• Client: Sustainability Engineering Group
• Tech Stack: Microsoft Excel, Google Sheets
Challenge:
There was no existing framework for monthly financial reviews, resulting in delayed insights and a lack of visibility into the company's financial health.
Solution:
I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I designed and implemented a dynamic financial dashboard that provided real-time insights on key metrics, enabling informed decision-making by management.
Outcome:
• Streamlined the month-end close process with 100% on-time reporting
• Gained the trust and confidence of senior management
• Earned additional responsibility, including oversight of financials across multiple locations
Quick Insights
• Most Challenging Project: Monthly Review & Dashboard Implementation – Required a cultural shift toward structured, data-driven financial governance.
• Innovation Spotlight: Created a live financial dashboard and closing calendar that transformed monthly reporting from reactive to proactive, directly influencing business strategy.
Client: Accrual Equity Group
Tech Stack: Excel, PowerPoint, SharePoint
Challenge: Developed a comprehensive financial deck covering financial reporting for both current and prospective locations from 2024 to 2028. Managed large-scale datasets, conducted detailed financial analysis, and translated finalized insights into visually compelling PowerPoint presentations for executive review.
Outcome: While the project was successfully completed, the initial lack of a structured plan led to a somewhat disorganized approach, making project management challenging. As a result, additional hours were required to finalize the deliverables. However, this experience proved to be a valuable learning opportunity—highlighting the importance of upfront planning and task organization. These lessons significantly improved our efficiency in subsequent projects, particularly during the more effectively managed Accruals Financial Package engagement.
• Client: Kaizen
• Tech Stack: Excel, ERP System (Oracle NetSuite), MS Teams (for collaboration)
• Challenge:
Kaizen’s Accounts Payable ledger was overstated by nearly five times the actual liability due to thousands of duplicate invoice bookings and incorrect payment entries across hundreds of vendor accounts. This posed significant risks to accurate financial reporting and cash flow management.
• Solution:
I led the end-to-end reconciliation of the AP ledger, including:
– Identifying and removing duplicate transactions
– Reversing incorrect entries through accurate accounting adjustments
– Validating balances with vendors and internal teams
– Standardizing AP booking practices to prevent future errors
• Outcome:
– Successfully restored AP to its accurate level
– Prevented financial overstatements and enabled recovery of funds
– Saved the client millions of dollars through proper adjustments
– Received appreciation from both the client and internal leadership for precision and diligence
Quick Insights
• Most Challenging Project: Accounts Payable Reconciliation and Recovery – due to the volume of data, complexity of vendor relationships, and the high financial risk involved.
• Innovation Spotlight: Developed a streamlined method to identify and remove duplicate vendor entries using Excel and system-generated reports, significantly accelerating the reconciliation process and improving audit readiness.
• Client: Sustainability Engineering Group
• Tech Stack: Microsoft Excel, Google Sheets
Challenge:
There was no existing framework for monthly financial reviews, resulting in delayed insights and a lack of visibility into the company's financial health.
Solution:
I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I designed and implemented a dynamic financial dashboard that provided real-time insights on key metrics, enabling informed decision-making by management.
Outcome:
• Streamlined the month-end close process with 100% on-time reporting
• Gained the trust and confidence of senior management
• Earned additional responsibility, including oversight of financials across multiple locations
Quick Insights
• Most Challenging Project: Monthly Review & Dashboard Implementation – Required a cultural shift toward structured, data-driven financial governance.
• Innovation Spotlight: Created a live financial dashboard and closing calendar that transformed monthly reporting from reactive to proactive, directly influencing business strategy. 
Client: Accrual Equity Group
Tech Stack: Excel, PowerPoint, SharePoint
Challenge: Developed a comprehensive financial deck covering financial reporting for both current and prospective locations from 2024 to 2028. Managed large-scale datasets, conducted detailed financial analysis, and translated finalized insights into visually compelling PowerPoint presentations for executive review.
Outcome: While the project was successfully completed, the initial lack of a structured plan led to a somewhat disorganized approach, making project management challenging. As a result, additional hours were required to finalize the deliverables. However, this experience proved to be a valuable learning opportunity—highlighting the importance of upfront planning and task organization. These lessons significantly improved our efficiency in subsequent projects, particularly during the more effectively managed Accruals Financial Package engagement. 
• Client: Kaizen
• Tech Stack: Excel, ERP System (Oracle NetSuite), MS Teams (for collaboration)
• Challenge:
Kaizen’s Accounts Payable ledger was overstated by nearly five times the actual liability due to thousands of duplicate invoice bookings and incorrect payment entries across hundreds of vendor accounts. This posed significant risks to accurate financial reporting and cash flow management.
• Solution:
I led the end-to-end reconciliation of the AP ledger, including:
– Identifying and removing duplicate transactions
– Reversing incorrect entries through accurate accounting adjustments
– Validating balances with vendors and internal teams
– Standardizing AP booking practices to prevent future errors
• Outcome:
– Successfully restored AP to its accurate level
– Prevented financial overstatements and enabled recovery of funds
– Saved the client millions of dollars through proper adjustments
– Received appreciation from both the client and internal leadership for precision and diligence
Quick Insights
• Most Challenging Project: Accounts Payable Reconciliation and Recovery – due to the volume of data, complexity of vendor relationships, and the high financial risk involved.
• Innovation Spotlight: Developed a streamlined method to identify and remove duplicate vendor entries using Excel and system-generated reports, significantly accelerating the reconciliation process and improving audit readiness.