Researched and reviewed entities for consolidation/deconsolidation with regards to financial statement preparation. Assisted with preparation and review of quarterly and annual consolidated financial statements, Big 4 quarterly and annual financial audits, and ad-hoc analyses. Project manager for the building of financial dashboards and the migration of existing dashboards to PowerBI.

Responsible for all financial planning and analysis at private equity-backed global software company including monthly, quarterly, and year-end financial reporting. Key member of the business development team with experience in both the sell side and buy side of M&A. Also manage analysis and strategy for budgeting and forecasting for operations with $250 million in annual revenue across five divisions, each with multiple business units.Key Accomplishments:• M&A-Sell side: Key member of the business development team engaged in the marketing, due diligence, and sale of ECI in 2017. In August 2017, Apax Partners LLP publicly announced an agreement to acquire ECI Software Solutions, formerly owned by The Carlyle Group. Built comprehensive five-year models for ECI post-acquisition that included the purchase of three Apax’s holdings that will take place in conjunction with the sale. • M&A-Buy side: During the company’s 19 acquisitions (5 in Q4 of 2018), I performed the financial due diligence, integrated the target company's accounting systems and processes, and worked with valuation firms to allocate purchase prices to intangible assets.• Reporting: Worked closely with the senior leadership team, board of directors, and division leaders to build a monthly KPI package that highlights critical areas of the business, including sales performance, customer retention, product penetration and migration, and employee and contractor resource levels. • Financial Planning: Researched, selected, and implemented a budgeting, forecasting, and reporting tool. In addition to greatly improving accuracy, the tool drastically reduced the lead time for constructing and reviewing budgets and forecasts, freeing up dozens of hours for sales and business unit leaders and resulting in ROI in the first year.

Responsible for accounting, management information systems, asset/liability management, operations, human resources, risk management, and facilities during a period of rapid growth from $26 million to $130 million in revenue.Key Accomplishments: • Raising Equity: Worked closely with the CFO during all phases of ECI sale that ultimately raised over $400 million. • Acquisitions: Worked closely with the CFO and performed the financial due diligence on 16 acquisitions. Migrated acquired companies to the corporate financial reporting solution, Microsoft Dynamics GP (Great Plains) and implemented standard processes and policies.• Staffing: Built, managed, and coached an international team that grew from 7 to 24 full-time employees. • Reporting: Consolidated financial statements from 20 business units and five functional currencies. Grew department and processes during a period of aggressive organic and strategic growth. Researched, selected, and implemented the management information system, Microsoft Dynamics.• Budgets: Designed, implemented, and managed budgeting and forecasting processes.