Led budgeting, forecasting, monthly financial statement preparation (P&L, balance sheet), bank account reconciliation, and financial reporting for the business.Prepared schedules and support to comply with 10-Q, 10-K, and SOX requirements of a publicly traded company. Performed due diligence on several mergers/acquisitions, resulting in one closed transaction.Evaluated financial viability of new and existing products and partnerships.Developed and lead business reporting and analytics for organization.Responsible for A/R and collections team.Sales and income tax support preparation.

Responsible for entire finance function for both the association (501(c)(6)) and foundation (501(c)(3)) including: accounting; tax; treasury; budgeting; reporting; controls; human resources; and vendor negotiation.Managed accounting and technology departments. Interim organizational leader during CEO search. During this time, made tangible improvements to cross-functional cooperation and met both financial and operational goals resulting in the organization’s first operating profit in three years.Effectively collaborated with the Board Finance Committee to: improve adherence to GAAP (revenue recognition); and increase transparency by producing full-year forecasts to accompany the monthly reporting package.Led full system assessment (member database, event management, payment processing); gained consensus around an appropriate new technology stack; and implemented the solutions. The result was a system that: improved member experience; made it easier to serve as a volunteer chapter leader; and greatly reduced the risk for embezzlement at the chapter level.Finance lead during merger with LPGA.

Lead a team and provide financial discipline to the decision-making process of a start-up division aimed at partnering with traditional universities to bring their degree programs to the online marketplace.Business Development / Deal Structuring: Structure multi-year (5-7 years) revenue-share financial arrangements between Kaplan Global Solutions and university partners ranging from $5 million to $20 million in lifetime revenue potential. Construct discounted cash flow models to demonstrate financial viability of deals. Use the following return measures: breakeven, payback period, return on investment, and net present value. Present and defend potential partnerships in front of investment committee and C-Level stakeholders to secure financing.Driving Operational Results: Bring financial metric focus to start-up environment. Changed management and team philosophy, across all functions, to focus on maximizing profitability of transactions and lifetime value of a student (customer):Marketing: Installed financial controls to facilitate student enrollment growth, while showing improvement in marginal marketing cost to acquire a student. Helped manage transition from single channel (online educational directory) model to multi-channel approach, which now includes search engine marketing (SEM), search engine optimization (SEO) and corporate outreach marketing.Day-to-Day Finances: Operate in a control environment for activities like: approvals, authorizations, verifications, and reconciliations. Lead budgeting, forecasting, monthly financial statement preparation (P&L, balance sheet), reporting metrics, billing, collections, accounts receivable, and invoice processing for the business unit.Reporting/Analytics: Lead reporting and analytics function. Responsible for developing KPI’s and dashboards to help manage all aspects of business.Sale of Business Unit: Finance lead on team during merger/sale process. Led multiple rounds of due diligence with potential suitors.

Led financial planning and analysis (FP&A) team for the largest private payroll services company in the United States. Used financial analysis to drive key business decisions concerning acquisitions, investments, pricing, and compensation.Managed budget and forecasting process: Managed entire annual budget process for $55 million revenue company. Developed appropriate budgeting tools; worked with functional vice presidents to construct forecasts; consolidated and presented final budget; performed variance analysis and forecasting. Evaluated potential acquisitions: Analyzed historical financials, client demographics, pricing, and operating metrics to assess financial impact of acquisition candidates. Evaluated more than 20 prospects and completed four acquisitions.Mentor: Supervised sales analyst, who was responsible for calculating commissions and bonuses for the sales force and analyzing client demographics across the country.Financing: Constructed and maintained a multi-year forecast used to set pricing and covenants for $60 million bank financing. Pricing: Worked with operations, sales and marketing departments to develop appropriate pricing strategies for different market segments.Investments: Created model to determine how to optimize return on $100+ million portfolio of client tax dollars.

Served as sole financial planning and analysis (FP&A) resource for the first role-playing theme park for kids (Wannado City – Ft. Lauderdale).Managed budget and forecasting process: Developed appropriate budgeting tools; worked with functional managers to construct forecasts; consolidated and presented final budget; performed variance analysis and forecasting. Financing: Constructed a global discounted cash flow analysis model used by lenders and equity investors to evaluate potential capital investments in the firm. Resulted in $20 million bank facility. Expansion: Developed site selection model, using demographic and cost information, to determine the most opportune areas for expansion.Operations: Provided ad hoc analytical support for the Wannado City theme park. Examples include: helping cash control with procedures and reporting; creating a part-time labor scheduling model for human resources; assisting the retail and food areas in developing tools and procedures to perform physical inventory.

Summarized quarterly earnings calls of various public companies into concise written reports that included all material facts and figures.

Provided analysis, due diligence and investment recommendations for the Loan Syndications desk of SunTrust’s capital markets group.Financial Modeling: Created detailed financial projection models to determine the leverage of companies, to price highly leveraged transactions, and to assess the pro forma impact of various capital market transactions ranging in size from $20 million to $500 million.Transactions: Worked closely with clients’ senior management teams, from initial due diligence through the transaction marketing process, management presentations, and closing.Research: Authored research in which trends in the overall loan market were analyzed and trading recommendations about specific loans were made for firm’s investors.

Participated in all aspects of industrial development bond issuance, ranging from $10 million to $75 million.