Goal-driven, tech-savvy Chief Financial Officer with strong history of achieving both financial and non-financial business goals. Trusted business partner to C-suite and Boards, advising on impacts of potential decisions, including M&A due diligence and acquisition integration. Savvy in building finance functions from the ground up, rolling out new technologies and streamlining processes.
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5000 company providing comprehensive enterprise risk management solutions
Manage finance of LRG's 7 commercial businesses and HQ entity
Transformed finance department from on-site, highly manual accounting functions to cloud-based, integrated and remote processes. Partnered with business unit executives to drive process realignments based on data-driven decision making
The non-profit association promoting adoption of virtual care
Helped ATA to stay afloat following fiscal errors of multiple prior CEOs. Brought in to lead implementation of new initiatives in areas of finance, human resources, cash management and contract management. When the company ran out of cash reserves and had to let go 50% of its workforce, was able to scale down finance department from a staff of four, to a part-time team of two.
KEY ACCOMPLISHMENTS:
Non-profit accounting consultants
Help non-profit clients with accounting and controllership support. Working with multiple clients ranging in $2-$10M in revenues was often a rescue mission. Upon the start of the engagement with YPTC, clients usually lacked any financial guidance internally and had not kept their books for months, and had an imminent fiscal year-end and audit. Support involved hands-on accounting, processes and procedures' development, best practices recommendations, grants reporting and compliance, financial statements presentation, and recommendations to Executive Directors and Boards
KEY ACCOMPLISHMENTS:
Privately held. Largest parking operator in Canada and 3rd largest operator in the USA.
Impark acquired MarcParc and MarcParc Valet in March 2015.
Impark Controller: Responsible for post-acquisition integration, closing of MarcParc books, calculating net working capital and the realignment of MarcParc's financial activities to fit Impark's processes, systems, and procedures. Groomed to step into the Regional Controller role responsible for $350+ million revenue operations.
KEY ACCOMPLISHMENTS:
MarcParc Controller: Rebuilt the prior finance team, incomplete bookkeeping services, and disparate systems into a high-performance accounting, reporting and financial analysis group, poised for growth and scalability.
KEY ACCOMPLISHMENTS:
A strategy consulting firm that helps management create significant bottom-line value improvements
Controller of 3 major lines of business within a family of >20 privately held companies: investments and private equity (Dean Ventures), strategy consulting (Dean and Company) and energy-trading (DC Energy)
KEY ACCOMPLISHMENTS:
Privately held nationwide design-build & foundation construction contractor
ASSISTANT CONTROLLER (2009-2010): Reporting to CFO, responsible for monthly financial reporting packages, and assisted with annual budgets and audits
KEY ACCOMPLISHMENTS:
SENIOR ACCOUNTANT (2002-2009): Lead month-end close, extensive in-house payroll reporting functions, and compliance reporting
KEY ACCOMPLISHMENTS:
TAX ACCOUNTANT (2001-2002): Processed and filed unemployment, sales & use, gross receipts, state/federal/local withholding and other miscellaneous taxes in a timely manner for 30+ states.
KEY ACCOMPLISHMENTS:
Government contractor providing technology solutions in information systems, environment, telecommunications, defense, and aeronautics
Dean's List of Academic Achievement
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