About Me
Who I Am
Download ResumeWelcome to my corner of the internet. I'm a Mortgage Accounting CPA leader with a passion for driving innovation through technology. I've dedicated my career to the mortgage and financial services industry, where I've developed deep expertise in accounting practices, compliance, and operational excellence.
Beyond accounting, I'm fascinated by the transformative potential of artificial intelligence and technology. I believe that by thoughtfully applying these tools, we can unlock incredible productivity gains and operational excellence in accounting departments across the financial services industry.
Professional Experience
Senior Accounting Manager
- Lead a team of 6 staff and 1 manager through three-day month-end closes, audits, and ad hoc projects.
- Implemented journal-entry automation processing 50,000+ entries, saving about $140K in manual effort.
- Built audit paper automation to reduce financial statement prep and review time, saving about $20K annually.
- Develop team members on automation and AI use, and run a finance-wide learning program with ~110 attendees.
Lead Accountant
- Served as Controller for a FINRA-regulated entity, overseeing month-end close and all regulatory filings.
- Led improvements in compliance processes and internal reporting standards.
Accounting Manager
- Managed the corporate accounting team, improving month-end close processes and explaining fair value variances to senior management.
Transaction Advisory Analyst
- Performed accounting advisory services and transactional due diligence.
- Primarily supported private equity buyers acquiring portfolio companies.
Assurance Associate
- Performed financial statement audits for clients in the technology and financial services industries.
Skills & Expertise
Accounting & Finance
- Mortgage Accounting
- Financial Analysis
- Compliance & Audit
- General Ledger Management
Technology & Innovation
- AI & Machine Learning Applications
- Process Automation
- Data Analysis
- Software Implementation
Leadership & Management
- Team Leadership
- Strategic Planning
- Change Management
- Cross-functional Collaboration
Industry Knowledge
- Mortgage Industry
- Financial Services
- Regulatory Requirements
- Best Practices
Let's Connect
I'm always interested in discussing technology applications in accounting, industry trends, and opportunities to collaborate. Feel free to reach out!