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bookendcpas

Chris L

@bookendcpas

Fractional Controller and Bookkeeping

Stati Uniti
Inglese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
I am a finance leader with over 15 years of experience building strategies to support business goals and drive efficiencies. I specialize in accounting process design, ERP implementation, and scaling startups through hypergrowth. I have extensive knowledge of GAAP and IFRS, with a collaborative leadership style focused on coaching and empowering my team members into future leaders.... Continua a leggere

Competenze

b
bookendcpas
Chris L
offline • 

Consulta i miei servizi

Contabilità
I will build scalable accounting, reporting, and close processes

Esperienza lavorativa

Ocorian

Finance Director

Ocorian • Full time

Nov 2025 - Present10 mos

As a Finance Director, my role is responsible for region wide financial control (incl audit), cash management, financial analysis and working with the US leadership team in driving efficiencies and the strategic direction of the Americas business. Reporting directly to the Global FD, I oversee the day-to-day finance needs for the region working closely with the Capability Team in Mauritius and the FP&A business partners to deliver a quality finance service to Ocorian business. My role assists with the Group's financial reporting to ensure management accounts, budgets, forecasts and associated KPIs and financial analysis are complete, accurate and provided on a timely basis and also supports the Client Accounting team as required with ad-hoc tasks as the customer base grows.

Tapcheck

Controller

Tapcheck • Full time

Dec 2023 - Oct 20251 yr 10 mos

Served as Controller for a high-growth Fintech Earned Wage Access provider, taking full ownership of the accounting function during a period of rapid expansion from $10M to $50M in revenue. Built and scaled a team of 4 direct reports and 3 offshore consultants, while driving a complete overhaul of the month-end close process, management reporting, and cross-department financial communication. Led the company's inaugural external audit, implemented Workday Financials from the ground up, and secured $200M in debt financing through a structured Line of Credit with a major capital partner. Established SOPs across all accounting functions, built out enterprise-level cash flow forecasting, and oversaw the rollout of Ramp expense management — leaving the organization with a scalable, audit-ready financial infrastructure.

Grassroots_Cannabis

VP of Finance / Controller

Grassroots Cannabis • Full time

May 2019 - Jan 20233 yrs 8 mos

Managed comprehensive accounting and treasury functions for 12 legal entities across the Central Region, overseeing approximately $440M in revenue at peak. Joined during an early stage of the company's growth and built core components of the finance function from the ground up, scaling the team from 4 to 11 direct reports and developing multiple staff members into manager-level roles. Navigated the complexity of a highly regulated, multi-state cannabis operation — managing Sales, Excise, Municipal, Mercantile, and Cannabis Tax obligations across 8 states, 6 manufacturing facilities, and 51 retail sites. Led ERP migration from QuickBooks to Microsoft Dynamics, implemented BlackLine for account reconciliations, drove month-end close from 15 days to 5 through automation and process discipline, and implemented ASC 842 lease accounting across all site locations.