- Oversaw $250M balance sheet, $50M investment portfolio, $110M debt and raised $20M in new capital for commercial lender with several related party entities as Interim CFO- Completed multiple audits with no findings, completed single-audit and 990 filing - Managed all aspects of day-to day accounting/finance and provided guidance to team member(s) and executives- Performed month-end close, monthly board financial package and presentation materials- Automated system integrations with several applications and accounting software eliminating manual work- Performed organizational treasury management, created and maintained a 90 day cash flow forecast that was updated daily and approved all daily bank transfers/wires- Collaborated with Interim CEO and obtained $2.25MM line of credit with primary bank and led collateral review - Worked with staff accountants to establish better segregation of duties and controls and implemented several new policies and procedures for wires, payable approvals, commission approvals and expense reimbursement

- Collaborated with CEO, President and CFO on strategic roadmap and initiatives and lead organizational efforts on implementation and execution of strategic initiatives- Developed strategic partnerships with vendors, sponsors, media partners, data providers and high-value clients- Managed all aspects of FreightWaves LIVE events with P&L ownership delivering measurable outcomes- Purchased, implemented and was Company Administrator for several technology platforms including but not limited too SalesForce, Eventbrite, Stripe, Zoho, Aha!, Survey Monkey, QuickBooks, Bamboo- Participated in the inaugural Engage accelerator program to build and execute companies strategic roadmap for A round capital raise- Launched organizations partnership program with Tech Startup Accelerator Programs and UniversitiesBlockchain in Transport Alliance (BiTA) - COO- Implemented all infrastructure and processes for agreements, events, billing, sponsorships, and 501(c)6 non-profit entity- Responsible for P&L, budgeting, forecasting, semi-annual member event planning & execution, strategic roadmap, vendor management, procurement, managed executives and facilitated monthly board meetings- Collaborated with Sales to build and continually add value to membership pricing structure and value proposition- In partnership with President, implemented committee structure(s) for newly formed 501(c)6 non-profit- Negotiated and implemented partnership with Institute of Electrical and Electronics Engineers (IEEE) for committee oversight and standards publishing

- Responsible for all department finance, including: financial forecasting, budgeting and budget vs actual analysis- Led efforts for $10MM capex approval for a product that had not received capex funding in a decade - Primary responsibility for dynamic compliance/regulatory environment, both in compliance management and all related reporting and monitoring- Completed annual training in several areas such as Anti-Money Laundering; Know Your Customer;- Suspicious Activity Reporting, Confirmation Bias- Authored products first 5-year strategic business plan and collaborated across all stakeholder areas for input- Escalation point of contact for account management, customer service and implementation project managers for customer issues- Led annual strategic planning efforts with cross-functional managers and made recommendations to the executive team for business opportunities, capital funding and overall business financial performance

- Responsible for financial reporting package and financial statements, including review of all supporting reconciliations- Served as primary liaison for external auditor providing them with quarterly and annual audit deliverables- Successfully led month-end close for $500MM fund 39 times- Implemented and managed 3rd party fund administrator for $1BN offshore fund successfully performing daily reconciliations and month end close for two years- Performed discounted cash flow analysis and completed financial modeling for illiquid fund holdings

- Primary role to provide audit and advisory services to banking and financial services clients- Completed loan file reviews for commercial business lending, warehouse lending and agricultural loans- Performed HUD and SAS 70 procedural audits- Assisted clients in implementing Sarbanes Oxley, FAS 133/157, FAS91, FIN46 and several other accounting standards and regulatory requirements