CadDre User
@caddreuser
Goal-oriented financial professional with 20 years of diverse experience.
What I'm looking for
With over 20 years of extensive experience in finance and accounting across various sectors, including manufacturing, construction, and SAAS, I have honed my skills as a Fractional CFO and Financial Analyst. My career has been marked by a commitment to excellence and a goal-oriented approach, enabling organizations to achieve their financial objectives efficiently.
Throughout my career, I have successfully managed both US and international finance teams, overseeing budget management, financial reporting, and compliance. My proficiency in tools such as Netsuite, Xero, and QuickBooks, combined with my knowledge of US GAAP and IFRS, has allowed me to implement effective financial strategies that align with long-term business goals. I am also a member of the Credit Committee and Asset Liability Committee at the National Cooperative Credit Union, where I contribute to critical financial decision-making.
As I continue to advance in my career, I am eager to leverage my analytical skills and financial expertise to drive impactful results for organizations. My dedication to continuous improvement and process efficiency has consistently led to enhanced financial performance and compliance.
Experience
Work history, roles, and key accomplishments
Accountant
Alma Analytics
Dec 2024 - Feb 2025 (2 months)
• Manage general ledger and ensure accurate transaction recording.
• Cleaning of financial accounts
• Manage accounts payable, accounts receivable, & expense management
• Manage the Month-end closing process (accounts reconciliation)
• Ensure tax compliance and prepare tax returns.
• Financial Reporting and Analysis
Loans Underwriter
National Cooperative Credit Union
Jun 2020 - Apr 2024 (3 years 10 months)
• Examine loan applications, verifying the accuracy and completeness of the information
provided.
• Analyzed personal and business financials, cash flow statements, and revenue trends to assess
funding eligibility.
• Assess risk factors and repayment abilities of applicants.
• Review and approve loans (deny, full approval, or
Financial Controller
VICSFoods
Dec 2021 - Feb 2024 (2 years 2 months)
Responsible for preparing and maintaining accurate financial statements and reports, managing the general ledger, and ensuring accurate transaction recording. Oversaw budget management, accounts payable, accounts receivable, and tax compliance, while also preparing for audits and implementing process improvements.
Fractional CFO / Financial Analyst / Accountant
Hart Consulting
Jun 2010 - Nov 2021 (11 years 5 months)
Managed finance and accounting teams both in the US and internationally. Responsibilities included budget management, generating financial reports, financial risk management, and implementing financial strategies aligned with company goals. Streamlined international tax management processes to enhance compliance and efficiency.
Education
Degrees, certifications, and relevant coursework
Association of Chartered Certified Accountants
Level 2, Accounting
Current student of Level 2 in the Association of Chartered Certified Accountants program, focusing on advanced accounting practices and standards.
DeVry University
Bachelor's degree, Technical Management
Grade: 3.68
Bachelor's degree in Technical Management with a concentration in Finance, emphasizing the integration of technical and financial management skills.
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Financial Management
Grade: 3.97/4.0
Activities and societies: Certified in Project Risk Management in Project Management
Master's degree in Accounting and Financial Management with a GPA of 3.97/4.0, focusing on advanced accounting principles and financial management strategies.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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