERP migration from QuickBooks across the AP, AR, and GL modules, cutting manual data entry an estimated 30 hours per month.
Redesigned the AP approval workflow and internal-control matrix, identifying $310K in annual cost savings and eliminating two SOX control gaps.

Staff Accountant2018 – 2021

Meridian Health Partners · Chicago, IL

Managed full-cycle AP and AR for a $65M services organization, processing 600+ invoices monthly and maintaining DSO under 34 days.
Performed monthly bank, credit-card, and intercompany reconciliations across 12 accounts and prepared accruals and amortization schedules.
Supported quarterly close and budget-to-actual variance analysis for department heads managing a combined $40M operating budget.
Assisted with federal and state tax-prep packages and 1099 filings for 200+ vendors.

Audit Associate2016 – 2018

Hartwell & Coe, LLP (Public Accounting) · Chicago, IL

Executed audit fieldwork and substantive testing for privately held clients with revenues from $10M to $250M across manufacturing and nonprofit sectors.
Tested internal controls, documented walkthroughs, and prepared workpapers in accordance with GAAS and GAAP, supporting four senior engagement teams.

Skills

Accounting & reporting: US GAAP, financial reporting, month-end & year-end close, account reconciliations, AP / AR, general ledger, accruals, fixed assets, tax preparation, audit support

Controls & compliance: internal controls, SOX, GAAS, variance analysis, budgeting & forecasting, cash-flow management

Systems: NetSuite, SAP, QuickBooks, Microsoft Excel (advanced — pivot tables, VLOOKUP, modeling), Bill.com, Concur

Education

University of Illinois Urbana-Champaign2016

B.S. in Accounting · 150-credit-hour CPA track · magna cum laude · Beta Alpha Psi