Hire the Best Financial Accountants in Austin, TX

I serve as a consulting and testifying expert in litigation, forensic accounting and compliance matters and bring more than 20 years of experience. I calculate economic damages in disputes litigated in arbitration and State and Federal Courts and bring expertise in several causes of action including breach of contract, patent and trademark infringement, business interruption, and trade secret misappropriation, among others. I am a Certified Fraud Examiner (CFE). Throughout my career, I served clients and led teams on engagements involving forensic accounting investigations, assessment of risk management and compliance programs, data integrity compliance issues, and quantification of damages. I serve as a damages quantification expert and have specific experience in personal injury (including calculating the present value of life care plan costs) and wrongful death matters. I have been designated as an expert in more than 20 matters and have testified at deposition and trial multiple times. I am adept at analyzing large sets of data to solve complex problems for clients. I excel at extracting insights from data. I am excited about the prospect of creating a usable product that works and can provide value to your firm. During my career, I gained extensive experience in making sense of various companies' Excel spreadsheets. I was viewed as an expert by clients, colleagues, and my superiors at extracting insights from spreadsheets provided through subpoenas and litigation discovery. Most recently, I led teams that supported a Department of Justice (DOJ)-appointed Independent Compliance and Business Ethics Monitor of a global investment bank, and a Forensic Adviser to the DOJ / National Highway Traffic Safety Administration (NHTSA)-appointed Monitor of a Tier One automotive parts supplier. I performed analyses of the lab and traceability systems at testing and production facilities of a global Tier 1 automotive supplier to assess the company's data integrity controls and implementation of DOJ plea agreement terms while working with the Forensic Advisor to the DOJ- and NHTSA-appointed Independent Compliance Monitor. In this role, I received large spreadsheets with lab testing and manufacturing data from facilities in 17 countries and had to "audit" the data to ensure that the company was capturing complete and correct information - this required me to identify outliers, missing values, and general data inconsistencies. I led teams in 30 global facilities across 12 countries to monitor a Tier One automotive parts supplier's testing operations for compliance with internal and DOJ-mandated data integrity requirements. I also served as a guest lecturer at Baruch College, John Jay College of Criminal Justice, and Molloy College on topics related to data analytics tools and fraud detection. I have engagement experience in the following industries: Automotive Manufacturing, Banking (Monitorship), Banking (Forensic Investigation), Telecommunications, Retirement Plans, Food & Fast Food, Private Equity, Pet Products, Mortgage Loan Servicing, Health Foods, Insurance, Real Estate, Fishing, Healthcare, Media/Entertainment, Financial Products (Bonds & Mutual Funds), Hospitality, Cosmetics, Packaging, Luxury Goods, Financial Products (Options & Derivatives), Defense Contracting, Technology, Construction, Building Materials, and Retail. I have also helped an Australian employer respond to a Fair Work Ombudsman contravention notice by reviewing pay records to determine the amount of underpayment due.

I am a Certified Public Accountant with over 10 years experience in all aspects of accounting and financial statement preparation. I have experience on multiple accounting softwares and am looking forward to assisting you.

⚠️ New opening! Now available for Leadership Coaching, Fractional Operations Management, 360 Reviews, Strategic Growth Planning and more My specialty is small and start-up businesses (under 50 people). I help businesses grow and scale, starting with the vision that drives it all. Educated in both classical business theory and modern practices, I bring a uniquely effective method to helping businesses find what works - really works - for them. When we partner together, I help your business to do more of what you're doing, and keep making an impact on your community. 🌐 My Focus Areas: Whether it's operations, business planning, growth and risk strategies, project management, company culture, team development, logistics systems, process improvement or leadership mindset, I help develop literacy and action plans to make your business stronger and a better place to work. 🏆 My Journey: Throughout my career, I've earned accolades for my success-first leadership approach and excellence in communications and relationship building. I firmly believe in leading by example, not just in my professional role but also in life. 📊 My Track Record: I've led cross-functional teams, streamlined operations, improved processes, reduced costs, and designed revenue forecasts. I've initiated, planned, executed, and managed projects and programs to successful completion, achieving results within budget and time constraints. 💡 What Makes Me Unique: My unique selling proposition is my ability to align multiple people and departments around common projects and resources while focusing on effective communication, risk evaluation, process optimization, and revenue forecasting. I'm a strong communicator with excellent interpersonal, planning, problem-solving, multitasking, and leadership skills. 🏭 My Work Experience: • Head of Operations (Skip, New York, NY): Restructured leadership, improved efficiencies and quality, and developed financial projections for growth and hiring needs. • Head of Project Management Office (Canopy Management, Austin, TX): Launched the Project Management Office, achieved operational needs, and standardized how projects are managed across multiple departments. • Director of Operations (Pourtastic Tastings LLC, Austin, TX): Elevated the business from a side gig to a thriving enterprise, achieving $1M in annual revenue for the first time. • Executive of Coaching Department (Charfen Institute, Austin, TX): Coached small business owners, set performance goals, and authored resources for entrepreneurs. • Financial Advisor, Head Exit Planner (Erben Associates, Austin, TX): Managed exit plans, financial and estate plans, insurance, investments, and growth and exit strategies for business owners. 🎯 My Mission: My mission is to empower entrepreneurs to go further, fostering a supportive and empowering workplace culture. I'm committed to achieving success not only in business but also in personal growth, financial security, and relationship building. 🌈 Let's Transform Together: Whether you're a startup looking to scale or an established business seeking operational excellence, I'm here to guide you. Let's embark on a transformative journey where your success knows no bounds. Together, we'll redefine what it means to thrive in business and in life. 📩 Contact Me: Feel free to reach out and discuss how we can work together to achieve your goals. 📜 Certifications: Project Management Professional (PMP) 🛠️ Technical Proficiencies: A versatile tech stack including Microsoft Office, G Suite, Slack, Hubspot, ClickFunnels, Notion, and more. Proficient in project management platforms like Monday, Teamwork, Base Camp, Jira, and more. 📚 Education: Major in Communications from the College of Charleston, Charleston, SC, 2004. 🤝 Areas of Expertise: • Operations Management • Budgeting & Forecasting • Growth & Risk Strategies • Project Management • Strategic Planning • Process Improvement • Coaching & Development • Documentation & Control • Cross-Functional Collaboration 📝 Examples of work: • Strategic planning using OKRs • Annual and quarterly planning based on EOS methods • 360° Reviews of leadership teams • KPIs and metrics tracking systems and practices • Business plan development • Financial and revenue projections • Product/service roadmap design • Product/service launches and relaunches • Online course development • Marketing and sales strategies • Business owner coaching • Leadership coaching • Employee retention and culture building • Customer journey and customer experience • Client-facing deliverables • SOPs, documentation of systems and processes, diagramming, and process mapping • Team training and workshops • Project management and change management • CRM setup and implementation • Marketing content calendars

[ Certified Public Accountant (PH) | Certified Payroll Professional | Certified Accounting Seed Administrator | Certified Management Accountant (AU/NZ) | Salesforce Admin Certified ] 🌟 With more than 10 years of experience in general accounting, projects, accounts receivable, and payables. Handled full-cycle of accounting from chart of accounts set-up to go-live accounting system implementation. 🌟 good analytical skills, willpower, and dedication to job 🌟 Improved inventory variance by 75% reduction 🌟 30% clean-up in accrued accounts payable account 🌟 Improvement in payroll and general accounting process through automation 🎗️ Certified Management Accountant (Australia/NZ) - 2024 🎗️ Certified Salesforce Administrator - 2022 🎗️ Certified Accounting Seed Administrator - 2021 🎗️ Certified Payroll Professional - 2015 🎗️ Former Part-time Accounting Professor - 2013 🎗️ Certified Public Accountant (Philippines) - 2011 🏆 Cum Laude - 2005 Bachelor of Science In Accountancy 💫 SAP, Oracle, Wave, Quickbooks Online and Desktop, MS Dynamics, Taxumo, ADP, Zoom, Slack, Salesforce, and Accounting Seed User, Avalara, Visual, ACH 💫 Basic Federal and State Income tax return filing (California & Florida) 💫 Trained in Financial Statement stress review for 2 weeks in Sugar land, Texas USA - 2016 🌟 Adept at leveraging Accounting software and GAAP principles. Highly organized and detail-oriented professional with experience in accounts payable and receivable, payroll, and bookkeeping. Proven success in ensuring the accuracy of financial reports, reviewing financial statements, identifying discrepancies, providing detailed financial analysis, and compliance with accounting regulations. Dedicated to providing excellent customer service and building positive relationships with clients. Hardworking professional with experience in office operations, administrative support, and customer service.

Experienced Netsuite Consultant with a proven history of success through the implementation and administration. Proficient in implementations, data migration, workflows, custom reports/searches, third party integration, suitescript, and dashboard setup. I experience in NetSuite financials, procurement, inventory management, manufacturing, ARM, Fixed Assets, NSPB, and SuiteCommerce. Certifications include: -NetSuite Certified Administrator -NetSuite ERP Consultant -NetSuite SuiteFoundation -Certified Management Accountant (CMA) -Certified Public Accountant (CPA) Applicant. Passed all 4 exams. -Certified Fraud Examiner(CFE)

I bring 13+ years of experience in commercial banking, including credit review, underwriting support, and loan documentation analysis. I specialize in structured, detail-oriented work such as: • Reviewing loan files for completeness • Organizing financial documentation • Verifying required underwriting components • Basic financial statement spreading • Document checklist reconciliation • Compliance file preparation • Excel-based tracking and cleanup My approach is clear, organized, and efficient. I work well independently and am comfortable with asynchronous communication and written deliverables. If you need a dependable professional to review files, organize documentation, or ensure loan packages are complete and structured properly, I can step in and help. I am also available for proofreading, formatting, and editing work. I am available for short-term and ongoing contract work with clearly defined scope.