Overseeing HIP's financial operations to ensure financial health and drive initiatives that align with the business' goals.

Proven track record in performing Controller and Fractional CFO roles for high growth entrepreneurs, delivering exceptional financial oversight, and driving sustainable business growth. Adept at managing full-cycle accounting processes, financial reporting, budgeting, and cash flow management.Role:Engage with entrepreneurial clients within various industries (e.g., SaaS, CPG, not-for-profits, etc.) to address challenges related to scalability and growth. Oversee a team… Show more Proven track record in performing Controller and Fractional CFO roles for high growth entrepreneurs, delivering exceptional financial oversight, and driving sustainable business growth. Adept at managing full-cycle accounting processes, financial reporting, budgeting, and cash flow management.Role:Engage with entrepreneurial clients within various industries (e.g., SaaS, CPG, not-for-profits, etc.) to address challenges related to scalability and growth. Oversee a team of 5-10 in the US and India that complete full-cycle accounting functions, including AP/AR, payroll, and month-end/year-end close for multiple high growth clients.Prepare and present comprehensive financial reports to executive leadership and investors, providing insights and recommendations to drive business performance.Implement and maintain internal controls and financial policies to ensure regulatory compliance and mitigate financial risks.Collaborate with cross-functional teams to develop and execute strategic business plans, aligning financial objectives with overall company goals.Mentor and develop my team, fostering a culture of continuous improvement and professional growth through radical candor. Show less

Accelerated Growth partners with the founders, boards, and investors of entrepreneurial organizations to enhance business performance. The AG team leverages its strength in finance, technology, operations and strategy to build the right foundation for growth. The firm works with some of the most innovative companies in the Midwest, and its clients have been featured in the Wall Street Journal, the Inc. 500, Crain’s 40 Under 40, and Forbes Magazine (among many… Show more Accelerated Growth partners with the founders, boards, and investors of entrepreneurial organizations to enhance business performance. The AG team leverages its strength in finance, technology, operations and strategy to build the right foundation for growth. The firm works with some of the most innovative companies in the Midwest, and its clients have been featured in the Wall Street Journal, the Inc. 500, Crain’s 40 Under 40, and Forbes Magazine (among many others).Role:Supported month-end and year-end close processes, including journal entries, account reconciliations, and variance analysis.Assisted in the preparation of financial statements in accordance with GAAP, providing support during audits.Conducted detailed financial analysis and reconciliations, ensuring accuracy and integrity of financial data.Implemented process improvements to streamline accounting operations, enhancing efficiency and reducing processing times.Managed relationships with C-suite clients and provided tailored reporting to help them make informed business decisions. Show less

Trained the incoming Finance Manager on: month-end procedures, monthly reporting packages and variance commentary

Managed client contract compensation terms for the purpose of revenue recognition and reconciliation of recorded revenuePartnered with the Executive Leadership Team to develop strategies to drive client profitability by analyzing cost structure and making recommendations to eliminate unnecessary spendingCreated a labor utilization report that was reviewed monthly by the ELT and used in staffing/hiring decisionsReviewed pricing proposals and partnered with the Account… Show more Managed client contract compensation terms for the purpose of revenue recognition and reconciliation of recorded revenuePartnered with the Executive Leadership Team to develop strategies to drive client profitability by analyzing cost structure and making recommendations to eliminate unnecessary spendingCreated a labor utilization report that was reviewed monthly by the ELT and used in staffing/hiring decisionsReviewed pricing proposals and partnered with the Account Team and Legal to draft contractsCoordinated with various departments to supply information for audits Show less

Created annual operating budget and reviewed financial statements monthly with the Executive Leadership Team Managed revenue recognition process and trained the team on the month-end procedurePrepared client specific financial statements and led internal monthly business reviews to evaluate profitabilityReviewed month end journal entries related to revenue and COS accruals/deferrals Supervised two analysts and ensured client invoicing, reconciliations, and… Show more Created annual operating budget and reviewed financial statements monthly with the Executive Leadership Team Managed revenue recognition process and trained the team on the month-end procedurePrepared client specific financial statements and led internal monthly business reviews to evaluate profitabilityReviewed month end journal entries related to revenue and COS accruals/deferrals Supervised two analysts and ensured client invoicing, reconciliations, and project accounting were being completed accurately and in a timely manner Show less

In partnership with the Executive Leadership Team, developed annual client revenue forecast and managed profitability Provided the Account Directors with analysis of key client P&L concerns and updated the monthly revenue forecast to ensure it reflected any changes in the planPrepared monthly journal entries to ensure proper revenue recognitionEnsured agency was in compliance with current contractual guidelines related to invoicing and quarterly reporting

Led Account Team meetings to review monthly financial resultsProvided accurate and timely client invoicingReconciled over 150 digital media campaigns annually

Improved cash flow and collection period for key accountsLed monthly out of pocket billing meetings with the Account and Production TeamsPrepared monthly expense accrual for clientsReported labor actuals to management bi-weekly to show progression of projects

Created and sent monthly retainer invoices to clients and followed up on past due accounts receivableReduced WIP/production exposure for clients by billing promptly and communicating with the Account Team when a revised signed estimate was needed Reconciled all fee and production projects when completed