Terada Financial Solutions
Executive Level Finance and Accounting
Who We Are
Terada Financial Solutions is fronted by Terri Shams, a dynamic executive professional with over 20 years of progressive experience.
​
Her professional experience includes demonstrated partnerships with organizations who pride themselves on the highest quality of product and service to their clients, customers and partners, such as The Walt Disney Company, PricewaterhouseCoopers, Caruso Affiliated Holdings and RGP (formerly Resources Global Professionals).
​
A graduate from The University of California, Santa Barbara and a certified public accountant, Terri is a proven leader with both public and private company experience in accounting, finance, human resources, payroll, risk management and administration.
Services
Expertise. Integrity. Precision.
Financial Reporting
Accounting
Accurate books and records are essential to running a successful business. General ledger set up and customization, develop comprehensive transaction flow, enter transactions and reconcile accounts for effective cash management and reporting.
Create customized management reporting from financial data for multiple views of business efficiency. Consolidation of business units and subsidiaries with elimination of intercompany transactions. Compilations and financial reports to ensure compliance reporting. Preparation of schedules, reports and materials for external audits.
Budget - Forecast, Planning & Analysis
Develop metrics and models to create an annual and multi-year budget. Analyze and review market trends and historical data to better forecast business needs.
Review and assess current business process and transaction flow. Develop and recommend cost-effective solutions for added efficiencies and internal controls to protect the assets of your enterprise.
Business Process & Internal Controls
Contact Me
