Finance executive projects focusing on financial management, operational management and efficiency, and financial reporting improvements. Projects include:Farm Credit Bank of Texas, Controller, Austin, Texas$24B wholesale bank. Finances agriculture and rural America. Assistant to the Controller focused on monthly and quarterly financial reporting deliverables and select SOX controls oversight. Brought in to assume Controller financial reporting initiatives during period of transformation. • Reviewed and presented improvements for staff performance, presented a cross-training plan to eliminate silos, and Implemented documentation procedures.• Reviewed all Board reporting and suggested changes in alignment with best practices.Northern Trust, IT Finance Executive, Chicago, ILLed model development and review of cash & P&L results. Presented workforce strategy results to 5 CIOs encompassing personnel exceeding 2,000. • Advised CIOs on cost saving measures including reducing reliance on contractors and moving support to in-house and offshore.• Met with each CIO to determine needs and identify opportunities to improve staff morale, retention, performance, and ownership.• Prepared headcount and salary model.

DLC is professional services firm focused on helping companies drive transformation and growth by transforming ideas into action, one project at a time. DLC has established itself as a leading provider of business services to companies seeking expertise in:Financial Planning and AnalysisFinancial and Accounting ReportingM&A Transaction SupportPost-Merger Financial IntegrationProcess Documentation & RedesignProject ManagementFinancial Systems Implementation

Fully responsible for business-critical finance initiatives including close process, internal controls, financial results, cash management and loss mitigation through credit and collections oversight. Ensured Operations and Accounting processes yielded financial reporting in compliance with governing accounting principles. Oversaw Quality Assurance and Regulatory Compliance program for in-house and vendor 130 Telesales-Customer Service Agents and 80 Field Sales Agents. • Established a system of internal controls to ensure integrity of financial statements and related information. • Significantly reduced write-offs while adding customers to a growing A/R portfolio. • Worked closely with IT to implement system tools and improvements while maintaining compliance.• Drove significant improvement in compliance and QA scores across all channels. • Secured new external auditors. Successfully integrated Blue Star financial functions including cash management, insurance management and bond/guarantee issuance to AEP corporate.• Member of Team responsible for the successful sale of AEP parent and related off-shore subsidiary.• Continued integrating accounting tasks while maintaining headcount. Focused on implementing process efficiencies. Tasks increased by 20% from 2012 to 2016 with a decrease in staff by 3 including the Assistant Controller position.

Responsible for completing assigned projects and maintaining the appropriate level of utilization. Accountable for performing work at Jefferson Wells' clients in one or all of the following areas:Financial Process ImprovementSpreadsheet Remediation & Control ServicesAccount Reconciliation ServicesCash Flow and Treasury OptimizationPolicy and Procedure DevelopmentBusiness Performance ManagementSarbanes-Oxley DocumentationTechnical Accounting and Financial ReportingMergers and Acquisitions

Promoted Vice President within 12 months to manage all corporate and project-related financial controls, policies, practices and procedures including GL, AP, AR, Cash Management, FP&A, Audit and Tax Planning and preparation. Reported to CEO.

Promoted to CFO to manage finance function of $600M total asset Technology Leasing business unit. Organized and staffed department to ensure proper controllership, effective financial analysis, and policy and procedure compliance. Business-critical initiatives included General Ledger, Accounts Payable, Accounts Receivable, Financial Planning and Analysis, commissions and collections. Managed operating expenses of business unit within operating plan parameters. Reported to President.• Developed annual business unit operating plan and presented to CEO and Corporate Senior Executive team, ensuring strategic goals of business and on-going forecasting of results were achieved.• Established Collections department consisting of a Director and 9 Collectors in response to a troublesome accounts receivable situation. • Led local "One Company" effort to reduce overall expense levels.• Directed effort to assess effectiveness of internal controls on financial reporting and ordered improvements/documentation of controls found to be inadequate, ensuring compliance with Sarbanes-Oxley and accuracy in financial reporting. • Nominated by President and selected by the Executive Team as the 2002 “Top Performer” for outstanding, consistent performance and adherence to company values.

Promoted within 24 months with responsibilities for accounting and administration for Specialty and Venture Finance investment portfolios with total assets >$1.3B. Managed department of 15. Oversaw accounting and reporting for multiple joint ventures. Reported to President.• Managed 10 customer portfolios valued at morte than $1.0B.• Performed in-depth accounting research and presented analyses of financial implications and ultimate economic benefit of proposed company transactions to GATX Investment Committee.• Led due diligence effort which resulted in acquiring a portfolio comprised of 15 transactions ranging in value from $.5M to more than $10M. Oversaw on-going administration and accounting of portfolio on behalf of customer ensuring transition from previous service provider to GATX was accurate and timely. • Received “Team of the Year” award from the President.• Oversaw spin-off of Venture portfolio and established infrastructure to handle administrative and accounting functions, ensuring new business was successful while continuing to manage Specialty Finance portfolio. Received “Above and Beyond” award for efforts.