Autotality provides top-quality automotive facility design, equipment, repair and maintenance services to automotive dealerships, collision centers, and car repair shops throughout the southeastern United States. The company represents a combination of several acquisitions covering Collision, Paint Booth, Service and Dealer niches under the names of FilterWorksUSA, Carolina Collision Equipment, Moore Equipment, Trans-Star, Tire Equipment Services, and Seifert Equipment Company.

Vyne, Vyne Dental, and Vyne Medical 2020 CEO Award 2019 PRACTICE AwardVyne Dental provides SaaS Revenue Cycle Management and Claims Clearinghouse systems for 70,000+ Dental Providers, Practice Management Systems, Insurance Payers, Scheduling and Patient Payments. Vyne Medical automates Revenue Cycle Management for 800+ Hospital Systems, managing documents and interactions between patients, payers and providers.Managed month end close of AR, AP, GL, payroll, staff expenses, tax, equity, and lender transactions. Calculated accruals, capitalized R&D, intercompany allocations. Reported historical and forecasted income statement, balance sheet & cashflow. Created company-wide budgets and updated forecasts. Evaluated and managed cash, AR, AP, GL, payroll, tax, opening balance sheet and valuations of all acquisitions, budget revisions, and net working capital. Owned annual audits by PWC and sales / payroll / income tax compliance. Reported product-level revenue, MRR, CAC (customer acquisition costs), LTV, and R&D spending. Managed sales commissions, sales pipeline trend reporting, actual bookings and customer retention. M&A due diligence, burndown modeling & synergy tracking.• Treasury management and 13-week cashflow planning of PE-backed SaaS company.• Directed NetSuite monthly close & reconciliations of all GL accounts, posted JE’s as appropriate.• Annual budgets created, monthly forecasts, and variance analysis reported for all departments.• Created monthly board financial package & quarterly bank compliance reports.• Absorbed financial data and tax systems of 7 acquisitions 2020-2023.• Owned special projects: Sales Tax VDAs, GAAP standards implementations, R&D tax credit studies.• ASC 606 Revenue recognition, contract costs, and commissions evaluated. ASC 842 Lease Accounting.• ASC 350 Internally developed software assets & Section 174 R&D and cloud costs tax study.• Oversaw AR invoicing, renewals, collections, customer & vendor contract reviews.

Vyne has two complementary business units focusing on Revenue Cycle Management and Claims Clearinghouse / Insurance Payments which allow us to broadly impact the healthcare and dental industries… • Vyne Dental is focused on dental providers, payers and partners • Vyne Medical is focused on medical providers, payers and partners.

US CFO & Interim Global CFO | US Chief Financial Officer (10/2016-6/2017)Chief Financial Officer (1/2006-9/2016)Director of Finance (1/2004-12/2005)Controller (12/1995-12/2003)Bond International Software was a B2B global provider of software for the staffing industry. VCG was formed in 1994 and acquired by Bond in 2010. Bond was sold to Symphony Technology Group in Q4 2016 which then acquired Erecruit in 2017. Bond/Erecruit/Symphony sold to Bullhorn in 2019• Globally standardized and prepared 2017 $25M worldwide budget for new PE ownership.• Planned & monitored 2017 global changes affecting products, customers, cash, and staff.• Owned all financial reporting & forecasting & budgeting for $12M US operations.• Legal authority for all new logo and upgrade contracts & proposals.• Controlled GL, AR, AP, Cash, HR, Payroll/401k/ACA, tax, and insurance.• Semi-annual US GAAP audits for rollup to public reporting of BDI on London exchange.• Participated in Company-wide product delivery team for each product line.• Streamlined employee benefits & incentives, 401k plans, company policies & systems.• Created pricing models & standardized proposal/contract templates, tracked bookings & backlogs.• Managed between 2 to 10 accounting & HR staff spread amongst 3 US & 1 UK location.• $30M Equity management for 5 Private Equity/Venture Capital firms & 23 individuals.• $3.5M Bank line of credit, $5M Private note.• Annual financial audits, Quarterly shareholder reports, Monthly financial reporting to Board.• Managed GL, AR, AP, Cash, HR, Payroll, Tax, Audits, Equity, Pricing, Contracts, FP&A.• Created annual budgets, forecasts, M&A modeling, lender presentations, GAAP standards.

• Cash flow management, financial administration (AR, AP, payroll, incentives, benefits)• Financial reporting, forecasting• Inventory control of proprietary multimedia offerings & SaaS software licensing• Investor correspondence & record keeping for multiple private placement equity rounds• Handled all upsell sales inquiries• Moved corporate office from VA to NC

• Supported off-site outplacement / training program for government contract• Bookkeeping duties, assisted controller, audited closed contracts for cost recovery• Authored company training manual, configured databases and filing systems• Coordinated recruitment and office administration