Marine Veteran and CPA with 13 years assisting organizations in creating and implementing procedures and policies that carry out their mission, vision, and strategy.
I can help your organization best through automation using Excel VBA macros. My other strengths include Accounting, Data Entry, and Data Analysis.
For the past 5 years, I have been a Fund Controller with a Wealth Management Team specializing in Private Equity, Venture Capital, Operations, and Partnership Accounting.
Before that, I was in the Accounting Services Department of the largest locally owned Public Accounting Firm in Southern Colorado doing bookkeeping for several clients in a multitude of different industries.
I have used countless accounting software, automated workflows, managed teams remotely, and can do the same for you.
If you can explain how to do it, I can help make it better. Look forward to working with you.