A highly qualified CPA, Sarah’s 15+ years of accounting, audit and process improvement experience comes from serving as a senior audit associate at a top-10 global public accounting firm and as a controller and director of finance in the private sector. Achieving high honors as a University Scholar and summa cum laude graduate, she brings strong leadership skills and successful, efficient solutions to her client’s projects.
Sarah has a thorough understanding of all phases of the audit engagement process and can assist with audit preparation, act as a liaison between internal personnel and external auditors, including international audit teams, and participate in audit committee meetings. She has experience with Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), Sarbanes-Oxley (SOX) Section 404 compliance, and complex accounting standards such as ASC606 for revenue recognition.
As a process improvement innovator, Sarah has developed comprehensive month-end closing procedures to reduce inconsistent and lengthy close processes to short and consistent accounting cycles. She has also established accurate forecasting methodologies, created templates for effective budget tracking and profit projections, and implemented automated tools for expense reporting. She is comfortable working in fast-growing organizations and managing accounting personnel while overseeing the periodic close process and related accounting functions, including accounts receivable, accounts payable and payroll.
Utilizing her strong research skills and technical expertise, Sarah has supported the due diligence for a private equity sale, followed by the immediate acquisition of a subsidiary. She has led the successful post-merger integration of separate finance departments and the implementation of general ledger systems into one, and she is familiar with Salesforce, Sage Intacct, and QuickBooks software.
Sarah capably interacts with executive leadership and senior management as she provides timely information for decision-making purposes by designing and presenting custom financial reports and relevant metrics. She collaborates well with external business partners, such as bankers, tax accountants and insurance brokers, to ensure regulatory and debt covenant compliance. An innovative, committed team player with excellent communication skills, clients value Sarah’s extensive knowledge, hands-on experience, and ability to liaise with stakeholders to meet their goals and expectations.
Consultant + Quality Control Coordinator for Outsourced Accounting
Advertising, Employee Benefit Plans, Healthcare, Insurance, Manufacturing, Marketing, Nonprofit, Professional Services, Software
What was your first job?
I worked as a receptionist at a hair salon in high school. Even back then, I was balancing the books!
Are there any causes you like to support?
Operation Smile is an important organization to my family and me. My son and I were both born with cleft lips and palates. We were fortunate to have excellent surgeons repair our clefts with little impact on our daily lives. Operation Smile performs these life-saving surgeries in countries with limited access to hospitals and surgeons.
Do you have a favorite book?
I have loved the Harry Potter series since college. My daughter is now a big fan, and we enjoy reading these books together.