Denise C.

⭐⭐⭐⭐⭐ "Denise is the type of teammate you want to hire full-time. She is the consummate professional, has a high attention to detail, takes ownership, and delivers with the utmost commitment to excellence. I can’t wait to work with her again." - Cynthia B. ________________________________________________________________________ 𝗯𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 Operations Engineer with an MBA in Finance and Financial Management and advanced certifications in Operations Management, International Business, and Microeconomics. Deep expertise across financial planning, tax strategy, compliance, and full-scale operational leadership for businesses of all sizes. Builds scalable financial systems, designs compliant workflows, and delivers data-driven insight that connects day-to-day execution to long-term growth. Equally comfortable managing P&L oversight and cash flow projections as redesigning onboarding processes, building SOPs, and coordinating cross-functional teams. Turns disorganized finances and fragmented operations into clear, compliant, and measurable systems that business owners can actually trust. 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 ⚙️ Financial Planning & Analysis: Build and manage budgets, forecasts, and cash flow models; conduct variance analysis and P&L reviews; identify margin opportunities and cost reduction strategies to support sound decision-making and sustainable growth. ⚙️ Tax, Compliance & Entity Formation: Prepare and file federal and state tax returns; advise on U.S. and international tax obligations including 1031 exchanges, withholding, and depreciation; ensure full IRS compliance; handle ITIN acquisition and EIN registration; form LLCs, corporations, and privacy-focused entities for domestic and international clients. ⚙️ Outsourced CFO & Financial Leadership: Step into contract-based CFO and financial management roles; align fiscal strategy with evolving business goals; conduct liability and investment risk reviews; deliver executive-level financial oversight without the full-time overhead. ⚙️ Bookkeeping & Financial Operations: Manage accounts payable/receivable, reconciliation, revenue recognition, and expense categorization; prepare financial statements (balance sheet, income statement, cash flow); support invoice verification, audit readiness, and compliance tracking. ⚙️ Workflow & Operations Engineering: Map, instrument, and optimize end-to-end processes; remove failure modes and bottlenecks; formalize SOPs with measurable KPIs and SLAs; redesign onboarding, fulfillment, and service delivery workflows for efficiency and repeatability. ⚙️ Data, Reporting & Performance: Build performance dashboards, executive presentations, and KPI tracking systems; conduct trend analysis; produce pivot tables, charts, and cost-benefit overviews that translate raw data into strategic action. ⚙️ Cross-Functional Delivery: Lead multi-department initiatives across remote and hybrid teams; align operations, finance, HR, and vendor partners; manage project milestones, resource allocation, budgets, and change control from planning through delivery. ⚙️ Supply Chain & Logistics: Oversee procurement, vendor management, inventory control, warehouse coordination, and carrier operations; manage crew scheduling, materials tracking, and job progress monitoring; optimize fulfillment cycles and reduce cost-to-serve. --- Financial Tools: QuickBooks, EXACT Online, Zoho (Creator, Sign, Invoice & Billing), Square Payments, FreshBooks Analytics & Reporting: Microsoft Excel (advanced), Tableau, Power BI, dashboarding, pivot tables, forecasting, cost modeling, financial statement preparation Project & Operations Platforms: GoHighLevel, SmartMoving, Motive, Monday, Asana, Trello, ClickUp, Jira, SAP Productivity & Design: Google Workspace, Microsoft 365, Canva, ThriveCart, HeyFlow, Lead Prosper, Zapier, Make Operations: Project Management, Business Operations, Logistics Management, Inventory Management, SOP Development, Process Improvement, Crew & Resource Coordination Whether you need tax preparation, business formation, a complete operational overhaul, or simply someone who can step in and make things run the way they should, I bring the same precision, transparency, and commitment to every engagement. If your business needs structure, strategy, and someone who has actually done the work, let's talk. --- Keywords: Operations Engineer, Operations and Finance Manager, Financial Planning and Analysis, FP&A, Budgeting and Forecasting, Cash Flow Management, P&L Oversight, Variance Analysis, Cost Reduction, Tax Preparation, Tax Filing, IRS Compliance, International Tax, 1031 Exchange, ITIN Acquisition, EIN Registration, U.S. Business Formation, LLC Formation, Corporation Formation, Entity Structuring, Outsourced CFO, Fractional CFO, Financial Leadership, Bookkeeping, Accounts Payable, Accounts Receivable, Reconciliation