Partnered with finance and accounting leadership to support transformative initiatives and on-going activities including mergers and acquisitions, audit preparation, financial reporting and technical accounting.

Oversaw and directed all aspects of the finance organization, including planning & analysis, accounting, treasury, tax and financial systems, for networking technology company. Lead initiative of SPAC/IPO by collaborating with company’s board of directors, private equity owners, and investment bank advisors. Drove acquisition of Unitas Global, including quality of earnings and a financial model to identify future capital needs and potential cost saving synergies.• Partnered and collaborated with the CEO to revamp pitch deck to facilitate incremental capital investment. • Reduced cash burn for a segment by $12M annually by restructuring through a chapter 11 bankruptcy.• Increased operating margins by implementing cost savings and managing expenses while prioritizing top-line expansion. • Managed funding requirements by analyzing current/future cash flows of business and integrating significant constraints on cash.• Created KPI based forecasting model to improve forecast accuracy, better track progress against plan, and provide timely feedback to stakeholders. • Enhanced financial performance by executing key reporting and cost management processes across organization.• Improved scalability including banking, accounts payable, and accounts receivable by automating key transactional processes.

Directed financial reporting, technical accounting, planning and budget, business data intelligence, and pricing for a technology driven online equipment re-rental company. Served as a key trusted advisor to Chief Financial Officer across all strategic and operational focus areas and as a thought partner to leaders across the organization. Drove all financial matters related to acquisition of two of largest competitors in equipment re-rental and site service market including financial due diligence, financial integration, and purchase accounting. • Supported company in preparation of initial public offerings by directing financial reporting, enhancing internal controls, and ensuring GAAP and SEC regulatory compliance. • Improved the company’s financial and operational performance by revamping, with a partnership with business unit owners, reporting and establishing data standardization. • Funded two acquisitions and established global partner for future growth by increasing capital with largest Japanese trading company, ITOCHU (OTCMKTS: ITOCY).

Oversaw all finance functions, including accounting, planning & analysis and business intelligence, for a B2B hotel aggregator and distributor. Developed structures, processes, controls, and IT infrastructure to transform finance organization from a family run business into a private equity (Carlyle Group, NASDAQ: CG) corporation. Integrated company’s first enterprise resource planning system including system selection, business requirements, project planning, user acceptance, and testing/training within one year. • Achieved immediate savings in resources and future savings through scalability by implementing Oracle NetSuite and additional IT infrastructure while facilitating automation and scalability.• Improved gross margins of the business by building financial planning and business intelligence functions and establishing business improvements based on analytical data.

Responsible for SEC financial reporting process, including the preparation and analysis of financial statements, all relevant disclosures and MD&A for quarterly and annual SEC filings. Supported fair value assumptions and steered purchase accounting and valuation assessment in collaboration with acquisition by Brookfield asset management. • Completed three 10-K and seven 10-Q filings within one year by optimizing processes and controls.

• Directed all aspects of SEC reporting included the preparation of the quarterly 10-Q, annual 10-K, and other SEC filings and led the implementation of new accounting pronouncements. • Improved the accuracy and gained efficiencies by bringing the EDGAR conversion and XBRL tagging process in-house to reduce filing turnaround times by three days and cutting cost by 50%.

• Prepared forecast for new business initiatives to determine cost structure, assess profitability, and identify capital investment requirements.• Designed and built extensive reports, including an executive dashboard, to provide executive management with better transparency and improved segmentation to better identify trends and patterns and more effectively position towards strategic goals.• Implemented IBM Cognos TM1 financial reporting and budgeting software platform including leading in the conversion to new budgeting and forecasting models which resulted in more timely (-5 days) and robust reporting.

• Conducted comprehensive financial statement audits over public and non-public entities primarily in real estate development, mortgage banking, insurance, and consumer services. • Supported large technology company with pre-IPO S-1 filing including the documentation and establishment of controls and the preparation of the SEC registration statement and supporting schedules. • Led the documentation and implementation of the revenue recognition around multiple-element Arrangements under ASC 605, including the technical interpretation, application and the implementation of new accounting processes. • Provided an internal control, efficiency and process improvement assessment of a large bank with over $2.0 billion in revenue.