Partner

• May 2016 - Present

Provide professional accounting, managerial, and financial services to clients, including: equity and venture financing; investor management; entrepreneurial/start-up company advisement; high-growth challenges; treasury management; budgeting/forecasting financials; audit, tax, and insurance; human resources; and facilities/commercial leasing. Provide professional accounting, managerial, and financial services to clients, including: equity and venture financing; investor management; entrepreneurial/start-up company advisement; high-growth challenges; treasury management; budgeting/forecasting financials; audit, tax, and insurance; human resources; and facilities/commercial leasing.

Chief Financial Officer

• Feb 2022 - Mar 2023

Chief Financial Officer

• Sep 2006 - May 2016

Led all Financial and Human Resource matters for this Cloud/SaaS provider of facilities software solutions in education, government, and the healthcare verticals. Collaborated with the executive team to build and implement a business plan, raising $100M in equity funding. Assisted in raising between $500K and $5M+ annually from angel investors. Secured multiple banking lines of credit to bridge the cash flow needs of the organization. Closed two major acquisitions within the same quarter of 2015. Enabled high-growth revenue from $5M/year to > $50M+/year. Show less

Financial Controller

• Jul 2004 - Aug 2006

Oversaw all financial matters and reporting of this U.S. subsidiary of German public company BHS Tabletop. Handled forecasting, reporting, banking, audit, tax, compliance, and cash flow in a multi-currency environment. Directed all human resource and payroll activities. Oversaw all financial matters and reporting of this U.S. subsidiary of German public company BHS Tabletop. Handled forecasting, reporting, banking, audit, tax, compliance, and cash flow in a multi-currency environment. Directed all human resource and payroll activities.

Controller and Accounting Manager

• Feb 1999 - Mar 2004

Promoted to Controller after just 18 months as Accounting Manager. Responsible for all financial, accounting, and human resource activities of both the North Carolina and Arizona divisions. Managed change during two mergers with a public and then private entity. Maintained all compliance and accounting practices, monitoring all AP activities including working capital management, and managed all audits, tax reporting, cash flow, and banking activities. Promoted to Controller after just 18 months as Accounting Manager. Responsible for all financial, accounting, and human resource activities of both the North Carolina and Arizona divisions. Managed change during two mergers with a public and then private entity. Maintained all compliance and accounting practices, monitoring all AP activities including working capital management, and managed all audits, tax reporting, cash flow, and banking activities.

Staff Accountant

• Jan 1998 - Nov 1998

Prepared individual and corporate tax returns, financial and governmental audits, financial statements, and peer reviews. Prepared individual and corporate tax returns, financial and governmental audits, financial statements, and peer reviews.