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Relevant Experience
Co-Founder
LedgerMax Growth Advisors • Full time
Jun, 2024 - Present • 8 mos 23 days
With over 20 years of experience in bookkeeping and operations management, I specialize in helping businesses streamline their financial processes and improve overall efficiency. My educational background includes an MBA in Accounting, Finance, and Marketing, and a Bachelor of Fine Arts in Industrial Design with a minor in Industrial Management.
I have a proven track record of managing full-charge bookkeeping, financial reporting, and business operations. My goal is to provide comprehensive support to businesses, enabling them to achieve their financial objectives and operate smoothly.
Bookkeeping and Operations Manager
Various • Full time
Jan, 2004 - Present • 21 yrs 1 mo
For the past 20+ years, I have provided comprehensive bookkeeping and operational management services, helping businesses achieve financial clarity and efficiency. My work has included managing accounts payable and receivable, processing payroll, and preparing accurate financial statements. I have also conducted budgeting, forecasting, and financial analysis to support strategic decision-making.
With a strong focus on operational efficiency, I have implemented standardized procedures and internal controls to ensure compliance with financial regulations. By collaborating closely with business owners, I have developed financial solutions that align with their goals, driving sustainable growth and streamlined operations.
Relevant Education or Certifications
University of Miami
Degree: MBA Accounting & FInance • Jun, 2003 – May, 2005
Carnegie Mellon University
Degree: Industrial Design & Industrial Management • Aug, 1992 – Jun, 1996
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