Strategic Accounting Executive (MAC, CPA) with over 20 years of experience leading cross-functional finance teams in complex, SOX-compliant environments. Proven ability to design scalable operating models and implement automation solutions that streamline accounting operations, optimize treasury, and ensure compliance with internal controls and regulatory standards. Adept at building high-performing teams, leading process transformations, and collaborating with senior leadership to align operational goals with company strategy.
Certified Public Accountant, Florida Board of Accountancy
Applications
Microsoft Office Suite (Word, PowerPoint, Excel with PivotTables, VLOOKUP/HLOOKUP, IF statements), Essbase, Spreadsheet Server, QuickBooks, Microsoft Dynamics (Great Plains), JD Edwards, Reports Now, Yardi Voyager, Yardi Investment Manager, ERP System Implementation.
Core Competencies
Technical: Full-scope financial and accounting expertise. CPA certified with a Master’s in Forensic Accounting.
Communication: Skilled presenter; conducted knowledge-transfer sessions to help cross-functional teams understand financial impact and compliance.
Collaboration: Led cross-departmental IT/Finance projects to implement automations and cut processing time by 50%.
Business Partnership: Consensus-building leader who drives productivity through transparency and accountability.
Management: 15+ years managing exempt accounting teams; built hiring, onboarding, appraisal, and mentorship programs.
Analytical Skills: Developed and implemented data-driven automation solutions for reporting and variance analysis.
Professional Development: Adaptable, quick learner who embraces shifting business needs and adds value quickly.
Languages
Fully bilingual: English & Spanish (advanced fluency, written and spoken)
Fund Controller – Private Equity Real Estate Firm
Dec 2017 – Present
Led accounting close cycles, investor reporting, GAAP reviews, and compliance for multiple funds and joint ventures.
Calculated fund-level waterfall distributions and asset management fees per LP and Side Letter Agreements.
Oversaw valuation models, audit processes, investor relations, and regulatory filings (Form PF, ADV).
Directed cash management operations, including forecasting, capital calls, and distribution planning.
Implemented investor portal and established new internal control policies and treasury procedures.
Various Roles (Assistant Controller → Senior Accountant) – Real Estate Investment Firm (Subsidiary of a National Homebuilder)
Apr 2012 – Dec 2017
Managed fund accounting close cycles, partner capital activity, investment cash flow reporting, and audit readiness.
Developed accounting policy for non-performing loan portfolios and automated related reporting processes.
Provided internal training for asset managers and compliance teams to foster accounting literacy.
Partnered with IT to launch an A/R module, improving intercompany reconciliations and reducing manual processing time by 50%.
Assistant Controller & Finance Manager – Entertainment & Hospitality Group
Jul 2007 – Apr 2012
Oversaw accounting operations for a multimedia group with music, television, and hospitality verticals.
Handled intercompany transactions, accounts payable/receivable, payroll, and inventory management.
Created internal performance reports, variance analyses, and sales tax filings.
Conducted on-site audits and developed formal financial policies across departments.
Audit Intern – Global Public Accounting Firm
Jan 2007 – Jul 2007
Performed audit testing on cash, receivables, payroll, inventory, and fixed assets.
Assisted in identifying invoice fraud during a multinational client audit, contributing to key audit findings.
Delivered audit documentation and recommendations to senior teams.
Master of Accounting – Forensic Accounting
Graduate Program – GPA: 3.8/4.0
Bachelor of Science in Business Administration – Accounting
Undergraduate Degree – GPA: 3.8/4.0
International Exchange Program – Business & Economics
Coursework in international finance and economics
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