Accounting Lead

Provide accounting consulting services to small to mid-sized businesses, supporting financial reporting, compliance, and system process improvements.

Managed full month-end close cycle for six client companies (combined revenues: $30M), prepared journal entries, accruals, prepaid, deferred revenue, and fixed asset schedules. Prepared monthly financial statement packages for firm partner sign-off; prepared MD&A reports and variance analysis to support decision-making. Coordinated quarterly and year-end financial audits, preparing schedules and documentation to ensure compliance with statutory requirements. Mentored junior bookkeepers through structured bi-weekly coaching on reconciliations and supporting schedules, improving accuracy and efficiency by 30%.

Performed month-end bank and credit card reconciliations across ten client companies, totaling $50M in annual transactions. Implemented accounts payable process improvement by transitioning clients from manual checks to electronic payments, reducing processing time by 3 hours monthly. Supported intercompany postings and monthly FX revaluation for monthly financial statement consolidations.

Executed external audits for 2–3 clients per engagement with combined revenues of $75M, across banking, retail, hospitality, and insurance sectors. Performed testing and documentation for key financial statement areas, including cash, payables, capital expenditures, and revenue, following U.S. GAAP, IFRS, and ISA standards. Identified internal control weaknesses and recommended improvements to strengthen compliance and reduce risk. Partnered with client finance teams to ensure prompt, accurate reporting under strict audit deadlines.

Managed full-cycle accounting operations for three subsidiaries (combined revenues: $10M), including accounts payable, accounts receivable, payroll, and financial reporting. Co-led accounting system implementation, overseeing beta testing, designing training manuals, and conducting staff training to ensure successful adoption. Produced quarterly close packages with external consultants to meet lender compliance requirements; coordinated submissions to financial institutions.