Leading the accounting department of a government technology software company.

Scribbles acquired by Instructure in July 2024

AIS was acquired by Docufree in September 2023

Finance lead for busy staffing agency with offices in Oregon, Washington, and California. • Full responsibility for company-wide budget processes and analysis of actual results• Extensive work with worker’s compensation rates and the related costs • Greatly upgraded and modernized recordkeeping and paperless office practices. • Lead both the accounting and payroll departments, reporting directly to the General Manager• Primary contact for tax accountants, banks, and local regulatory bodies. • Implemented new bonus structures throughout the company to provide more accountability. • Was integral in updating IT infrastructure • Created new monthly business reports to be distributed to management containing relevant KPIs and financial data for the period

Head of the local finance team for the Oregonian. Works with centralized finance teams in Michigan and Delaware. • Department and entity level financial analysis of standard financial statements and industry statistics. • Lead in monthly forecast process and annual budget. • Streamlined expense categorization and approval matrix for expenditures • Extensive balance sheet reconciliations and variance analysis• Liaison with tax authorities, external auditors, and parent company – Conde Nast• Collaboration with heads of all departments, distribution of monthly financial statements, and regular meetings to discuss performance and key metrics

Tasked with using my experience to enhance the current accounting structure of a dynamic, fast growing OOH advertising company with over $100M in annual revenue. • Oversight of rapidly growing accounting team including training and promoting skill growth • Evaluating and recommending an upgrade from the current accounting system to a new ERP• Implemented new team and departmental account structure for enhanced reporting and visibility • Various process improvements to streamline the workflow in a fast growing company with high payable and receivable volume• Account reconciliations, current and historic • Liaison with banking contacts, 401K administrators and external tax accountants• Monthly commission calculation for 15+ sales staff• Oversight of payroll processing through ADP

Joined Aldata Solution (now Symphony EYC) in 2005 as a direct result of my work at BGBC Partners, Aldata Solution was a client. Relocated to Atlanta for this position. • Responsible for managing all accounting for the US division of a multi-national software company • Reported directly to the CFO• Financial Reporting - standard and ad hoc reports• Budgeting - Responsible for the beginning to end budgeting process for multiple product revenue streams and underlying departments• Tax Compliance in 45+ states and federal• Revenue Recognition, Accruals and Deferrals • Intercompany Billing, Activity and Related Multi-currency Reconciliations• Forecasting - Working with leaders from all departments to forecast revenue and expense. Bringing all parts of the business together to create the overall picture for the company. • Interfacing with upper management to supply the necessary financial data to make business decisions and analysis• Cash management• Heavily involved in decision making process and implementation of employee benefits such as health insurance, life insurance 401K and 401K match. • Cost control by way of finding savings and implementing efficiencies without losing high level of service• Lease negotiation and managementMajor Achievements:• Heavily involved with M&A activity including the purchase of another company which doubled the size of the workforce. Completed all registrations, legal paperwork and employee onboarding in two weeks resulting in a seamless transfer of employees and business activity• Implementation of new ERP system in 2010 for two US entities• Upon merger with other company, spearheaded the effort to overhaul the employee benefits package resulting in a 40% annual health insurance cost reduction for the company while providing more choices to the employees and savings for the majority of the participants• Championed and instituted new 401K match scheme for the company • Financial oversight of five office relocations.

Assigned to as many as 90 regular clients at a given time to perform various duties including financial statement preparation and accounting support. Responsible for a large workload of year end tax filings related to state, local and federal payroll tax forms and 1099's.• Compilation of client provided data to prepare formal financial statements• Supporting clients to clean up their books, bring them to post-audit compliance and assist with difficult transaction booking• Preparation of monthly, quarterly and annual payroll tax returns for multiple states and federal filing• Very fast paced work environment requiring attention to multiple clients in a short time period. Excellent record keeping and structured processes were always required by firm policy and in order to be able to remember all particulars for preparing financial statements for up to 30 clients in one quarter.