Experienced CFO providing value add services for startups, growing businesses & project management.

• Create and manage capital investment plan, manage bank relationships, negotiate, and complete underwriting for various credit agreements and sourcing additional capital as needed• Convert tax basis accounting to GAAP accounting and prepare and manage external audit• Create partnerships in various verticals to increase revenues and reduce expenses• Implement new systems and processes to achieve economies of scale to grow profitability• Manage accounting, credit, compliance, consultants, financial reporting and back-office operations• Implement & Develop PowerBi and ERP system for management, analysis, budgeting & forecasting

• Provide fractional CFO and Controller services in transportation, oil field services, government contracts, non-profits & construction, • Manage banking relationships, financial reporting, audits, accounting staff and budgeting & forecasting• Review financial analysis with management for SWOT analysis and develop and operational initiatives• Oversight and assistance with asset management, coordination of tax return preparation and planning, detailed consolidations, valuations and mergers and acquisitions

• Plan and present syllabus and lectures for financial accounting and bookkeeping

• Prepared financials and supplementary reports monthly for ownership and annual board meetings• Assisted CFO, tax director, treasurer, controller, and operational accountants with special projects• Implemented reports in Tableau to drive and measure financial and operational KPIs• Reviewed AP/AR staff entries for positings, month-end close reconcilations and prepared audit footnotes• Assisted Controller with special projects, mergers and acqusitions and ERP management• Reconciliation of domestic and international cash and payroll accounts• Manage corporate AmEx program, leases, fixed asset and related audit support schedules

• Reviewed and approved Sales contractors for profitability, resource utilization and accurate invoicing terms• Managed and reconciled client purchase orders and media accounts in compliance with cash controls• Coordinated collections and account reconciliations with the account management team• Trained and managed temporary and clerical staff, reviewing data entry and projects for accuracy• Assisted with month-end close and special accounting and financial projects

• Assisted department head in preparing interim, quarterly and annual financial analysis and revenue forecasts • Maintained regulatory compliance and worked with Trust and Estates to construct contracts and financing • Managed sales tax for IL, WI, CO, FL and LA after researching and documenting official LHA tax policy• Reviewed A/R and A/P for headquarters and regional offices, audited auctions, produced sales reports and co-managed ADP• Oversaw capital investment plan completion resulting in the opening of five new locations

• Preformed audit and review procedures for clients in Energy, Consumer Products, and Investment Management• Coordinated and tested international receivables within a team for SEC Reporting entities• Conducted “Agreed Upon Procedures” to determine pricing of assets for a multi-billion-dollar asset management firm• Researched and assembled a general industry guide for alternative industry to facilitate growing clients in that industry

• Performed walkthrough of inventory system • Documented process improvement for supply chain management• Financial analysis and six sigma cost savings procurement project• Implemented SOX requirements

• Assisted Curators with exhibition research and auction acquisition • Developed educational programs around exhibits• Managed docent relations• Prepared weekly museum updates