Reported to CEO of $250M+ PE backed IT consulting services firm with offices in the Mid-Atlantic region and India; Acquired by Capgemini in March 2018Responsibilities:Strategic/tactical financial management of the company as well as tax, legal and treasury functions. In conjunction with CEO, prepare and represent management at all board/committee meetings.Assessing/modeling acquisition targets.

Reported to CEO of $30M VC backed provider of Corporate Performance Mgmt. (CPM) solutions and services for global companies such as Cisco, Intel, Time Warner and 3M. Eff. November 2007, business sold to Exact Software. Responsibilities:Strategic/tactical financial management of the company as well as tax, legal, HR and treasury functions. Managed strategic tax product line.Assisted in sales process via strategy formulation and presenting Co. vision/financials to prospect executives.Key driver of functional product enhancements/developments.In conjunction with CEO, prepared and represented management at all board/committee meetings.Company executive on customer project steering committees.Spokesperson on marketing initiatives including whitepapers, trade journals articles & trade show presentations.Assessed/modeled acquisition targets.

Primary interface between the US and International Operations.Consolidated fin'l reporting, forecasting & budgeting for international ops., with revenues of approx. $160MM.Directed staff of approx. 40 professionals, including country CFOs, through approx. 10 countries.Anticipated/managed ST/LT funding for international operations; annual financing averaged $5 to $10 million.Managed/controlled/coordinated external audit process & related statutory and legal matters, for all int'l subs.Key Accomplishments:Coordinated/managed due diligence process for Int'l Ops., resulting in the eventual sale of the Company

Specialized in audits/business advisory services for large multi-national, SEC companies including a $4.3 billion international supplier of industrial gases and specialty chemicals, a $4.6 billion food distributor and manufacturer, a $1.2 billion healthcare IT provider, a $250M waste management company.Supervised 30 managers, seniors and staff on numerous, concurrent, multi-location, multi-national audits and related assignments including clients' internal audit managers and staff.Prepared financial statements and drafted related footnotes for both public and non-public entities as well as extensive experience in SEC Reporting for 1933 and 1934 Act filings.Key Accomplishments:Promoted to manager in 5 years.Successfully planned/managed special projects, including commercial loan portfolio and A/R securitization, merger integration and employee compensation studies.Prepared/delivered presentations to client mgmt., boards and committees as well as external audiences including IS Audit and Control Association, Phila. Chamber of Commerce, Drexel University Accounting Society.Instructed courses including SEC reporting, Senior Development School, Use of IT in the Audit Process.