*Develop high quality business strategies and plans ensuring their alignment with short-term and long-term objectives.*Lead and motivate leaders to advance employee engagement; develop a high performing managerial team.*Oversee all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission.*Make high-quality investing decisions to advance the business and increase profits.*Enforce adherence to legal guidelines and in-house policies to maintain the company’s legality, industry compliance and business ethics.*Review financial and non-financial reports to devise solutions or improvements.*Build trust relations with key partners and stakeholders and act as a point of contact for important shareholders.*Analyze problematic situations and occurrences and provide solutions to ensure company survival and growth.*Maintain a deep knowledge of the markets and industry of the company.*Raise capital by continual strategic relationships and conersations throughout the Venture Capital ecosystem.

*Implement treasury program for client ICHRA banking services.*Implement SalesForce, Rippling HRIS, Intercom CS and accounting work flow tools.*Oversee operational policies and procedures.*Oversee day-to-day operations to include finance, human resources and customer success.*Oversee planning, maintenance and efficiency for information technology including security (SOC2 map to HITRUST Cert)*Prepare operational, shareholder, board and management reporting.*Ensure compliance on a company, state and federal level.*Drive sustainable growth and minimize risk.*Fundraising, due diligence and continuous relations.*Budgeting, forecast and staffing models.*Human capital management from recruiting to retention.

• Compliance & Operational HR Leader for Remote first culture, team spread across 31 states with a headquarters in San Francisco, CA• Responsible for scaling a rapidly growing start up, eliminating inefficiencies and transitioning to all in one HRIS/HCM/Payroll/Recruiting from legacy workflows.• Responsible for total rewards: benefits, compensation and relocation• Responsible for employee relations, immigration, legal and investigative• Support for SOC Type 2, Audit Liaison for Financial/HR • Integration lead for North America FINEOS Subgroups: IT Ops, HR Ops, MI Reporting and Finance• Lattice implementation for performance management, professional development and employee engagement. • Responsible for partnering with leadership often moving between strategy and execution. • Ability to provide objective critical thinking in multi-disciplinary areas of the business while considering People First

A key executive leadership team member, reporting directly to CEO.Responsible for directing the fiscal functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the Securities and Exchange Commission. Responsible human capital, in accordance human resources practices appropriate within the professional services industry.Key Responsibilities:Plan, develop, organize, implement, direct and evaluate the organization's fiscal function and performance. Participate and lead in the development of the corporation's strategic growth plan and programs as a strategic partner. Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies. Direct human resource strategies by determining accountability; communicating and enforcing values, policies and procedures; implementing recruitment, selection, orientation, training, coaching, counseling, disciplinary, and communication programs; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation strategies.

• Establish and monitor a system of internal controls to maintain integrity of operations, transactions, and safeguarding of assets. Develop and implement documentation procedures for all appropriate financial matters.• Maintain all necessary financial records for internal operating control, corporate reports, and statutory requirements.• Prepare all financial reports and statements in accordance with GAAP (generally accepted accounting principles), and provide to team and Board of Directors in a timely manner. Including financial analysis and forecasting. • Oversee all steps in the accounting cycle for VISIT KC, a non-profit 501c6 organization, and KCRDDF, a 501c3 organization and SPARK, DMC LLC a for profit entity. Responsible for management and oversight of accounts payable and receivable, cash management, and general ledger. Oversee the work of accounting and finance team.• Develop, implement, and monitor the annual budget in accordance with the annual strategic plan and in collaboration with senior leadership. Ongoing monitoring of budget and day-to-day financial transactions for compliance and variances. Facilitate budget revision process as necessary.• Prepare annual budget presentation for the Finance Committee, Executive Committee and Board of Directors.• Oversee the financial planning and investment of VISIT KC funds in accordance with the bylaws and Board of Directors and Executive Committee. Monitor cash flow and prepare cash flow projections.• Oversee annual audit in coordination with independent auditing firm. Ensure required audit documentation is prepared prior to field audit. Serve as liaison to audit firm. • Manage and maximize all vendor relationships for savings to the organization.• Streamline business processes in Admin, HR and Finance for efficiencies. • Federal, State, and local city compliance. Maintain all financial risk through proper insurance coverage and legal contracts.

*Project lead for financial implementation of US site from QuickBooks to Microsoft AX.*Provide financial analysis statements and reporting.*Drive and coordinate the annual North American budget, quarterly variance reporting and presentation.*Assist in the development and implementation of policies and procedures relating to financial management, budget and accounting. *Responsible for Work in Progress based on Percentage of Completion, deferred revenue, accruals, provisions.*Obsolete stock calculation and provisions.*Assist with audit inquiries and provide assistance for year end review.*Present financial information to department managers and ensure that management focus is allocated to required focus areas. *Coordinate with staff from parent and sister global companies to implement HR procedures and reporting tools.*Assist and coordinate the employee benefits package. *Recruit talented team members for open positions.*Assist with all hiring, training, and retaining of employees.*Develop global employee satisfaction and retention surveys in various languages utilizing Survey Monkey.

*Responsible for accounts payable, accounts receivable, in house preparation of multi-statepayroll for employees with QuickBooks Pro, weekly tax deposits, monthly reporting,manage employee benefits, garnishments and quarterly tax returns. Certified payroll.*Responsible for contract execution, bid packets, bid bonds, performance, statutory, public workbonds, and compliance reporting.*Responsible for work in progress schedules, interim financial statement preparation, andbanking regulatory reporting.*Assist owner in purchasing subcontractor’s business assets and model. Streamline thosebusiness processes and financial processes in house for successful year end transition.*Clean up business processes that had slipped during my absence, payables, receivables, payrolland DOT compliance processes.*Cash flow forecasting, project funding and planning. *Provide direction to staff accordingly.*Secure line of credit financing with two different financial institutions.

Responsible for weekly multi-state payroll (ADP), managing HR, financial reporting and creating organizational budgets.Responsible for monthly multi-state, multi-jurisdication sales tax reporting and remittance. Responsible for accounts payable and accounts receivables. Responsible for daily retail store reconciliation, finance contracts and merchant settlements.Develop and maintain positive banking relationship for short and long term company goals. Responsible for ensuring organizational effectiveness by providing leadership for the organization's financial functions.Work with the management team, contribute to the development and implementation of organizational strategies, policies and practices. Improve the operational systems, processes and policies in support of organizations goals. Support better management reporting, information flow and management, business process and organizational planning.Manage and increase the efficiency of Support Services (HR, IT and Finance), through improvements to each function as well as coordination and communication between support and business functions.Play a significant role in long-term planning, including an initiative geared toward operational excellence.Oversee overall financial management, planning, systems and controls.Payroll management, ADP entry, time and record keeping as well as overseeing employee benefits programs.Regular meetings with CEO on business planning, cash flow forecasting and financial statement review. Supervise warehouse, delivery, regional manager and clerical support.

Managed Accounts Receivable, Payable and Sales Tax team members.Assisted with external Audit. Process year end reporting, W-2's, 1099's and various financial statements. Assist with transition from QuickBooks software to Great Plains Dynamics and Crystal Reporting.Journal entry preparation for staff accountant and general ledger reconciliations. Other specific projects as assigned by VP of Finance.

Responsible for multifaceted accounting department. Various companies under the holding company from financial services, real estate investment, farming, medical and accounting services. Managed a staff of clerical and account managers within the company. Oversee all financial processes for various clients from initial Great Plains Dynamics or QuickBooks set up, hold monthly financial status meetings, and day to day operations of a/p, a/r, payroll and financial reporting. Assist owner in the sale of insurance firm and assist new owner in the transition of the accounting to Chicago corporate office. Work with outside CPA firms on tax preparation annually for all clients and in house related entities. Travel for audit of client business practices and policies.

Responsible for accounts receivable and accounts payable. Utilized Great Plains Dynamics Software package transitioned from Peachtree Accounting. Assist with packaging and shipping of large projects as needed.Process credit applications.Assist with weekly reporting and cash flow decisions.Provide monthly reporting to CFO.

Monthly bank reconciliations for funding account, operating account and escrow account.Monthly journal entries.Supervisor of two mortgage funding clerks.Assist the Assistant Controller with the month end closing.