Director of Finance

• May 2023 - Present

Accounting Controller

• Aug 2020 - May 2023

Controller

• Dec 2019 - Aug 2020

Utilized EOS (Entrepreneurial Operating System) to build, grow, and sustain a successful team Restructured accounting processes and systems to adapt from a small business model to a scalable and professional environment Utilized EOS (Entrepreneurial Operating System) to build, grow, and sustain a successful team Restructured accounting processes and systems to adapt from a small business model to a scalable and professional environment

Director of Financial Planning & Analysis

• Jan 2014 - Nov 2019

Key member in 3 transitions of Private Equity ownership Contributed to 2008-2019 CAGR of 12% Managed Data Rooms and Exit Process Modeling Lead Finance/Accounting member in Integration of 8 Acquisitions Generate Purchase Accounting Entries and Opening Balance Sheet Developed and support Weekly KPI reporting using PowerBI SAAS - ex. ARR, CAC, Churn, Average Revenue per Account Cohort Analysis, LTV, Cross Selling Created Consolidation Tool for 3 accounting systems to… Show more Key member in 3 transitions of Private Equity ownership Contributed to 2008-2019 CAGR of 12% Managed Data Rooms and Exit Process Modeling Lead Finance/Accounting member in Integration of 8 Acquisitions Generate Purchase Accounting Entries and Opening Balance Sheet Developed and support Weekly KPI reporting using PowerBI SAAS - ex. ARR, CAC, Churn, Average Revenue per Account Cohort Analysis, LTV, Cross Selling Created Consolidation Tool for 3 accounting systems to report monthly financials Engaged and managed outside consultants on various projects Sales and Use Tax VDA, Power BI implementation, system upgrades Developed and Reported on Cash and Accrual accounting Developed Tool to calculate ASC606 Deferred Cost/Revenue for fiscal calendar Maintain Credit Agreement and Covenants

Controller

• Aug 2012 - Jan 2014

Led the merger of a 4 person accounting team during an acquisition Improved monthly close process from 1 week to 2 days Integrated legacy GL and AR/AP data into corporate accounting system Supervised teams across multiple locations Implemented Sage Business Intelligence reporting for 5 companies Updated Accounting policies and procedures

Financial Analyst

• Oct 2011 - Aug 2012

Developed monthly management reporting package Created month end Balance Sheet reconciliation template Developed Marketing Dashboard to track promotions and ROI metrics Implemented Fixed Asset software for 2 companies

Staff Accountant

• Dec 2008 - Oct 2011

Improved Credit Card reconciliation time by 75% Improved Sales Tax reconciliation and processing time by 75% for 3 companies in 45 states Created tool for detailed deferred revenue calculations

Internal Auditor

• Aug 2008 - Nov 2008

Performed audit testing on inventory

Cash Application Specialist

• Oct 2007 - Aug 2008

Developed tool to import credit card payments in SAP Reduced cash application time by 50%

Staff Accountant

• 2003 - 2006

Developed billing system for the Child Development Department Created and implemented an automated system for state mandated e-billing Reduced process time of monthly budget statement preparation and mailing by 80% Implemented new processes for organizing and filing of client documents Tracked and managed staff training requirements Developed billing system for the Child Development Department Created and implemented an automated system for state mandated e-billing Reduced process time of monthly budget statement preparation and mailing by 80% Implemented new processes for organizing and filing of client documents Tracked and managed staff training requirements