Controller

• Aug 2020 - Present

Syntrio provides high value, technology-based solutions that enable its customers to build and maintain winning corporate cultures. When companies get it right, risks are reduced, reputations are reinforced and results improve. Our comprehensive platform of products and services reinforce an organization’s code of conduct and related policies: • Manage organizational risk with the newest training content and design • Empower employees with a confidential and anonymous means to raise concerns… Show more Syntrio provides high value, technology-based solutions that enable its customers to build and maintain winning corporate cultures. When companies get it right, risks are reduced, reputations are reinforced and results improve. Our comprehensive platform of products and services reinforce an organization’s code of conduct and related policies: • Manage organizational risk with the newest training content and design • Empower employees with a confidential and anonymous means to raise concerns through our reporting hotlines • Analyze data with our technology platforms, make necessary changes, and accelerate the performance of your workforce. We create a more engaged workforce - engaged in mission and value with employees that will do extra for their company. Show less Syntrio provides high value, technology-based solutions that enable its customers to build and maintain winning corporate cultures. When companies get it right, risks are reduced, reputations are reinforced and results improve. Our comprehensive platform of products and services reinforce an organization’s code of conduct and related policies: • Manage organizational risk with the newest training content and design • Empower employees with a confidential and anonymous means to raise concerns… Show more Syntrio provides high value, technology-based solutions that enable its customers to build and maintain winning corporate cultures. When companies get it right, risks are reduced, reputations are reinforced and results improve. Our comprehensive platform of products and services reinforce an organization’s code of conduct and related policies: • Manage organizational risk with the newest training content and design • Empower employees with a confidential and anonymous means to raise concerns through our reporting hotlines • Analyze data with our technology platforms, make necessary changes, and accelerate the performance of your workforce. We create a more engaged workforce - engaged in mission and value with employees that will do extra for their company. Show less

Board Member

• Apr 2009 - Present

Board Vice President 2013 - present Board Secretary 2011 -2013 Illinois Association of School Boards (IASB) Master Board Member Personnel Committee Policy Committee Learning Vision into Action (LVIA) Committee Illinois Association of School Boards (IASB) Delegate Liaison to and member of NSBA Federal Relations Network Board Vice President 2013 - present Board Secretary 2011 -2013 Illinois Association of School Boards (IASB) Master Board Member Personnel Committee Policy Committee Learning Vision into Action (LVIA) Committee Illinois Association of School Boards (IASB) Delegate Liaison to and member of NSBA Federal Relations Network

Consultant

• May 2020 - Aug 2020

Joined the Accounting team of a publicly-traded pharmaceutical company that was in the process of filing for Chapter 11 protection. -Prepared GAAP consolidated financial statements and bankruptcy-related documents. Joined the Accounting team of a publicly-traded pharmaceutical company that was in the process of filing for Chapter 11 protection. -Prepared GAAP consolidated financial statements and bankruptcy-related documents.

Director of Finance and Controller

• Jul 2016 - Mar 2020

Evive combines big data and predictive analytics to change how people use benefits. Our proprietary technology platform makes it simple for employees to make better health, wealth, and work/life decisions and for employers to maximize their benefits investments. As Director of Finance and Controller at Evive Health, I am responsible for effectively managing the financial needs of our dynamic and growing organization. This includes developing forecasts of our growth, implementing the… Show more Evive combines big data and predictive analytics to change how people use benefits. Our proprietary technology platform makes it simple for employees to make better health, wealth, and work/life decisions and for employers to maximize their benefits investments. As Director of Finance and Controller at Evive Health, I am responsible for effectively managing the financial needs of our dynamic and growing organization. This includes developing forecasts of our growth, implementing the appropriate technology to meet our accounting and finance needs, monitoring and managing our risks and ensuring the accuracy and timeliness of our financial accounting and reporting. Show less Evive combines big data and predictive analytics to change how people use benefits. Our proprietary technology platform makes it simple for employees to make better health, wealth, and work/life decisions and for employers to maximize their benefits investments. As Director of Finance and Controller at Evive Health, I am responsible for effectively managing the financial needs of our dynamic and growing organization. This includes developing forecasts of our growth, implementing the… Show more Evive combines big data and predictive analytics to change how people use benefits. Our proprietary technology platform makes it simple for employees to make better health, wealth, and work/life decisions and for employers to maximize their benefits investments. As Director of Finance and Controller at Evive Health, I am responsible for effectively managing the financial needs of our dynamic and growing organization. This includes developing forecasts of our growth, implementing the appropriate technology to meet our accounting and finance needs, monitoring and managing our risks and ensuring the accuracy and timeliness of our financial accounting and reporting. Show less

Consultant

• Jan 2016 - Jul 2016

Joined the Accounting team of a publicly-traded pharmaceutical company that was in the process of restating its financial statements. -Supervised and developed accountants responsible for payroll, current assets and capitalized assets, instilling in them self-confidence. -Translated financial statement for multiple international entities. -Prepared consolidated financial statements. -Improved process for reconciling Construction in Process accounts for capitalized… Show more Joined the Accounting team of a publicly-traded pharmaceutical company that was in the process of restating its financial statements. -Supervised and developed accountants responsible for payroll, current assets and capitalized assets, instilling in them self-confidence. -Translated financial statement for multiple international entities. -Prepared consolidated financial statements. -Improved process for reconciling Construction in Process accounts for capitalized assets. -Improved monthly reconciliation process across accounts. -Provided thorough review of multiple period filings including the restatements, helping the company become current with all required filings and re-establish confidence with the investment community. Show less Joined the Accounting team of a publicly-traded pharmaceutical company that was in the process of restating its financial statements. -Supervised and developed accountants responsible for payroll, current assets and capitalized assets, instilling in them self-confidence. -Translated financial statement for multiple international entities. -Prepared consolidated financial statements. -Improved process for reconciling Construction in Process accounts for capitalized… Show more Joined the Accounting team of a publicly-traded pharmaceutical company that was in the process of restating its financial statements. -Supervised and developed accountants responsible for payroll, current assets and capitalized assets, instilling in them self-confidence. -Translated financial statement for multiple international entities. -Prepared consolidated financial statements. -Improved process for reconciling Construction in Process accounts for capitalized assets. -Improved monthly reconciliation process across accounts. -Provided thorough review of multiple period filings including the restatements, helping the company become current with all required filings and re-establish confidence with the investment community. Show less

Consultant

• Dec 2014 - Dec 2015

Stepped in to manage a revenue recognition team at a privately-held Software-as-a-Service (SAAS) company while the organization was in a period of high staff turnover. -Reviewed contracts to verify revenue would be properly recognized over the life of a contract. -Developed and documented process to create Accounts Receivable aging from internally created software. -Improved and documented processes to ensure timely recognition of expenses. -Improved template for allocating revenue… Show more Stepped in to manage a revenue recognition team at a privately-held Software-as-a-Service (SAAS) company while the organization was in a period of high staff turnover. -Reviewed contracts to verify revenue would be properly recognized over the life of a contract. -Developed and documented process to create Accounts Receivable aging from internally created software. -Improved and documented processes to ensure timely recognition of expenses. -Improved template for allocating revenue across services to allow for multiple currencies. -Analyzed services to establish Vendor Specific Evidence (VSOE) of Selling Price. -Managed and developed staff and senior accountants. Show less Stepped in to manage a revenue recognition team at a privately-held Software-as-a-Service (SAAS) company while the organization was in a period of high staff turnover. -Reviewed contracts to verify revenue would be properly recognized over the life of a contract. -Developed and documented process to create Accounts Receivable aging from internally created software. -Improved and documented processes to ensure timely recognition of expenses. -Improved template for allocating revenue… Show more Stepped in to manage a revenue recognition team at a privately-held Software-as-a-Service (SAAS) company while the organization was in a period of high staff turnover. -Reviewed contracts to verify revenue would be properly recognized over the life of a contract. -Developed and documented process to create Accounts Receivable aging from internally created software. -Improved and documented processes to ensure timely recognition of expenses. -Improved template for allocating revenue across services to allow for multiple currencies. -Analyzed services to establish Vendor Specific Evidence (VSOE) of Selling Price. -Managed and developed staff and senior accountants. Show less

Independent Consultant

• Apr 2009 - Dec 2014

Researched and prepared technical memoranda on accounting topics including: -Equity-related issues, such as equity-based compensation, treatment of preferred equity, purchase accounting and the repurchase of equity; -Asset- and liability-related issues, including the treatment of hedges, leases, subleases, leasehold improvements, severances, capital assets, internally-developed software and goodwill; -Revenue-recognition-related issues, including fixed-fee contracts, the sale of… Show more Researched and prepared technical memoranda on accounting topics including: -Equity-related issues, such as equity-based compensation, treatment of preferred equity, purchase accounting and the repurchase of equity; -Asset- and liability-related issues, including the treatment of hedges, leases, subleases, leasehold improvements, severances, capital assets, internally-developed software and goodwill; -Revenue-recognition-related issues, including fixed-fee contracts, the sale of software and software-related services and an assessment of whether revenue should be recognized at gross or net amounts. Provided accounting and financial reporting services to assignee of subsidiary company that had assigned its assets for the benefit of creditors, including closing accounts with numerous state agencies, assisting with tax returns and selling all corporate assets. Provided accounting and financial reporting services to trustee of parent company that had filed for bankruptcy protection, including preparing final financial statements, assisting in settling claims against the company and assisting with tax returns. Show less Researched and prepared technical memoranda on accounting topics including: -Equity-related issues, such as equity-based compensation, treatment of preferred equity, purchase accounting and the repurchase of equity; -Asset- and liability-related issues, including the treatment of hedges, leases, subleases, leasehold improvements, severances, capital assets, internally-developed software and goodwill; -Revenue-recognition-related issues, including fixed-fee contracts, the sale of… Show more Researched and prepared technical memoranda on accounting topics including: -Equity-related issues, such as equity-based compensation, treatment of preferred equity, purchase accounting and the repurchase of equity; -Asset- and liability-related issues, including the treatment of hedges, leases, subleases, leasehold improvements, severances, capital assets, internally-developed software and goodwill; -Revenue-recognition-related issues, including fixed-fee contracts, the sale of software and software-related services and an assessment of whether revenue should be recognized at gross or net amounts. Provided accounting and financial reporting services to assignee of subsidiary company that had assigned its assets for the benefit of creditors, including closing accounts with numerous state agencies, assisting with tax returns and selling all corporate assets. Provided accounting and financial reporting services to trustee of parent company that had filed for bankruptcy protection, including preparing final financial statements, assisting in settling claims against the company and assisting with tax returns. Show less

Director, Financial Reporting

• Aug 2010 - Jun 2014

Director, Financial Reporting • Improved process for uploading financial information to a cloud-based financial planning tool. Created reports to allow for analysis of financial performance. • Developed models for forecasting and recognizing revenue on multiple-element, fixed-fee projects. • Coordinated with external accountant for preparation of income and sales tax returns. • Assisted in sale of company to new private equity partner. Responsible for accounting issues including… Show more Director, Financial Reporting • Improved process for uploading financial information to a cloud-based financial planning tool. Created reports to allow for analysis of financial performance. • Developed models for forecasting and recognizing revenue on multiple-element, fixed-fee projects. • Coordinated with external accountant for preparation of income and sales tax returns. • Assisted in sale of company to new private equity partner. Responsible for accounting issues including goodwill recognition and fresh start accounting. • Assisted in the acquisition of two subsidiaries. Responsible for accounting issues, including preparation of consolidated financial statements and integration of accounting systems. • Assisted in negotiating amendments to credit facility and obtaining new credit facility. • Prepared and filed consolidated annual financial statements. • Responsible for monthly consolidated financial statements. • Coordinated with external accountants for annual audit. • Researched and prepared technical memoranda on accounting topics including: o Income statement issues  Revenue recognition related to software and software-related services  Revenue recognition for multiple-element, fixed-fee contracts  Gross versus net revenue recognition  Equity-based compensation o Balance sheet issues  Deferred rent liability  Treatment of hedges  Leases and subleases  Leasehold improvements  Severance accruals  Capital assets  Internally-developed software  Goodwill • Hired and supervised accountants and business operations analyst. Acted as lead of finance and accounting staff during the company’s search for a new CFO. Show less Director, Financial Reporting • Improved process for uploading financial information to a cloud-based financial planning tool. Created reports to allow for analysis of financial performance. • Developed models for forecasting and recognizing revenue on multiple-element, fixed-fee projects. • Coordinated with external accountant for preparation of income and sales tax returns. • Assisted in sale of company to new private equity partner. Responsible for accounting issues including… Show more Director, Financial Reporting • Improved process for uploading financial information to a cloud-based financial planning tool. Created reports to allow for analysis of financial performance. • Developed models for forecasting and recognizing revenue on multiple-element, fixed-fee projects. • Coordinated with external accountant for preparation of income and sales tax returns. • Assisted in sale of company to new private equity partner. Responsible for accounting issues including goodwill recognition and fresh start accounting. • Assisted in the acquisition of two subsidiaries. Responsible for accounting issues, including preparation of consolidated financial statements and integration of accounting systems. • Assisted in negotiating amendments to credit facility and obtaining new credit facility. • Prepared and filed consolidated annual financial statements. • Responsible for monthly consolidated financial statements. • Coordinated with external accountants for annual audit. • Researched and prepared technical memoranda on accounting topics including: o Income statement issues  Revenue recognition related to software and software-related services  Revenue recognition for multiple-element, fixed-fee contracts  Gross versus net revenue recognition  Equity-based compensation o Balance sheet issues  Deferred rent liability  Treatment of hedges  Leases and subleases  Leasehold improvements  Severance accruals  Capital assets  Internally-developed software  Goodwill • Hired and supervised accountants and business operations analyst. Acted as lead of finance and accounting staff during the company’s search for a new CFO. Show less

Controller

• Feb 2008 - Apr 2009

Manage Accounting Department Manage Accounting Department

Manager of Financial Reporting

• Mar 2006 - Feb 2008

Financial reporting for domestic and international subsidiaries and consolidated financial statements for Midway Games, Inc. Manage company-wide capital assets, software product development capitalization. Financial reporting for domestic and international subsidiaries and consolidated financial statements for Midway Games, Inc. Manage company-wide capital assets, software product development capitalization.

Controller, Manager of Financial Reporting, Accountant

• Apr 2000 - Mar 2006

Supervise accounts payable, accounts receivable, payroll. Manage cash flows. Prepare monthly financial statements. Supervise accounts payable, accounts receivable, payroll. Manage cash flows. Prepare monthly financial statements.

Accountant

• 1999 - 2000

Technical Product Development/Business Team

• 1995 - 1997