Idana M.

Managing Consultant

Oceanview Consulting Group • Self-employed

Oct 2024 - Present • 2 yrs

Providing accounting, finance, and business consulting for small and mid-sized businesses, with a focus on financial cleanup, reporting, process improvement, systems optimization, and stronger financial operations. Work includes general ledger review, journal entries, reconciliations, chart of accounts restructuring, reclassifications, month-end and year-end readiness, financial statement preparation and review, cash management, budgeting, forecasting, variance analysis, and management reporting. Projects may also involve cleanup and catch-up accounting, workflow and process improvements, financial systems review, accounting structure redesign, data organization, and analytical support to improve visibility and decision-making. Oceanview Consulting Group works with clients who need more than basic transaction processing. The goal is to bring structure, accuracy, and clarity to financial information so owners and managers can better understand what is happening in the business, identify issues, and make more informed decisions. Engagements are tailored to each client’s needs and may range from focused cleanup and reporting projects to broader accounting, financial, operational, and analytical support.

Senior Accounting and Finance Consultant

Addison Group • Full-time

Mar 2022 - Jan 2026 • 3 yrs 10 mos

Provided senior-level accounting and finance support across multiple client assignments, including expanded interim-controller responsibilities. Managed multi-entity month-end close, high-volume journal entries, balance sheet reconciliations, treasury and cash management, financial reporting, revenue recognition, inventory accounting, budgeting, forecasting, and variance analysis. Strengthened A/P, A/R, purchasing, close, and reporting workflows; improved workpapers and controls; supported audit readiness; and guided accounting staff through process and systems improvements. Also reviewed and approved journal entries and BlackLine reconciliations, supported ERP-to-Salesforce reconciliations, and managed full-cycle close and reporting for multiple entities.

Director of Finance — Accounting and Finance Leadership

Ramji Law Group • Full-time

Nov 2023 - Sep 2024 • 10 mos

Directed accounting and finance operations for a personal injury law firm, providing financial leadership across reporting, cash management, reconciliations, budgeting, forecasting, internal controls, and day-to-day accounting processes. Managed general ledger activity, journal entries, account reconciliations, financial reporting, cash flow oversight, and client-related financial activity, including client advances. Reviewed financial information for accuracy, resolved accounting issues, and helped strengthen the reliability and organization of the firm’s financial records. Supported budgeting, forecasting, and management reporting to improve visibility into financial performance and operating needs. Worked closely with leadership to provide clear financial information for decision-making and to address issues affecting cash flow, expenses, and overall financial operations. Improved accounting procedures, workflows, documentation, and internal controls to create stronger processes and more consistent reporting. Also helped coordinate accounting activities across related operational functions and supported broader business administration needs as required. The role required both hands-on accounting expertise and the ability to step back, evaluate the financial picture, identify gaps, and recommend practical improvements.