Professional Summary
Finance professional with 5+ years managing 750+ SMB accounts, specializing in AI-driven accounting automation. Reduced AR by 92% and implemented workflows processing 500+ transactions weekly.
Core Competencies
Systems: QuickBooks Online ProAdvisor • NetSuite • Excel • Zapier • ChatGPT/Claude/Grok APIs
Compliance: PTIN • GAAP • Multi-state Payroll/Sales Tax • CAF #0316-13370R
Professional Experience
Remote Accountant & Billing Manager
Virtual Finance – NYC, NY | 2020 – Present
- Manage 750+ SMB clients ($50M+ revenue) across 40+ QuickBooks files
- Built AI invoice processing automation reducing manual entry by 75% (ChatGPT/Zapier)
- Created payroll exception detection system improving accuracy from 85% to 97% (Claude)
- Automated expense categorization processing 500+ weekly transactions at 91% accuracy (Grok)
- File 200+ tax returns annually with 100% compliance rate
Remote Accountant
LemonBrew Technologies – Charlotte, NC | 2020
- Managed $2M+ escrow transactions and multi-entity reconciliations
- Reduced month-end close from 5 days to 2 days through automation
Accounting Consultant
Nomad Health – NYC, NY | 2019-2020
- Built billing process for WeWork location, managed $500K+ monthly payroll
- Automated invoice processing reducing errors by 60%
Business Office Manager
Delta Healthcare – FL | 2017-2018
- Reduced AR by 92% managing 400+ accounts ($1.2M+ volume)
- Supervised 8-person team handling Medicaid/insurance billing
Key Achievements
- AI Pioneer: First to implement ChatGPT/Claude workflows, saving 20+ hours weekly
- Scale Expert: Managed 10x client growth (75→750) while maintaining quality
- Automation Leader: Built 6 AI-powered workflows processing 500+ transactions weekly
Education
B.A. Business Administration | Colorado College
