Christian Huff, CPA

Strategic CFO Advisor - Fractional Services

Results driven accounting and finance executive, with 15+ years of experience, in providing effective and efficient operations within the senior management team of multiple growth-phase companies. Proven expertise due to a strong foundation established as a financial auditor working with 200+ companies. This has enabled the ability to establish “Best Practices” in environments ranging from start-ups to industry established corporations. Recognized as a pragmatic problem-solver and effective decision maker, while maintaining a relaxed nature and great sense of humor.
Christian Huff, CPA

Experience

  • AJAI Robotics

    AJAI Robotics

    Chief Financial Officer - Fractional

    Nov 2023 - Present

    AJAI Robotics builds and delivers Robotic solutions for security.

  • AJAI Robotics

    AJAI Robotics

    Chief Financial Officer - Fractional

    Nov 2023 - Present

    AJAI Robotics builds and delivers Robotic solutions for security.

  • Robomart

    Robomart

    Chief Financial Officer - Fractional

    Sep 2023 - Present

    Based in Los Angeles, California, Robomart is building patented self-driving stores for retailers, helping them expand their footprint at a fraction of the cost. Robomarts are engineered with cutting-edge technology, giving retailers the fastest and most convenient way to get goods to consumers through the unique model of store-hailing. Founded in 2018 by serial entrepreneurs with deep domain expertise in delivery, robotics, and retail, the company is venture backed and on a mission is to be the largest purveyor of mobile real-estate in the world. To learn more about Robomart, visit robomart.ai.

  • Robomart

    Robomart

    Chief Financial Officer - Fractional

    Sep 2023 - Present

    Based in Los Angeles, California, Robomart is building patented self-driving stores for retailers, helping them expand their footprint at a fraction of the cost. Robomarts are engineered with cutting-edge technology, giving retailers the fastest and most convenient way to get goods to consumers through the unique model of store-hailing. Founded in 2018 by serial entrepreneurs with deep domain expertise in delivery, robotics, and retail, the company is venture backed and on a mission is to be the largest purveyor of mobile real-estate in the world. To learn more about Robomart, visit robomart.ai.

  • Miso Robotics

    Miso Robotics

    Chief Financial Officer

    Apr 2022 - Jun 2023

    AI & Robotics for Restaurants, Makers of Flippy

  • Miso Robotics

    Miso Robotics

    Chief Financial Officer

    Apr 2022 - Jun 2023

    AI & Robotics for Restaurants, Makers of Flippy

  • Wavemaker Labs

    Wavemaker Labs

    Chief Financial Officer

    Apr 2022 - Mar 2023

    Wavemaker Labs is a corporate innovation and product development incubator. We fund and build disruptive startups in partnership with the world’s most forward-thinking companies. We start by identifying corporate partners’ core problems and then with a focus on Big Data, Artificial Intelligence, and Robotics, we fund and develop advanced technologies that deliver impact-driven solutions.We are innovators, creators, and entrepreneurs.We're Hiring!! Looking to join? Here are a few quick facts about us: - We are at an early growth stage, having doubled our team in the last six months and raised over $10M.- We function in a project-based environment which means you get assigned to projects based on your interests and the project needs; approx. 2-3 projects at a time that are at different development stages.- We work in a variety of industries e.g. automotive, agriculture, and food tech.- Business formation and launch is part of our DNA and so you also get exposed to what is take to build real businesses, which is ideal for those who have an entrepreneurial mindset.- We have one of the most unique equity plans! Diversified equity is made up of the companies we build.- The projects/products we work on already have a market need, an end customer, and a standing order.- Meet some of the companies we are building from the ground up:https://www.grazemowing.com/https://www.piestro.com/https://www.futureacres.co/https://www.bobacino.co/

  • Wavemaker Labs

    Wavemaker Labs

    Chief Financial Officer

    Apr 2022 - Mar 2023

    Wavemaker Labs is a corporate innovation and product development incubator. We fund and build disruptive startups in partnership with the world’s most forward-thinking companies. We start by identifying corporate partners’ core problems and then with a focus on Big Data, Artificial Intelligence, and Robotics, we fund and develop advanced technologies that deliver impact-driven solutions.We are innovators, creators, and entrepreneurs.We're Hiring!! Looking to join? Here are a few quick facts about us: - We are at an early growth stage, having doubled our team in the last six months and raised over $10M.- We function in a project-based environment which means you get assigned to projects based on your interests and the project needs; approx. 2-3 projects at a time that are at different development stages.- We work in a variety of industries e.g. automotive, agriculture, and food tech.- Business formation and launch is part of our DNA and so you also get exposed to what is take to build real businesses, which is ideal for those who have an entrepreneurial mindset.- We have one of the most unique equity plans! Diversified equity is made up of the companies we build.- The projects/products we work on already have a market need, an end customer, and a standing order.- Meet some of the companies we are building from the ground up:https://www.grazemowing.com/https://www.piestro.com/https://www.futureacres.co/https://www.bobacino.co/

  • Ordermark

    Ordermark

    VP of Accounting & Finance

    May 2019 - Apr 2022

    Ordermark by UrbanPiper is a pioneer in the restaurant tech industry. We've helped tens of thousands of restaurants big and small increase efficiency and grow their profits. No more tablet hell! With Ordermark, restaurants seamlessly manage all their third-party delivery partners through one simple system. With dozens of integrations, we connect everything you need to maximize your online revenue. From the smallest of restaurants to the largest of chains worldwide. Ordermark is the trusted solution for over 35k+ restaurants across the world. We’d love to help you! Visit us at ordermark.com. About UrbanPiper: UrbanPiper helps restaurant operators in a host of countries, including Australia, Canada, Chile, Colombia, France, India, Mexico, Saudi Arabia, the UAE, UK, US, and continues to expand its global footprint with over 32k restaurants (non-US).

    • Nextbite (formerly known as Ordermark Inc.) is a hyper-growth SaaS Tech company that provides aggregation software of delivery service platforms (i.e. UberEats, DoorDash, GrubHub, etc.) for restaurants. Additionally, the company provides revenue-share partnerships of innovative, cost efficient, and popular sponsorship food concepts with restaurants to enhance their kitchen offering to consumers.
    • -Provide insightful and trusted counsel to the CEO, President, management teams, board of directors, investors and bankers on both financial and broad-based business issues
    • -Work together with CEO in optimal capital strategy, business growth, operational expenditures, and fundraising
    • -Oversee, manage, and interact during the due diligence process for equity financing (Series B $18M Foundry Group lead, Series C $120M SoftBank lead) and debt financing ($6M SVB post series B, $40M SVB post series C)
    • -Oversee and manage all accounting (6 people) & finance (3 people) operations for entities; circa 350 employees in the consolidated group and over +10M in annual revenues
    • -Supervise the preparation of month-end and year-end financial statements for entities in accordance with US GAAP standards, including the consolidation process
    • -Develop and manage the monthly KPI dashboards for entities, including the generation of the monthly KPI & financial analysis for investor/board members and internal executive stakeholders
    • -Produce operating budgets and quarterly sales forecast updates for the CEO and executive group
    • -Generate and maintain the financial model, forecasting and projections to help support the hyper-growth direction of the company
    • -Interact with tax advisors to manage all tax and compliance filings for federal, states and international
    • -Manage attestation engagements with GHJ and negotiate additional agreed-upon procedures
    • -Manage and negotiation fees, terms & conditions for SaaS platforms used by the company
  • Ordermark

    Ordermark

    VP of Accounting & Finance

    May 2019 - Apr 2022

    Ordermark by UrbanPiper is a pioneer in the restaurant tech industry. We've helped tens of thousands of restaurants big and small increase efficiency and grow their profits. No more tablet hell! With Ordermark, restaurants seamlessly manage all their third-party delivery partners through one simple system. With dozens of integrations, we connect everything you need to maximize your online revenue. From the smallest of restaurants to the largest of chains worldwide. Ordermark is the trusted solution for over 35k+ restaurants across the world. We’d love to help you! Visit us at ordermark.com. About UrbanPiper: UrbanPiper helps restaurant operators in a host of countries, including Australia, Canada, Chile, Colombia, France, India, Mexico, Saudi Arabia, the UAE, UK, US, and continues to expand its global footprint with over 32k restaurants (non-US).

    • Nextbite (formerly known as Ordermark Inc.) is a hyper-growth SaaS Tech company that provides aggregation software of delivery service platforms (i.e. UberEats, DoorDash, GrubHub, etc.) for restaurants. Additionally, the company provides revenue-share partnerships of innovative, cost efficient, and popular sponsorship food concepts with restaurants to enhance their kitchen offering to consumers.
    • -Provide insightful and trusted counsel to the CEO, President, management teams, board of directors, investors and bankers on both financial and broad-based business issues
    • -Work together with CEO in optimal capital strategy, business growth, operational expenditures, and fundraising
    • -Oversee, manage, and interact during the due diligence process for equity financing (Series B $18M Foundry Group lead, Series C $120M SoftBank lead) and debt financing ($6M SVB post series B, $40M SVB post series C)
    • -Oversee and manage all accounting (6 people) & finance (3 people) operations for entities; circa 350 employees in the consolidated group and over +10M in annual revenues
    • -Supervise the preparation of month-end and year-end financial statements for entities in accordance with US GAAP standards, including the consolidation process
    • -Develop and manage the monthly KPI dashboards for entities, including the generation of the monthly KPI & financial analysis for investor/board members and internal executive stakeholders
    • -Produce operating budgets and quarterly sales forecast updates for the CEO and executive group
    • -Generate and maintain the financial model, forecasting and projections to help support the hyper-growth direction of the company
    • -Interact with tax advisors to manage all tax and compliance filings for federal, states and international
    • -Manage attestation engagements with GHJ and negotiate additional agreed-upon procedures
    • -Manage and negotiation fees, terms & conditions for SaaS platforms used by the company
  • Nextbite

    VP of Accounting & Finance

    May 2019 - Apr 2022

    Nextbite is helping drive and shape the new digital era for the restaurant industry. A leader in virtual restaurants and the pioneer in online order management, the company is focused on helping restaurant partners successfully enter the virtual restaurant space with new delivery-only menus, using underutilized labor and kitchen capacity, to increase margins and revenue. Originally founded as Ordermark in 2017, Nextbite is the only all-in-one virtual restaurant solution for existing restaurants and kitchens that pairs the proven Ordermark online ordering/delivery management system with a selection of highly visible, on-trend, delivery brands.

    • Nextbite (formerly known as Ordermark Inc.) is a hyper-growth SaaS Tech company that provides aggregation software of delivery service platforms (i.e. UberEats, DoorDash, GrubHub, etc.) for restaurants. Additionally, the company provides revenue-share partnerships of innovative, cost efficient, and popular sponsorship food concepts with restaurants to enhance their kitchen offering to consumers.
    • -Provide insightful and trusted counsel to the CEO, President, management teams, board of directors, investors and bankers on both financial and broad-based business issues
    • -Work together with CEO in optimal capital strategy, business growth, operational expenditures, and fundraising
    • -Oversee, manage, and interact during the due diligence process for equity financing (Series B $18M Foundry Group lead, Series C $120M SoftBank lead) and debt financing ($6M SVB post series B, $40M SVB post series C)
    • -Oversee and manage all accounting (6 people) & finance (3 people) operations for entities; circa 350 employees in the consolidated group and over +10M in annual revenues
    • -Supervise the preparation of month-end and year-end financial statements for entities in accordance with US GAAP standards, including the consolidation process
    • -Develop and manage the monthly KPI dashboards for entities, including the generation of the monthly KPI & financial analysis for investor/board members and internal executive stakeholders
    • -Produce operating budgets and quarterly sales forecast updates for the CEO and executive group
    • -Generate and maintain the financial model, forecasting and projections to help support the hyper-growth direction of the company
    • -Interact with tax advisors to manage all tax and compliance filings for federal, states and international
    • -Manage attestation engagements with GHJ and negotiate additional agreed-upon procedures
    • -Manage and negotiation fees, terms & conditions for SaaS platforms used by the company
  • Neilson Financial Services

    Neilson Financial Services

    Corporate Financial Controller of Accounting & Finance

    Jun 2018 - May 2019

    At Neilson, we help families put financial protection in place for their loved ones with a range of life insurance options. We’ve evolved from our origins in the UK to become an international operation with offices in the USA, Canada, Ireland, the UK and Australia, with our head office based in Berkshire, England. We currently have customer call centers in Berkshire, Kent, Hull and Toronto. We even have an in-house digital marketing agency, Thinkbait, based in Dublin, Ireland.  Having multiple locations worldwide enables Neilson to attract the absolute best people allowing us to achieve our aim of being a leading global provider of life insurance. We are continuing to grow our team at Neilson and we’re keen to speak to you if you are customer focused, team spirited and motivated to succeed. Now that we’re established in the Canadian life insurance market, we look forward to building on our success in Canada and beyond. 

    • Neilson Financial Services is a rapidly growing FinTech company that designs and markets innovative customer-focused life insurance products. The mission is to bring technology, agility, energy, and efficiency to the insurance industry.
    • -Oversee and manage all accounting & finance operations in the US and UK; circa 300 employees in the group and over $80M in annual revenues
    • -Supervise the accounting team month-end activities for US and UK operations, including the group consolidation process
    • -Manage the preparation of month-end and year-end financial statements for group entities in accordance with US GAAP, UK GAAP and IFRS standards
    • -Prepare management reporting packets with analysis commentary and other ad hoc reports for executive management team
    • -Produce operating budgets and monthly sales forecast updates for the CEO
    • -Generate and manage financial models to help support scenario analysis for decision making
    • -Report weekly cash balances for planning and optimization to ensure appropriate cash levels
    • -Oversee the cash management function; approval of invoices and execute check signing & wire approvals
    • -Develop, implement, and maintain appropriate internal controls & financial procedures to ensure legal and regulatory compliance regarding all financial functions.
    • -Interact with tax advisors to manage all tax and compliance filings
    • -Manage audit engagements with KPMG and negotiate additional agree-upon procedures
    • -Mentor and develop a lean finance and accounting teams across US and UK offices, managing work allocations, training, problem resolution, performance evaluation and the foundation for an effective & dynamic team
    • -Inquire, coordinate and implement a cloud-based accounting software to improve efficiency and effectiveness in a paperless environment
  • Patch of Land

    Patch of Land

    SVP, Finance and Corporate Controller

    Apr 2017 - Jun 2018

    Patch Lending (formerly known as Patch of Land) has a legacy as an innovative, progressive Fintech company that was founded on the premise that the JOBS Act of 2012 would create dynamic new opportunities for businesses and ordinary Americans. A start-up created in 2013 with a simple mission to help build wealth and grow communities; Patch was obsessed with challenging the status quo and democratizing access to one of this country’s greatest asset classes. As one of the first real estate Crowdfunding platforms established in the U.S., Patch was intent on making it possible for ordinary Americans to invest in real estate in ways that had previously been limited to only very high-net worth investors.

    • Patch of Land is a real estate marketplace lender that uses proprietary technology and data to provide transparent, scalable, and efficient lending solutions for real estate developers. The Company offers borrowers access to reliable capital for residential and commercial real estate projects, while providing platform investors easy diversification into real estate with low minimums & a best-in-class secured loan structure.
    • -Oversaw all accounting & finance operations in the US; circa 50 employees and over $15M in annual revenues
    • -Lead the accounting and finance team members to ensure long-term project engagement, caliber performance and continuous skill improvements
    • -Maintained a continuous improvement approach to enhance & upgrade the control environment, safeguard assets, and improve the integrity of financial results & efficient functions of the accounting and finance departments
    • -Defined the appropriate levels in finance & accounting as the company grows, while planning and implementing necessary systems to support the company’s financial management, budgeting and reporting requirements
    • -Managed the timely & accurate preparation of financial statements in accordance with U.S. GAAP
    • -Prepared cash flow analysis, income statement forecast & departmental expense budgets
    • -Provided insight into financial information from operations, while working with executive team members to improve cost management and operational results
    • -Generated financial & KPI analysis for presentation to board of director meetings
    • -Provided audit support schedules & explanations to outside auditors during the year-end & interim financial audits
    • -Prepared financial information for due diligence for Series B equity raise
    • -Evaluated & provided guidance to investor relations team members on potential institutional investment buyers for real estate investment instruments
    • -Oversaw the management of the investment credit facility to maximize utilization while minimizing interest expense
  • MD Credit

    MD Credit

    Controller

    May 2015 - Apr 2017

    MD Credit provides affordable and flexible options to finance medical, health, and beauty procedures. Patients and care providers rely on us for exceptional customer service, competitive rates, and responsible payment options. We eliminate third party financing and insurance, allowing your doctor a unique ability to reduce their costs and provide better terms to their patients.

    • MD Credit provides Doctors and Patients a better way to address healthcare payments in an ever-changing and challenging environment. I have been entrusted with the Company’s strategy and business development. I provide oversight and direction of daily business operations, while maintaining accounting & financing functions.
    • -Provided leadership of employees in support of the Company’s overall culture, mission and values
    • -Prepared monthly financial statements and supporting schedules in accordance with U.S. GAAP
    • -Developed, implemented and oversaw the fiduciary duties of accounting and finance functions
    • -Maintained the integrity of existing policies and procedures, while assisting in the implementation of new policies
    • -Created forecasting models for daily business operations to compare both short and long-term business goals
    • -Reviewed key business drivers for operations and provide insightful and actionable data to the CEO
    • -Developed analytical tools to allow the CEO to better understand the state of the business on a bi-weekly basis
    • -Developed, implemented and provided general oversight of the Underwriting, Sales, Marketing and IT departments for daily business operations
    • -Developed, alongside the CEO, a private placement memorandum for capital equity raise events
    • -Created multi-year financial models for operating budgets and private placement memorandums
    • -Improved and restructured pitch decks for potential investors and doctors
    • -Managed professional third-party relationships (i.e. external auditors, tax accountants, compliance consultants, and attorneys)
  • OneLegacy

    OneLegacy

    Consultant - Accounting Manager

    Feb 2014 - Apr 2014

    OneLegacy is the non-profit organization dedicated to saving lives through organ and tissue donation in the seven-county greater Los Angeles area. With more than 200 hospitals, 11 transplant centers and a diverse population of 22 million, OneLegacy is the largest organ and tissue recovery organization in the world.

    • -Identified and implemented improvements in the evaluation and review of program expenditures.
    • -Evaluated the classification of all expenditures for various programs run by the organization.
    • -Provided suggestions to the accounting and finance team regarding program expenditures and efficient fundraising methods.
  • SingerLewak LLP

    SingerLewak LLP

    In-Charge Senior Auditor

    Apr 2013 - Nov 2013

    SingerLewak has a 60-year history of serving clients as one of the leading West Coast based public accounting firms; SingerLewak understands the needs of business owners and finance professionals. We work proactively to deliver a meaningful, value-added experience with customized solutions in accounting, advisory and tax services while also ensuring that we anticipate the needs of our clients by regular communication, strong relationships and being flexible to shifting deadlines. Times have changed and we have adjusted the way that we do business. We understand market shifts, business nuances and the need to quickly adjust. Whether you are raising money through traditional bank loans, mezzanine capital, private equity or raising capital through an initial public offering, we have the experience and the relationships to help you through the process. Our values and mission are to always put our client relationships first – we understand the value of good counsel and of working with someone who knows both you and your business. SingerLewak has maintained a strong reputation for excellence and continues to demonstrate renowned industry leadership; consistently recognized over the years nationally as a top accounting firm by Accounting Today. We currently have offices located in 6 states: California, Colorado, Georgia, Nevada, Oregon, and Texas with additional reach to international entities and individuals.

    • -Performed audit for clients in various industries, including Music Entertainment, Private Equity, Film Entertainment, Television Production/Programming and Start-Up Ventures ($1 million to $35 million in revenues).
    • -Managed, as in-charge, budgeting, planning, performance, preparation and issuance of audited financial statements in accordance with generally accepted accounting principles (GAAP).
    • -Performed internal control walkthroughs and analysis; provided management with written evaluations of process improvements and best business practices.
    • -Interacted with senior management and key personnel to build and maintain ongoing business relationships by utilizing strong strategic perspective, good business judgment, creative thinking and problem solving expertise.
    • -Managed and delegated responsibilities to audit team members during engagements; performed detailed review of work papers prepared by audit associates.
    • -Evaluated and assisted management in the preparation of SEC filings of annual Form 10-K for smaller reporting company, Form 8-K for various announcements, and quarterly Form 10-Q.
    • -Evaluated complex transactions performed by Management: ASC 805 “Business Combinations”, ASC 350 “Goodwill and Other Intangibles”, ASC 718 “Stock Compensation”, ASC 470-20 “Accounting for Convertible Instruments”, ASC 815-40 “Contracts in Entity’s Own Equity”, and ASC 815-40-25 “Conventional Convertible Debt”.
    • -Performed in-house interviews with potential audit associates.
  • Green Hasson Janks

    Green Hasson Janks

    Senior Auditor

    Aug 2011 - Dec 2012

    GHJ is a national advisory and accounting firm with employees in more than 25 states and clients around the world. Our team of experts meet clients where they are and provide personalized service for nonprofit, food and beverage, entertainment and media and health and wellness companies. Ranked as a Top-100 Firm, 7th Fastest-Growing Firm and Top Regional Leader in the West by Accounting Today, GHJ is passionate about helping clients and its people #BeMore by focusing on building thriving businesses and creating a better future. Through its affiliation with HLB International, a global network of independent professional accounting firms and business advisers, GHJ is able to partner with other top firms around the world. GHJ’s audit, tax and advisory teams leverage the HLB network to partner with its clients and give clients access to member firms in over 157 countries across the globe. GHJ has 21 partners and more than 200 staff members, who serve thousands of clients. The Firm is also a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), the California Society of CPAs and the California Association of Nonprofits (CalNonprofit).

    • -Performed audit and other attestation services (i.e. review, compilation, agreed-upon procedures, 401(k), 403(b)) for clients in various industries, including Aerospace Metals Recycling, Waste Disposal, Health Services, Private Equity, Medical Manufacturing, and Debt Management & Recovery ($10 million to $750 million in revenues).
    • -Managed, as in-charge, budgeting, planning, performance, preparation and issuance of audited financial statements in accordance with generally accepted accounting principles (GAAP).
    • -Performed internal control walkthroughs and analysis; provided management with written evaluations of process improvements and best business practices.
    • -Interacted with senior management and key personnel to build and maintain ongoing business relationships by utilizing strong strategic perspective, good business judgment, creative thinking and problem solving expertise.
    • -Performed preliminary and final analytics of financial statements for partner presentation.
    • -Supervised and delegated responsibilities to audit team members during engagements; performed detailed review of work papers prepared by staff auditors.
    • -Provided ongoing training, mentoring and evaluation of staff auditors; performed in-office interviews of both new and experienced hires; organized the on-campus recruiting efforts for the University of California, Santa Barbara.
    • -Created and presented the template engagement binder for 401(k) and 403(b) engagements to the audit department.
    • -Performed staff trainings for various financial transactions.
  • Bartlett, Pringle & Wolf, LLP

    Bartlett, Pringle & Wolf, LLP

    Senior Audit Accountant

    Nov 2006 - Jul 2011

    With our full suite of services, distinguished expertise and genuine hospitality, you will receive unparalleled value in your experience with Bartlett, Pringle & Wolf, LLP (BPW). Our accountants and consultants are committed to providing you with creative solutions and strategic advice to help you achieve your goals. BPW is the Central Coast's leading accounting and consulting firm offering you and your business a collection of premium financial services. We are a mid-sized firm with 50+ team members, including over half who are certified in public accounting. With a strong commitment to our clients' success, we believe that the greatest reward is to see our clients succeed. If you would like to stay apprised of new tax laws and accounting standards, ways to reduce your tax bill and how to plan for your financial future, please visit our website at www.bpw.com to sign-up for our monthly newsletter. We look forward to helping you succeed. BPW offers the following financial services: • Tax Planning & Compliance • Audit & Assurance • Estate Planning • Cost Segregation • Business Consulting • Litigation Support • ERP & CRM Software • Bookkeeping

    • -Performed audit and other attestation services (i.e. review, compilation, agreed-upon procedures, 401(k), 403(b)) for clients in various industries, including Healthcare, Biotech, Manufacturing, Software, Waste Disposal, and Textile Rental ($10 million to $500 million in revenues).
    • -Assisted in the preparation of engagement budgets, risk assessments, staff assignments, and audited financial statements in accordance with generally accepted accounting principles (GAAP).
    • -Performed and evaluated internal control environments to identify compliance of policies and procedures; provided written evaluations for process improvements and best business practices to senior management.
    • -Collaborated with senior management and key personnel to build and maintain ongoing business relationship by utilizing strong interpersonal and communication skills.
    • -Managed and supervised engagement team in order to effectively and efficiently perform attestation services.
    • -Maintained professional and technical expertise through McGladrey & Pullen conferences and webinars.
    • -Provided on-the-job training and guidance for staff auditors.
  • AGIA

    AGIA

    Staff Accountant

    May 2006 - Nov 2006

    We’re inspired by organizations with a passion for their mission, and a commitment to their members. For more than 60 years, we have served as the insurance and member benefits marketing and administration partner to some of the largest and most iconic associations and organizations in the country. Working together with discipline, science, and creativity, we craft affinity benefit programs that help members protect what they value most. Delivered the way members expect—online, mobile, wireless, secure. We customize benefits to meet changing needs. Personalize offers for the right member at the right time. Support it with exceptional branded customer service. Deepening the relationship at every touchpoint.

    • -Great Plains G/L System:
    • -Preparation of Closing Procedures
    • -Month-end Bank Reconciliations
    • -Month-end closing of Accounts Payable
    • -Adjust for Sales Receipts and Accounts Receivable
    • -Analysis of Asset and Liabilities Accounts

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