Douglas May Email & Phone Number

Woburn, Massachusetts, Us

Lynn, Ma, Us

Lynn, Ma, Us

Baton Rouge, Louisiana, Us

AHC’s management team continued to lead Amedisys’s new Personal Care Line (“PCL”). Quickly adapted and implemented faster SEC reporting month-end close procedures. Ensured PCL successfully came under full scope of the SOX requirements. Continued the evaluation, execution, and integration of acquisition targets into the existing platform, while at the same time starting to enhance and integrate the PCL Corporate functions into the existing Amedisys Home Health and Hospice Corporate structure. Also converted from QuickBooks Enterprise to PeopleSoft and began the implementation of electronic visit verification (“EVV”) using the CellTrak platform.• Mergers & Acquisitions (“M&A”) – in a little over 2.5 years, successfully evaluated, executed, and integrated six (6) PCL tuck-ins, representing $54.5M in annualized revenue as the PCL financial leader; partnering with the Corporate Development and Integration teams, with leading responsibilities in financial diligence, quality of earnings, execution, and integration. • Partnered with the Assurance Services department to ensure PCL successfully came under full scope of the SOX requirements. PCL VP Leader for all key controls outside of Corporate. PCL standing member on the accountability governing body for internal controls over financial reporting (“ICFR”) – the ICFR Committee. Ensured successful completion of external audits by KPMG related to PCL.• Prepared PCL budgets, forecasts, KPIs and updates used for BOD, month-end review, capital projects, and other reporting and analysis.• Continued to build upon the scalability of the PCL platform to position for growth into a multi-hundred-million-dollar revenue division across the country, like its larger Home Health and Hospice sister divisions. Integrating and migrating over a 2.5 year period Accounts Payable, Risk Management, Payroll, Billing & Collections, Treasury & Banking, Cash Posting, Month End Close, FP&A, and Contracting to the Baton Rouge Corporate offices.

Beverly, Ma, Us

Started as interim, contract CFO to help prepare the company for its first external financial statement audit and state required Uniform Financial Statement and Independent Auditors Report (“UFR”) filing, conducting an internal control and Lean review, and was soon hired as AHC’s full-time CFO. AHC’s revenues had stagnated for the previous few years at $14M, and it was losing profitability. Over the next four years, as the financial partner for an innovative entrepreneurturned AHC into a high-growth, efficient, controlled, compliant, and profitable company, going from $14M annualized revenue, 3.4% Adjusted EBITDA, 3 offices, 700 employees, and 2,450 clients in 2012 to $37M annualized revenue, 7.8% adjusted EBITDA, 13 offices, 1,600 employees and 5,000 clients when it sold to Amedisys, Inc. (NASDAQ: AMED), a $1.3B revenue, national home health & hospice company in March of 2016, for $29.8M ($28M cash, $1.8M stock award), becoming its new Personal Care Line (PCL) platform.• Built sustainable and repeatable financial and back-office operations that met the company’s internal control objectives of having reliable financial reporting, maximizing profitability, improving quality, ensuring compliance, and capable of driving high growth (organic and tuck-in acquisitions).• Restructured and secured operating and acquisition financing, resulting in a more cost-efficient capital structure capable of higher growth.• M&A -- Successfully evaluated, executed, and integrated three (3) companies representing $7.4M in revenue. • Sale of Associated Home Care to AMED – Partnered with AHC’s owner-CEO, AHC senior management team, and outside professionals to manage the recapitalization / sale of the company, including selecting the investment banker, legal and other professionals, preparation of deal pitch materials, participation in management meetings, and management of diligence and Q of E to a successful close.

Consulting firm providing contract CFO, Controller, COO, accounting, tax, financial and strategic planning, turn-around, and process improvement services.Select Achievements:Interim Contract CFO Associated Home Care, Inc. Hired as a contract, interim CFO to help prepare the company for its first external financial statement audit and state required Uniform Financial Statement and Independent Auditors Report (“UFR”) filing, conducting an internal control and Lean review. Mapped all processes end to end, identified waste and weaknesses, and began designing and implementing workflow and internal control improvements. This was the foundation to build and continuously improved, sustainable, and repeatable operation. Shortly into the engagement, was hired as AHC’s full-time CFO.

Chicago, Illinois, Us

Director of Tax Services - Naples, Florida Office

Consulting firm providing contract CFO, Controller, COO, accounting, tax, financial and strategic planning, turn-around, and process improvement services.Select Achievements:Fiduciary Support Services Company• Turned around company and quadrupled gross revenue and increased gross margin to over 70% by implementing Lean continuous improvement methods. • Identified what clients valued, mapped the value streams, determined and measured key value-added activities, and cut waste.• Worked with vendors to dramatically improve flow and cut lead times for critical to the customer deliverables a minimum of 50%, and negotiated new fee structures to meet target costs.• Utilized freed-up resources and hired, trained, and lead a motivated, strategy-focused team to meet expanded client-valued services.Business and Estate Planning and Administration Law Firm• Oversaw tax aspects• Established, aligned, and implemented efficient and effective systems for strategic planning, benchmarking, budgeting, forecasting, determining performance metrics, and creating scorecards.• Streamlined accounting systems, policies and procedures, implemented key controls and hired and trained staff.• Arranged capital lease and working capital financing.• Provided counsel for business acquisition and sale transactions.Law Firm, Real Estate Title Business • Set-up unique operating and closing processes and built strong, client-focused team.• Arranged underwriting relationships and located and negotiated facilities and other vendor arrangements.Registered Investment Advisor (RIA) and Tax Planning Firm• Implemented all front-office and back-office operating systems.• Implemented accounting systems and prepared all regulatory filings.Private Equity Funds• Implemented accounting systems, created forecasting and cash management tools, and presented Board and investor reporting package.

Full service CPA firm, providing tax and accounting for individuals, businesses, and trusts and estates• Provided fiduciary accounting and administration for non-corporate trustees and estate executors to comply with state statutory Principal and Income Act requirements and IRS regulations.• Oversaw forensic fiduciary accountings for trusts and estates, and forensic reconstruction of accounting records for defense or prosecution of lawsuits. • Acted as “Family CFO” for family limited partnerships, family limited liability companies, and family foundations.• Provided comprehensive estate and income tax planning.• Completed federal and state income tax returns for individuals, businesses, and trusts and estates as well as estate, gift, and inheritance tax returns.

Fort Liberty, Nc, Us

Company Commander of 70+ person General Officer Higher Headquarters Company; Executive Officer General Officer Higher Headquarters Company; Company Commander of 20+ person Training Company responsible for training 120+ basic trainees; and Executive/Training Officer of Training Company.

Publicly traded company with operations in telecom, wireless infrastructure, distribution, and entertainment• Responsible for taking company public and managing investor relations and investment banking relationships.• Successfully oversaw execution and integration of seven acquisitions and one divestiture.• Established efficient financial accounting in accordance with GAAP and SEC reporting systems of seven acquired subsidiaries in three different business segments.• Secured $10.6 million of angel and venture capital funding ($5MM pre-public and $5.6MM post-public).• Responsible for $4.5 million investment bank capital lease, acquisition, and working capital financing.• Implemented and oversaw cash management, budgeting, forecasting and performance measurement.• Streamlined accounting and performance management processes of acquired subsidiaries in three different business segments. o Reduced break-even point of two subsidiaries over 50% without loss in capacity. o Reduced company’s legal and accounting fees over 50% in two-year period. • Negotiated settlements for all outstanding liabilities asserted by vendors of one subsidiary, avoiding costly restructuring alternatives and preserving significant future P&L effect options. • Implemented QuickBooks and later conversion to Great Plains from Peachtree and QuickBooks.• Directed all tax and regulatory compliance in multiple states.• Implemented and managed corporate risk management and human resource functions.

Entrepreneurial venture to publish and sell a marketing system for attorneys designed to develop referring relationships with CPAs and financial advisors, leveraging a sixteen hour CPA CPE course.• Co-author of an extensive continuing education program published and distributed nationally entitled “Opportunities in Estate Planning”, covering wills, trusts, ILITs, CRTs, and FLPs.

New York, Ny, Us

Financial services firm offering a broad range of knowledge and products for implementing and achieving individual and business financial goals• Provided personal and business financial advice, emphasizing a planning-based approach including: comprehensive written financial plans with areas of emphasis in retirement, college, income and creditor protection, succession and estate planning, and asset allocation and investment advice.

Gb

Senior Managemnet Consultant - Capital Markets and Treasury -Consulting Fortune 500 clients, concentrating on the implementation of “best practice” derivative product and risk management processes. Documented existing process and refined it against a conceptual model incorporating best practices for: risk performance measurement, evaluation, and management; management reporting; systems requirements; and business component control procedures.

Gb

Senior Auditor in the New York Office - Planned, budgeted, administered, and executed internal control and financial statement audits, and conducted regulatory compliance reviews of SEC filings for major money center banks, private equity and SBIC, investment companies, not-for-profit public finance, and small business practice manufacturing clients.

Bs, Accounting And Finance

Six Sigma Green Belt And Lean Six Sigma