Had a lot of fun working with and learning from incredibly smart people. Together, we tackled complex business problems and innovated the handyperson industry through technology. As part of the leadership team, I brought my financial expertise and analytical skills to create clarity and drive strategic direction. In a startup, you either fight the pace or embrace it—and I chose to embrace it. Learning fast and adapting even faster became part of my daily routine.● A true financial athlete, I can zoom from 10,000 feet down to ground level in a day to help drive innovation and execute business priorities.● I speak the language of finance and thrive on diving into analytics to uncover barriers and opportunities. Partnering with exec teams to shape strategic vision is where I excel.● Spreadsheets are my home base, and I believe combining data analysis with gut instinct and broad experience is key to strategic clarity.● I had the unique opportunity to build and lead both the sales and finance functions. Balancing these roles gave me a holistic view of the business, allowing me to bridge the natural tension between finance and sales.● Navigated cash management through a pandemic, tech market squeezes, bank failures, and global events like inflation, lockdowns, and political unrest. In other words, I leaned into uncertainty and embraced the opportunity to learn and grow in unprecedented times.

Plante Moran Living Forward is an affiliate of Plante Moran Cresa that delivers unbiased, value-driven senior living consulting, including financial feasibility analysis, financing, market studies, strategic exploration, target market analysis, product positioning, and full development services. ● Prepare and review complex financial forecast models for clients to understand impact of large capital projects and adjustments to existing operations.● Assist clients with strategic planning and capital growth strategy identification and implementation. ● Manage financial feasibility practice and support staff in both technical production and career development. ● Identify and lead firm-wide process improvement initiatives to deliver consistent top-quality service across multiple service and industry sectors.

● Create financial proformas and models to satisfy client needs, ranging from high level project analysis to examination level GAAP compliant consolidated models utilized in bond and bank financing for asset relocations and new development projects. ● Create and implement modeling tools and templates for the financial feasibility practice. ● Coordinate and oversee internal and external project teams during predevelopment of capital projects.

● Responsible for engagement and project management, including scoping, setting engagement timelines and budgeting.● Reviewed tax returns and supporting work papers for a variety of clients including consolidated corporations, partnerships, trusts and individuals with an emphasis in multistate consolidated corporations and s corporations.● Prepared and reviewed quarterly and annual income tax provision calculations under ASC 740.● Assisted with transaction analysis and purchase accounting related to mergers and acquisitions and changes in partnership interests.

● Prepared tax returns and supporting work papers for a variety of clients including consolidated corporations, partnerships, trusts and individuals.● Assisted clients with FASB ASC 740 and FIN 48 calculations.