Seasoned Financial Professional with solid and progressive experience in all facets of financial, administrative, and business management. Highly skilled in collaborating with all members of organizations, both internal and external, to achieve both business and financial objectives. Adept in streamlining business processes, enhancing productivity levels, introducing process improvements, and implementing technology solutions. Additional core competencies include: Accounting & Financial ManagementOwnership Models / ValuationPrivate EquityContract NegotiationCaptial Structure OptimizationBusiness Planning & AnalyticsRisk & Resource ManagementFinancial Analysis & ReportingTechnology Enhancements & Process ImprovementGrowth Strategy & DevelopmentPerformance ManagementCareer Highlights• Led EE ownership process for closely held private company, including annual valuation process.• Quarterbacked due diligence effort in the sale of Skyline to a private equity-backed strategic buyer.• Replaced on-premises accounting systems with cloud solutions in last two companies.• Solicited & analyzed bank proposals to recommend new banking relationship(s).• Integrated & restructured accounting systems and processes upon the completion of an acquisition.• Spearheaded efforts to reduce time to complete month-end close from 2 weeks to 4 days.• Championed efforts to both replace and augment payroll systems and enhance efficiency.• Trustee for 401(k) Plan; Committee member for quarterly 401(k) plan reviews.• ER & EE Insurance Benefits modeling, analysis, and renewal.• Accountable for approximately 50% of PKWARE’s revenue stream.
Listed skills include Financial Analysis, Financial Reporting, Management, Leadership, and 36 others.