• CPA
• Started in public accounting
• Large, public company, experience
• Final oversight of all accounting functions
• Strong technical accounting expertise
• SEC Reporting (10-K and 10-Q)
• Deep international accounting expertise
• Management of operational accounting
• Internal controls development and auditing
• Implementation of new ERP system
• Ensuring compliance with US GAAP, SEC, and IFRS standards
• Maintaining SOX compliance throughout the organization
• Bachelor’s in Accounting

Treasury Leader | Cash Flow Optimization | Capital Structuring

• Treasury executive with more than a decade of progressive experience
• Directed daily corporate and fund treasury operations, ensuring optimal liquidity and compliance with complex partnership and legal agreements.
• Managed quarterly cash sweeps from multiple funds, monitoring balances, reserves, and disbursements to maximize capital utilization.
• Oversaw banking relationships and established secure financial protocols to safeguard cash and optimize treasury operations.
• Developed short- and long-term cash flow forecasts, incorporating scenario and stress testing for risk management and strategic decision-making.
• Executed the remarketing of a large bond portfolio, building treasury models and dashboards that guided pricing and due diligence.
• Automated debt service billing systems, reducing errors and streamlining treasury reporting processes.
• Partnered with CFO, CEO, and legal teams to provide treasury insights for acquisitions, dissolutions, and strategic capital allocation.
• Implemented treasury reporting policies that supported annual audits, external reviews, and investor reporting integrity.
• Led treasury-related due diligence for acquisitions, assessing cash flows, collateral, and debt structures.
• Built and maintained treasury dashboards to monitor liquidity, cash balances, and performance metrics.
• Supported risk management initiatives, evaluating exposures related to interest rate changes, liquidity shortfalls, and covenant compliance.
• Holds a Master of Science in Finance and a Bachelor of Science in Business.

Chief Accounting Officer | Multi-Entity Oversight | SEC Compliance | Transformation Expertise

• Serves on executive leadership teams, reporting directly to CEOs and contributing to strategic decisions involving financial reporting, budgeting, restructurings, and operational planning.
• Leads enterprise-wide accounting operations, including consolidation, technical accounting, internal controls, budgeting, and financial reporting for complex multi-entity structures.
• Oversees the preparation and filing of all external financial statements, including 10-Ks, 10-Qs, and 8-Ks, ensuring full compliance with U.S. GAAP, SEC regulations, and company-specific requirements.
• Serves as a key advisor to the CEO and executive team, providing strategic insight into financial performance, operational risks, audit matters, and capital structure decisions.
• Directs technical accounting research and policy development, drafting position papers and coordinating with auditors and legal counsel on complex topics.
• Supervises corporate and divisional accounting teams, setting standards for reporting accuracy, audit support, team development, and process consistency across entities.
• Manages financial close cycles and process improvement initiatives, including shortening close timelines, streamlining account structures, and enhancing consolidation workflows.
• Drives internal control frameworks and SOX compliance, ensuring documentation, risk assessments, and system controls are appropriately designed and executed.
• Implements accounting system integrations and enhancements, aligning reporting capabilities with strategic objectives and operational efficiency goals.

• Expert at building out finance functions from scratch, at fast-growth organizations
• Successful exits
• Designing and implementing formal reporting packages, including standardized executive reporting, as well as KPIs and benchmarking
• Formalization of finance duties and functions
• Cash management and optimization
• Acquisition targeting, execution, and integration
• Capital raises, both debt and equity
• Highly experienced with PE Sponsored organizations
• Development of all forecasting tools, including revenue and expenses for various channels
• Expert skills in building highly complex financial models
• C-Suite and Investor Reporting
• Bachelor’s in Business

CPA Controller | IPO Experience | Multi-Entity | Complex Consolidations

• CPA with over 20 years of progressive accounting and finance leadership experience across high-growth, public, private equity-backed, and pre-revenue environments
• Expert at building and reorganizing accounting functions to align with strategic growth initiatives
• Led multiple ERP implementations to prepare companies for scaling and growth
• Directed complex, multi-entity consolidations and reduced month-end close timelines by 50%
• Oversaw budgeting, forecasting, and 13-week cash flow modeling to support capital planning and board-level reporting
• Led large accounting teams consisting of dozens of professionals across GL, fixed assets, inventory, A/P, A/R, regulatory accounting, and financial reporting functions
• Played key leadership roles in IPO readiness, SOX implementation, audit management, and technical accounting policy development
• Executed major acquisition integrations, including full accounting migrations and operational scaling initiatives supporting significant revenue growth
• Holds a Bachelor of Science in Business (Accounting) and is a Certified Public Accountant (CPA)

• CPA
• 10 years of dedicated SEC reporting
• 10-K, 8-K and 10-Q
• XBRL tagging expert
• Proxy filings
• Technical accounting research
• Bachelor’s in Accounting

• 15+ years of dedicated A/P experience
• 3-way matching
• High-volume A/P
• Weekly check runs, ACH payments and EFT’s
• Coding and batching invoices
• Journal entries
• Processing and coding complex invoices
• Associates of Accounting

Executive Finance Leader | Driving Growth, Margin & Scale

• Executive Finance Leadership: Senior finance leader with over a decade of progressive experience overseeing finance, accounting, FP&A, and business analytics.
• Strategic Planning & Long-Range Modeling: Leads annual strategic planning, budgeting, and multi-year financial modeling in close partnership with executive leadership to support profitable growth and scalability.
• Full P&L Ownership: Maintains end-to-end ownership of P&L performance, financial reporting, and monthly business reviews to drive data-informed executive decision-making.
• FP&A & Business Analytics Leadership: Built and led high-performing FP&A and analytics teams; established operating cadence, KPIs, and reporting structures to improve financial visibility and accountability.
• Cost Optimization & Margin Expansion: Identified and executed cost-reduction initiatives across several divisions, leading to sustained EBITDA improvement.
• KPI Development & Performance Management: Designed and implemented KPI dashboards and analytics tools that aligned financial and operational metrics with business objectives.
• Cross-Functional Business Partnering: Acts as a strategic advisor to several divisions, enhancing financial transparency and investment decision quality.
• GAAP Reporting & Audit Readiness: Ensures GAAP-compliant financial reporting and partners with corporate stakeholders on tax compliance, audit preparation, and internal controls.
• FP&A Transformation & Process Improvement: Streamlined FP&A processes, tools, and forecasting methodologies to improve planning accuracy, efficiency, and reporting timeliness.
• Education & Credentials: Holds an MBA and a Bachelor’s degree in Business

Senior Accountant | Multi-Entity Accounting | CPA Candidate

• Senior Accountant with experience supporting multi-entity environments and managing client-facing accounting operations
• Owned the month-end close process, including preparing adjusting journal entries, trial balances, and ensuring timely and accurate financial reporting
• Prepared, reviewed, and analyzed financial statements while providing recommendations to improve profitability, reduce costs, and enhance revenue performance
• Managed full-cycle accounting functions, including general ledger maintenance, financial record accuracy, and reporting for multiple entities and clients
• Performed account reconciliations, investigated discrepancies, and improved reporting accuracy and timeliness across multiple engagements
• Drove process improvements and operational efficiencies, including reducing month-end close timelines by more than 50%
• Partnered directly with business owners, stakeholders, and clients to resolve complex accounting issues, improve reporting quality, and provide financial insights for decision-making
• Managed treasury and cash management activities, budgeting, forecasting, audit support, tax filings, and compliance-related accounting functions
• Holds both a Master’s degree and Bachelor’s degree in Accounting with a strong academic record and is currently pursuing the CPA designation