Harold Howard Email and Phone Number

Supervised the Corporate Accounting team for a privately owned arboriculture company with over $20m in annual revenues• Oversight of the month-end close and the financial reporting process• Developed and documented business processes and accounting policies to maintain and strengthen internal controls• Responsible for $800k reduction in outstanding A/R over 90 days• Prepared and filed monthly / quarterly sales taxes in multiple states • Oversight of accounts payable, accounts receivable, billing, and payroll teams

Supervised the Corporate Accounting team for a PE-backed technology firm with over $40m in annual revenues• Oversight of the month-end close and the financial reporting process• Provided cash and treasury management, including overseeing reconciliation of banking activity and cash forecasting• Developed procedures to ensure compliance with ASC 606 revenue recognition / ASC 842 lease accounting standards• Managed the implementation of a new ERP accounting system• Worked closely with FP&A on forecasting, budgeting, financial analyses and decision support• Developed and documented business processes and accounting policies to maintain and strengthen internal controls• Responsible for revenue / expense projections for monthly flash process and commentary on flash to actual breaks • Reviewed and analyzed schedules supporting accrued expenses, deferred/unbilled revenue, and aged payables / receivables• Liaised with external auditors and provided audit schedules to address audit points stemming from financial audits

Supervised the Corporate Accounting team for a PE-backed arboriculture company with over $120m in annual revenues• Oversight of the month-end close and the financial reporting process for 40+ branches• Responsible for preparation and posting of all journal entries related to compensation• Prepared account reconciliations for liabilities related to compensation and benefits• Performed cost analysis and cash management duties including cash forecasting and cash flow• Prepared and reviewed P&L and balance sheet flux analyses which provided for early identification and correction of posting errors ensuring the accuracy and completeness of financials• Reviewed bank and balance sheet account reconciliations• Worked closely with FP&A on forecasting, budgeting, financial analyses and decision support• Responsible for maintenance of Fixed Assets sub-ledger and maintaining supporting reconciliations• Oversight of accounts payable, accounts receivable, and payroll teams• Liaised with external auditors and provided audit schedules to address audit points stemming from financial audits• Responsible for the accounting integration of multiple acquired companies

Performs G/L accounting duties and supervises monthly and annual close processes, reviewing calculation of monthly / quarterly commissions, and providing flux analyses.• Assist in the preparation of financial statements (i.e. topsides, restatements, etc.)• Review and approve all month-end journal entries, reconciliations, and reports prepared by 3 direct reports for multiple legal entities• Prepare and review P&L and Balance Sheet flux analyses that provide for early identification and correction of posting errors ensuring accuracy and completeness of financials• Defined revised month-end close process which reduced month-end close dates and delivery of financials from 5 days to 2 days• Streamlined transfer pricing process and procedure limiting company’s f/x exposure• Responsible for preparation of intercompany transactions and maintaining supporting reconciliations• Liaison with external auditors and provide audit schedules to address audit points stemming from financial audits• Develop and document business processes and accounting policies to maintain and strengthen internal controls• Define and create cost allocations between legal entities• Responsible for revenue / expense projections for monthly flash process and commentary on flash to actual breaks • Work closely with FP&A on preparation of the budget and financial forecasts• Review and analyze monthly schedules supporting accrued expenses, accumulated depreciation, deferred revenue, and aged payables / receivables• Commission plan modelling used to determine revisions that are applied to the compensation plans for sales personnel • Developed, led, and executed a technical accounting training program for the offshore personnel

Provided global valuation oversight for fiduciary and principal positions held within the Wealth Management business.• Analyzed daily pricing exceptions for fiduciary positions held by business divisions globally and prepared reports for relevant Pricing Committees• Analyzed monthly valuation results for principal positions held by business divisions globally and developed reports which summarized the associated risk• Coordinated the preparation of regulatory reporting and researched technical accounting issues for compliance• Led project to develop a global valuation tool designed to capture pricing exceptions enabling automation of tracking and historical reporting • Managed relationship with pricing provider for both Retail and Institutional funds prepared reports for relevant Pricing Committees• Analyzed monthly valuation results for principal positions held by business divisions globally and developed reports which enabled management to better understand the associated risk

Provided financial analyses and reporting support for the Wealth Management Retail and Institutional businesses.• Developed product profitability model for Wealth Management Retail business which provided enhanced financial transparency into top / bottom tier products• Streamlined annual / quarterly Fund Profitability reporting process which provided the Board with enhanced financial transparency and decreased the time spent on production by 20%• Prepared annual valuation of the Intangible Asset model for Wealth Management Retail business• Prepared special reports regarding financial condition by collecting, analyzing, and summarizing data and trends• Prepared budgets and financial forecasts based on trend analysis and collaboration with business partners• Developed and prepared financial forecasts for Wealth Management Institutional strategic initiatives

Performed monthly close processes including preparation / posting of journal entries, balance sheet and bank account reconciliations, and preparation of monthly revenue flash.• Performed process re-engineering on revenue stream calculations enabling accurate, timely reporting of financial results• Prepared and analyzed schedules supporting deferred asset amortization• Co-lead project to develop and deploy a sub-ledger system enabling automation of revenue recognition• Created KOPs and trained offshore personnel facilitating an efficient transition of duties• Created KPIs to track progress and success of offshore transition as well as supervised offshore personnel team of 5

Performed monthly close processes including preparation of journal entries, balance sheet account reconciliations, and billing reconciliations.• Prepared monthly revenue recognition cash flow models & billing reconciliations• Tested new system functionality and analyzed the impact on revenue recognition

Performed monthly close processes including preparation of journal entries, balance sheet account reconciliations, and financial statement review.• Prepared monthly financial statements for 8 different medical facilities• Analyzed inter-company account activity & fixed asset schedules