Director

• Jan 2023 - Present

Director of Client Accounting Services

• May 2022 - Dec 2022

Investor | Advisor

• Sep 2021 - Dec 2022

Director of Finance And Accounting

• 2018 - Jun 2022

Director of Finance

• 2015 - 2017

• Developed a sophisticated set of financial models for executive analysis and delivered other ad hoc reporting in real-time • Track record of leading highly disciplined, focused finance organization that consistently delivers and achieves critical KPIs • Implemented a metrics-based culture, transparency and business clarity across all functions within the Company • Benchmarked operational and financial systems "best practices” and digitized the financial work- flow environment •… Show more • Developed a sophisticated set of financial models for executive analysis and delivered other ad hoc reporting in real-time • Track record of leading highly disciplined, focused finance organization that consistently delivers and achieves critical KPIs • Implemented a metrics-based culture, transparency and business clarity across all functions within the Company • Benchmarked operational and financial systems "best practices” and digitized the financial work- flow environment • Directed the full customization and roll-out of accounting/ERP software Company-wide (35 total users) • Built a team from the ground up while reducing the department footprint by 35% and boosting workflow/bandwidth capacity by a factor of +3x • Performed historical compilation of all financials from inception to date (FY12 - FY17) including all member capital accounts and other equity • Reduced SGA/Non-Staff Overhead by 32% YoY after performing an exhaustive internal audit and strengthening internal controls Show less • Developed a sophisticated set of financial models for executive analysis and delivered other ad hoc reporting in real-time • Track record of leading highly disciplined, focused finance organization that consistently delivers and achieves critical KPIs • Implemented a metrics-based culture, transparency and business clarity across all functions within the Company • Benchmarked operational and financial systems "best practices” and digitized the financial work- flow environment •… Show more • Developed a sophisticated set of financial models for executive analysis and delivered other ad hoc reporting in real-time • Track record of leading highly disciplined, focused finance organization that consistently delivers and achieves critical KPIs • Implemented a metrics-based culture, transparency and business clarity across all functions within the Company • Benchmarked operational and financial systems "best practices” and digitized the financial work- flow environment • Directed the full customization and roll-out of accounting/ERP software Company-wide (35 total users) • Built a team from the ground up while reducing the department footprint by 35% and boosting workflow/bandwidth capacity by a factor of +3x • Performed historical compilation of all financials from inception to date (FY12 - FY17) including all member capital accounts and other equity • Reduced SGA/Non-Staff Overhead by 32% YoY after performing an exhaustive internal audit and strengthening internal controls Show less

Chief Financial Officer

• 2014 - 2015

MMC-OPC-MIP KEY LIC# M22349 • Led the build-out of a fully functional accounting/ finance team of 3 employees • Managed 24 additional employees at both the retail and cultivation level • Managed a Controller and accounting staff to ensure an accurate and timely month/year-end closing process for the enterprise • Served as the key point of contact for all IRS matters (with Power of Attorney, Form 2848) • Automated various core functions of the accounting structure including… Show more MMC-OPC-MIP KEY LIC# M22349 • Led the build-out of a fully functional accounting/ finance team of 3 employees • Managed 24 additional employees at both the retail and cultivation level • Managed a Controller and accounting staff to ensure an accurate and timely month/year-end closing process for the enterprise • Served as the key point of contact for all IRS matters (with Power of Attorney, Form 2848) • Automated various core functions of the accounting structure including A/P, Payroll, & Treasury Forecasting • Performed advanced modeling for treasury/cash management on a real-time basis • Established key internal controls for cash management across all business units Show less MMC-OPC-MIP KEY LIC# M22349 • Led the build-out of a fully functional accounting/ finance team of 3 employees • Managed 24 additional employees at both the retail and cultivation level • Managed a Controller and accounting staff to ensure an accurate and timely month/year-end closing process for the enterprise • Served as the key point of contact for all IRS matters (with Power of Attorney, Form 2848) • Automated various core functions of the accounting structure including… Show more MMC-OPC-MIP KEY LIC# M22349 • Led the build-out of a fully functional accounting/ finance team of 3 employees • Managed 24 additional employees at both the retail and cultivation level • Managed a Controller and accounting staff to ensure an accurate and timely month/year-end closing process for the enterprise • Served as the key point of contact for all IRS matters (with Power of Attorney, Form 2848) • Automated various core functions of the accounting structure including A/P, Payroll, & Treasury Forecasting • Performed advanced modeling for treasury/cash management on a real-time basis • Established key internal controls for cash management across all business units Show less

Chief Financial Officer

• 2011 - 2014

Responsible for all accounting and Joint Venture (“J.V.”) nancial reporting functions for international construction and development rm. Responsibilities & achievements included: • The oversight of external and internal accounting and nancial reporting for combined J.V. operations • Visiting foreign a liates to perform due diligence and ensure satisfactory regulatory compliance • Research for all relevant GAAP and IFRS promulgations set forth by regulatory bodies • Managing of… Show more Responsible for all accounting and Joint Venture (“J.V.”) nancial reporting functions for international construction and development rm. Responsibilities & achievements included: • The oversight of external and internal accounting and nancial reporting for combined J.V. operations • Visiting foreign a liates to perform due diligence and ensure satisfactory regulatory compliance • Research for all relevant GAAP and IFRS promulgations set forth by regulatory bodies • Managing of all foreign and U.S. tax reporting for J.V. activities in accordance with IRS guidelines • Mitigating reporting errors to less than 1% of gross revenue • Identifying and eliminating over 20% of recurring overhead expense, including redundancies • Reducing the lag-time between reporting periods from 1.5 months to 2 weeks • Performing a full review of all activities/transactions from inception (2007) to ensure accuracy in reporting for all J.V. related activities on a consolidated basis • Developing a cloud-based international network to allow for e cient secure document/evidence sharing Show less Responsible for all accounting and Joint Venture (“J.V.”) nancial reporting functions for international construction and development rm. Responsibilities & achievements included: • The oversight of external and internal accounting and nancial reporting for combined J.V. operations • Visiting foreign a liates to perform due diligence and ensure satisfactory regulatory compliance • Research for all relevant GAAP and IFRS promulgations set forth by regulatory bodies • Managing of… Show more Responsible for all accounting and Joint Venture (“J.V.”) nancial reporting functions for international construction and development rm. Responsibilities & achievements included: • The oversight of external and internal accounting and nancial reporting for combined J.V. operations • Visiting foreign a liates to perform due diligence and ensure satisfactory regulatory compliance • Research for all relevant GAAP and IFRS promulgations set forth by regulatory bodies • Managing of all foreign and U.S. tax reporting for J.V. activities in accordance with IRS guidelines • Mitigating reporting errors to less than 1% of gross revenue • Identifying and eliminating over 20% of recurring overhead expense, including redundancies • Reducing the lag-time between reporting periods from 1.5 months to 2 weeks • Performing a full review of all activities/transactions from inception (2007) to ensure accuracy in reporting for all J.V. related activities on a consolidated basis • Developing a cloud-based international network to allow for e cient secure document/evidence sharing Show less

Adjunct Professor - Daniels College of Business

• 2009 - 2011

-Managerial & Cost Accounting -Financial Reporting for MBAs -Managerial & Cost Accounting -Financial Reporting for MBAs

Managing Director

• 2007 - 2011

Private business consulting. Private business consulting.

Tax Manager

• Nov 2005 - Oct 2007

Tax Associate

• Sep 2004 - Nov 2005

*Obtained CPA License in 2006

Audit / Tax Associate (Intern / FT after graduation)

• Jun 2002 - Nov 2005

Financial Analyst

• Jun 2001 - Jun 2002

Performed special finance projects for the Director of Mergers and Acquisitions and the Chief Financial Officer Assembled and complied historical financial statements of upscale athletic clubs into updated financial models to obtain funding for future capital expenditures projects Created a digital database for user accessibility Completed research work with capital expenditure budgeting and pro forma forecast models Performed special finance projects for the Director of Mergers and Acquisitions and the Chief Financial Officer Assembled and complied historical financial statements of upscale athletic clubs into updated financial models to obtain funding for future capital expenditures projects Created a digital database for user accessibility Completed research work with capital expenditure budgeting and pro forma forecast models

Intern/Analyst

• Sep 1999 - Mar 2001

I worked on the institutional side, primarily with financial advisors and broker-dealers during the technology boom in the early 2000s. I learned an incredible amount as an intern at Schwab. One of the best experiences ever. I worked on the institutional side, primarily with financial advisors and broker-dealers during the technology boom in the early 2000s. I learned an incredible amount as an intern at Schwab. One of the best experiences ever.

Golf Cart Gopher / Bar-back (JFK Golf Course)

• Sep 1994 - Aug 1999

Managed and cleaned a fleet of 80-100 carts for high-end golf professionals. Removed dirt and grime from the golf clubs used by the aforementioned players. Provided freshly grilled burgers and beverages to a sophisticated base of athletes across the Denver Metro Area. Achievements included learning how to play golf without breaking 90, receiving "The Best Burger in Town" awarded by local high school patrons/classmates, and establishing social security history at the age of 13. Managed and cleaned a fleet of 80-100 carts for high-end golf professionals. Removed dirt and grime from the golf clubs used by the aforementioned players. Provided freshly grilled burgers and beverages to a sophisticated base of athletes across the Denver Metro Area. Achievements included learning how to play golf without breaking 90, receiving "The Best Burger in Town" awarded by local high school patrons/classmates, and establishing social security history at the age of 13.