Ann Bennett Email and Phone Number

>Helping business executives to align strategic planning with financial goal clarity. Includes financial modeling for capital raising, banking relationships, and organic growth. Targeted value building activities to manage and maximize growth closing the gap between expectations and reality. >Developing people through training and engagement to embed financial ownership across management teams. > Due Diligence for SaaS company to prepare for 5-year growth plan. Worked with CEO and team to embed actionable plans with KPI's to achieve the desired valuation for M&A. IPO, Exit. Identified and corrected red flags in finance and tax. > Part-time COO for IOT company. Developed pitch materials for A round, business plan, refined go to market strategy, Established and directed accounting/finance and tax information. >Initiated and established "Best Practices" for Denver City/County Projects with selected members of the Council for compliance with the City's 2014 Minority/Woman Owned Ordinance reducing City's risk. > Provided owner advice in exit planning for the ultimate company sale. Strategic planning to align employees with company mission, accountability for sales staff and develop financial process and procedures for accountability KPIs and current reporting. > Developed reporting systems with KPI indicators, GAAP compliance, tax. Focusing on business tax credits & deductions >Provided education programs through State Department grant in the United States and India for entrepreneurial startups in developing complete business plans and supplemental marketing and financial packages required in banking relationships and capital raising.

>Directed the financial operations for $45 million private-public partnership construction project. Negotiating banking lines, preparing project % of completion statements, negotiating change orders for 12 subcontractors. >Established auditable controls, on time financial reports for billing for the prime and subcontractors. >Reviewed contracts for compliance/cost recovery totally $5 million >performed due diligence and forensic audits of change orders and settlements >Provided cash management forecasts for multimillion-dollar project public/private partnerships incorporating financial processes/systems and tax planning to maximize cash flow. >Developed cost packages and marketing presentations for faster response to requests for qualifications and bidding opportunities.

Provide critical financial planning/solutions, forensic reviews, and financial and tax partnership system development, cost system and executive dashboards for a diverse mix of clients across several industries, including: mining, wholesale, IT, construction, biotechs, healthcare and manufacturing companies. Financial Leadership> $37+ million in potential service revenue generated for client by providing guidance on IT partnership system to optimize actions in trading partnerships and commodity ETFs.> $200,000 Letter of Credit completed for Company by developing business plan, cash flow needs, and setting up accounting system for presentation to bank.> $1.1 million in new fees created by collaboratively reprocessing prior year taxes for an ETF for large bank proving system viability.> $175,000 critical LOC retained and business partnership saved by preparing financials and negotiating sticking points in agreement between partners.> Buyout of $5 million in sales of third partner in Manufacturing and Contracting Company completed by negotiating installment payout from cash flow.Sales Contributions> $57 million stock deal completed after discovering strategic negotiating issues that could affect stock price in merger of NYSE stock for stock buyout.>Assisted in partnership product development with KPMG in an industry providing new revenue stream with millions-of-dollars in upside potential.> $1+ million in initial fees anticipated by establishing IT system credibility through prototype processing results prior to closing large bank client.Risk Mitigation> $1 million tax avoidance scheme discovered through review of financials and tax returns that contributed to rapid resolution of employee's lawsuit.> 99%+ of tax reporting errors eliminated for trading partnerships through development of PTP tax software specifications to address complex tax allocation situations for global investor base.

Recruited as a result of AIS acquisition to assist in full PwC integration of AIS clients and staff. Led all assimilation and acculturation efforts for AIS employees and managed AIS client migration, including publicly traded oil and gas partnerships, MIPs, private equity partnerships, and REITs.>Led integration of AIS Denver office employees and clients into Pricewaterhouse post-acquisition and up to 100+ team members managing assigned Oil and Gas clients and identifying new markets including REITS and ETFs.> $10+ million in new revenue forecast after development of marketing plan for AIS UPREIT software solution gained post-acquisition.> Aligned employees and clients with operations compliance post-acquisition by implementing transition processes and open, collaborative communications with all stakeholders.> Offered employment to 30 AIS core employees by providing guidance and ensuring employment compliance with policies and procedures of PWC.A few notable achievements include:> Identified new markets for software and implemented a sales and marketing plan - generated a strategic advantage worth $100s of millions.> Publicly Traded Partnerships, ETF, and Real Estate Trusts existing and new clients with a turnkey solution for all their compliance requirements.

Founded and spearheaded development of leading technology PC - solutions for partnerships their financial, tax and compliance reporting. Raised initial seed money and managed strategic sales to top Fortune 500 companies such as: Merrill Lynch, Drexel, Alliance Capital, and numerous Oil and Gas MLPs, and trading REITs.Developed the conceptual design clients would need, provided detail technical design/functions, wrote selected system documentation and user manuals, taught the technical staff investment concepts of partnerships and Wall Street trading. Defined vision, and established decision making policies and procedures for nation’s only PC-based, niche, software developer for trading, public and private partnerships, and REITS with investor call center.> $350,000 first year revenue generated by leveraging personal and accounting firm expertise leading to two JV marketing agreements with two Big 4 firms and six new clients in first year.> $100,000 of capitalization generated for fledgling company through sale of four blocks of stock to angel investors providing equity stability for establishing bank line.> Collaborated with tax professionals, programmers, client services, and call center in development of niche software. > Provided clients with increased processing flexibility in PC system; competing mainframe-only systems prevented cost-effective cleansing of investor data.> Millions-of-dollars saved after implementation of PC partnership system in client’s office or cloud processing that provided immediate query capability.> 1,000% ROI investor return in negotiated sale of AIS to PWC.A notable achievements include:> Sought out by Ernst & Young within 2 months time to add trading partnership capability to proprietary software. Strategic partnership with Arthur Andersen's PTP clients - 10,000 to 100,000 investors per client. > Realized $50,000 - $500,000 annual cost savings per client - largest client achieving multimillion-dollar savings.