Co-founded private equity fund focused on midsize, private business investments, including sourcing opportunities and capital funding, constructing investment vehicles, and providing financial and accounting consulting services to client portfolio companies spanning operations in five states.Serve as CFO of portfolio and client companies, including: • American Wealth—Texas-based wealth management family office • The Urology Center of Colorado—Midsize, regional medical firm • Payreel—Payroll processor and PEO • Gales—Medical PPE footwear producer established in NY with CA operations • US Building Supply—Construction material wholesale distributor

Green Valor Capital has partnered with Family Office and Wealth Managment firm, American Wealth Strategies, to further serve and address the individual needs of SME business owners and their families.AWS offers a holistic family office environment to provide customized trust, estate, investment and legacy planning for business owners who care about family and legacy planning.

Initially re-engineered, automated, and transitioned complex accounting and regulatory reporting processes out-of-state, repurposing $2M in staff and identifying $1.5T reporting restatement. Promoted to head Citi’s $2B alternative investment practice (private equity, real estate, VC, hedge funds).• Oversee accounting, finance, forecasting, audit, legal, investment oversight, and investor, risk, regulatory, tax and compliance monitoring and reporting, participating in investor call preparation, and managing related support staff.• Provide strategic and tactical leadership in the development, evaluation and execution of short and long-term strategic objectives and financial planning. • Work with Executive leadership, Legal, Risk, external advisors, and potential purchasers in valuing and transacting $500M of international PE holdings.• Citi’s Valuation Committee Chairman on external fund valuation committees.• Manage the Comprehensive Capital Analysis and Review (CCAR) reporting and oversee Volcker regulatory reporting for the group.

Oversee quarterly regulatory reporting requirements and supporting schedules for external entities, including the FDIC, SEC, and Treasury Department. Specifically responsible for reporting:• Derivatives for the broker-dealer arm of Citigroup, Citi Global Markets (CGM).• All financial products within the Citi Global Markets Realty Corporation (CGMRC).• Project management oversight for developing and implementing enhancements to systems and interfaces between front, mid-office, and back-office solutions spanning multiple Centers of Excellence globally, including India and Costa Rica.• Schedules within Forms FR Y-9C, FFIEC 031, FR Y-12 and other risk-based reporting, such as Basel II/III.

Financial Advisory, Valuation and Securitization Advisory provides consultative services to banking and investment management clients to reduce, manage, and mitigate risk by improving processes, procedures and systems, addressing complex accounting issues and technologies.• Strategically advised banking and non-financial services clients regarding transactional, regulatory, systems and performance improvement issues.• Led tech team to design systems to provide critical financial and operational information to clients’ executive management, generating actionable strategic and operational recommendations.• Researched complex financial instrument accounting treatments to design system solutions.• Led fintech team for company-wide Revenue Recognition project for the new accounting standard (ASC 606).

Recruited for technical accounting, financial reporting and digital expertise to head product development and client management with major global asset management clients. Markit is a global financial technology company providing data, valuations and trade services to banks, regulators and investment firms, with a focus on derivatives, syndicated loans, and risk management software and services.• Oversaw Accounting/Reporting digital innovation team, including RPI/AI (robotic process automation/artificial intelligence), designing new reporting, planning and analytics tools, increasing sales from $5M to $35M.• Led multiple time-sensitive client engagements concurrently, working with internal and client executive management to optimize design and execution.• Served as a fund accounting, syndicated loan market expert, including risk, reporting, and compliance management, writing articles used by CPA firms.

Co-founded CFO consulting startup for private firms with $10M-$90M in revenue.• Worked with executive teams to formulate quarterly and annual financial and operational strategies, metrics tied to those strategies, and annual budgets. • Prepared monthly/quarterly/annual reporting packages and cash forecasts.• Managed audit, statutory reporting, payroll, and tax planning. • Developed and monitored control systems designed to safeguard firm assets, report accurate financial results, and mitigate financial and operational risk, while fostering innovation and continuous process improvement. • Evaluated global industry trends to advise on organic and inorganic opportunities and challenges impacting long-range planning, such as appropriate pricing and distribution channel strategies for new and existing products/services, as well as potential acquisitions or divestitures.• Guided management, owners and investors through required pre-IPO procedures, such as conducting audits and resolving findings, developing effective policies, procedures and controls, and preparing SEC/ investor filings (S-1s, investor prospectuses, roadshows).Specific services included:• Strategic business planning & budgeting• Business performance improvement• Treasury management and capital structure investment• Business transactions (M&A or divestiture/sale)• Professional adviser oversight• Industry market research• Economic impact studies• Business and charitable partnerships with local firms and organizations• Tax planning• Systems integration• General and industry-specific accounting and compliance

Recruited and built Accounting, Finance, Legal and HR departments for two separate early-stage startups, Factory and Beatport (a global, e-commerce firm). Clients included Audi, North Face, Oakley, Dell, Sony and others.• Guided companies from $5M to $60M+ in sales and 70 to 200 FTEs in 2½ yrs. • Performed industry and competitive analyses, formulating and budgeting strategic client acquisitions and growing services through acquisition.• With PE/VC capital infusions, designed and implemented policies, procedures and controls for audits, efficiency, and to execute pre-IPO due diligence.• Oversaw contract negotiations, location planning, business restructurings, budgeting, capital planning, and new services to achieve firm financial goals.• Improved employee benefits and insurance plans while decreasing risk/cost.

Responsible for Treasury functions (Cash/Credit/Collections), improving cash flow by designing and strategically executing major transactions with 3rd parties. • Led proposal to securitize $1.2B in receivables with an investment banking syndicate, increasing short-term liquidity and reducing borrowing costs.• Created business case and led initiative to sell a portion of outstanding bad debt, realizing a $20M gain.• Led strategic initiative to construct and implement a Treasury reporting scorecard to improve performance that was then adopted company-wide.• Developed a new credit policy model with Marketing big data set to increase sales without increasing attrition or default.

Strategic P&L planning and analysis focused on revenue retention and product upselling for Qwest’s $2B Global customer division. • Oversaw national roll-out of Sales & Marketing programs to over 500 managers and employees.• Created a sales activity tracking and reporting system and integrated into ERP, increasing visibility and new sales by 28% in 6 months.• Led Sales Ops’ ERP reengineering of product order and sales systems to restructure Sales compensation, resolving quota and sales recognition issues.