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.
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.