Controller | CPA | Big 4 Background | SEC Reporting | 15+ Years of Leadership

• Controller & Accounting Leadership: Extensive controller-level leadership experience overseeing large accounting teams, monthly, quarterly, and year-end close processes, financial reporting, technical accounting, internal controls, and audit execution.
• Big 4 Foundation: Started their career at a Big 4 public accounting firm, progressing up to Assurance Manager, managing audit engagements, reviewing financial statements and regulatory filings, and performing technical accounting research.
• Financial Reporting & Compliance: Significant experience overseeing regulatory filings, financial statements, quarterly reviews, year-end audits, and other external reporting requirements, with regular interaction with senior management and Audit Committees.
• Technical Accounting & GAAP: Strong technical accounting background with experience implementing and applying complex accounting standards.
• Internal Controls & Audit Management: Led internal and external audit processes and successfully remediated significant deficiencies and material weaknesses in internal controls, with a strong understanding of GAAP, general ledger accounting, and control environments.
• M&A & Integration: Extensive transaction experience leading accounting, technical accounting, integration, and disposal activities for multiple large acquisitions and divestitures.
• Process Improvement & Systems: Proven track record of restructuring accounting functions, streamlining processes, implementing enterprise systems, establishing automation strategies, and deploying automated accounting processes to improve efficiency and scalability.
• Budgeting, Forecasting & Treasury Partnership: Experienced in leading annual budgeting and forecasting processes, management reporting and analysis, cash forecasting, financing strategy, and partnering with other divisions on broader financial decisions.
• Executive & Board-Level Communication: Regularly prepares and presents financial and strategic information to senior leadership and Audit Committees.
• Education & Certification: Holds a Bachelor’s in Accounting and is a Certified Public Accountant (CPA).

Chief Accounting Officer | CPA | Public and Private Company Experience

• Chief Accounting Officer Leadership: Executive accounting and finance leader with experience overseeing accounting operations, financial reporting, technical accounting, internal controls, audits, tax, treasury, and strategic finance functions for both public and private organizations while partnering closely with executive leadership, boards, lenders, and investors.
• Big 4 Public Accounting Foundation: Began career in public accounting with the Big 4, building extensive expertise in U.S. and international accounting standards, multinational consolidations, due diligence, technical accounting, audit committee reporting, and complex capital markets transactions, before moving into executive industry leadership.
• Public Company Financial Reporting: Led all aspects of SEC and GAAP financial reporting, including consolidations, board reporting, audit committee presentations, technical accounting research, proxy materials, registration statements, pro forma reporting, and complex securities filings while ensuring regulatory compliance.
• Accounting Operations & Close Process Leadership: Directed enterprise-wide accounting organizations responsible for month-end close, consolidations, financial statement preparation, reconciliations, and continuous process improvements that significantly accelerated financial reporting timelines while improving accuracy and scalability.
• Mergers, Acquisitions & Integration: Oversaw accounting due diligence, acquisition accounting, financial integrations, and post-acquisition reporting for large-scale growth initiatives, including integration of dozens of acquisitions and implementation of scalable accounting processes to support rapid organizational expansion.
• Technical Accounting & Internal Controls: Served as the executive leader for technical accounting, SOX compliance, enterprise risk management, internal controls, and accounting policy development while preparing complex accounting memoranda and strengthening governance across the organization.
• Executive Finance Partnership: Partnered with CEOs, CFOs, boards of directors, lenders, investors, banking partners, and operational leadership to provide financial strategy, liquidity management, budgeting, forecasting, debt management, investor reporting, and decision support for high-growth organizations.
• Audit & Compliance Oversight: Directed external audits, banking relationships, treasury activities, regulatory reporting, and financial governance while serving as the primary liaison with auditors, lenders, and financial institutions.
• Systems, Process Improvement & Organizational Leadership: Led ERP implementations, accounting transformations, organizational restructurings, finance team development, investor reporting enhancements, and operational improvements that increased efficiency while supporting significant business growth.
• Education & Certifications: Bachelor of Business with a major in Accounting, and holds an active CPA.

Chief Accounting Officer with Public and Private Company Experience

• Executive Accounting Leadership: Chief Accounting Officer and Vice President of Accounting leader with extensive experience directing accounting, finance, FP&A, treasury, tax, investor reporting, and financial operations for both public and private organizations while partnering closely with CEOs, CFOs, Boards of Directors, lenders, and investors.
• Financial Reporting & Close Management: Led all aspects of monthly, quarterly, and annual financial reporting, including consolidations, GAAP compliance, board reporting, financial statement reviews, technical accounting, and significantly reducing month-end close timelines through process improvements.
• M&A, Due Diligence & Integration: Directed accounting due diligence, acquisition accounting, post-acquisition integrations, financing activities, and structured accounting for numerous acquisitions.
• Board, Investor & Executive Reporting: Prepared and presented quarterly board packages, audit committee materials, investor reporting, lender reporting, proxy materials, SEC registration documents, and executive financial analyses while serving as a trusted advisor to senior leadership and ownership groups.
• Technical Accounting & SEC Reporting: Extensive experience leading technical accounting research and preparing accounting memoranda covering complex transactions.
• Internal Controls, SOX & Audit Leadership: Led enterprise-wide SOX implementations, ERM initiatives, internal control enhancements, and coordinated external audits while strengthening governance, compliance, and audit readiness across complex organizations.
• Treasury, Cash Management & Operational Finance: Oversaw treasury operations, banking relationships, debt facilities, cash flow management, payroll, benefits administration, investor reporting, and financial institution relationships while ensuring liquidity and operational efficiency.
• Leadership, Process Improvement & ERP Implementations: Built and led high-performing accounting organizations, managed controllers and accounting teams, implemented new ERP systems, improved reconciliation processes, accelerated financial close cycles, and established scalable accounting processes to support high-growth businesses.
• Public Accounting & Global Finance Expertise: Began career in public accounting, working with public, private, multinational, and private equity-backed organizations.
• Education & Certifications: Bachelor of Business with majors in Accounting, Finance, and licensed CPA.

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).

Controller | CPA | SEC Reporting, Technical Accounting, & M&A Expertise

• CPA with more than 20 years of progressive accounting and finance experience, including leadership roles in controllership, technical accounting, SEC reporting, M&A support, audit, and financial reporting. Started their career in public accounting with a Big 4 firm, before moving into corporate accounting leadership
• Extensive Controller-level experience overseeing financial reporting, accounting operations, internal controls, cash flow forecasting, audit management, and corporate accounting policy development
• Deep technical accounting expertise under both U.S. GAAP and IFRS
• Significant SEC reporting experience, managing and reviewing Forms 10-K, 10-Q, 8-K, S-1 filings, IPO readiness initiatives, SEC compliance matters, footnote disclosures, and responses to SEC comment letters
• Led the preparation of audit-ready financial statements, management reporting packages, lender reporting, and board-level financial presentations for both public and private organizations
• Supported numerous mergers and acquisitions, including financial due diligence, transaction advisory services, valuation coordination, purchase price accounting, and post-acquisition integration activities
• Drafted more than 100 technical accounting position papers and accounting issue memorandums addressing complex and non-routine transactions, new accounting standards, and emerging reporting requirements
• Established accounting policies, standard operating procedures, SOX compliance programs, internal controls, and risk management frameworks to strengthen financial reporting accuracy and governance
• Managed external audits, audit committee reporting, accounting standard implementation projects, and enterprise-wide assessments of new accounting pronouncements and regulatory changes
• Holds a Bachelor of Accounting and an active CPA

CPA Controller with Big 4 Foundation & Multi-Entity Leadership Experience

• Started career at the Big 4, leading audit engagements for both public and privately held companies
• Oversaw all aspects of financial management for a multi-entity organizations, including month-end close, budgeting, forecasting, financial reporting, and internal controls
• Managed GAAP compliance, financial reporting, KPI development, and operational performance analysis at the leadership level
• Led implementation and optimization of ERP software and other operational systems, significantly improving reporting capabilities and accelerating the month-end close process
• Partnered cross-functionally with various departments to support strategic decision-making and improve financial performance
• Managed external audit relationships and successfully coordinated complex audit processes while maintaining strong financial controls and reporting accuracy
• Led, trained, and developed accounting staff, including implementing formal feedback processes and improving team performance
• Holds a Bachelor of Science in Accounting, and maintains an active Certified Public Accountant (CPA) license

Big CPA Controller | Built Accounting Function | Led ERP + M&A Integration

• CPA with 10+ years of progressive accounting and finance experience, starting in public accounting at the Big 4, and advancing into Controller/Director-level leadership roles
• Bachelor’s degree in Accounting
• Led all core controllership functions including month-end close, financial reporting, budgeting, forecasting, and GAAP compliance for a multi-entity business
• Built and enhanced internal control frameworks, improving financial accuracy, audit readiness, and overall compliance environment
• Directed ERP implementations and reducing close timelines
• Developed KPI-driven reporting and financial analytics to provide actionable insights on profitability, cost drivers, and operational performance
• Owned audit relationships and led external audit processes, maintaining cost efficiency while scaling complexity of the business
• Revamped and implemented all new accounting policies and procedures, ensuring adherence to GAAP principles and all ASC pronouncements
• Managed and developed the accounting team, implementing training, performance management, and process improvements to increase accuracy and responsiveness
• Partnered cross-functionally with multiple division to drive financial discipline, improve cash flow, and support strategic decision-making

Strategic Controller | CPA | SEC Reporting, GAAP, & Operational Leader

• Controller with 15+ years of experience leading accounting, financial reporting, and operational finance for large, complex organizations with significant revenue and capital expenditures
• Oversees full-cycle accounting functions including general ledger, financial statement preparation, budgeting, forecasting, and cash management
• Leads preparation of consolidated financial statements and supports SEC reporting (10-K, 10-Q), including footnotes and disclosures
• Ensures compliance with GAAP, SEC regulations, and SOX requirements while partnering closely with internal and external auditors
• Provides strategic financial leadership as part of senior management teams, translating financial data into actionable insights for operations
• Manages large-scale, multi-entity and multi-location accounting environments
• Implements and maintains technical accounting standards and drives process improvements across finance functions
• Oversees audit processes and reporting to stakeholders, including boards, lenders, and investors
• Builds and develops accounting teams, establishes policies and procedures, and improves systems
• Certified Public Accountant (CPA); holds an MBA and a Bachelor’s degree in Accounting

CPA & MBA | Public & Private Industry Experience | Finance Partner

• Senior accounting and finance leader with extensive Controller and CFO-level experience overseeing financial reporting, budgeting, forecasting, and operational finance across various industries
• Responsible for full-cycle accounting operations, including general ledger, AP/AR, inventory accounting, financial close, and preparation of monthly, quarterly, and annual financial statements
• Leads budgeting, forecasting, and strategic planning processes while partnering with executive leadership to develop operating and financial strategies that drive profitability and organizational performance
• Oversees financial reporting, analysis, and performance metrics to support decision-making for senior management and operational leaders
• Implements and improves accounting policies, procedures, and internal controls to ensure accurate reporting, regulatory compliance, and strong financial governance, including Sarbanes-Oxley compliance experience
• Supervises and develops accounting teams, mentoring staff and building high-performing finance organizations that support operational efficiency and improved morale
• Oversees relationships with external auditors, banks, insurance providers, and legal advisors while coordinating internal and external audit processes
• Experience implementing accounting systems and improving financial reporting infrastructure to enhance information integrity and operational insight
• Holds a Bachelor’s in Accounting, an MBA, and maintains an active Certified Public Accountant (CPA) license

CPA | Public and Private Company | SEC Reporting | Multi-entity Close

• CPA with 20+ years of progressive experience leading accounting, SEC reporting, financial close, and internal controls across publicly traded and privately held organizations in a variety of industries
• Oversees full-cycle accounting operations including month-end close, consolidations, payroll, AP/AR, treasury, and financial reporting while ensuring GAAP compliance and strong internal control frameworks
• Extensive experience preparing quarterly and annual SEC filings, drafting MD&A, managing XBRL review, researching new accounting pronouncements, and supporting IPO readiness and complex transactions
• Primary liaison for internal and external audits and regulatory examinations; prepares technical accounting memos and quarterly analyses to support audit readiness
• Develops annual budgets, rolling forecasts, and weekly sales tracking models; delivers executive-level financial review packages and variance analyses
• Streamlined journal entry processes, reduced close cycle inefficiencies, and implemented system-driven reconciliations to improve reporting accuracy and timeliness
• Led multiple ERP and financial system implementations and integrations, enhancing reporting automation and operational scalability
• Manages treasury functions, including cash forecasting, credit facilities, and supports covenant compliance and liquidity planning
• Built and led accounting teams, ranging from small departments to multi-layered structures, mentoring staff and strengthening cross-functional collaboration
• Started career at the Big 4 with experience auditing public and private companies across multiple industries; holds a Master of Science in Accounting and active CPA license