A trusted financial expert balancing the interests of shareholders, stakeholders and the company while focusing on sustainable and profitable growth in publicly held, privately held and private equity-owned companies. Work with boards and executives in the execution of strategic plans and projects, providing business, financial, tax, and transaction advisory services. Serve as a Project Manager for large M&A transactions and global/national tax planning. Serve(d) as a director on several boards in various roles, lead and/or facilitate board bootcamps, and completed board of director certification. Held various leadership positions with Big 4 and Crowe such as Fort Lauderdale Office Managing Partner, National Healthcare Tax Leader, Lead Engagement Partner and Relationship Partner on large global publicly held and private-equity companies. Many clients followed along through career advancements and changes. A business strategist providing advisory, consulting, and tax services to Boards, CEOs, CFOs, and Senior Management of large global and national clients. Also served as the lead tax accounting partner on audit engagements serving Fortune 1000 and middle-market companies. Industry experience in healthcare, life sciences, consumer product retail and retail dealerships, manufacturing and distribution, services, large restaurant franchises, software technology, real estate, and staffing enterprises. Developed succession plans that included mentoring, supporting, and promoting senior managers to partners. Served as a mentor and leader on Big 4 and Crowe National Committees dedicated to advancing women in leadership positions.
Listed skills include Tax, Mergers And Acquisitions, Auditing, Accounting, and 21 others.