• Serving as interim Controller/VP of Finance for private equity portfolio companies.• Scaling up: Copiloting with healthcare portfolio company’s leaders to professionalize operations, identify & deploy best practices and develop existing talent, leveraging offshore teams based in Asia as well as fully remote domestic teams.

• Accounting team supervision: Oversight on G/L & bank reconciliations, adherence to GAAP, P&L management, bookkeeping, budgeting, internal controls & process improvement; financial planning & analysis.

• As the head of finance, built enterprise financial operations to transform a 30-employee lead-generation reselling startup into a market-leading 90-employee education technology firm over a six-year period of consistent annual growth and profitability.• Scrappy problem-solving: Creating “force-multipliers” from off-the-shelf QuickBooks and Excel-based solutions along with efficient, robust models thereby allowing a two-person finance team to maximize cash flow and fund high-growth at low-cost.• Executed 18-month rollout of EOS (Entrepreunerial Operating System) management platform, focused on core values, accountability, alignment of goals and future-proofing.

• Directing accounting operations for a privately-held, rapidly-growing big data SaaS consulting firm, including: Accounts receivable & accounts payable optimization to maximize cashflow and client engagement profitability.• Drive revenue generation and project profitability via hands-on management of the firm’s engagement leadership with customized reports and stand-up status meetings. Expertise in managing travel expenses through Concur Solutions.• C-level support: Maintaining key reports and executive dashboards to keep firm partners and senior management fully informed on demand.• Payroll, benefits & tax administration: Monthly ADP payroll operations. HSA, 401k & HMO/PPO administration. Reviewing & federal/state tax compliance. Year-end tax planning with CPA firm and senior management.• Manage and develop key vendor relationships with CPA firm, banks, technology suppliers, third party staffing agencies and external counsel.• IBM SVI program: Contributing to revenue by leveraging IBM rebate structure supporting hardware and software sales.

• Financial Advisory Consulting: Advanced Excel modeling (via lookups, macros, pivot tables), variance analysis, ad hoc reports, valuation, planning, budgeting, forecasting. • Transaction Support Services & Due Diligence: Cash flow audits, agreed-upon procedures, DCF analysis, lease consulting, contract valuation, deliverables review.• Banking Operations: Managing ad hoc loan operations team for reporting requirements, A/P processes, special assets, contract review & repudiation.• FDIC Loss Share oversight monitoring: Auditing bank procedures to enforce compliance with FDIC purchase & assumption agreements, ensuring that subject banks are maintaining asset value and adequately mitigating losses, as well as building client relationships and deliverables review.• Commercial loan asset management: Working directly with borrowers and guarantors in performing credit analysis, workouts for troubled assets, preserving collateral value.• Expert-level experience & knowledge of consumer rewards programs including airline miles, hotel points, credit card reward, banking incentives and more.

Performing due diligence financial analysis on commercial real estate transactions on behalf of RSM McGladrey's clients.