• Manage all strategic and day-to-day activities related to accounting, finance, HR and administration, leading a team of 4• GL review and analysis for both departments: review detail GL activity for accuracy monthly, identify and inquire about unusual transactions. Ensure items are coded to correct accounts• Collate all financial reports: ensure accurate financial and management reporting (monthly, quarterly, annual) and continuously enhance control environments• Oversee the development, maintenance, and refinement of key management reports, financial projections and dashboard analytics to drive real-time knowledge and decision-making• Supervise financial project accounting and develop and implement strategies for project reporting and forecasting for both departments • Manage firm’s cash flow and forecasting and keep the Executive team abreast of firm’s financial status• Oversee the process surrounding the preparation of annual tax returns, oversees year-end closings, the year-end review and compilation of all financial reporting • Ensure compliance with regulatory issues • Act as an advisor and strategic partner to the President and Partners regarding business planning, budgeting, corporate spending • Ensure to provide the highest level of client service• Ensure that all HR activities remain efficient, effective, and compliant, leveraging both the internal team and external outsourced relationships (legal advisors, recruiting agencies, etc.)• Further develop firm’s HR and administration functions, enhancing professional development, compensation and benefits, performance evaluation, training and recruiting in conjunction with the Executive team • Guide benefit (medical, 401K, etc.) and insurance (professional liability, employment practices, etc.) renewal processes • Oversee administrative functions and ensure efficient and consistent operations as the firm scales

• Management of firm’s general ledger, cost accounting, monthly close, budgeting, payroll, tax compliance, and financial statements.• Responsible for all in state and out of state compliance as well as managing the audit process with outside auditing firm.• Deltek Vision lead with administrative responsibilities for moving platform to the cloud, as well as all new setup and implementation of same.• Developer of all custom Vision reports, analysis, and Dashboard setup and maintenance.• Manage the Pay-to-Play process inclusive of real time oversight of contributions, check approvals, and annual reporting requirements.• Management of all financial department responsibilities and monthly internal reporting.• Review and revision of annual Health, Dental, and Vision, Disability, and Life Insurance Plans.• Formulate, interview, and implement firm’s first 401k plan as well as instructional guidance to employees who elect to participate.• Assume all Human Resource responsibilities and address and manage issues as they arise while also rolling out and managing Employee Performance Review program.• Lead and schedule the New Employee Orientation Process and professional training programs.• Assist in Legal, Compliance, and Certification matters related to the firm’s expansion efforts.• Perform all ad hoc tasks and reports related to the Controller position. • Responsible for risk management activities including coordination of all professional and liability insurance, legal contracts, and lease agreements across all segments of company.

• Partnered with CEO and Principals in developing and evaluating various strategic planning initiatives and target market expansion.• Developed key financial metrics to assess liquidity, corporate performance, and critical staffing needs.• Corporate advisor to Board of Directors and Audit Committee, providing insight and key analysis into financial results and operations, allowing for enhanced assessment of overall company health.• Partnered with all department heads in developing strategies for new initiatives and cost saving measures for optimal departmental operation.• Coordinated all significant financial and operational activities of a dynamically changing and transitional corporation.• Managed financial reporting, general accounting, treasury, and financial planning and analysis functions within the company.• Directed Treasury activity securing a 100% increase in LOC availability and refinance of ESOP debt to eliminate future balloon payment of over $1 million.• Developed and presented to Board of Directors new strategic initiatives and financial analysis of operations 3 times per year. • Oversight of audit process, customer billing, A/R, A/P, as well as supervision, motivation, and development of accounting staff and IT department.• Guided the successful acquisition of another architectural firm fulfilling strategic planning objectives to grow additional lines of business.• Provided candidate recommendation for first female Board member in company’s history.• Successfully planned and managed relocation of corporate office and IT infrastructure without any interruption to business.• Responsible for risk management activities including coordination of all professional and liability insurance, legal contracts, and lease agreements across all segments of company.. Executive Committee member and manager of all accounting and IT personnel.

• Solely responsible for management of all financial matters inclusive of cash management, budgeting and forecasting, SOX compliance, and month end accounting close.• Control of all tax compliance and auditing as well as coordination of all outside auditing firm activity.• Managed payables, receivables, payroll, and equity administration functions.• Responsible for all debt financing, debt management, and securitization of credit facilities as well as all capital expenditure funding.

• Oversaw all accounting functions including budgeting process, monthly general ledger close, preparation of financial statements, and development of variance analyses, as well as supervision of a team of 5 accounting professionals.• Responsible for strategic planning initiatives, cash flow management, and development of cost to complete project analyses while completing 3 Tri-Annual financial plans per year under very aggressive deadlines.• Solely responsible for Sarbanes-Oxley internal control audits ensuring company compliance, including coordination of internal and external auditors.

•Named Co-COO after 1 year utilizing exceptional organizational and managerial skills.•Designed and implemented budgeting guidelines, making an immediate impact and saving firm 2 million dollars through needed cost controls.•Named Executive committee member within first 3 months of joining the firm and was instrumental in formulation of policies and procedures, systems analysis, and web design. •Experienced in use of Timberline and cost to complete analysis utilizing Timberline software.

•Maintained markets in over 100 financial and industrial equities, including NDX 100 and S&P 500 OTC issues, producing over 15 million in profits to the firm.•Minimized capital risk through hedging techniques saving millions in potential losses over 10 year period.•Interacted directly with high profile institutional account managers, leading to a 20% increase in order flow and gross commission dollars.•Proficient in all trading systems including ECN’s, Brass, Lava, Autex and Bloomberg.