support@cpaconnections.com
817-650-6198
Not provided
contract
Negotiable
Professional Bio
Finance leader with a strong foundation in corporate accounting, financial planning, and strategic analysis across healthcare, energy, and entertainment sectors. Proven ability to design and execute budgeting, forecasting, and cash‑flow strategies that drive operational efficiency and business growth. Skilled in GAAP compliance, tax coordination, and financial reporting, with hands‑on experience implementing process automation and advanced Excel solutions. Adept at partnering with executives to translate financial insights into actionable strategies. Bilingual in English and Spanish; currently pursuing CMA certification (Part 2 exam scheduled for October 2025).
Skills & Expertise
Financial Forecasting
Budgeting
Financial Modeling
Cash Flow Management
Variance Analysis
GAAP Compliance
Process Improvement
Reporting Automation
Internal Controls
Standardization
Workflow Optimization
Audit Oversight
Capital Expenditure Planning
Experience
As CFO, I direct financial strategy and day‑to‑day stewardship for ToothDay Family Dentistry. I develop the practice’s budget and long‑range forecasts, deliver monthly performance insights, and manage liquidity to fund operations and growth. I also ensure GAAP‑aligned reporting and tax compliance, while modernizing our reporting stack with Excel/Power Query for faster, clearer KPI tracking.
Education
Masters of Science in Finance Bachelor of Applied Science in Business Management and Supervision
Certifications
No certifications listed.