Science and Medicine Group (SMG) supports companies seeking to commercialize the rapidly changing marketplace at the intersection of science, medicine, and technology. SMG clients, including some of the top Fortune 500 companies in the world, use SMG's business intelligence, market research, publications, and media / marketing platforms to grow their businesses globally.Reported directly to the CEO and oversaw all aspects of Accounting. Responsible for overseeing the monthly close and compiling the monthly Financial Deck to report results to SMG's Private Equity Investors. Oversaw day-to-day full cycle accounting including: AR, AP, PR, contract review & revenue recognition. Work closely with the Director of Finance to establish pricing and appropriately budget, forecast, and analyze results to position SMG for continued growth and success. Worked closely with the Director of Human resources to establish onboarding process, draft and maintain commission plans, and establish company policies.

Manager with Grant Thornton’s (GT) Financial Management Advisory Service Team providing financial management services to GT’s growing Public Sector client base. Responsible for project management of financial management engagements for Public Sector clients. Also, serviced Commercial Sector clients on financial management engagements. Primary clients assigned:Food and Drug Administration (FDA) Joint project with MITRE Corporation performing an evaluation of FDA’s User Fee Financial Management processes. Engaged to develop a comprehensive evaluation of all aspects of the FDA’s financial management processes associated with User Fee programs during fiscal year 2018. Evaluation will produce options and recommendations ensuring FDA’s User Fee financial management processes are consistent with best practice in federal government financial management. Served as the GT Project Manager and Engagement Task Lead. National General Holdings, Inc. Assisted client with preparation of Annual Report and SEC 10K Filing. Also prepared analysis for respective restatement footnote disclosure.

Lead Consultant on the National Credit Union Administration (NCUA) Quality Control engagement providing and managing the accounting and audit liaison/support services to the NCUA Office of the Chief Financial Officer (OCFO) on operational accounting issues, financial reporting matters, financial statement reviews, and audit remediation services. Responsibilities include:• Facilitated delivery of requested audit PBCs. Including oversight of PBC list, working with the external auditors regarding PBC submission, quality control review of PBCs prior to delivery to the external auditors, and provided daily PBC status updates to client POC regarding any potential audit issues, missing documentation, and course of action.• Managed and performed the compilation of the annual financial statement tie-out and support binders.• Assisted in the preparation and review of financial statements to ensure compliance with FASB and FASAB generally accepted accounting principles (GAAP) requirements• Served as an audit resource for NCUA Management to address auditor questions and develop appropriate responses, including drafting position papers and white papers for management.• Researched FASB and FASAB guidance as necessary to ensure transactions posted to the general ledger were compliant with the applicable regulatory guidance and communicated updates and the applicable impact on each of the NCUA’s funds.• Identified business operations that lack sufficient policies and procedures and revised or created new policies and procedures as appropriate.• Supervised and managed the Quality Control team. Team size fluctuates during the year from three to 10 team members during the peak period.• Collaborated on the preparation of the monthly and ad hoc status updates.

Surescripts operates the largest health information network that connects the diverse and expansive community of care partners, including pharmacies, providers, benefit managers, and health information exchanges. Reported directly to the Director of Accounting and managed an Accounting Team of four staff. Worked closely with the FP&A, Account Managers, and Contract Attorneys on relevant accounting and closing matters. Served as the primary point of contact to external auditors during the annual audit of financial information. Areas of responsibility included:• Overseeing and executing all accounting activity related to the full revenue cycle including contract review, pricing, billing, collections, revenue recognition, deferred revenue, vendor incentives, and cost of sales• Prepared monthly revenue analysis including trends, fluctuations, and reserves• Managed the preparation, analysis, and reconciliation of all related balance sheet accounts• Prepared monthly variance analysis (actual vs. actual, actual vs. budget)• Managed collections of accounts receivable towards targeted DSO• Managed and participated with monthly, quarterly, and annual closing procedures• Managed and assisted with the preparation of monthly, quarterly, and annual financial statements• Assisted the Chief Financial Officer and Director of Accounting with special projects and workflow process improvements

Senior consultant in the financial consulting practice of Bethesda Financial Group. Areas of focus include consolidation matters, revenue recognition, stock-based compensation, XBRL tagging, system implementations, SOX compliance, and other financial reporting matters. Clients included – MyEyeDr; Advanced Bioscience Laboratories; Intersections, Inc.; QuadraMed Corporation; LivingSocial, Inc.; Biota, Inc.; and NeuralStem, Inc.Mar 2014 - Jul 2015MyEyeDr - Director of AccountingResponsibilities included oversight of month end close process and consolidation of 150+ stores, assisting with multiple year-end audits, assisting with cash to accrual accounting conversion, assisting with merger and acquisition diligence, and assisting with internal management reporting to private equity firms. Served as POC to external auditors.Dec 2013 - Mar 2014Advanced Bioscience Laboratories – Director of Accounting Responsibilities included oversight of month end close process, assisting with year-end audit, assisting with contract review and revenue recognition.Dec 2012 - Nov 2013QuadraMed Corporation - Director of AccountingResponsible for oversight of month end close process (including general ledger management, accounts payable, fixed assets, and payroll). Assisted with year-end audit and quarterly reviews, merger and acquisition accounting, coordinated the divestiture transition processes, and completing ad hoc projects as assigned by the CFO and Controller.Aug 2011 - Dec 2012LivingSocial, Inc. - Senior Manager of Corporate ConsolidationsManaged the monthly, quarterly, and annual global consolidation process of 52 domestic and international subsidiaries (including translation and revaluation). Assisted with preparation of external financial reports and debt covenants reporting. Automated and streamlined close processes. Assisted with accounting for M&A transactions and was a key member of PeopleSoft Global implementation team.

Apr 2011 - Jun 2013Acting Chief Accounting Officer Alternative Paths Training School (APTS)APTS is a private non-profit educational, vocational and behavioral consultation program for students and adults with developmental and other disabilities. Areas of responsibility included oversight and management of the fiscal year-end review readiness process, providing technical training to the accounting staff, developed and implemented internal control procedures, streamlined close process / implemented best practices, and participate in quarterly finance meetings.Jan 2011 - Apr 2011Acting Controller Euclid Systems Corporation (Biotechnology)Euclid is a privately held research and development firm and is a leader in world eye care, providing customized acuity by developing and implementing a system of advanced vision correction, examination, design, and manufacturing technologies. Areas of responsibility included implementation of CapMx automated shareholder software and calculating the expense under ASC 718 (FAS 123R) – Compensation – Stock Compensation for the reporting period. Performing pre-audit analysis and preparing year-end financial statements. Completing various ad hoc projects as assigned by CFO/client.

Directed the corporate accounting and internal reporting for one of the largest independent program management, operational services, and product providers to Federal, State, and Local Governments. Reported directly to the CFO and managed an accounting organization consisting of 22 staff with three direct reports (including General Ledger, Accounts Receivable, Accounts Payable, Payroll, and Financial Accounting Systems). Work closely with SEC Reporting, Group Finance, Project Managers, General Counsel and International Subsidiaries on relevant accounting and closing matters. Served as a primary point of contact to external auditors during quarterly and annual reviews/audits of financial information.Key Projects•Deltek/CostPoint Implementation Team – worked with a team to implement CostPoint. Included assisting staff on the use of CostPoint, coordinating and overseeing the processing of parallel closes, and updating Sarbanes Oxley process narratives to include the affect of CostPoint processes on the company’s internal controls.•Divestiture Accounting Team – coordinated and monitored the accounting transactions associated with the divestiture of the company’s Enterprise Systems segment. Served as the main point of contact to the purchasing company’s accounting team to resolve all purchase accounting matters.

Directed the daily accounting operations in the North American region for one of the largest international independent providers of business infrastructure software. Managed a team of 10 - 14 staff with five direct reports (including General Ledger and Corporate Consolidation, Accounts Receivable/Billing, Treasury, Accounts Payable, and Payroll). Served as a primary point of contact to external auditors during quarterly and annual reviews/audits of financial information. Key member of PeopleSoft Global implementation team.Key Projects•Transition Team – Working with a team to transition webMethods’ policies and procedures to Software AG’s. This includes but is not limited to: Identify, align and assign work duties and responsibilities to members of the newly combined staff. Evaluate the webMethods’ closing schedule to stream line the current procedures/processes in order to meet Software AG’s closing schedule – reduced the close from a 12 day close to a 6 day close. Analyze transactions in order to make appropriate consolidation entries in compliance with IFRS.

Directed the daily work activities of the Accounting Sections (Corporate Consolidation/General Ledger, Energy Accounting, Non-Utility Accounting, and Financial Systems Admin). Manage a team of 22 staff with 4 direct reports. Coordinated the preparation/review of financial information used by External Reporting in conjunction with SEC Filings. Coordinated and facilitated the monthly due diligence meeting for the Controllership units to analyze and review reported financial results.Key Projects•Closing Committee – To evaluate the Finance Department’s closing schedule. Objective was to stream line current procedures/processes in order to achieve a timelier month end close. Resulted in the reduction of the monthly close schedule from a 14 day close to a 10 day close.•Financial Reports Review Committee – To automate and standardize all of the company’s external and internal GAAP financial statements. Objective was to provide more timely and useful financial statements. Achieved 60 percent automation.•PeopleSoft Upgrade Committee – Accounting Lead working with a committee of internal and external members to upgrade PeopleSoft version 7.02 to version 8.8. Upgrade was implemented on schedule and within budget.

Monitored and directed the accounting treatment for all general ledger transactions related to the balance sheet. Responsible for monthly, quarterly and year end closing process; account analysis and monthly variance reporting. Worked with Financial Analyst to research and accurately report financial performance to the markets. Participated and assisted with due diligence procedures.

Provided a full range of services including assurance, tax and other business consulting advice to privately held companies and not-for-profit organizations. Responsible for all aspects of planning, supervising and executing multiple audits and other assurance engagements.