- Episource is in the Insurance industry with majority of revenue from retrieval, coding, HRA, and IT technology provider.- Setup and managed a detailed gross to net revenues forecasting methodology by working directly with operations on understanding all types of contra revenue types and volumes by customer.- Revised EBITDA addback language definition in debt agreements related to debt covenant reporting. Allowed an additional pick up in annualized expenses.- Managed weekly and 13-week cash forecasting estimates.- Developed gross to net revenue financial reporting schedules to layout the variety of discounts, rebates, tier pricings, etc. impacts on a monthly and annual basis.- Shortened close calendar from 15 days to 8 days in less than one year.- Implemented contractual review process between operations, accounting, legal and executives to ensure major language changes were reviewed by key stakeholders.- Managed board and shareholder disbursements along with equity rollforward statements.- Reduced DSO from 120 down to 65 days in less than one year.- Managed US and India entity financials and accounting teams.

- Private equity consultant with primary focus in the Office of the CFO.- Industries: Energy/natural resources, consumer products, retail, construction, oil & gas, technology. Primary functions:- Stepped in as interim CFO, Controller and FP&A.- Development of financial reporting models, budget forecasting, PE fund package and debt covenant requirements.- Managed financial restatements at a number of clients ranging from a $3M to $250K net change in restated EBITDA.- FP&A: Implementing standard KPI’s, PE fund reporting, analysis, and modules.- Development of daily and weekly reporting standards: - Daily cash, AR, and AP reporting.- Weekly 13-week cash flow and review of actuals to budget and AP check run requests.- Created complex modules in excel: deferred revenue, work in process for construction contracts, inventory costing.- Prepared opening balance sheet, net working capital true up and Q of E variances to actuals.- Consolidated decentralized business units into shared service facility.- Accounting department management experience ranges from 7 direct reports with 44 subordinates to 1 direct report with no subordinates.- Accounting system implementation.- Due diligence review.- Strategic process improvement: Approval matrix, invoice approvals, 1099 workflow, customer and vendor setup.- General accounting oversight and improvements: Month end close calendar, elevated balance sheet reconciliations for all balance sheet accounts, implemented new chart of accounts, AP approval matrix development, mapped all vendors into chart of accounts, etc.

- Managed the financials for 252 clinics that went down to 135 clinics at time of filing for bankruptcy with consolidated annual revenues of $83M.- Reduced insurance costs for professional and workers’ compensation from $2.01M to $1.35M.- Uncovered $1.01M receivable from inventory supplier and set up payment plan for collection.- Reclaimed over $200K in vendor deposits within less than one year of emerging from bankruptcy.- Facilitated a material financial restatement process for 2012.- Prepared opening balance sheet related emerging from bankruptcy and the acquisition by PE fund.- Developed accounting processes for all areas of the accounting department such as:1. AP Department: Approvals for invoices, signing thresholds, 1099 processes for vendors, etc.2. General Ledger: Retaining support for all JE, user access for general ledger functions, etc.3. Reconciliations: Establishing a preparer and reviewer for each account, establishing proper support (i.e. invoices, third party reports, etc.), etc.

- Managed 21 different entity level financials, forecasts/budgets and reported operational results.- Prepared REIT and other fund performance summaries for board meeting presentations.- Prepared footnote disclosures in the 10Q and 10K for the REIT with annual revenues of $6.3M.- Significant role in determining REIT restatement on the SEC for the prior three-quarter releases.

- Audited financial statements for a wide range of public clients and compiled financial statements and footnote disclosures for several non-public clients, from $2.5 billion to $500 million in revenue.- Clients ranged from automotive, home building, financial, health care. Several clients filed for bankruptcy and re-emerged during economic downturn in 2008-2009.- Performed substantive audit procedures and tested internal controls for all balance sheet accounts.- Managed and reviewed other employees work while serving as a peer advisor for several interns.

- Family farm - 5,000 acres of farmland of which roughly 3,000 is owned (corn, soybeans, wheat & alfalfa)- 500 head of cattle/300 milk cows- Personally rent and manage 12 acres of farmland- Owned 1 steer per year while growing up; sold steer annually at county fair

Summer Intern and hired for full time staff starting June 2008.

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