Experience

Valley of the Sun JCC

• United States
• Community Services
• 1 - 100 Employee

• Chief Administrative Officer

  • Sep 2019 - Present



Global Nephrology Solutions (GNS)

• Controller

  • Jan 2019 - Sep 2019



OpenWorks

• Canada
• IT Services and IT Consulting
• 1 - 100 Employee

• Director of Finance

  • Nov 2017 - Dec 2018

  • Directed finances and management accounting for $70 million franchisor, growing from 20 to 23 nationwide offices; manage cash and $10 million line of credit, loans, and banking relationships.• Led all company reporting, modeling, and analytics; oversee presenting of monthly, quarterly, and annual results to CEO and senior leadership.• Saved company $250,000 annually through effective cost containment and procurement.• Advised CEO and Chief Leadership Team on financial decision-making processes and outcomes.• Managed Adaptive Insight weekly forecast and 2-year budget; collaborate with Division Vice Presidents to develop accurate KPIs.• Maintained constant compliance with GAAP in all practice; received ASC 606 revenue recognition standards training.• Partnered with tax firm to ensure correct and timely taxes for sale and use, federal and state.

• Corporate Controller

  • Feb 2011 - Nov 2017

  • Developed and led a financial team during a rapid 3-year expansion period, growing from 5 to 20 offices spanning $47 million; managed $1.5-$6 million line of credit, loans, and banking relationships.• Supervised insurance brokers, attorneys, and auditors; processed several audits and negotiations to ensure correct coverage.• Oversaw and provided information for Full Business Audit, 401k, DES, Workman’s Compensation, and General Liability.• Streamlined and organized accounting processes, reducing annual audit from 3 months to 3 days; shortened monthly closing from 12 to 6 days.• Administered all monthly closing tasks including journal entries, balance sheet management, and financial analysis.• Collaborated with regional directors and created financial statements for the CEO and senior management.• Received Most Valuable Employee Award in 2014 as selected by the CEO/Owner.



DCI Group

• United Kingdom
• Facilities Services
• 1 - 100 Employee

• Controller

  • Aug 2003 - Feb 2010

  • Directed financial and management accounting for a $75 million public affairs consulting firm.• Helped firm manage a $3.5 million line of credit, developing monthly financial statements outlining company budget and forecasting.• Built, supervised, and mentored a strong accounting team; established accounting policies/procedures for the entire accounting department.• Led month-end processes including account analysis, reconciliation, and completion of team duties.• Consulted and advised on financial, accounting, compliance, and risk management issues in alignment with GAAP; successfully managed external auditor throughout full annual audit.



Alexandria Yellow Cab

• United States
• Hospitality

• Controller

  • Oct 2002 - May 2003

  • Managed corporate lines of credit including all financial/accounting functions for two of the largest transportation companies in the greater D.C. area.• Established all company accounting procedures; developed multiple new tracking systems and financial reports.• Oversaw and produced company financial statements, managing profit/cash flow analysis processes. • Managed corporate lines of credit including all financial/accounting functions for two of the largest transportation companies in the greater D.C. area.• Established all company accounting procedures; developed multiple new tracking systems and financial reports.• Oversaw and produced company financial statements, managing profit/cash flow analysis processes.



MSL (Global)

• United Kingdom
• Events Services
• 1 - 100 Employee

• Account Executive

  • Dec 1999 - Oct 2002

  • Developed and managed budget and orchestrated internal communications strategy for global corporate practice group.• Analyzed global corporate practice financial data and prepared financial reports/presentations as a member of the Eli Lilly and U.S. Army Public Relations Team. • Developed and managed budget and orchestrated internal communications strategy for global corporate practice group.• Analyzed global corporate practice financial data and prepared financial reports/presentations as a member of the Eli Lilly and U.S. Army Public Relations Team.



The Commonwealth of Pennsylvania

• United States
• 1 - 100 Employee

• Project Associate

  • Oct 1998 - Jul 1999

  PA2K: The Commonwealth of Pennsylvania’s Year 2000 Outreach Project PA2K: The Commonwealth of Pennsylvania’s Year 2000 Outreach Project