Business Consultant

• Aug 2023 - Present

Accounting Consultant

• Jul 2022 - Apr 2023

For an American manufacturer and distributor of agricultural fertilizers with nine manufacturing complexes in the U.S., Canada, and UK, was responsible for lease accounting and the monthly integration between Oracle and SAP, including reconciliation of variances. Also provided SOX support and performed UAT (user acceptance testing) for Oracle cloud migration. Mapped process flows in IBM Blueworks. (Project through Salo, a Korn Ferry Company, 7/2022-4/2023) For an American manufacturer and distributor of agricultural fertilizers with nine manufacturing complexes in the U.S., Canada, and UK, was responsible for lease accounting and the monthly integration between Oracle and SAP, including reconciliation of variances. Also provided SOX support and performed UAT (user acceptance testing) for Oracle cloud migration. Mapped process flows in IBM Blueworks. (Project through Salo, a Korn Ferry Company, 7/2022-4/2023)

Mergers and Acquisitions Consultant

• Mar 2022 - Nov 2022

• For a commercial knife rental and knife sharpening service provider, reviewed and assessed due diligence for the acquisition of a $9M competitor company with 100 employees operating out of five facilities. Worked closely with Accounting and HR staff of seller and outsourced CFO. Participated in all C-Suite level meetings with private equity firm and attorneys. Facilitated and expanded the integration plan for client’s first stock purchase acquisition, including responsibility for integration tasks, and ensuring cross-functional areas were in alignment with overall goals of the stakeholders. Consulted on human resource issues and fit/gap analysis of target company’s SQL-based software versus NetSuite. Reviewed funds flow and net working capital calculation. (Project staffed through Harmer Consultants, 3/2022-6/2022) Show less

Interim IT and Finance Manager

• Nov 2021 - Mar 2022

• For an insurance brokerage company providing property, casualty, risk management, life and health, employee benefits, investment, and wealth management products, performed an eleven-week engagement to understand budget impact of new acquisition utilizing Power BI. Identified and evaluated impact of ongoing costs related to hardware, phones, middleware, software, consulting, and applications to quantify “Current State” budget impact. Analyzed P&L documents on a line-item basis to find all applicable technology spend, and worked with the acquired company contact to ensure all information was captured, categorized, and summarized correctly. Show less

General Manager

• Aug 2018 - Dec 2021

Startup hospital specialty pharmaceutical company focused on commercializing innovative drugs for improving outcomes and reducing hospital costs. Brought in as member of turnaround team and assigned controller-level general management responsibilities, including oversight of finance, operations, IT, and HR. Provided support and communicated risk to CFO and CEO on several strategic initiatives. Contributed to several due diligence evaluations and maintained virtual data room. Identified and communicated process and technology recommendations across the company. • Regulatory compliance and investor relations. Filed Form D with SEC for company financing and maintained relationships with outside investors. • Finance and accounting. Retooled the monthly financial close process to reduce preparation days by 50%. Evaluated requirements and executed compliance reporting for CMS (Centers for Medicare & Medicaid Services) Open Payments. Tracked and detailed monthly actual versus plan variances for board reports and contributed to ongoing forecasting. Created monthly financial reporting and acted as primary liaison for annual audit and tax returns, including preparation of 95% of deliverables. • Contract review and litigation support. Supported Chief Legal Counsel and CEO through review of NDAs, non-competes, and other contracting. Primary litigation support contact for various legal matters. • Vendor selection. Supervised vendor selection and end-to-end implementation for a new professional employer organization (PEO) service. Oversaw vendor selection and project management of implementation for travel and expense (T&E) reporting software, including QuickBooks integration. • HR hiring and onboarding. Developed and presented onboarding training and process for 18 new hires. • Supply chain and data analysis. Troubleshooted and analyzed supply chain data for financials, contract compliance, and integration with CRM. Show less

Clinical Intern

• Sep 2020 - Oct 2021

Principal

• Aug 2013 - Aug 2021

Boutique consulting firm for small businesses, focused on financial, operations, accounting, and technology support. Serve clients across industries, including commercial real estate, land development, construction, landscape architecture, manufacturing, mental health, and salon retail. Function as a trusted business advisor with outside vendors, including insurance brokers, bankers, and CPA firms. Organize and maintain accounting records and systems to ensure accuracy, and prepare payroll and related payroll tax returns. Prepare annual report filings and S-Corp adoption filings. Representative client projects include: • EDR Electronics. B2B electronics assembler for motor controls. Fractional VP of Finance and Technology. Facilitated SBA Loan, providing all documentation. Led vendor selection for credit card processing, business insurance, phone system, and outside services. Developed manufacturing cost accounting framework to capture and account for motor controls. Designed direct marketing program. Supervised staff. Developed website and tracked analytics. • New American Homes. Residential homebuilder and developer. Implemented QuickBooks and strategized with outside CPA firm to operationalize financial consolidation for several legal entities. Generated monthly accounting and financial reporting. • Peak Performance Veterinary. Veterinarian. Oversaw monthly accounting and financial reporting. Created startup company in QuickBooks and implemented payroll service with related payroll tax reporting services. Identified a vendor for mobile horse veterinary services software, and project managed the conversion and implementation for three users. • Ark Holdings. Holding company with a diverse portfolio. Provided accounting consulting and support for high net worth investor with investments in commercial property and a vertically integrated cannabis operation. Streamlined financial reporting for personal accounts in QuickBooks Online. Show less

Sales Account Manager

• Jun 2012 - Dec 2013

Information technology consulting and placement firm. Consultative sales account manager supporting customer enterprise projects through building trusting relationships with customers, internal partners, and key influencers. Achieved high customer satisfaction, seeking and taking appropriate action on client feedback, and resolving issues in a timely manner. Built cross-functional relationships with human resources, procurement, and information technology hiring managers. • Selected as one of three vendors for a $200B financial services firm for sourcing contract project managers, securing four placements in a challenging market. • Revived five dormant accounts and brought in three new clients by leveraging industry relationships. Show less

Founder and General Manager

• Dec 2009 - Jul 2013

Wholesale custom producer of natural stone coasters and trivets. Founder and manager responsible for the product concept, design, production, sales, and delivery via a network of 18 national sales reps. Landed product placement in major catalog. • Maintained gross margins averaging 30%, growing revenue 84% year over year. • Negotiated favorable material rates, resulting in a 12% cost savings Wholesale custom producer of natural stone coasters and trivets. Founder and manager responsible for the product concept, design, production, sales, and delivery via a network of 18 national sales reps. Landed product placement in major catalog. • Maintained gross margins averaging 30%, growing revenue 84% year over year. • Negotiated favorable material rates, resulting in a 12% cost savings

PeopleSoft Team Lead

• Feb 1998 - Dec 2000

IT strategy consulting firm. Functional team lead for largescale PeopleSoft implementations. Also served as administrator / trainer for new consultants’ boot camp and project management assistants responsible for presales proposal review. • Assigned as functional team lead for PeopleSoft AP implementation for multimillion-dollar financial transformation project, generating $800K in savings annually. IT strategy consulting firm. Functional team lead for largescale PeopleSoft implementations. Also served as administrator / trainer for new consultants’ boot camp and project management assistants responsible for presales proposal review. • Assigned as functional team lead for PeopleSoft AP implementation for multimillion-dollar financial transformation project, generating $800K in savings annually.

Accounting Manager

• Aug 1992 - Dec 1998

Billion-dollar spinoff from Baxter mail order pharmacy, physical therapy, and physician practices. Performed multiple job functions, including corporate budget analyst, creating complex financial models for net present value (NPV) calculations to drive decisions at the corporate level for new company. Later, assigned as financial systems analyst, designing integrations with Epic and Hyperion, and accounting manager for multispecialty physician practice. Billion-dollar spinoff from Baxter mail order pharmacy, physical therapy, and physician practices. Performed multiple job functions, including corporate budget analyst, creating complex financial models for net present value (NPV) calculations to drive decisions at the corporate level for new company. Later, assigned as financial systems analyst, designing integrations with Epic and Hyperion, and accounting manager for multispecialty physician practice.

Financial Systems Analyst/Manager

• Aug 1992 - Sep 1997

Implemented financial systems and related interfaces to Epic for newly acquired multispecialty physician clinics. Designed a Hyperion consolidation system. Implemented financial systems and related interfaces to Epic for newly acquired multispecialty physician clinics. Designed a Hyperion consolidation system.

Global Financial Analyst

• Aug 1989 - Sep 1992

Fortune 500 company. Staff financial analyst. International travel.

Senior Financial Analyst

• 1989 - 1992

Responsible for financial analysis of multicurrency foreign subsidiaries of leading healthcare company. Traveled internationally to assist with audit preparations annually.

Auditor

• Jun 1987 - Aug 1989

Global accounting firm. Staff auditor for multiple client engagements

Auditor

• 1987 - 1989

Senior auditor for several consumer products, service and manufacturing clients in the Chicago area