Experience

TPG

• United States
• Financial Services
• 700 & Above Employee

• Consolidation & Financial Reporting Consultant (Temporary Contract role via Robert Half)

  • Dec 2019 - Present

  Dallas-Fort Worth Metroplex Researched and reviewed entities for consolidation/deconsolidation with regards to financial statement preparation. Assisted with preparation and review of quarterly and annual consolidated financial statements, Big 4 quarterly and annual financial audits, and ad-hoc analyses. Project manager for the building of financial dashboards and the migration of existing dashboards to PowerBI.



ECi Software Solutions

• United States
• Software Development
• 700 & Above Employee

• Vice President Financial Planning and Analysis

  • Feb 2015 - Jul 2019

  Dallas/Fort Worth Area Responsible for all financial planning and analysis at private equity-backed global software company including monthly, quarterly, and year-end financial reporting. Key member of the business development team with experience in both the sell side and buy side of M&A. Also manage analysis and strategy for budgeting and forecasting for operations with $250 million in annual revenue across five divisions, each with multiple business units. Key Accomplishments: • M&A-Sell side: Key… Show more Responsible for all financial planning and analysis at private equity-backed global software company including monthly, quarterly, and year-end financial reporting. Key member of the business development team with experience in both the sell side and buy side of M&A. Also manage analysis and strategy for budgeting and forecasting for operations with $250 million in annual revenue across five divisions, each with multiple business units. Key Accomplishments: • M&A-Sell side: Key member of the business development team engaged in the marketing, due diligence, and sale of ECI in 2017. In August 2017, Apax Partners LLP publicly announced an agreement to acquire ECI Software Solutions, formerly owned by The Carlyle Group. Built comprehensive five-year models for ECI post-acquisition that included the purchase of three Apax’s holdings that will take place in conjunction with the sale. • M&A-Buy side: During the company’s 19 acquisitions (5 in Q4 of 2018), I performed the financial due diligence, integrated the target company's accounting systems and processes, and worked with valuation firms to allocate purchase prices to intangible assets. • Reporting: Worked closely with the senior leadership team, board of directors, and division leaders to build a monthly KPI package that highlights critical areas of the business, including sales performance, customer retention, product penetration and migration, and employee and contractor resource levels. • Financial Planning: Researched, selected, and implemented a budgeting, forecasting, and reporting tool. In addition to greatly improving accuracy, the tool drastically reduced the lead time for constructing and reviewing budgets and forecasts, freeing up dozens of hours for sales and business unit leaders and resulting in ROI in the first year.

• Vice President of Finance and Controller, Director of Human Resources

  • Jul 2006 - Jan 2015

  Dallas/Fort Worth Area Responsible for accounting, management information systems, asset/liability management, operations, human resources, risk management, and facilities during a period of rapid growth from $26 million to $130 million in revenue. Key Accomplishments: • Raising Equity: Worked closely with the CFO during all phases of ECI sale that ultimately raised over $400 million. • Acquisitions: Worked closely with the CFO and performed the financial due diligence on 16 acquisitions… Show more Responsible for accounting, management information systems, asset/liability management, operations, human resources, risk management, and facilities during a period of rapid growth from $26 million to $130 million in revenue. Key Accomplishments: • Raising Equity: Worked closely with the CFO during all phases of ECI sale that ultimately raised over $400 million. • Acquisitions: Worked closely with the CFO and performed the financial due diligence on 16 acquisitions. Migrated acquired companies to the corporate financial reporting solution, Microsoft Dynamics GP (Great Plains) and implemented standard processes and policies. • Staffing: Built, managed, and coached an international team that grew from 7 to 24 full-time employees. • Reporting: Consolidated financial statements from 20 business units and five functional currencies. Grew department and processes during a period of aggressive organic and strategic growth. Researched, selected, and implemented the management information system, Microsoft Dynamics. • Budgets: Designed, implemented, and managed budgeting and forecasting processes.

• Accounting Manager

  • May 2004 - Jun 2006

  Dallas/Fort Worth Area

• Senior Staff Accountant

  • Feb 2002 - Apr 2004

  Washington D.C. Metro Area

• Staff Accountant

  • Sep 1999 - Feb 2002

  Ijamsville, MD