Meridian Financial Group | Dallas, TX

Oversee month-end and year-end close processes for a portfolio of clients with combined annual revenues exceeding $200M. Prepare and review consolidated financial statements, variance analyses, and management reports in compliance with GAAP. Lead a team of three junior accountants, providing mentorship on technical accounting standards and professional development. Implemented an automated reconciliation workflow in SAP that reduced the monthly close cycle by 4 business days.

Whitfield & Associates CPAs | Dallas, TX

Prepared federal and state tax returns for over 80 corporate and individual clients, ensuring timely filing and maximizing deductions. Performed accounts payable and receivable reconciliations, resolving discrepancies and maintaining accurate general ledger records. Assisted senior managers during external audits by compiling work papers, schedules, and supporting documentation. Developed Excel-based financial models for budgeting and forecasting that improved client planning accuracy by 20%.

Lonestar Manufacturing Inc. | Fort Worth, TX

Managed daily accounting operations including journal entries, bank reconciliations, and expense report processing for a $50M revenue company. Supported the transition from QuickBooks to SAP ERP, migrating historical financial data and configuring chart-of-accounts structures. Prepared sales tax filings across multiple jurisdictions and coordinated with external auditors during annual audit engagements. Identified and corrected a recurring billing error that recovered $45,000 in previously unrecognized revenue.

University of Texas at Dallas | Dallas, TX

Completed 150 credit-hour requirement for CPA licensure. Focused coursework in advanced auditing, taxation, and forensic accounting.

Texas Christian University | Fort Worth, TX

Graduated summa cum laude with a 3.85 GPA. President of Beta Alpha Psi accounting honor society. Dean's List every semester.

Certified Management Accountant (CMA)

Institute of Management Accountants, Mar 2022

Certified Public Accountant (CPA)

Texas State Board of Public Accountancy, Aug 2020