Provide interim and project-based CFO/CAO strategic and operational consulting services to Small/Medium-Size and Nonprofit enterprises. Remediate operational and revenue recognition deficiencies uncovered under audit and 404 review.Coordinate and manage domestic and international Sarbanes-Oxley compliance.Prepare regulatory and IRS filingsInterpret and implemented new accounting guidance.Institute comprehensive forecasting and cash management systems.Coordinate and manage ERP and professional services automation system implementations.

Responsible for Finance & Accounting, Treasury, Warehouse Operations, Information Technology and Human Resources for this Eastern Seaboard Distributor of Construction Supply products that saw Revenue grow from $38M to $68M and headcount increase from 42 to 85 within a period of 3 years.Renegotiated the Company's Asset Based Lending Agreement on multiple occasions to accommodate its sudden growth and recovery from the Covid Pandemic.Successfully responded to an IRS audit request which resulted in no fines or penalties.Along with other members of the Senior Management team negotiated the sale of the company to Beacon Roofing Supply, a Fortune 500 distributor of roofing supplies and complimentary building products to the construction industry. The time lapsed from Letter of Intent to closing was 45 days.

Provided CFO support for this 200+year-old theological school which relocated and became affiliated with Yale Divinity School in July 2017. Coordinated due diligence between the School, its campus buyer and Yale Divinity School. Responsible for the accumulation and transfer (hard copy and electronic) of historical, academic and financial data to Yale Divinity School.Managed the successful environmental remediation of a significant portion of the School’s campus as a condition of its sale.Collected $500,000 of severely delinquent student accounts receivable, uncovered $400,000 of unreported endowment assets and filed 10 years of delinquent Form 5500 filings.Assisted outside counsel in gaining approval from the Massachusetts Attorney General’s Office for the transfer of the School's campus sales proceeds and endowment to Yale Divinity School.Assumed responsibility for the Schools' Information Technology, Human Resources and Treasury & Risk Management functions.

Provided C-Level outsourced accounting and finance services for this Top 25 Public Accounting and Advisory firm that improved a company’s workflow and transaction efficiency, allowing them to focus on strategy and growth. Business Sectors serviced: Not-for-Profit, Technology, Life Sciences and Distribution.

Researched, documented and implemented the adoption of ASC 605-25 - Revenue Recognition – Multiple Element Arrangements.Researched and finalized financial reporting taxonomies required for implementation of XBRL reporting.At the Audit Committee’s request, initiated Axcelis’ first Enterprise Risk Management assessment.Revamped the intercompany inventory profit elimination process to properly eliminate the effects of foreign exchange and freight and handling costs

Directed a team of external tax advisors, auditors, and members of the international business segment of this $225MM global provider of tracking and recovery products in creating a strategy for reducing the company’s overall effective tax rate from 36% to 12.5%. An Advance Pricing Arrangement (“APA”) was negotiated with and approved by the Internal Revenue Service resulting in offshore headquarters being established in Dublin, Ireland; and Responsible for selecting a performance management company to assist this enterprise in designing and implementing a new rewards compensation program ($20MM annual volume) for Finance and Insurance (F&I) personnel at over 3,000 domestic automobile dealerships. Cash payments were replaced with an automatic debit card upload upon product registration confirmation. Successfully managed three years of IRS audits resulting in no material tax penalties or deficiencies.

Established a Columbus, OH based shared service center for processing repetitive transactions (AP, AR and Payroll) which resulted in $250K in annualized cost savings. Consolidated North American cash management under one banking umbrella and implemented a cash forecasting system.Targeted and negotiated 2 acquisitions totaling $2.5M which were immediately accretive to the North American business unit’s bottom line.

Developed business metrics and financial reporting package for the CEO and senior management team as well as a timetracking system to monitor employee utilization. Prepared pricing and profitability analyses for all proposals as well as reviewing the profitability of existing contracts on an ongoing basis.

Co-wrote CERING’s business plan and created the financial model to support the carve-out and transformation of KPMG’s internal Knowledge Management product into a commercial enterprise.Worked with Merrill Lynch, CERING’s financial advisor, in negotiating a term sheet with a lead investor for presentation to KPMG’s International Board.

Led the planning and integrating of two acquisitions with a combined transaction value of $2B for this $400MM provider of wireless paging products and services. Oversaw due diligence, multiple complex SEC filings, Hart-Scott-Rodino data gathering for antitrust threshold testing, and post acquisition integration. Consolidated billing platforms and created a shared service hub to support telephony and tower site payment processing by capturing synergies of the acquired assets.Contributor to two Rule 144A offerings that generated $277M in debt financing to provide the increased operating cash flexibility as well as funding for acquisitions.Streamlined the monthly closing cycle from 17 to 10 business days by automating 80+ monthly general ledger billing downloads and consolidating and automating payroll and cost of goods sold downloads.