Providing freelance consulting services for industry-leading resource augmentation firms and contractexpertise when clients are resource constrained. A subset of the projects include:-Senior FP&A resource to implement recurring financial planning and analysis processes for a leading real estate technology firm engaged primarily in the support of single- and multi-family residential real estate investments. Development of a detailed multi-period budget, introduction of a recurring forecasting process, and development of a KPI dashboard and reporting cadence.-Engaged as a financial modeling expert to develop a detailed multi-year three-statement financial package for a multi-family residential and commercial mortgage originator looking to extend its credit capacity with various lending partners. This 4-month engagement included obtaining client source data, working with Sales and Business Leadership teams on development of long-range growth expectations, development of the three-statement model, and presentation to senior leadership and outside consultants.-Interim VP of Finance for a $200m annual revenue family-owned clothing and goods manufacturer during a leadership transition. Responsibilities included onboarding of all current processes, production of monthly reporting packages, KPIs, and senior leadership reporting packages as well as process documentation and assistance with an ongoing system conversion.

Financial consulting and outsourced accounting firm providing services for early stage (pre-seed) to late series and pre-IPO companies. Key projects included:-Engaged to develop a multi-year revenue model for an AI-driven translation services company. Additional projects for the client included maintaining the multi-year operating forecast model, partnering with business leadership on the annual planning process, and development of financing scenarios for contemplated debt and/or equity raises.-Senior FP&A resource leveraged to lead the annual planning process for a pre-revenue alternative meatcompany. Role required development of the budgeting process, timeline, and templates, coordination with senior leadership, and production of organization-level assumptions and board materials. Additionally implemented a new planning and analysis tool including scoping of organizational needs, development of assumptions underlying forecasted amounts, and leading system architecture and testing.-Senior manager of an accounting team providing outsourced services for a leading social crypto trading platform. Led 4-member team for all monthly accounting activities and ten-day monthly close cycle including accounting operations (AP, AR, Cash), preparation of journal entries, variance analysis, and balance sheet reconciliations. Served as key business partner to internal CFO and consulted on multiple technical accounting requirements (equity fundraising, share-based compensation, and crypto-specific revenue standards).

-Lead planning, budgeting, and financial reporting for a SaaS Digital Wealth business unit with nearly $900B in assets under Administration (AUA). Maintained primary responsibility for monthly reporting, annual strategic planning, and short-term and long-range forecasting.-Developed, tracked, and reported on KPIs focused on revenue growth and AUA/AUM acquisition to align with growth objectives disclosed to investors and analysts.-Created and refined long-range financial models and projections for key new business initiatives aligned to externally-disclosed goals to maximize resource allocation in a capital-constrained environment.-Introduced new management reporting package after multiple recent acquisitions to enhance comparability across organizations and facilitate integration into a single organization.-Developed and centralized a dedicated finance team leveraging Invesco’s shared service model and system efficiencies. • Implemented new financial systems including a new reporting software (Netsuite) and a new planning and budgeting system (Netsuite PBCS) leveraging SaaS best practice. Identify key systems integrations (Salesforce and Jira) to support reporting architecture.

-Primary point of contact for sell-side analysts and institutional investors with primary responsibility to communicate Invesco’s long-term strategy and financial performance. -Participated in industry conferences on an individual basis and with Senior Executives to host 1x1 and group investor meetings.-Planned and conducted investor outreach and company investor meetings/conferences in conjunction with Invesco’s senior management for current and potential investors.-Analyzed consensus financial information and minimize disconnect between external financial guidance and expected financial performance.-Prepared quarterly earnings materials, prepared remarks for earnings conference calls, and other investor presentations.-Analyzed and communicated competitor financial performance and results aligned to a set of business KPIs to senior management and Board of Directors.-Reviewed analyst reports and provided insights on investor and analyst sentiment to senior management.-Acted as key contact for organization on determining appropriateness of current external disclosure and historical disclosures-Analyzed Investor Relations best practices and implement process improvements to enhance company disclosures, interaction with sell- and buy-side analysts, and information provided to the investment community.

Managed a team of four direct reports. Team responsibilities include:-Monthly journal preparation, balance sheet reconciliations and variance analysis, and assistance with monthly management reporting. -Acted as the key point of contact for financial analysis team in assistance with management variance analysis.-Supervised preparation of monthly and quarterly regulatory documents for subsidiary broker-dealers, including facilitation of annual statutory audit procedures on both entities. -Reviewed journal entries, balance sheet reconciliations and variance analyses prepared by other team members. -Served as North America SOX Coordinator and Invesco Ltd. external audit coordinator acting as liaison between Corporate Accounting and internal and external audit teams, facilitating identification of potential internal control exceptions and working with internal and external audit teams to determine final exception resolution.

-Managed quarterly accounting process for more than 15 limited partnerships consolidated by Franklin Resources Inc. (“FRI”) under ASC Topic 810, Consolidations and guidance provided by EITF 04-05. Responsible for determination of appropriate consolidation model (VIE/VOE), analysis of partnership agreements, review of consolidation and elimination journal entries and associated variance analytics, and review/update of SOX documentation for key controls and process narratives-Led staff of two in the monthly accounting activities and close cycle for more than $100M in corporate investments in sponsored investment products applying accounting guidance under ASC Topic 323, Investments – Equity Method and Joint Ventures and ASC Topic 946, Financial Services – Investment Companies -Reviewed 10-Q and 10-K cash flows and manage disclosure process for consolidated FRI investments and fair value measurements in excess of $3.5B applying guidance prescribed in ASC Topics 320-325 and ASC Topic 820, Fair Value Measurements -Led project to automate accounting entries for ten consolidation and adjustment entities required in conjunction with global SEC filing acceleration effort resulting in time savings in excess of 25% per quarter

Participated in the Sarbanes-Oxley Section 404 controls testing of two Fortune 500 companies and assisted in identifying weaknesses and deficiencies in internal controls. Additional responsibilities include interacting and interviewing client contacts, documentation, interacting with members of the audit team, including Senior Associates and Managers, and managing time while undertaking a multitude of tasks.