CFO

• Feb 2016 - Present

CFO

• Feb 2016 - Feb 2016

Vice President and Controller

• Jul 2007 - Sep 2015

Joined as Controller of newly formed digital division of large closely held book distributor, bringing together four different businesses (two acquired and two newly established). Selected and served as lead subject matter expert on system design and testing of Oracle as organization’s ERP platform. Recruited, trained and oversaw team of 17 across multiple locations in the US, Canada and UK; eventually transferring and absorbing back into a single US accounting operation. Executed and… Show more Joined as Controller of newly formed digital division of large closely held book distributor, bringing together four different businesses (two acquired and two newly established). Selected and served as lead subject matter expert on system design and testing of Oracle as organization’s ERP platform. Recruited, trained and oversaw team of 17 across multiple locations in the US, Canada and UK; eventually transferring and absorbing back into a single US accounting operation. Executed and facilitated integration of acquisitions in 2011 and 2014 and facilitated divestiture of print and digital book distributor for academic libraries in 2015. Show less Joined as Controller of newly formed digital division of large closely held book distributor, bringing together four different businesses (two acquired and two newly established). Selected and served as lead subject matter expert on system design and testing of Oracle as organization’s ERP platform. Recruited, trained and oversaw team of 17 across multiple locations in the US, Canada and UK; eventually transferring and absorbing back into a single US accounting operation. Executed and… Show more Joined as Controller of newly formed digital division of large closely held book distributor, bringing together four different businesses (two acquired and two newly established). Selected and served as lead subject matter expert on system design and testing of Oracle as organization’s ERP platform. Recruited, trained and oversaw team of 17 across multiple locations in the US, Canada and UK; eventually transferring and absorbing back into a single US accounting operation. Executed and facilitated integration of acquisitions in 2011 and 2014 and facilitated divestiture of print and digital book distributor for academic libraries in 2015. Show less

CFO

• Aug 2000 - Jul 2007

I joined Vital Source as it was delivering its initial product to market as an angel-funded startup that had developed a platform for the delivery, consumption and management of digital educational content.It has since grown to be an industry leader and was acquired by Ingram Industries in 2006. I established and managed the accounting, finance, tax, HR and administrative functions to support growth. Carefully managed cash and other resources to maintain viability, position company for… Show more I joined Vital Source as it was delivering its initial product to market as an angel-funded startup that had developed a platform for the delivery, consumption and management of digital educational content.It has since grown to be an industry leader and was acquired by Ingram Industries in 2006. I established and managed the accounting, finance, tax, HR and administrative functions to support growth. Carefully managed cash and other resources to maintain viability, position company for growth and eventual acquisition. Developed presentations with CEO and management team for potential investors Reviewed and negotiated contracts with educational institutions and other partners. Executed company sale to Ingram Industries; orchestrated change management. Show less I joined Vital Source as it was delivering its initial product to market as an angel-funded startup that had developed a platform for the delivery, consumption and management of digital educational content.It has since grown to be an industry leader and was acquired by Ingram Industries in 2006. I established and managed the accounting, finance, tax, HR and administrative functions to support growth. Carefully managed cash and other resources to maintain viability, position company for… Show more I joined Vital Source as it was delivering its initial product to market as an angel-funded startup that had developed a platform for the delivery, consumption and management of digital educational content.It has since grown to be an industry leader and was acquired by Ingram Industries in 2006. I established and managed the accounting, finance, tax, HR and administrative functions to support growth. Carefully managed cash and other resources to maintain viability, position company for growth and eventual acquisition. Developed presentations with CEO and management team for potential investors Reviewed and negotiated contracts with educational institutions and other partners. Executed company sale to Ingram Industries; orchestrated change management. Show less

CFO

• Sep 1996 - Aug 2000

Closely held radio broadcasting company and distributor of wireless communication services. I was hired as the company’s first CFO to establish reporting processes, replace outdated accounting systems, renegotiate bank debt and assess acquisition opportunities. Oversaw day-to-day accounting and finance processes and teams. Played a critical role in orchestrating sale to a publicly held radio broadcaster in 1999. Played key role in identifying and conducting due diligence on… Show more Closely held radio broadcasting company and distributor of wireless communication services. I was hired as the company’s first CFO to establish reporting processes, replace outdated accounting systems, renegotiate bank debt and assess acquisition opportunities. Oversaw day-to-day accounting and finance processes and teams. Played a critical role in orchestrating sale to a publicly held radio broadcaster in 1999. Played key role in identifying and conducting due diligence on acquisition targets; worked closely with attorneys and bankers in executing acquisition of two radio stations and one wireless (paging) company. Executed merger of wireless communication operations and subsequent divestiture. Upgraded technology platform from AS400 to MAS90 and networked offices. Assisted acquiring company with change management following acquisition Show less Closely held radio broadcasting company and distributor of wireless communication services. I was hired as the company’s first CFO to establish reporting processes, replace outdated accounting systems, renegotiate bank debt and assess acquisition opportunities. Oversaw day-to-day accounting and finance processes and teams. Played a critical role in orchestrating sale to a publicly held radio broadcaster in 1999. Played key role in identifying and conducting due diligence on… Show more Closely held radio broadcasting company and distributor of wireless communication services. I was hired as the company’s first CFO to establish reporting processes, replace outdated accounting systems, renegotiate bank debt and assess acquisition opportunities. Oversaw day-to-day accounting and finance processes and teams. Played a critical role in orchestrating sale to a publicly held radio broadcaster in 1999. Played key role in identifying and conducting due diligence on acquisition targets; worked closely with attorneys and bankers in executing acquisition of two radio stations and one wireless (paging) company. Executed merger of wireless communication operations and subsequent divestiture. Upgraded technology platform from AS400 to MAS90 and networked offices. Assisted acquiring company with change management following acquisition Show less

Chief Financial Officer

• Jul 1994 - Sep 1996

This was a national specialty retail chain with $90 million in sales and over 200 stores. I played a critical role in the successful execution of an IPO 2 months after joining the company. After the IPO, I was responsible for all SEC and management reporting. This was a national specialty retail chain with $90 million in sales and over 200 stores. I played a critical role in the successful execution of an IPO 2 months after joining the company. After the IPO, I was responsible for all SEC and management reporting.

Senior Audit Manager

• Jan 1980 - Jul 1994

Joined Deloitte upon graduation from University of North Carolina. I rose to the rank of Senior Audit Manager and supervised audits of a diverse group of clients, including large publicly held and multinational companies. I also was involved with assisting clients with numerous M&A transactions and other special projects. Joined Deloitte upon graduation from University of North Carolina. I rose to the rank of Senior Audit Manager and supervised audits of a diverse group of clients, including large publicly held and multinational companies. I also was involved with assisting clients with numerous M&A transactions and other special projects.