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.
