As an experienced Chief Financial Officer and Controller, I have helped to lead small and medium-sized businesses to stability and success by revitalizing all aspects of finance and accounting processes. In many cases, implementation of my new finance and accounting procedures was the first formal financial upgrading these companies experienced, enabling them to succeed during periods of fast growth, particularly when such growth occurred via acquisitions or in the early stages of operating as a public company. To that end, I have broad experience in finance and accounting leadership. On the one hand, I know how to create, from the ground up, teams that busy finance departments require to support their organizations. I’ve accomplished this in a wide variety of industries, comprising public (OTC and NASDAQ), pre-public, and private companies. On the other hand, utilizing skills gained as a Certified Public Accountant (CPA), I spearheaded business-savvy and GAAP-compliant practices. By standardizing external/internal financial reporting and cash management, I helped growing organizations become more mature as their revenue grew quickly. Particularly for newly-public companies, I brought their SEC filings, SOX practices, multi-state income and sales tax strategies, and more into alignment with state and federal regulations. I have the skills and capacity for seeing the larger business environment in which my companies have participated, while also handling the particular details of accounting and financial reporting. When companies have approached a season of high growth, and cash became even more at a premium, I have negotiated with internal and external stakeholders to maximize cash positions, minimize costs, and advance our relationships with vendors and financial partners.

Highlights:

• Accounting
• Cost Accounting
• Forecasting
• State Tax
• Strategic Planning
• Assistant Controller
• Audit
• Due Diligence
• Equity
• GAAP
• Budgeting
• Federal tax
• Financial reporting
• Management reporting
• Mergers & acquisitions
• Consolidation
• SEC filings
• Cash flow forecasting
• Financial analysis
• Risk management
• Financial modeling
• Finance dept management
• Banking & finance
• D&O reporting (Sec 16)
• 401(k) plan administration
• Collection management
• ERP software conversion
• Due diligence
• Employee benefits
• Foreign currency conversion
• Impairment analysis
• H/R dept management
• Intang asset valuation
• Investor relations
• Multi-state corp admin
• Option plan admin
• P/R admin and processes
• Proxy statements
• Purchase accounting
• Treasury management