- Developed plan to secure investors, led formation and oversaw operations of venture capital funded startup subsidiary.- As related party entity, rolled out full e-commerce and back-end operations in span of 4 months.

• Identified and vetted acquisition targets, managing two acquisitions from due diligence to closing in 6 months: added 8% topline in first year, with a “still-on-target” two year payback and 15% ROI.• Presented financial and business recommendations to CEO and Board of Directors, including strategic plan to increase net income by 120% over next 3 years.• Produced revenue growth of 30% YOY through defining improved sales channels and cross-selling opportunities and by restructuring sales and operations departments.Established ESOP using leveraged buy-back strategy, creating market for privately-held stock.• Led integration efforts of new accounting system to interface with in-house proprietary software.

• Led and provided direction for the Finance Department to meet business goals and objectives.• Advised company president on business decisions and potential expansion opportunities.• Oversaw FP&A, corporate reporting, accounting, cost and revenue recognition, intercompany, audit, tax, credit card administration, critical vendor relations and risk management.• Maximized return on financial assets by establishing financial policies, procedures, controls and reporting systems in compliance with GAAP and IFRS.• Recast and defined components of reporting, including monthly Executive Management review, Financial Reforecast, Revenue Cycle business review, and Accounts Receivable review.Recommended and implemented benchmarks, metrics and KPI’s, overseeing analyses for large capital investments, significant pricing decisions, and major contract negotiations.• Developed and maintained staff performance through business partner and emotional intelligence trainings, coaching, and the planning, monitoring, and appraising of job results.

Responsible for finance and accounting activities of the multi-location nonprofit agency including relationship management with auditors, banks, and contractors. Manage, plan and direct effective use of financial and physical resources and assets. Develop management reporting tools for CEO, Board, committees and executive management team. Provide strategic business planning and long-range forecasts, budgeting, funding and cash flow requirements to fiscally manage a growing agency. Collaborate with executive team to evaluate and report agency performance against selected matrix. Analyze business development opportunities. Develop capital expenditure plans and funding options. Manage and direct human resource activities including benefits, environmental, health and safety compliance, 403b plan administration, policies and procedures. Coordinate job description development to consistently map to approved salary matrix for multiple counties. Coordinate with IT Committee and internal IT team to support the agency mission while creatively seeking funding options for technology improvements. Direct agency contract management and compliance. Define and monitor internal controls to meet Best Practices. Collaborate with program directors during contract negotiations. Maintain adequate risk management coverage for agency liability, property, workers compensation, Directors and Officers, unemployment and social services coverage. Provide guidance and support to senior management in a cooperative environment including communications and development to promote strategic alliances beneficial to the agency

Establish and maintain accounting policies, procedures and practices for a start-up $150 million, 350,000 square foot, manufacturing plant with annual revenues of $350 million. Develop financial systems and special studies. Coordinate and direct risk management services for insurance and credit risk during construction and full operations. Responsible for all treasury and cash management functions. Interface with senior bank representatives to establish lines of credit and loan facilities. Implement and monitor compliance and covenant interpretations. Direct and manage tax compliance initiatives, budgeting, and FP&A. Provide critical data to sales and marketing team to improve business development strategies including breakeven analysis and cross-selling features available. Test and deploy new ERP software to establish business processes, improve efficiencies and increase accuracy and timeliness of reporting.

Manage and direct all aspect of the business operation for a privately-held, third-party benefits administrator including treasury, accounting, budgeting, FP&A, tax/business/plan compliance, IT, risk management, human resources, contract administration and client administration with annual income over $25 million. Direct the activities of customer/client service team for over 400 clients and in excess of 1 million related lives. Analyze critical data to support sales and marketing team in improving business development strategies including breakeven analysis and cross-selling features available. Provide mechanisms to forecast cash flow for over $20 million in trust assets. Direct the activities of 8 managers with a staff of 65.

Implemented financial and administrative policies and procedures for a nonprofit organization with annual income of $5 million. Managed the finance department including accounts payable, accounts receivable, general ledger, fixed assets, management reporting, sales and income tax reporting, administration and budgeting. Project management and accounting for build project of a 17,000 square foot youth facility to an existing 58,000 square foot facility. Interpreted statistical data to allow management to make informed business decisions. Managed human resources including payroll and benefits. Directed risk management for property, liability, automobile and worker’s compensation programs. Performed nonprofit tax reporting and compliance with state and federal regulations.

Served as top financial officer reporting to the President for a privately-held petroleum terminal and pipeline company with annual income of $25 million increasing to $43 million in 2-year period of planned growth. Directed the general and property accounting, internal auditing, cost accounting, budgetary controls and financial modeling for multi-state company with facilities in California, Oregon, Washington, and Nevada. Provided financial and business assessment of operating results, business plans, capital expenditure analysis and acquisition analysis. Coordinated risk management services for insurance and credit risk. Coordinated annual or other audits and was signatory on all management letters. Managed the human resources including payroll and benefits. Directed tax compliance for property, fuel, payroll and local income/business taxing authorities. Performed loan covenant compliance testing with monthly financial reporting and narrative on an $85 million loan facility. Managed the information technology group, which consisted of a team of outside consultants.