Angela Coldwell Email and Phone Number

In this role, I’ve gained expertise in:• Building Strategic Partnerships: Working closely with winemakers to bring their creations to a wider audience, fostering mutual growth and shared success.• Building Connections: Establishing relationships with vineyards, restauranteurs and retailers to create a robust network.• Legal Compliance: Obtaining Federal, State and County licenses and procuring a suitable place of business to operate in the alcohol industry.• Wine Education: Participating in tastings around Tuscany and events to educate clients and consumers about Italian wine varietals, regions, and food pairing suggestions. I am also currently studying for the Wine & Spirit Education Trust (WSET) Level 3 Award in Wines, having already passed Levels 1 and 2 with distinction.I am inspired by the idea of bringing joy and connection to people through exceptional wines. Whether it’s helping a restaurant craft an authentic Italian wine list or introducing people to a new favorite bottle, I am dedicated to delivering value and authenticity.I am always eager to collaborate with individuals and businesses who share my appreciation for wine and my dedication to delivering excellence. Feel free to connect if you’d like to learn more about my experience or explore potential partnerships.

Privately held subdivision with Property Owners AssociationHands-on role responsible for every element a small business requires freeing up the business owners to concentrate on making the business succeed. Established legal entity structure, accounting system, insurance strategy, policies and procedures. Worked with attorneys, city departments (Planning and Zoning) and water authority to transition from multi-family commercial to Property Owners Association (POA) to target Federal Housing Administration (FHA) and Georgia Dream loan customers such that sales are currently recording at a 400% profit. Produce and file annual 1065 (Partnership Tax Return) and 1120-H (Tax Return for POA). Calculate and file quarterly estimated tax payments. Coordinate with qualified intermediaries to transfer proceeds from the sale of assets under IRC Section 1031 to defer taxes. Represent business in court to handle the inevitable hearings moving from rented multi-family commercial to sellable individual townhouses.

Privately owned vacation rental business.Administer every element of the business from a remote location. Officer on the Association Board of Directors.

Private equity owned home health care agency Managed the finance and accounting team (11 employees), interviewed, hired and trained two more team members to cover overdue deliverables. Managed cash forecasting to ensure weekly payroll deadlines met for 27 locations across 8 subsidiaries. Evaluated ERP implementation and made recommendations to improve the financial reporting and consolidation process, streamline the payable process and simplify debt compliance reporting. Documented all CFO responsibilities to ensure the efficient and successful transition of the role.

Private equity owned technology company specializing in background and medical screening software Partnered with the CEO and private equity owners to identify synergies from two recent acquisitions along with cost reductions in the legacy company in order to achieve cashflow positive operations. Implemented a rolling 12-week cash forecast to closely manage working capital. Developed financial report pack presented to the board monthly along with reforecasting financial results for the remainder of the year. Managed the finance team (12 employees) replacing under-performing team members and ensured all private equity reporting deadlines were met. Worked with the finance team and external partners to identify and implement software integrations and additional systems to streamline processes and deliverables. Documented all CFO responsibilities to ensure the efficient and successful transition of the role to a permanent employee.

Private equity owned managed services organization (MSO) with a national network of ophthalmology practices and surgery centers Interviewed and hired five new employees within 3 weeks of joining the company to fill on-site open positions, bringing my team to a total of 27. Nominated to assume responsibility for reviewing and signing all legal documents on behalf of the company. Timely filing of financial reporting package for lenders in line with covenants. Completed purchase accounting and integration of the company’s acquisitions; 8 affiliations in 2021 Responsible for the Accounting, Treasury, Tax, Accounts Payable and Integrations (M&A) departments.

Global professional services organization providing oncology insights to the life science industry Lead a seven-month due diligence process resulting in a private equity firm purchasing the company. Worked with the investment banking team to produce the Quality of Earnings report and Confidential Management Presentation. Completed the reorganization of the company following sale of legal entities and acquisition of entities. Worked with attorneys to update and renegotiate master service agreements with clients and merged acquired entities into new entities. Implemented Sage Intacct (replacing Oracle NetSuite) to automate the project revenue recognition process, global consolidation process and produce a more professional monthly financial report pack. Budgeted and managed expenses, taking the company from a seven-figure loss to a six-figure gain in my first year with the company. Implemented ASC 606 revenue recognition to become US GAAP compliant, replacing the previously used percentage of completion method (ASC 605). Successfully negotiated reduced payment terms with clients while updating master service agreements and incorporated accelerated payment schedules into statements of work. Designed a new commission structure for the business development team to compensate them based on gross margin as opposed to gross revenues to encourage collaboration between the business development team and the account services team executing the projects. Active participant in semi-monthly executive meeting presenting financial results to the board and making recommendations for future improvements in profitability and cash-flow. Created a dashboard of key performance indicators (KPI’s) to be shared with the entire organization on a quarterly basis. Responsible for overseeing the accounting, human resources, legal, investor relations, tax, and treasury operations.

Specialty pharmacy and medication management company Produced the company’s first budget and consistently managed operating expenses within 2.5% of the budget. Produced the company’s first cash-flow forecast to obtain an increased line of credit. Managed the billing and collection process to maintain amounts outstanding over 120 days from third party insurance companies at less than 2% and from patients at less than 5%. Reduced the 340B Pharmacy Reporting process (financial reports provided to over 100 healthcare partners) from two weeks to 4 business days by leading the process of using a SQL database to automate reports. Reduced the monthly closing process from almost a month to 9 business days by evaluating the process and identifying dependencies to implement a significantly more efficient process. Created departmental financial reports for each of the 12 heads of departments to explain financial results and ensure expenses remain within budget. Evaluated financial software systems - implemented Sage Intacct (cloud-based ERP product) to adopt a scalable, efficient solution, streamline processes and ensure auditability. In addition, worked with third party software engineers to specify the writing of a custom transaction management system. Identified and monitored key performance indicators for each department to be reported bi-monthly, inspiring dedication, collaboration and resulting in improved performance. Organized the company to lead them through their first audit and achieved clean audits every subsequent year. Produced plan to create a self-sustaining purchasing department by implementing centralized purchasing and reducing expenses. Recruited and trained employees including implementing a cross-training schedule to ensure key responsibilities within the department were covered in the event of unplanned absences.

Global provider of professional medical education to oncologists & hematologists Prepared consolidated financial statements for 8 entities based across Europe and North America in accordance with U.S. GAAP and Dutch GAAP Prepared monthly project cost reports recognizing revenue based on percentage of completion method Identified and rectified weaknesses in internal controls and issues with prior year financials in order to prepare for the company’s first audit; achieved a clean audit Produced the company’s first business plan and cash-flow forecast Finance lead in software implementation team; replaced Microsoft Dynamics Solomon with NetSuite Compressed month-end close cycle from one month to 12 business days Interviewed, evaluated and selected alternative payroll provider saving the company $65k per year Reviewed and signed contracts during CFO’s absence

Organizer of international events supporting the mobile communications industry Achieved the company’s first clean audit with no required adjusting entries; prior year audits resulted in excess of 100 required adjusting entries Accurately prepared year-end financial statements while adhering to International Financial Reporting Standards (IFRS) consolidating reporting for worldwide operations (7 legal entities across U.S., Europe and Asia) Managed international tax exposure, obtaining and communicating tax advice for events held in countries new to GSMA Ltd Expedited the on-site debt collection process prior to the 2010 Mobile World Congress event in Barcelona; reduced accounts receivable from $9M to $4.5M within 3 days Established inter-company transfer pricing policies as new legal entities were added to the group and reviewed existing policies annually with PwC, managing risk and ensuring compliance Maximized global treasury operations by overseeing cash and foreign currency risk management Prepared annual business plan for the board of directors (consisting of the CEO’s from the largest telecommunications companies in the world) Developed internal controls and documented all departmental policies and procedures Lead software system implementation; replaced Microsoft Access with IBM TM1

Software developer for credit card loyalty programsLead due diligence process resulting in the profitable sale of the Company’s subsidiary, CauseLoyalty, LLC.Increased interest received by $65k+ annually; successfully transitioned bank accounts to a new bank and set up a sweep account.Increased revenue by $40k+; identified and implemented a new payroll processor and benefit provider.Developed and documented all internal controls and procedures in audit preparation; successfully guided the company through their first financial audit.Served as the primary liaison between auditors, bankers, insurance agents, attorneys and vendorsPrepared financial reports; assisted the CFO and CEO in budget management and forecasting.Managed human resources department, processed new hires, and maintained human resources website; processed payroll and maintained vacation accrual reporting.

Software developer for government online applicationsSuccessfully navigated Company through the due diligence process resulting in the sale of EzGov North America to ChoicePoint.Reviewed contracts and ensured software revenue complied with SOP 97-2 and SAB101.Analyzed financial information and streamlined the billing process; communicated monthly operating results, profitability, and performance against budget and financial trends to management.Designed and executed accounting policies and procedures.Served as primary financial contact; oversaw Finance teams in Atlanta and Amsterdam.

Prepared inter-company and consolidated account reconciliations using Hyperion Essbase and SAP.Documented internal controls, policies, and procedures in compliance with SOX.

Served as primary contact for Company’s largest client with revenue of $50M across thirteen subsidiaries.Efficiently compiled, reviewed, and audited financial statements; prepared tax returns, annual information returns, business valuations, cash flow projections, and all SEC filings as required by each client.Demonstrated outstanding leadership skills; conducted performance evaluations of client’s personnel and provided training and support.