• Prepared and presented financial statements for multiple business lines, including aviation, yacht, and private foundation, on a monthly, quarterly and annual basis.
• Analyzed budget and financial report variances, worked with department heads on building and tracking financial and operational performance metrics.
• Lead, mentored, and provided growth opportunities for four accounting team members. Assisted with hiring, training staff.
• Ensured compliance with GAAP, company-wide policy and procedures, and internal control environment. Identified areas to perform testing against established P&Ps.
• Liaised with strategic partners (CPAs, investment, banking, compliance, and legal).
• Assumed responsibility of all financial functions and reporting for private aviation company, overhauled accounting system, corrected years of errors, company had a positive net income in 2020, first time in five years.
• Instrumental in sale of aviation company, assisted President with strategic alternatives, and provided CFO key and timely due diligence requests.