Senior accountant with twelve years across public accounting and industry, focused on month-end close, audit readiness, and process improvement.
Experience
Senior Accountant · Bridgewell Manufacturing
2020–Present
- Own month-end close for a $40M division, closing two days faster than the prior process
- Lead annual external audit prep, reducing auditor follow-up requests by half
- Cut the monthly close from eight business days to five by standardizing reconciliations and templates
- Prepared the consolidated financial statements reviewed by the CFO and external auditors
- Trained two staff accountants on the new close checklist and NetSuite workflows
Staff Accountant · Colby & Reed LLP
2016–2020
- Prepared financial statements for 15+ mid-market clients
- Performed account reconciliations and prepared workpapers for 25+ audit clients
- Identified a recurring revenue-recognition error that saved a client six figures in restatements
Accounting Intern · Colby & Reed LLP
2015–2016
- Assisted with quarterly tax filings and reconciliations
- Assisted with year-end audit fieldwork and inventory counts
Bookkeeper · Nash & Associates
2014–2015
- Maintained the general ledgers for 12 small-business clients on a monthly cycle
- Prepared payroll and quarterly sales-tax filings on time with zero penalties
- Trained two new hires on the firm's bookkeeping software
Accounting Clerk · Wexford Hardware
2012–2013
- Entered daily cash receipts and matched bank deposits to the sales journal
- Helped move the store's records from paper files to cloud accounting software
Accounts Payable Clerk · Harmon Supply Co.
2013–2014
- Processed 300+ vendor invoices weekly with a 99.5% coding accuracy rate
- Resolved vendor payment disputes and maintained clean aging reports
Education
B.S. Accounting, Boston College
2015
Skills
GAAP · Month-end close · Audit prep · Excel · NetSuite · Forecasting · Accruals · Fixed assets · SOX compliance · Variance analysis · Tableau · Process documentation
Projects
- ERP migration — Led the finance workstream for a migration to NetSuite, covering chart of accounts, data mapping and user training.
- Budget-vs-actual reporting — Built a self-serve variance report that replaced eight monthly spreadsheets for department heads.
Certifications
- CPA, Massachusetts Board of Accountancy, (2018)
- Certified Management Accountant (in progress), IMA, (2025)
Languages
- English — Native
- Portuguese — Conversational
Awards
- Finance Team Excellence Award, Bridgewell Manufacturing, (2021)
Volunteer Experience
- Volunteer Tax Preparer — AARP Tax-Aide — Prepared returns for low-income and senior households each filing season.