CPA Controller with M&A Integration and Technical Accounting Expertise

• Executive Finance Leadership: Controller and finance executive with extensive experience leading the accounting and finance function, reporting directly to executive leadership and Boards while overseeing financial reporting, budgeting, forecasting, cash flow, KPIs, and strategic financial planning for complex organizations.
• Controller & Financial Reporting: Managed full-cycle corporate accounting, month-end close, GAAP financial reporting, account reconciliations, chart of accounts, financial statement preparation, board reporting packages, and management reporting for multi-entity organizations.
• Budgeting, Forecasting & Financial Planning: Developed annual operating budgets, maintained long-range financial models, prepared cash flow forecasts, monitored actual results, performed variance analysis, and advised executive leadership on financial risks and opportunities.
• Technical Accounting & M&A Integration: Led post-acquisition accounting integration efforts, consolidated general ledgers, converted organizations from cash to GAAP reporting, implemented ASC 805 and ASC 842, and supported acquisition-related financial due diligence and integration activities.
• Audit, Compliance & Regulatory Reporting: Coordinated annual external audits, prepared organizations for GAAP financial statement audits, partnered with auditors and tax advisors, and supported SEC regulatory compliance, including financial reporting and required filings.
• Leadership & Team Development: Built, managed, hired, trained, and mentored accounting teams while overseeing accounting and finance staff to improve operational effectiveness and support organizational growth.
• Treasury, Cash Management & Process Improvement: Managed treasury relationships, cash management, revolving credit facilities, banking relationships, payroll oversight, expense management systems, accounts payable automation, and finance process improvements that strengthened controls and increased efficiency.
• Private Equity, Investment & Fund Accounting: Extensive experience overseeing complex corporate and investment fund accounting, including fund financial reporting, management fee calculations, investor reporting, fund audits, tax coordination, valuation compliance, and multi-entity financial management.
• Public Accounting Foundation: Began career in public accounting with a Big Four accounting firm, leading audit engagements, supervising audit teams, managing engagement planning and execution, and auditing investment funds and large real estate organizations.
• Education & Certifications: Bachelor of Science in Business with majors in Accounting and Finance. Certified Public Accountant (CPA).