Coeptis Therapeutics is a biopharmaceutical company developing innovative cell therapy platforms for patients with cancer (NASDAQ: COEP).

As a Senior Manager in the Accounting Advisory practice, I provided accounting and financial consulting services to both public and privately held clients. I executed a variety of projects including extensive CECL implementations, interim Controller roles, SEC reporting, segment reporting, and carve-out engagements. I had the opportunity to serve both financial services and life sciences clients.CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles - from technical accounting advisor to M&A support to Controller or CFO - and delivering seamless support services. Our five key areas of expertise include:- CFO Services- Consulting- Interim Management- Valuation- Corporate Tax

Managed & supervised all accounting and finance operations, including the general ledger, financial planning and analysis, forecasting, reporting, and human resources as a member of the Company's senior management team. Responsible for the Company's asset/liability management processes, including both the Bank and parent holding company's investment portfolios, cash, borrowings, derivatives, and accounts payable. Responsible for all financial reporting, including internal, external, and regulatory reporting. Coordinated the development of the Company’s annual budget, as well as produce the monthly rolling forecast utilized for operational and strategic decision making. Managed relationships with all department third-party vendors, including internal and external auditors. Responsible for the calculation of the allowance for loan and lease losses, the Company’s most critical accounting estimate. Redesigned the accounting and finance department structure and personnel to streamline processes and maximize operational efficiency. Streamlined the accounting monthly close process to three days, optimizing the flow of information to provide timely and accurate reporting to executive management and the Board of Directors.

Managed and supervised the daily cash positions of all Calgon Carbon Corporation entities worldwide, including the United States, Canada, Latin America, Europe, China, Japan and Singapore. Managed the administration of all borrowing and repayment activity under the Company’s external debt agreement, as well as served as the liaison between Company management and the banking group. Managed all accounts receivables and payables for North American and Singapore entities. Managed the global foreign exchange hedging program to mitigate foreign exchange rate risk. Implemented the Company’s first interest rate swap derivative instrument to minimize variability in earnings in a rising interest rate environment. Responsible for maintaining the Corporate relationships with third-party collections firm and third-party accounts payable processor. Prepared required quarterly and annual SEC disclosures related to cash, debt and derivative instruments. Continually monitored and analyzed cash management department operations to develop more efficient procedures and use of resources to support Corporate goals and objectives.

Prepared financial statements, footnotes, and MD&A sections included in quarterly and annual SEC filings. Prepared monthly internal management reports by profit segment and business unit for executive management review and analysis. Prepared monthly cost center reporting and variance analysis for executive management review. Assisted in the preparation and review of foreign subsidiary forecasts of intercompany and third party purchases and sales. Supervised the implementation of the Company’s consolidation system software and report building for improved financial reporting and analysis.

Prepared financial statements, footnotes, and MD&A sections included in quarterly and annual SEC filings. Prepared quarterly and annual external financial reports including the FDIC Call Report, Federal Reserve FR-Y Reports, Asset Quality Reports, etc. Prepared critical accounting estimates and performance indicators including the bank’s allowance for loan losses and earnings per share on a monthly basis. Prepared the monthly board of directors financial performance package. Assisted in the preparation of financial forecasts and annual financial budget. Reviewed commercial and industrial loans for adequate collateralization and reporting requirements.

Performed integrated audits and quarterly reviews for large publicly held corporations and investment funds in the financial services industry. Performed substantive audit test work over complex accounting issues such as the allowance for loan and lease losses, troubled debt restructurings, goodwill and intangibles, earnings per share, segment reporting and overall financial reporting. Participated in the pricing and fee structure design for teams bidding on new client engagements. Lead the fieldwork on a restatement engagement for a publicly held community bank. Performed physical inventory observations for clients in the manufacturing and aviation industries. Monitored and maintained engagement budgets to maximize efficiency for management. Performed engagement scheduling to ensure timely and adequate staffing. Supervised audit associates and interns.

Performed integrated audits and quarterly reviews for large publicly held corporations and investment funds in the financial services industry. Performed substantive audit test work over complex accounting issues such as the allowance for loan and lease losses, troubled debt restructurings, goodwill and intangibles, earnings per share, segment reporting and overall financial reporting.