Implemented Net Suite and Great Plains to streamline processes, reduce operating costs, and improve efficiency. Oversees accounting, operations, human resources, and IT functions, ensuring seamless coordination and optimal performance throughout the organization. Identifies key drivers, creates budgets, and develops forecasts that enhance financial performance for decision-making and resource allocation. Prepares detailed monthly, quarterly, and annual reports for the board of directors, along with valuable insights to help achieve the organization's set objectives.

Spearhead the coordination and establishment for integration planning, tracking and processes in accordance with the asset purchase agreement. Collaborate directly with senior management teams, owners, and stakeholders during all phases of transaction's execution. Responsible for transitioning customers and transaction data in agreement with the contract. Assisted with the closure of Tate & Tryon and T3 in accordance with federal and local laws.

Managed the firm's day-to-day ten person operations team including Finance, HR, IT, Facilities and Marketing departments, implementing new processes and technologies to improve efficiencies and collaboration within the organization through a lean transformation design process. Led the monthly close process for Consulting, Software, Maintenance and SAS revenue on existing contracts to ensure compliance with current Revenue Recognition and vendor-specific objective evidence rules in line with GAAP principles. Responsible for cost analysis, cash management and developing complex compensation modeling. Participated in formulating and administering company policies and developing long range goals and objectives. Directed consolidated and statutory financial audits. Performed company, industry, market and competitor research and due diligence for potential transactions.• Created budgets and monthly executive reporting package identifying key drivers and metrics of performance against budget, forecasts and prior years and developed recommendations for improved financial performance.• Grew gross revenues 64%, Net Income 56% and total full-time employees 59% while keeping general and administrative expense (G&A) costs flat during the five years reducing G&A expense as a percentage of gross revenue from 12% to 7%.• Developed rolling continuous forecasting allowing for corrective actions immediately to ensure groups meet their targets.• Reduced and reconfigured company’s spacing requirements by one half of a floor saving the firm over $250K per year without reducing hoteling space.• Implemented Human Resource Information system simplifying onboarding processes and allowing a central repository for all personnel information to simply proposals, performance appraisals and other workflows.• Earned two annual Customer Service awards during tenure.

Directed the strategic planning and financial soundness for this nonprofit. Managed financial statement preparation and developed analytical reviews for the CEO and Board of Directors. Coordinated annual audit and presented the results to the Board of Directors.Continually monitored, evaluated, implemented, and documented accounting policies and procedures to implement improvement to increase internal controls, efficiencies, and profitability. Maintained and grew banking and investment relationships. Managed and mentored the Accounting, Finance, Human Resource, and Information Technology employees while encouraging open communication and problem solving.• Developed the annual budget and reordered programmed events saving the foundation $330K annually.• Renegotiated merchant fees saving the foundation more than $75K annually.• Implemented new policies, that resulted in increased net assets of $4M during tenure as the CFO and Controller allowing for investments to stimulate future growth.• Digitalized the Foundation's financial documents archiving them within established retention guidelines.• Managed the migration of a 25-year-old fulfillment system increasing efficiencies.• Implemented company-wide intranet designed to provide easy access to corporate data to create new opportunities for collaboration and increased productivity.

Provided oversight of financial reporting, annual audits, and transactional processing for the Close Up Foundation and the Psychiatric Institute of Washington. Coordinated the annual budget process, using metric-based analysis to improve decision-making.• Shortened the accounting close by over 30 days by implementing Microsoft's Great Plains accounting application, improving processes, and documenting related procedures.• Reduced uncollectible AR write offs by over $140K by applying cash daily and following up on receivables prior to attendance of participants.• Collected on prior year's ACH write offs saving the foundation over $100K.• Contacted various State entities to obtain previously submitted erroneous taxes more than $240K.• Transitioned one half of the accounting staff positions to another location, leveraging OPI's offshore capabilities and accounting expertise while reducing total costs.

Managed the monthly revenue close with responsibility for the recognition of license, maintenance, professional service fees, and royalties due from international resellers. Provided financial analysis on all revenue components while managing a staff of four. Interfaced with Information Technology groups for both the SAP General Ledger and Sales/Distribution modules.• Developed reports for revenue analysis from multiple ledger packages which provided management a single view of multiple revenue sources.• Utilized strong knowledge of US GAAP, IFRS and SOP 97-2 to improve systems.

Spun off the Thomson Technology divison, which a portion became Artesia.

General Ledger, Cost Accounting, Financial Statement preparation, Budgeting and Forecasting, and implementation of Financial systems.