Founded Accounting Technology Services division of the firm Responsible for full vision and direction of the division, including solution/service offerings, marketing plan, presales, business development, service methodology/excellent, and more Grew division team size from one to nineGrew solution offerings from one ERP to multiple ERPs and a selection of 12+ best-in-class ISV solutionsMulti-time winner of Sage Intacct VAR partner of the quarter and marketing partner of the quarter recognition Nominated for Acumatica's Rookie of the Year award in January 2022Launched SIAP accelerator program - a service offering dedicated to helping other Sage Intacct partners with outsourced accounting practices by leveraging our division's talent and services Frequently called upon to present at events and conferences (3x at Sage Partner Summit 2022, 3x at Sage Transform 2021, 4x at Sage Transform 2022, 1x at Sage Partner Summit 2023, various other webinar and digital presentations both partner-facing and client/prospect-facing)

Working 100% with Sage Intacct Lead Sage Intacct implementation projects for clients of all sizes across all industries as both project manager and primary consultantSignificantly strengthened Dean Dorton’s position in the nonprofit verticalFunction as expert resource for advanced Sage Intacct modules (Projects, Global Consolidations, Dynamic Allocations, Platform Services)Design and deliver both internal and external trainings on select Sage Intacct topicsAuthored and delivered educational series entitled “The Digital Transformation of Nonprofit Accounting” in live and webinar formatMonitor Sage Intacct product developments/releases and develop/deliver educational content and presentations for both internal and external partiesAuthor blog posts and whitepapers on product usage scenarios and value proposition Conduct prospect discovery calls, follow up product demos, and develop price quotes for software subscription and implementation servicesOnboard new Sage Intacct consulting team members and develop tailored training plans for optimal ramp upDeveloped a Platform application in Sage Intacct to support workflow around vendor creation approvalDelivered three technical sessions at Sage Intacct Advantage 2019 with highly positive attendee feedback

Began on an outsourced basis in November 2016 Head of Financial Accounting and Reporting function for Purpose and related global entities (includes entities in 5 countries)Select and implement sophisticated technology to streamline department responsibilities and reduce manual efforts (Sage Intacct, Nexonia) - includes additional add-on implementation of Sage Intacct Project Accounting module Manage month end close and global consolidation process, reducing close time from an average of 1.5 months to 3 weeksDesign and implement enhanced reporting on a business unit levelLead external financial statement audit engagements for annual consolidated and statutory audits Oversee and review various local tax filing requirements Oversee and develop junior members of Accounting and Finance team (3)Key contact for international outsourced accounting teams (Brazil, India) Build and increase automation for standalone contract and grant reporting of various business units Increase cross-functional collaboration within organization around Accounting and Finance Prepare and deliver varied ad hoc reports and analyses

Perform outsourced Accounting services at Controller/CFO level including: - Financial modeling and projection - Cash flow modeling and projection - Review and analysis of potential financing options - Custom report design and implementation - Development of formal Financial Policies and Procedures Manuals - Month end and year end close - Preparation or oversight of sales tax filing - Preparation or oversight of 1099 filing - Handling of complex transaction recording - Manage/oversee junior staff members Lead company-wide effort to expand Accounting technology offerings, acting as the key individual for partnerships with Sage Intacct, Nexonia and Bill.com Conduct discovery meetings with prospective clients, establish scope of work and deliver proposal for services Design and deliver engagements to analyze and upgrade clients’ Accounting technology based on thorough analyses of needs and best fit Create training roadmap to enable additional staff to perform Accounting technology engagementsAct as go to authority for engagements requiring advanced U.S. GAAP knowledgeNiche industries: Nonprofit, Boutique Fitness, Financial Services, Media, Marketing, Multi-national Corporations

Perform outsourced Accounting services at Controller/CFO level including: - Financial modeling and projection - Cash flow modeling and projection - Review and analysis of potential financing options - Custom report design and implementation - Development of formal Financial Policies and Procedures Manuals - Month end and year end close - Preparation or oversight of sales tax filing - Preparation or oversight of 1099 filing - Handling of complex transaction recording - Manage/oversee junior staff members Act as go to authority for engagements requiring advanced U.S. GAAP knowledgeNiche industries: Nonprofit, Boutique Fitness, Financial Services, Media, Marketing, Multi-national Corporations

Recruited to ensure the financial health of the Chamber and its Affiliates and aid in strategic planning by successfully providing leadership of all financial aspects of the organizationPrepare and maintain annual budgets and periodic financial forecasts for the Chamber and its affiliated entities Designed and implemented a software conversion to accommodate consolidated financial reporting for the Chamber and its affiliated entities Supervise, train, mentor and develop the accounting department staffDevelop, implement and monitor all internal controlsExpanded effectiveness of accounting department while reducing financial resources dedicated to the department with results that include:- Shortened month-end close window- Elimination of contracted bookkeeper for affiliated entity- Reduction in part-time staff hours - Production of internally generated consolidated financial statements Collaborate with external auditors for the completion of Chamber and Affiliates’ consolidated financial statement audit Retain and strategize with contracted IT professionals to ensure the highest quality of IT performance possible Develop and implement Human Resources personnel policies and procedures manual

Prepare federal and state tax returns for individuals of varying complexity levelsOffering tax, accounting/bookkeeping, consulting, and accounting tutoring services to the Greater Bridgeport and New Haven, CT areas for individuals and businesses Conduct tax research as needed to address specific client situations and minimize tax liability Provide an exceptional level of service to maintain client satisfaction and obtain additional referrals

Assume administrative responsibilities for SERVtracker billing systemAccountable for accuracy and timeliness of program billing and collectionEnsure timely month end closing of revenue and expenses Prepare program grant and agency reports including monthly, quarterly and yearly reports Prepare annual organization budget in coordination with program directors and Controller Participate in year-end financial statement audit Designed an internal audit procedure to minimize agency’s exposure to extrapolated fines from government auditsSupervise and develop interns Conducted a program analysis to evaluate the feasibility of acquiring an additional territory which resulted in a bottom-line financial benefit of $20,000 or an increase of approximately 10%

Manage and develop staff and interns in the Accounts Payable department Review aging reports to ensure effective cash flow managementServe as point of contact with vendors to resolve payment or billing issues Prepare various schedules used in month-end close and annual financial statement auditPrepare reports used in monthly budget meetings with management Review allocation of expenses to programs and periods making adjusting journal entries as necessary

Perform financial statement audits for clients in a variety of industries including healthcare, not-for-profit, manufacturing, and others Prepare financial statements in accordance with GAAP for clients in the above industriesParticipate in engagements with foreign parent or subsidiary companies and prepare the necessary financial statement reconciliations and tax forms Prepare federal and state tax returns for individuals, partnerships, corporations, and not-for-profit entities Assist/teach other staff members with projects as needed Act as the point of contact to communicate with clients regarding accounting and tax issues and resolve any questions/concerns in a timely mannerResearch unique accounting or tax matters to determine the proper treatment for transactionsIndustries: Nonprofit entities, Water Utilities, Healthcare

Prepare federal and state individual tax returns of various difficulty levelsInvestigate any e-filing rejections on returns submitted to the IRS

Perform all routine accounting transactions for the company, including sales receipts, bank reconciliations, credit card statement reconciliations, and credit memosAccurately record purchases of goods ranging from supplies to inventory purchases, assigning each transaction to the proper accountProcess payroll checks for weekly, biweekly, and semimonthly payroll periodsAssist the company with SEO activities to improve search engine resultsTroubleshoot and solve IT and marketing issues whenever possibleSupport the shipping and receiving department for large customer orders and vendor deliveries

Audit cash drawers to ensure they are in balanceActively engage customers to ensure their needs are being sufficiently metEfficiently solve any cashier problems to guarantee timely serviceCollaborate with store management to encourage sustainable business practicesCash payroll or government issued checks for approved customersDemonstrate and apply knowledge of federal protocol for Western Union money transfers and the purchase of money ordersAccurately complete Currency Transaction and Suspicious Activity Reports