I am a Certified Public Accountant (CPA) with 25+ years of accounting experience supporting companies across the US, Canada, Middle East, and the Philippines.
My expertise extends beyond traditional accounting into financial analysis, reporting automation, and data management using Excel and Google Sheets. Throughout my career, I have developed financial models, budgeting and forecasting tools, KPI dashboards, profitability analysis, variance reports, operational performance reports, and reconciliation workbooks that improve reporting accuracy and decision-making.
Advanced Excel & Google Sheets capabilities include:
• Financial modeling and forecasting
• QUERY functions
• Complex formulas and nested functions
• Pivot Tables and Pivot Reports
• Dashboard development and KPI tracking
• Variance and trend analysis
• Data validation and error checking
• Large dataset reconciliation and analysis
• Multi-entity reporting workbooks
• Management reporting automation
• Costing and profitability analysis
• Google Sheets collaborative reporting solutions
My accounting expertise includes full-cycle accounting, financial reporting, general ledger management, accounts payable, accounts receivable, reconciliations, month-end close, payroll support, and multi-entity accounting operations. I help finance teams maintain accurate records, improve processes, and deliver timely financial information for better business decisions.
My experience includes supporting Finance Directors, controllers, and business leaders through:
• Month-end and year-end closing processes
• Preparation of financial statements and management reports
• Bank, credit card, and sub-ledger reconciliations
• AP/AR management, invoicing, collections, and payment processing
• Journal entries, adjustments, and variance analysis
• Audit preparation and compliance support
• Budgeting, forecasting, and financial analysis
I have extensive remote accounting experience working with international teams and clients. I am comfortable managing priorities independently while collaborating through cloud-based platforms and digital workflows.
Technical expertise includes:
• QuickBooks Online/Desktop
• Xero
• Microsoft Dynamics
• Hubdoc, Dext, Expensify, Plooto, Rise, Wagepoint, Payworks, Gusto, Zum Wallet, Stripe, PayPal, Square, and other finance tools
I am passionate about accuracy, efficiency, continuous improvement, combining strong accounting fundamentals with technology and data analysis to help organizations make informed financial decisions and improve business performance.