Where I started

My career began in fund accounting at NorthStar Financial Services Group, working on more than 15 domestic and international mutual funds. The work was daily NAV calculations, multi-currency and foreign exchange accounting, and reconciling security pricing across equities, bonds, and derivatives. Fund accounting is unforgiving in a specific way: the NAV strikes every day whether or not your reconciliation is clean, so you learn quickly that a process which only works when nothing goes wrong is not a process.

From there I moved into healthcare services accounting at Patient Care Network, running full-cycle bookkeeping, reconciliations, accounts payable, and payroll for more than 50 employees, and then to Weight Watchers International, where I managed month-end close for the Marketing and Licensing divisions of a global company. That role was my introduction to close at scale: complex accruals, prepaid and amortization schedules under GAAP, and variance analysis delivered to senior finance leadership on a deadline that did not move.

Building a finance function, and a business

In 2021 I took on two things at once. At Island Premium Medical Equipment, a durable medical equipment startup, I built the finance function from the ground up. There were no policies, no procedures, and no internal controls when I arrived. I wrote them, aligned them to Medicare standards and GAAP, and put controls in place that supported passing regulatory audits and maintaining accreditation. Along the way I found expense reductions that improved operating margin by 15% and tightened billing and receivables enough to cut Days Sales Outstanding by 20%.

At the same time I founded Sunny Day Bookkeeping, Inc., a remote accounting and bookkeeping consultancy. It grew to more than 20 small business clients across a range of industries, with a distributed team of bookkeepers and payroll specialists, and it ran until 2025. Running it taught me the part of accounting that does not show up in a corporate role: what it is like to be the owner who does not have a finance team, who needs to know whether the month was good or bad without waiting three weeks to find out.

Leading accounting today

Since December 2022 I have been Manager of Accounting at StoreBound, LLC. I supervise a team of four accountants and own the month-end and year-end close, US GAAP financial statements, ASC 606 contract review, cost accounting including standard costing and margin analysis, inventory valuation, and the annual budget and rolling forecasts. I design, document, and maintain SOX-compliant internal controls over financial reporting, and I am the primary point of contact for the annual external financial statement audit, which has come back with zero findings.

The company sells across manufacturing, e-commerce, retail, wholesale, and direct to consumer channels, which makes the accounting genuinely interesting. The same product moves through several channels with different economics, and margin analysis is only as reliable as the standard costs and inventory valuation underneath it.

Learning to build

The automation work started because of a specific frustration. A close has a long sequence of tasks, and the knowledge about how each one works tends to sit with whoever normally performs it. When that person is out, the close slows down or the task gets done a little differently than last month. A static checklist does not fix this, because it records what has to happen and not how.

So I built a close checklist where every task links directly to its SOP. Anyone on the team can pick up a task they have never done and complete it correctly by following the procedure attached to it. That one change did more for the reliability of our close than any amount of reminding people to document their work.

Once that worked, the rest followed: KPI dashboards for AP, AR, and inventory so problems surface during the period rather than during the close, automations for bank reconciliations and accounts payable, and NetSuite workflow enhancements. I taught myself to build these, working in Claude, ChatGPT, and Codex, with n8n for workflow automation and Supabase and Next.js when something needs to be a real application.

I am not a software engineer and I do not claim to be one. I am an accountant who can build the tool instead of filing a request for it, and who knows which parts of a process must stay under human control because I am the one who has to defend them to an auditor.

Hawk Eye AI

That same instinct led to Hawk Eye AI, the automation agency I founded and run. Small businesses lose a startling amount of work to things that are nobody’s fault: a call that came in while everyone was busy, a follow-up that did not happen because the next morning got away from them. Those are solvable problems, and solving them does not require anyone to work harder. You can read more on the Hawk Eye AI page.

Education and credentials

  • Master of Science in Accounting, Southern New Hampshire University, 2021
  • Bachelor of Business Administration, Management & Leadership, Dowling College (Oakdale, NY), 2015

The full role by role history, with dates and responsibilities, is on the career page. What I work on day to day is split across accounting and finance automation, and the things I have built are written up under projects.