Interim CFOInterim ControllerBusiness Repair SEC filings (10-K, 10-Q, 8-K)Financial AnalysisSOX audit, testing and remediationPolicies & ProceduresStrategic Management and PlanningAreas of Practice:Interim Executive ManagementSEC filingsStrategic PlanningRisk AssessmentInternal ControlsRegulatory complianceSOX audits, assessments and implementationsGAAP and FASB complianceIndustry Lines:Health CareInsuranceManufacturingInformation TechnologyEucationTelecomNon-Profit

We do pro bono. Every year our award winning Service Grant program provides millions of dollars worth of pro bono marketing, HR, IT, and strategy management consulting services to nonprofits, helping them tackle our society's toughest challenges. We enable others to do pro bono. We work to increase the capacity of the field by enabling others to manage pro bono service programs of their own. We provide consulting to companies like the Gap and Capital One to help them create world-class pro bono consulting programs for their employees at a low cost. We inspire the pro bono ethic. We inspire the business community to engage in pro bono service through research, education, and convenings. By 2020, we strive to have all business professionals consider pro bono work an integrated and esteemed part of their careers.Specialtiespro bono, marketing, strategy management, HR, IT

Specialties:Financial or Gap Management and LeadershipMentoring Accounting & Finance – Interim Controller & Interim CFO Financial Planning & Analysis Accounting and Financial Reporting Internal Audit Mergers & Acquisition and Mergers & Integration/Transaction Support Sarbanes-Oxley Sox and J-Sox

Interim Controller at a non profit medical and science research university.Finance Dept restructuringProcess analysis and re-engineering

6 month engagement at American Apparel. SEC filngs: prepared intial 10-K filing, along with subsequent 10-Q and Proxy. Managed international audit.

Provided Venture Management (including Business Plans and Financial) for start-up and early stage companies, primarily for the purpose of business development, expansion and securing investments.Secured funding from Venture Capital firms, debt equity, bridge funding, investment bankers and independent investors.Established and implemented exit strategies for early stage clients, including IPO and M&A strategies.Served as “Virtual CFO/CEO” for several clients.Served on Sarbanes Advisory Forum to fine tune the particulars of the Sarbanes-Oxley Act prior to presentation to and ratification by Congress.Provided Sarbanes-Oxley Act and HIPPA Compliance consulting.Established and implemented cash management and internal controls for clients.Lead acquisition teams and maintained compliance with all public company regulations and requirements, and lead investor relations activity.Responsible for oversight and direction of treasury, budgeting, audit, tax, accounting, long range forecasting, and insurance activities for the organization.Hands on preparation and issuance of annual reports and regular filings with the SEC.Directed financial planning and accounting practices as well as relationships with lending institutions, shareholders, and the financial community.Appraised Client Company’s financial position and issued periodic reports on organization's financial stability, liquidity, and growth.Analyzed, consolidated, and directed all cost accounting procedures together with other statistical and routine reports.Analyzed operational issues impacting functional groups and determined their financial impact to the organization.Developed human resource solutions for clients, including compliance with DOL and other regulatory agencies.

Consulted with clients regarding operational and accounting policies and procedures including analysis of business, strategic planning, reorganization of company structure, formulation of solutions to current and projected problem areas, and training of client’s management and staff in implementation of solutions.Completed IPO and M&A processes for clients, including due diligence.Audited financial statements and financial records for partnerships and corporations.Responsible for the supervision and training of staff and para-professionals on engagements and in the office.Knowledgeable of all standard accounting procedures (GAAP), as well as current FASB pronouncements, including FASB 123R.Well versed in all aspects of Health Care industry, including Medicare Cost Reports and CMS (HCFA) regulations.National Expert on Medicare and Medicaid reimbursement.Clientele consisted of primarily not-for-profit health care entities.

Managed all aspects of Accounting department, as well as Human Resources, Benefits Administration, Public Relations and Strategic Development.Prepared all financial statements, including statistical reporting and Medicare cost reports.Intimately familiar with Medicare and Medicaid regulations and procedures.Took company from manual operations to fully automated corporation, resulting in “clean-up” of company’s business and Accounting practices.Involved with project feasibility analysis and maintenance of actual costs to budget analysis.Planned, supervised and performed financial and compliance audits, reviews and compilations.Collected $4.6 Million in delinquent Medicare A/R within 90 days of hire.