Founding executive director of this not-for-profit program. Grant Ready Kentucky fuels impact by building grant capacity across the state of Kentucky. By breaking down the barriers to grant funding, we help Kentucky communities access historic levels of federal funding and achieve their dreams.

Researching and developing evidence-based charitable initiatives across the Commonwealth of Kentucky. Intensely focused on solutions that maximize social impact over the next decade.

★ Managed two large-scale software implementations that modernized the revenue recognition and equity management processes. Significantly improved cash flow by overhauling invoice and collection procedures, yielding a 3X improvement of AR turnover. Developed accounting systems and numerous financial models in support of equity and debt financing, including warrant pricing and convertible debt extinguishment. ★ Led the finance and accounting department for a fast-growing Software-as-a-Service (SaaS) company. Analyzed and communicated monthly financial results along with recommendations for improving key metrics such as recurring revenue, churn, and cash flow. Produced financial statements and reports, including budget-to-actual reporting and financial package for board meetings. Adhered to proper accounting principles (GAAP) in development of accounting and bookkeeping procedures. Developed annual forecasts, cash forecasts, and budgets. Overhauled invoicing and collections processes. Managed complex commission systems and oversaw payroll and benefits initiatives via TriNet PEO.

★ Joined this fast-paced startup as the financial operations manager and was promoted, within six months, to the senior leadership team. Led the department throughout a challenging financial period, culminating in the successful sale of the company and change of ownership. ★Directed the finance and operations departments with annual revenue up to $3M. Led a team of three in the accounting, budgeting, forecasting, cash management, tax, legal, banking, insurance, and operations efforts. Oversaw the payroll and benefits initiatives for up to 25 employees. Managed the in-house welcome kit fulfillment process including vendor selection, inventory management, processing, and shipment. Mentored the collections team and oversaw numerous cross-functional groups. Collaborated with the CEO and legal counsel to complete sale of company to international acquirer.• Realized month-over-month profitability within 10 months.• Eliminated inventory outages, improved welcome kit ship time by one week, and enhanced financial accuracy by developing a zero-cost supply chain and inventory process.• Improved overall collections rate 5% by mentoring in-house staff, implementing mailed notices, streamlining processes, and establishing third-party agency hand-off.• Led customer attrition (churn) team which doubled customer save rates quarter-over-quarter.• Sponsored company 401k plan that achieved 70% adoption rate.• Transitioned company from QuickBooks desktop to QuickBooks Online to accommodate departmental growth.• Maintained stability and continuity of finance and operations departments after 20% reduction in staff.

Led the full cycle accounting process and financial statement preparation. Developed forecasts and annual budgets including budget-to-actual reporting procedures. Reported weekly key metrics to the senior leadership team. Assisted in operations and supply chain management initiatives. Established month- and year-end accounting close procedures. Analyzed monthly, quarterly, and annual financial performance and drafted financial reports for the leadership team and key investors.• Transitioned chart of accounts and forecast from gaming industry format to SaaS marketing.• Eliminated late charges in accounts payable department.• Enhanced accuracy of financial statements through more effective accrual accounting.• Increased efficiency and volume discounts by centralizing departmental purchases.• Decreased employee expense processing to <30 days, which boosted financial accuracy.• Instrumental in tripling welcome kit product margin by establishing in-house fulfillment, consolidating COGs vendors, and negotiating discounts for higher order quantities.

★ Joined company as an intern and earned multiple promotions to higher level positions due to exceptional performance. ★Led audit engagements across the loan review, internal audits, and compliance departments. Conducted financial analyses of client-credit relationships. Interpreted tax returns and financial statements for early identification of negative trends. Calculated individual and corporate cash flows. Forecasted potential loan losses and assisted clients in risk mitigation. Audited client bank loan and deposit administration functions. Conducted reviews for proper internal controls and recommended best practices for fraud prevention. Coached new auditors in several departments. Collaborated with CEO and COO in annual planning and audit management strategy. • Completed a minimum of 35 audits and consulting engagements, per year, on time and on budget.• Authored and developed a stand-alone compliance monitoring program, offering the company a continuing revenue stream.• Entrusted as the only consultant to cross-train across every department with ability to lead audit engagements in loan review, internal audit, BSA, and regulatory compliance. • Recognized as the expert in deposit administration regulatory compliance for client banks. Consulted clients on the effective implementation of monitoring programs. Identified weaknesses and recommended advanced corrective actions.

Promoted to develop and implement an audit management solution to increase departmental efficiency. Cross-trained as part of the loan review, internal audit, and compliance audit teams. Created and revamped work paper templates.• Created 15+ standard work paper, request list, and report templates used across entire department.• Instrumental in transitioning the company from paper to electronic work papers.• Selected to manage every audit phase from client consultation and risk assessment to audit report and work paper reviews.

Delivered advanced administrative and IT support for the entire office. Edited audit reports for clarity. Played key role in assisting with regulatory compliance and BSA/anti-money laundering audits.

• Analyzed depositions, contracts, and other court documents for forensic accounting trials. • Prepared simple individual tax returns using ATX tax software under the supervision of a CPA.• Assisted in bookkeeping for several corporations using QuickBooks.