Founding Controller

• Nov 2021 - Present

Chief Financial Officer

• 2007 - Dec 2020

Provided fiscal leadership for a company maintaining a “fast-paced,” non-traditional entrepreneurial vision for investments across multiple industries, including energy, real estate, technology, manufacturing, and services. Also managed diversified interests in sports agency, restaurants, and limo company with total assets valued at $250M. • Researched, identified, and liaised with potential investors, growing the base to 2,500+ funder. • Managed more than 200 total projects, averaged across investments valued at $350K+ each. • Headed multiple financial arrangements, creating challenges in both financial and tax reporting. • Served as primary contact for outside auditors and tax preparers while developing supporting arguments for unique accounting and tax positions taken. • Completed authorization for expenditures to control costs and establish internal controls. • Generated more than $20M in tax savings through astute tax planning and preparation. • Provided oversight for the acquisition and divestiture of properties. Show less

CFO

• 2005 - 2007

Provided financial oversight for a start-up oil and gas exploration company, including managing audits and tax preparation while supervising outsourced accounting functions. • Partnered with private equity investors to fund multiple, high-priced ventures, including the purchasing of pipelines and multimillion-dollar construction projects for oil wells. • Oversaw auditing and outside tax preparation to address the needs of mezzanine financing. • Managed the insurance recovery of a substantial drilling loss, recovering $2M+. Show less

CFO

• 1999 - 2005

Provided financial leadership for a start-up software development company producing applications in compliance with the Bank Secrecy Act, addressing the needs of large, international banks as well as mid-sized institutions. • Formalized accounting policies and procedures while merging the unit into home office processes. • Developed and drove adoption of revenue recognition policies and payroll/compensation functions. • Created price structure and operating platform using third-party service provider to address mid-level market, capturing more than $5M in revenue growth. • Lowered operating costs by $65K per month through process improvements and financial controls. • Served on the executive management team that facilitated company acquisition by Bankers System. Show less