Resume

Can Do Accounting Services · Denver, CO

• Fractional CFO services including merger, acquisition and spin off management to financial statement audit preparation and guidance.
• Forensic accounting, fraud investigation support and receiverships.
• For start-ups to hospitality to cannabusinesses to manufacturing to family offices.

Silverpeak · Aspen, CO

• Restructured and transitioned the accounting finance department from cash based sole proprietorship to an accrual based multi-subsidiary partnerships under two distinct holding companies.
• Designed the entity structure and managerial accounting system to be as 280E tax efficient as possible.
• Designed a cannabis inventory accounting system that is heavily intertwined in the Marijuana Enforcement Division’s METRC system.
• Led the operational holding company through its first financial statement audit.
• Developed and maintained a cash management and banking infrastructure in this industry’s high burden environment along with the development of a robust insurance program as well as tax and audit relationships.
• Managed partnership taxation accounting down to the individual owner level.
• Supported the organization and oversight of the HR and IT departments for the company.

The Little Nell, Residences at The Little Nell & Limelight Hotel · Aspen, CO

• Reorganized the accounting department and strengthened the financial reporting system for the Residence Association in the first year of its operation.
• Provided leadership for a complex set of properties in a demanding budget environment.
• Led the HOA through its first financial statement audit.
• Developed a strong relationship between the Management Company, Owners, and Board of Directors.
• Integrated a new acquisition into the parent company’s financial reporting system.
• Identified areas of concern and increased internal controls.
• Utilized a shared resource accounting department and managed through a new acquisition phase.

Synchronous Aerospace · Santa Ana, CA

• Built, managed, and led the accounting finance department through multiple acquisitions and mergers.
• Reported to the CEO and Board of Directors as we grew the company to over $120 million in annual sales mostly through the acquiring of ten manufacturing facilities employing over 650 people in four states.
• Successfully organized and led the company through a financial statement audit for the first time.
• Established and maintained an audit and tax relationship with a national public accounting firm.
• Refinanced various acquisitions and eventually the company as a whole with major lending institutions.
• Directed the HR and IT Departments with the CEO and Board of Directors.
• Supported the sale of the company with an investment bank and an institutional securities firm that specialized in private equity funding and leveraged buyouts.

Reese Henry & Company · Aspen, CO

• Prepared tax returns for corporations, partnerships, individuals, non-profits, and retirement plans.
• Created financial statements for corporations, home owner associations, and non-profits.
• Prepared full service monthly compiled financial statements from raw data for local businesses.
• Helped plan and perform audits and reviews for corporate, home owner association, and non-profits.
• Provided support for startups and businesses with various accounting and management problems.
• Resolved client issues with the IRS involving offers in compromise and installment agreements.
• Functioned as a second for the Information Technology Administrator of the firm.