Manage and align budget processes with CEO and department heads. Oversee portfolio companies totaling $13.7M in revenue and $4.8M in earnings. Direct real estate projects worth $55M, with $18.5M active. Streamline fiscal operations, merging accounts payable, receivable, and purchasing. Work with auditors to develop compliance policies and internal controls. Lead finance team in daily operations and strategic planning. Partner with COO in forecasting business growth and strategic vision, providing key guidance. Coordinate with construction and real estate experts for precise budgeting and project management. Drive financial integration of new acquisitions. Expertise in financial statement preparation, board reporting, and operational management; maintaining detailed records and asset tracking. Manage audits, tax returns, HR, benefits, and insurance while leading financial planning and analysis (FP&A) in budgeting and financial strategy execution.ACCOMPLISHMENTS: *Achieved 38% growth in gross revenue and 146% in earnings since acquisition in 2015. *Identified $207k positive cash impact through due diligence, revealing inaccuracies in target company's accounts receivable. *Orchestrated eight targeted merger and acquisitions (M&A) deals across financial technology (Fintech), real estate, and entertainment sectors along with executive team. * Managed $140M in total capital with $80M in active assets, including investments and capital augmentations. *Initiated process improvements to enhance customer experience and streamline workflows during company acquisitions. *Improved internal processes for increased profitability and efficiency. *Implemented business analytics, optimizing commission structures and strategic personnel additions, leading to a doubled EBITDA margin from 11% in 2019 to 22% in 2023. *Promoted from Controller to Vice President of Finance; recognized for tactful, hands-on management of financial operations, investor relations, and reporting standards.

Handled annual audit and tax filing processes. Initiated business analytics to track KPI in growth, sales, and client satisfaction against industry benchmarks. Managed comprehensive cash flow oversight for portfolio entities. Upgraded and refined financial systems and technology. Instituted best practices and innovative tools for effective fiscal management, project execution, and interdepartmental collaboration. Formulated and implemented financial strategies consistent with company objectives. ACCOMPLISHMENTS * Optimized internal operations and workflows to boost profitability and staff productivity.

Managed accounting operations and reporting for client portfolios, consulting up to 25 clients across non-profit, retail, and professional sectors with distribution of 50% non-profit, 20% retail, and 30% professional. Engaged with upper management, board members, and support staff. Undertook accounting framework development for high-profile entertainment project. Managed cash flow, investments, insurance, budgeting, and financial reporting. Coordinated annual budgets for multiple portfolio companies. Conducted risk management, overseeing financial Information Technology (IT) systems, and collaborated with investment bankers for capital raising. ACCOMPLISHMENTS: *Created and maintained complex grant tracking budgets and forecasts for multi-faceted non-profits with over 14 private and public sector grants spread over multiple programs and departments. *Conducted special project consulting to create accounting framework for high-profile entertainment businesses, bringing accounting and finance in-house. *Innovated year-end balance scrutiny methods, resulting in a 25% reduction in audit adjustments and streamlined auditor engagement.