Member of the company's executive team, directly overseeing Finance, Human Resources, IT, Data Development, and Office Service functions—in addition to joint leadership of Production and Project Management. Additional early-tenure responsibilities held as Controller, maintaining, reporting, and forecasting all corporate financials and providing key accounting and FP&A support to the President.• Key contributor in all corporate strategic planning, goal-setting, and growth management decisions• Provided detailed FP&A and forecasting support to monitor corporate performance and fiscal health• Converted company financials from cash basis to accrual basis to enable comparison with public companies • Created revenue recognition methodology for accrual basis accounting• Built a new reforecast model and initiated monthly reforecasting to improve data-driven decision-making• Developed a new client profitability reporting model to analyze actual vs. planned service levels• Produced new labor utilization reporting model to evaluate resource allocation• Worked collaboratively with all departments to develop budgets, analyze trends, and drive improvements• Led a migration from QuickBooks to the Maconomy ERP system to add greater functionality/scalability• Determined pricing Models for client SOWs and partner with Legal on NDAs, MSAs, and SOWs• Assisted with M&A transactions, performing due diligence and assisting with post-acquisition integrations• Managed all accounts payable and receivable functions in the firm, as well as cashflow forecasting• Served as a key point of escalation for client issues in order to ensure long term client loyalty and retention• Managed a 5-member team of direct reports, with additional indirect responsibility for 5 associated staff• Led coaching, mentoring, and employee development activities to maximize individual/team performance• Administered all Human Resources functions—including payroll, benefits, and talent acquisition

• Provided detailed FP&A and forecasting support to monitor corporate performance and fiscal health• Managed a 2-member team of direct reports • Oversaw and month-end close and created efficiencies to improve close time• Managed all accounts payable and receivable functions in the firm, as well as cashflow forecasting• Administered all Human Resources functions—including payroll, benefits, and talent acquisition

• Partnered with and provided financial counsel to agency leadership• Performed annual budgeting and monthly reforecasting, reviewing ongoing results with corporate leadership and conducted detailed variance analysis to identify areas for improved efficiency• Managed expenses, including operational strategies and approvals relative to staff costs, capital expenditures and leasing programs• Partnered with account teams on pricing client proposals and RFP/I’s responses• Reviewed and negotiated client and vendor contracts of all business terms• Ensured revenue is recognized per GAAP • Coordinated with Human Resources on staffing needs• Managed monthly close and financial reporting, including working capital and intercompany• Communicated and educated agency staff on policies and practices in compliance with corporate policy• Performed cash management from billing through collection and reporting• Prepared utilization analysis and profit analysis and review with account leads• Administered accounting system security requests

• Developed the annual budget and monthly reforecast for three corporate entities• Developed Capital purchase and capital lease budget, partnering with IT management to assess needs• Coordinated revenue recognition, billing and compensation with client leaders across multiple offices• Developed client fee proposals• Reviewed and negotiated client contracts and vendor agreements• Prepared utilization analysis and profit analysis and review with account leads• Ensured revenue is recognized per GAAP• Managed monthly close and financial reporting• Developed and implemented internal controls to ensure compliance with SOX and best practices• Ensured agency and staff compliance with GAAP, corporate policies, internal processes• Coordinated cash management from billing through collection and reporting• Supervised and developed staff of seven: accounts payable, billing/receivables, staff accounting

• Assisted CFO with annual forecast and monthly reforecast development for multiple offices• Developed Capital purchase and capital lease budget, partnering with IT management to assess needs• Oversaw monthly close and financial reporting• Managed intercompany transactions• Developed and implemented internal controls, including quarterly Sarbanes-Oxley testing and reporting• Trained agency staff on relevant accounting policies (e.g. business expense, time sheet, revenue recognition)• Ensured agency and staff compliance with GAAP, corporate policies, internal processes• Coordinated cash management from billing through collection and reporting; includes continuous review for improvement• Played key role in reducing expense by 1.56 basis points via of consolidation of Finance, IT, and HR functions• Supervised and developed staff of seven: accounts payable, billing/receivables, staff accounting

• Assisted Director of Finance in developing annual budget and quarterly reforecast• Advised department managers on financial issues and assisted in tracking actual spending to budget• Performed quarterly Sarbanes Oxley testing and reporting and updated processes and internal controls• Managed month end close supervising a 2-member team and ensuring attainment of all key deadlines• Compiled a monthly reporting package for submission to corporate HQ• Supervised the accounts payable function• Mentored and trained Junior Accountant in general accounting functions• Performed Federal payroll tax reporting• Improved employee expense reimbursement process and policy as well as compliance• Implemented positive pay verification with our bank, in charge of all banking needs

• Created month end close schedule for all areas of accounting department• Ensured all journal entries are input for the month• Ensured all expenses are properly recorded for the month• Performed all balance sheet account reconciliations and made journal entry adjustments as required• Compiled monthly financial reporting package for agency• Developed roll forward schedules for Accounts Receivable and Accounts Payable• Developed process for identifying purchase order accruals

Coordinated and supervised month end close and assisted in developing annual budgets, Implemented new weekly and monthly reporting of inventory cycle count results raising awareness and accountability within the materials team. Maintained fixed asset subledger and reconciled to general ledger. Conducted internal audit of operations from purchasing to receiving and A/P to discover areas in need of improvement and drive process change. Supervised and developed a staff of 3 - accounts payable, inventory manager, staff accountant.

Primary responsibilities included physical inventory reconciliation and variance analysis and collaborating with production management on inventory process improvement. Reduced inventory physical to book variance from 10% of inventory value to less than 1%.Directly involved in the conversion to Avante, an integrated manufacturing/accounting system. I tested the capabilities of the system in several modules, verified accounting transactions, identified problem areas and outlined requirements for fixes as well as educated related departments on how manufacturing transactions affected accounting transactions.

Performed all general accounting duties such as monthly close of financials, raw materials inventory, fixed asset ledger maintenance, product costing, account reconciliations, and A/P voucher approval. Directly involved in implementation of SAP to facility - tested all modules, provided input to centralized development team, developed cost center structure, and trained plant personnel.