Key Experience & Results 

• High-Volume Retail Reconciliation (5+ Locations) Processed 2+ years of monthly bank reconciliations for operations with $2.5M–$3.2M monthly sales. Identified and corrected nearly 5 vendor discrepancies per quarter (primarily duplicates, overcharges, and unshipped items, averaging $300–$800 each), preventing approximately $10,000–$15,000 in annual potential losses. Reconciled 700–1,100+ monthly transactions (85% vendor invoices/packing slip matching).  

• Sales Tax & Compliance Ensured 100% on-time sales tax compliance and filings across multiple jurisdictions for high-volume retail over 2+ years. 

• Vendor Invoice Example Caught multiple $500+ duplicate vendor invoices, preventing immediate payment and recurrence. 

• Financial Modeling Projects 

• Developed ROI, monthly return, and payback-period models for local car wash expansion, adjusting expectations from overly optimistic projections. 

• Built comprehensive budget and forecasting models for startup surf shop, incorporating multiple revenue streams and expense categories. 

• Other 

• VITA tax preparation for multiple individuals, optimizing returns. 

• QuickBooks ProAdvisor Certified

• Contributed to forensic financial analysis for local city (land sales, leases, property tax, business licenses), finding and saving nearly $2M of wasteful spending.