James (Jed) Hysong, Cpa, Cgma, Mac Email & Phone Number

Outsourced Bookkeeping, Controller, and CFO solutions.

• Lead all Finance and Accounting functions, reporting directly to the CEO• Expanding multi-company, multi-concept restaurant franchisee – approximately 60 restaurants across five concepts• Approximately 40 properties, primarily retail with some residential

• CFO services for small and midsized businesses• Projections, budgeting, financial analysis, strategic decisions, creating and monitoring Key Performance Indicators (KPIs), cash planning and management, general business strategy, evaluation of policies and procedures, mergers & acquisitions, system implementations, integrationsMagnus Health / Veracross (Saas, Healthcare, Education), Raleigh, NC, Interim Controller, September 2019 to November 2020.• Integration of Magnus Health in Raleigh, NC into Veracross in Wakefield, MA• Implementation of Sage Intacct, new to both companies• Producing financials, dashboard, KPIs for Magnus Health until full integration

Durham, Nc, Us

• Collaborated across all departments on two acquisitions in 2017, one of which effectively doubled the revenue and added numerous foreign locations• Work closely with sales team to review and approve deals from a Finance perspective and sign contracts• Executive Sponsor overseeing large ERP implementation and integration• Work closely with Private Equity firm on frequently evolving Key Performance Indicators (KPIs) and reporting metrics• Prepare and present Finance materials to Board of Directors quarterly meetings• Presentations to Lenders and Rating Agencies in securing funds for acquisition and debt restructuring

Raleigh, Nc, Us

• Financial Modeling - long-term incentive award expenditure forecasting, share usage monitoring and supporting analysis (i.e. burn rate, overhang, value delivery, funding percentages, etc.). Personally created many of the models that are currently in use.• Ensured equity awards were administered in accordance with the terms and conditions of the awards, the governing Stock Incentive Plans, and internal processes and procedures • Collaborated with Human Resources, Accounting, Payroll, Tax, Legal and the third party stock plan administrator to develop and enhance procedures associated with equity awards • Primary contact for audit requests and established and maintained control procedures including SOX• Prepared reports for C-Suite and the Board of Directors regarding equity plans and grant analysis • Directed the company's transfer agent in matters related to stock programs, such as plan reserve maintenance, restricted stock issuances, and book entry accounts and releases and maintained share balance reserves for all company stock plans• SEC filings including Proxy, Section 16 reports

Zurich, Ch

Assistant Vice President, Financial Accounting Control, 2010 to 2012:• Reviewed and ensured SOX and Account Ownership compliance, consistency, and sign-off for Americas Financial Accounting • Ensured Fed filing of FR Y-7N quality and compliance for Americas Financial Accounting• Ensured IFRS conversion deadlines and accuracy for Americas Financial Accounting• Performed Controller function for a loan funding and several life insurance finance companies• Financial Accounting representative for assessment & implementation of New Business Initiatives• Actively participated in the firm’s diversity networks, including the family network (co-chair 2012), multicultural resources network, and philanthropy committee (2007-2012)Assistant Vice President, Financial Accounting New York Branch, 2007 to 2010:• Directed Products and Disclosure Reporting for the New York Branch (including Cayman) for Head Office Reporting in both US GAAP and Swiss GAAP• Provided all variance commentary for the New York Branch (including Cayman) and Cayman London for numerous executive meetings and external reporting• Member of the IFRS conversion team responsible for assessing impact, training, and early adoption• Oversaw the NTPA (in-house software) and Loan IQ system applications• Financial Accounting representative for system migration from legacy system to new application• Conducted required SOX testing

• Lead all financial aspects of ten companies with 2006 revenues of over $35 million and approximately 1,000 employees• Managed Human Resource (HR) and Information Technology (IT) activities• Expanding multi-company, multi-concept restaurant franchisee - 28 operating units in 2007• Performed treasury duties, including cash management, banking relationships, loan terms, and investments• Equipped and stocked a new restaurant, approximately $500,000, through cash management without any borrowing or significant beginning cash balance while maintaining excellent vendor relationships and incurring no late fees or penalties• Directed monthly financial statements preparation and presented to other officers and top managers• Provided counsel on potential operational issues and deficiencies• Performed analysis and provided opinion on new franchise concepts and acquisitions• Ensured compliance with franchise terms and requirements

• Top tax position responsible for all tax aspects of a public international software company• Top Accounts Receivable (A/R) position responsible for invoices and collections worldwide• Successfully defended against: - Virginia Sales and Use tax audit assessment - savings of over $160,000 - IRS 940/941 penalty - savings of over $120,000 - New York City General Corporation Tax proposed adjustment - savings of $40,000 - Numerous smaller penalties and assessments - savings totaling many thousands of dollars• Operations in United States, United Kingdom, France, Ireland, Germany, Netherlands, Australia, Sweden, and Denmark

• Lead all financial aspects of ten companies in a highly entrepreneurial, start-up environment• Managed revenues from $0 to $23.5 million in 2000• Designed all accounting policies and procedures, building from nothing as a new entity in 1999• Member of Executive Management Team responsible for all company decisions• Oversaw installation and implementation of MAS90 and AdBase software• Performed due diligence in acquisition of Peter Lowe International (Success Seminars)

• Responsible for the corporate income tax returns, including; consolidated federal tax returns, state income and franchise tax returns in every state that has a corporate income and/or franchise tax, local tax returns, Puerto Rico income tax return, and Canada income tax return, including; the Provinces of Nova Scotia, Alberta, Manitoba, British Columbia, and Ontario• Resolved conflicts and issues with filings, working with revenue representatives to resolve • Developed policies and procedures for filing Canada and Puerto Rico income tax returns• Responsible for extensions, estimated payments, amended returns, state notices, quarterly tax provision, tax account roll forwards, multistate apportionment, and research projects

Worldwide, Oo

• Optimized client tax outcomes in various tax consulting and compliance projects with all forms of tax types and entities, including; corporations, S corporations, partnerships, and individuals• One year rotation in the SALT (State and Local Tax) Team

Master'S Degree, Accounting

Bachelor'S Degree, Business Administration And Management, General

Education record