Hi, i'm valerie.
I am a seasoned financial professional and CPA with over 10 years of experience in the profit and non-profit sectors, with businesses of all sizes from multinational corporations to sole proprietorships.
Whether I am employed by a large business or operating as an independent contractor, all businesses I interact are my clients whom I serve. I take a personal, collaborative approach in my work, aiming to understand how my client's business work and what they are looking to achieve.
Then I work to ensure their business performance is being accurately recorded through improved processes, and in a way that facilitates effective decision making.
I aim to take the fear of numbers and turn it into a tool of empowerment. Working with me, people can expect and enthusiastic, intuitive strategic partner with a can-do attitude.
Certified Public Accountant
Nova Southeastern University, Davie, FL
Master of Accountancy (2015)
Master of Business Administration, Entrepreneurship (2011)
Bachelor of Science in Biology, Minor in Psychology (2008)
Experience with various ERPs (Peoplesoft, Banner, JDE, Flex), proficiency in Microsoft Excel including pivot tables, fixed assets management, strategic thinking, data analysis, accounting research, problem solving.
Dec 2018 – present
Bureau Veritas Holdings, Fort Lauderdale, FL
Managed monthly closing process of 16 companies and maintained accurate consolidated general ledger balances
of all Bureau Veritas North American operations.
Analyzed the monthly agings of WIP, deferred revenues and bad debt provisions; assisted in the preparation of
sales and accounts receivables metrics.
Produced financial reports, analyses and processes in support of financial transactions and in accordance with
internal controls; reviewed consolidated balance sheets and income statements for discrepancies.
Prepared audit schedules for various external auditors and acted as liaison between the SSC Finance team and
Calculated the annual overhead rates in accordance with the Federal Acquisition Regulation (FAR) and served as
the point of contact for all governmental agency financial reviews across various states.
Nov 2015 – Nov 2018
Baptist Health South Florida, Miami, FL
Participated in the closing process, including the preparation of journal entries, intercompany transactions,
supporting schedules and account reconciliations.
Worked closely with cost accounting and internal auditing to analyze and reconcile accounts.
Prepared a variety of finance and administrative reports, and collaborated with over 30 departments to ensure
tracking and auditing over $140 million in assets.
May 2008 – Oct 2015
Nova Southeastern University, Fort Lauderdale, FL
Compiled monthly consolidated cash flow schedules, rollforwards, subledger reports and other ad hoc reports for
clinical ops managers, financial managers and external auditors.
Reviewed department-, entity- and company-wide income statements and balance sheet statements for material
variances in the asset and expense accounts.
Managed $2.3 billion in assets across several hospital and corporate entities in accordance with GAAP; assumed
primary responsibility for the capitalization of the $500M Miami Cancer Institute.
Contributed to the maintenance of the capital budget system and monitoring of proper use of capital funds.
Created multiple job aids and actively trained other team members.
Who else have you worked with?
Nova Southeastern University, Baptist Health South Florida, Jack & Jill Childrens Center, Bureau Veritas, Witchcraft Branding, JDSolveIt, Courageous Kitchen
What can you offer me?
Accounting and financial services with a focus on long-term SUSTAINABLE growth and process improvement, to include financial reporting and anaylsis, general accounting and monthly closing, project accounting (revenue and expense tracking), fixed assets managment, and small business taxes.
Who are my services for?
Business of all sizes in the profit and non-profit sector, freelancers
Are you affiliated with any notable organizations?
FL Licensed CPA, NBMBAA, Habitat for Humanity, BME
If you are a business owner and do not know Valerie, you better get familiar.
In all the years that I have known her while pursuing our MBA's and subsequent affiliations in member organizations, I have witnessed numerous projects that Valerie has engaged in where she was instrumental in improving processes or providing value-driven management.
Her greatest strengths are an uncanny ability for attention to detail and her precision-like approach to tackling issues no matter the size and/or scope. She’s a proven leader and knows how to get results. As a team member or a leader, Valerie earns my highest recommendation."
Elizee Milhomme, NYLIFE Securities
"If I could describe the experience of working with Valarie it would be RELIEF. It's been so hard to find a financial advisor and CPA who is both knowledgeable and approachable and Valerie is it! She was referred and lived up to the hype as somebody who took my financial and accounting worries and patiently answered all my questions while encouraging me that I could take control of my finances without worry or stress.
Before working with Valerie, most "financial advisors" I had spoken with turned out to not have any true work experience or knowledge at all when it came to small business and entrepreneurship.
Valerie is the real deal. You can tell accounting is her passion and is a professional. She also doesn't have the typical grumpy attitude you associate with CPAs.
Truly a pleasure to work with. Valerie gave me a solid plan for how to handle my taxes in the new year and that is invaluable. She wrote a 4-page document with a financial assessment and plan AND made a spreadsheet I could use to track my expenses.
These are tools that I appreciate so much!"
Enid Nolasco, Witchcraft Branding
"Wearing all hats in my business impacted growing my business. Having Valerie working on and validating my financials proved to be a big gain in allowing me to focus more on delivering solutions as originally intended when I started the business."
Joe Delima, JDSolveIt
I respond in 24 hours or less.