• Looking For: Permanent
  • Years of Experience: 11
  • Expertise: Strategic financial & operational planning


Relevant Skills

Managing the accounting department Setting up internal accounting SOPs Preparing/reviewing all cannabis-related tax compliance reporting

Expertise Summary

  • Serena, CPA, is instrumental in strategic financial & operational planning for 20+ retail stores for a retail cannabis company specializing in social equity.
    • She previously worked for a $50M privately held vertically integrated cannabis company where she managed the accounting department for 5 retail stores as well as 2 cultivation facilities, setting up all of their internal accounting standard operating procedures.
  • Serena oversaw investor relations, K-1 and 1065 reporting, quarterly yield calculations, and prepared/reviewed all cannabis-related tax compliance reporting.
  • One of Serena’s key accomplishments is the successful sale of a cultivation and retail facility to a Canadian cannabis company for $19M.
  • While at a publicly traded natural extraction company, Serena provided leadership and guidance to the financial teams and 7 affiliate locations while successfully navigating the IPO process.
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