Controller

• Own the monthly, quarterly, and annual close.
• Build an efficient, repeatable monthly close process focused on a timely, predictable cadence that meets sponsor and lender expectations.
• Reconcile franchisor-controlled membership billing to the general ledger and validate deferred / recurring membership revenue.
• Prepare accurate, GAAP-compliant financial statements, ensuring consistency across multiple legal entities, clubs, and business units.
• Drive execution of Sage Intacct migration, including chart-of-accounts design, dimensional reporting, testing, data migration and cutover.
• Lead the transition from cash-basis to full accrual accounting.
• Stand up scalable, repeatable processes that support rapid new-club onboarding.
• Lead automation of AP, AR, and reconciliations to reduce manual work and outsourced-firm reliance.
• Integrate source systems (ABC Fitness billing, Paylocity payroll, Ramp) into the accounting stack as needed.
• Design and document internal controls across cash handling, purchasing, and membership revenue recognition.
• Ensure regulatory compliance (sales/use tax, property tax, and other state/local requirements) across all club locations.
• Conduct periodic self-audits to proactively identify risks and gaps.
• Initiate and control wires for new-club real estate/build costs, capital investments, and tax payments.
• Optimize working capital, balancing payables, receivables, and capital expenditure needs across an active build pipeline.
• Own fixed-asset accounting and construction-in-progress (CIP) tracking across the new-build pipeline.
• Track and report unit-level capital deployment against budget.

Controller managing accounting operations for Crunch Fitness.

Controller managing accounting operations for a private-equity-backed Crunch Fitness platform. Leading financial systems improvement and supporting new-club expansion.

• Responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations
• Prepare and creation of journal entries, account reconciliations and communicating financial statement results to management
• Prepare quarterly regulatory filings and annual financial statements

Senior Accountant managing financial reporting for Fidelity's Wealth and Brokerage organizations

Senior Accountant, Brokerage Accounting – Controllership

Senior Accountant managing financial reporting activities for Fidelity's Wealth and Brokerage organizations. Preparing journal entries, account reconciliations, and regulatory filings.

• key member of the team responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations
• process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results
• month-end close activities including preparation and creation of journal entries, account reconciliations and communicating financial statement results to management
• prepare quarterly regulatory filings and annual financial statements
• enhancing reporting packages and current processes to create efficiencies where possible
• participating in the development and completion of special projects as assigned

Senior Accountant on the Brokerage Corporate Accounting Team at Fidelity

Senior Accountant on the Brokerage Corporate Accounting Team responsible for accounting and financial reporting activities. Collaborating with finance and improving processes at Fidelity Wealth and Brokerage organizations.

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Controller

Senior Accountant, Brokerage Accounting – Controllership

Senior Accountant, Brokerage Accounting – Controllership