Consulting firm which specializes in providing finance and accounting services to business clients. Offerings include interim and part-time CFO services, financial modeling, financial analysis, and accounting work.

* Managed all operations in connection with finance and accounting, including financial models, financial statements, strategic plan, forecasts, budgets, cash management, capital expenditures, annual audits, accounts payable, accounts receivable, and payroll.* Developed and initiated financial systems, operating policies, and procedures for transacting financial matters in accordance with Board of Trustees policy.* Ensured that all financial and accounting systems are accurate, efficient, and in accordance with professional accounting practices and governmental regulations.* Trained and supervised finance and accounting staff.

* Managed Finance, Accounting, and Facilities.* Finance: - Produced annual operating budget (Income Statement, Balance Sheet, Cash Flow), monthly forecasts, and variance analysis for all departments. - Created highly-complex Excel financial models (examples include modeling of revenue, marketing spend by media, lead flow/conversion/starts). - Monitored EBITDA and Free Cash Flow to ensure sufficient capital inflow from venture capital partners to allow for aggressive growth within tightly-controlled expense parameters.* Accounting: - Generated month-end close, revenue recognition, A/P, accrual entries, depreciation schedules, payroll, annual audit with outside top accounting firm. - Produced monthly/quarterly/annual reporting packages. - Banking - reviewed monthly bank statements; reconciliations; wire transfers. - Created robust chart of accounts.* Facilities: - Initiated strategic, cost-effective corporate and campus build-outs. - Analyzed capital expenditure needs as well as resulting effects on cash flow, income statement, and balance sheet.* Served as Treasurer/Secretary of Board of Directors.

* Produced annual budgets, monthly forecasts, KPI’s, and variance analyses for all campuses and corporate departments.* Created financial models to analyze program profitability, which drives the decision-making behind which programs to offer at new/existing campuses.* Completed three-year strategic plan for all campuses (starts, revenue, expenses, etc.).* Designed staffing and compensation models for new positions within the company.* Worked closely with all executive campus directors in providing value-added financial information to enable them to run the most profitable campuses possible, within such constraints as capacity limitations and decreased funding options in tight credit market.* Advised accounting department on accuracy/reasonableness of monthly financials.* Created Program Enrollment Model, presented to Accrediting Bureau of Health Education Schools (ABHES), resulting in the School’s continued ability to enroll students.* Developed the Campus Metrics Dashboard (Key Performance Indicators/KPIs) to monitor campus profitability and efficiency.* Played a key role in the implementation of Microsoft Dynamics GP (Great Plains).* Contributed as the sole finance member of the Overarching Steering Committee, charged with defining strategic initiatives and setting metrics to evaluate success.

* Managed the financial aspects of all lines of business for the auto finance industry (e.g., CarMax, auto dealers, on-line partners), including monthly variance analyses, annual budget, and monthly forecasts.* Produced financial models and ad-hoc projects for auto lending lines of business. * Played a key role in setting the Strategic Planning initiatives for the direct lending business.

* Led a team in initiating and quantifying the benefits of retail and lease risk based pricing. * Created financial analyses for special financing programs (e.g., certified, subvention).* Produced financial models for profit by series project, with Toyota Motor Sales.* Prepared presentations for top management.* Recruited, trained, and supervised staff of analysts.