*********@*****.***
linkedin.com/in/sara-hawk-cpa
Dallas-Fort Worth
Sara Hawk, CPA
Skilled CPA and controller with background in managerial and financial accounting specializing in small to midsize businesses with diversified experience including financial reporting, month end close, budgets, forecasting, special projects, family office and schedules for third-party users. Key skills and competencies in the following areas:
Director of Finance/Controller SEC Reporting Staff Supervision & Training
Shared Service Experience General Ledger Close Auditor Liaison
Corporate Reporting Multi-Entity Accounting Odoo (ERP)
Forecasting/Budgeting Family Office Quickbooks Online
EXPERIENCE:
Career Break – Taking care of family. 08/23 - present
Office Interiors Group – Director of Finance 01/20 – 08/23
OIG is a $22 million provider of complete and sustainable office solutions including new and preowned of
office furnishings, furniture liquidations and relocation services. Responsible for all accounting including financial reporting and general ledger month end close. Prepared all compliance reporting and performed due diligence for acquisitions. Implemented budgeting, cash flow forecasting and job costing. Transitioned OIG from legacy accounting software (Profit) to Odoo 5/23. Responsible for 6 entities with shared ownership.
United Electronic Recycling – Director of Finance 01/20 – 08/23
UER is a $7.5 million environmentally responsible electronic waste service provider. Review of all accounting processes, financial reporting and 1099’s. Implemented monthly leadership financial statement review. Trained accounting personnel. Part of the six entities with shared ownership.
United Auction Group – Director of Finance 01/20 – 08/23
UAG is a $1 million online and in-person auction platform specializing in furniture and restaurant equipment liquidations. Review of all accounting processes and financial reporting. Trained accounting personnel. Part of the six entities with shared ownership.
United Real Estate DFW Properties – Director of Finance 01/20 – 08/23
$200,000 real estate and auction franchise specializing in urban and metropolitan markets with a fixed or
flat fee model. Review of all accounting processes, financial reporting and 1099’s. Part of the six entities with shared ownership.
United Country Real Estate FW – Director of Finance 01/20 – 08/23
$100,000 real estate and auction franchise specializing in lifestyle / rural areas and land with a fixed or
flat fee model. Review of all accounting processes, financial reporting and 1099’s. Part of the six entities with shared ownership.
Vino Coterie - Director of Finance 01/20 – 08/23
Vino Coterie is a $100,000 purveyor of curated memberships of regular wine shipments and wine tasting experiences. Review of all accounting processes, financial and TABC reporting. Trained accounting personnel. Part of the six entities with shared ownership.
Kozad Properties, Ltd. / Kozelsky Family – Controller 03/06 – 01/21
Family office with a real estate holding company, extensive royalty income, household staff and a red dirt country and western band.
SFMG Wealth Advisors – Controller 03/06 – 12/19
Texas based independent Registered Investment Advisor with a fee-only compensation model with 1.5 billion in Assets Under Management (AUM). Responsible for managing all accounting functions in this rapidly expanding environment ensuring that all income and expenses are accurately allocated to specific partners. SFMG quadrupled in AUM and employee count during my tenure.
EDUCATION: Baylor University, Waco Texas
Hankamer School of Business
Bachelor of Business in Accounting / Computer Information Systems
National Merit Commended Scholar