Manages the Finance and Accounting functions for McGeever Family office. Committed to achieving the financial and strategic partnership goals of McGeever's Healthcare investment portfolio. McGeever's financial/business model focuses on the financing of third-party commercial teams to drive revenue of an owned asset or product line that is immature for acquisition or a corporate asset that unprepared for divestiture. The McGeever Family Office, has played an instrumental role in the successful implementation of customized sales solutions for Fortune 500 companies.

SalesForce4Hire (subsidiary of McGeever Family office) provides strategic commercialization, consulting, and recruiting solutions for medical device, diagnostics, biopharma, and information technology companies and their investors.   Our engagement model is based on a risk-sharing arrangement to align incentives and ensure a unified and collaborative approach. We work with investor-driven start-ups, emerging companies, Fortune 100 companies and international companies looking to enter the U.S. Market. Responsible for all financial functions of this privately held company. Prepare monthly financial projections including consolidation, profit & loss statements, ROI projections, balance sheet, cash flow statements, and various monthly reports and presentations. Manages accounting staff. • Built and maintain effective working relationships with cross-functional business partners to develop annual financial plans and ongoing forecasts for project expenses and headcounts.• Developed targeted incentive plans for project sales team and corporate staff. • Provide financial analyses as needed, in particular for capital investments, pricing decisions, and contract negotiations. Developed quoting tool for pricing contracts. • Implemented new system for the  Physician Payments (Sunshine Act)  reporting requirement to provide accurate and transparency reports to clients. • Coordinate with external tax preparers to provide information required for the filing of the company's tax returns. Manages and handles multiple states annual reports, other tax filings and property tax returns.• Developed and managed external financial relationships with banks, insurers, and vendors• Managed company angel and venture capital investment portfolio • Manage treasury/cash management for operating companies

LCO Capital Healthcare Fund I is a buyout fund managed by LCO Capital (subsidary of McGeever Family Office). LCO Capital identifies an undercapitalized in-market business line that has substantial upside, and invests in a laser-focused commercial team to drive growth and market share for that business line through SalesForce4Hire, our value-additive partner.

Individual and small business tax preparation and bookkeeping functions.

Provided accounting services for clients in Raleigh including medical, distributors and manufacturing companies.

Provide accounting consulting services, financial analysis and interpretation of financial information

Hired, trained and managed up to 20 employees for a hospitality management company with a portfolio of 45+ upscale hotels in 17 states. Directed accounting policies, procedures, and ensuring that effective internal controls are in place and in compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial, tax and payroll reporting. Month-end closing, intercompany reconciliation and fee billings, general ledger account reconciliation, cash management, forecasting, budgets, and consolidated reporting. Responsible for property tax reconciliation, workers compensation and liability insurance reconciliation, form 5500 filings, SAS type 2 and insurance audits. •Collaborated with and provided oversight for independent auditors and hotel owners•Managed accounting of employee 401K benefit plan and served as plan administrator •Collaborated with top management to ensure relationships with investors and investment institutions. •Assisted with acquisitions and sales of hotel; setup bank accounts, credit card processing, licenses, and financial data integration to new payroll and accounting systems•Determined funding criteria, managed and reconciled self-funded health insurance plan•Coordinated transition of a portfolio of 30 hotels to new management company

International hotel company and in-bound reservation call center responsibilities included preparing and reviewing financial statements and reports, general ledger reconciliation, fixed assets review, depreciation and amortization schedules, bank reconciliations, annual budget preparation and review, intercompany reconciliations and annual audit assistance.•Developed complex call center reporting spreadsheets utilizing Erlang formulas to provide data needed for accurate forecasting, scheduling and analysis for top management •Handled and provided oversight of accounting and payroll systems conversion due to reorganization •Key liaison between regional call center and corporate office on payroll, accounting and human resource issuesRegional Controller, 1998 - 2000Oversaw accounting staff of 10 employees, prepared financial statements and reports, general ledger analysis, fixed assets and depreciation computation and review, cash management, bank reconciliation, provided accounting support for hotel managers, accounts receivable analysis and review for the franchise company and individual hotels. Prepared sales and payroll tax returns, processed payroll, provided annual audit and budget preparation.•Developed standardized reporting system reducing processing time for daily report management •Implemented and enforced programs ensuring timely deposits of cash and increased collectability of outstanding A/R and reducing credit card chargebacks•Implemented fixed asset management reporting system conversion resulting in increased accuracy in fixed asset reporting and management.•Temporarily managed human resource role during company restructuring•Developed and implemented audit program for hotel audits reducing fraud and providing better internal controls. Traveled to hotels for audits

Managed 8 employees; prepared and reviewed financial statements and reports, general ledger analysis, cash management, supervised fiscal year accounting closing, bank reconciliations and annual audit assistance. Continuously developed, implemented, reviewed, and streamlined accounting policies, processes and procedures