Interim buyer-side Corporate Development M&A consultation including diligence support, deal synopsis, valuation, financial modeling, and accounting specific and general operational integration insights.

Offering contract, fractional, project based, and interim role services in Finance, M&A, M&A Integration, Accounting, Purchase Price Accounting, Business Performance Improvement, System Implementations, Process Optimization (P2P, O2C), Technical Accounting, SOX Compliance, and other Strategic Initiatives.At Bristlecone Accounting & Advisory Solutions, inspired by the Bristlecone Pine's resilience and longevity, I aim to strategically partner with your organization to establish a foundation that not only facilitates short term growth and profitability, but that ensures your business will continue to thrive through the ever changing and uncertain economic and business environments. My passion is understanding your business needs to provide tailored and agile solutions with an emphasis on sustainability for future growth and scalability at the forefront. Choose me as your strategic partner and, together, we will Innovate for your Future.

While not core to my Accounting and Finance background, as a Stio Home Team brand ambassador, I am dedicated to the shared mindset of nature, access, and balance, and sharing the stories of mountain life and the communities I love and support through vivid imagery and storytelling.Stio was founded to inspire connection with the outdoors through beautiful, functional products infused with mountain soul. We draw inspiration from our everyday immersion in life here in Jackson Hole: days on local rivers, trails and Teton summits. Technical performance, quality and versatility are hallmarks you’ll find in every piece of apparel we make, be it intended for epic alpine pursuits or the quieter moments of the mountain life.

• Lead, motivate, and inspire 20+ high performing team members across Corporate Accounting, Continuous Improvement, and Acquisition and Integrations teams. • Organizational restructuring and resource management to consolidate M&A accounting under corporate accounting.• Manage and drive an efficient monthly, quarterly, and annual close process for the preparation of timely consolidated Financial Statements compiled in accordance with US GAAP.• Road mapping and execution of cross-functional continuous improvement and integration projects.• Manage foreign and ancillary entities to ensure appropriate accounting records and compliance with laws and regulations.• Develop and drive compliance to financial policies, procedures, and SOX controls.

• Developed and implemented the department organizational structure to support sustained acquisition activities over the long term through a combination of permanent FTEs and flex contractor staffing.• Partnered with business development, legal, and operations teams in contract review and seller negotiations throughout the acquisition process. • High touch relationships with sellers under a Transition Service Agreement ensuring accurate financial reporting and appropriate monetary settlement across transition periods.• Developed the accounting acquisition playbook designed as a blueprint to optimize and standardize accounting integrations and TSA periods, increasing accuracy and timeliness in financial reporting and efficiency of overall integration execution. • Defined accounting methodology applied across acquisitions at various levels of materiality in line with ASC 805 Business Combinations, ASC 820 Fair Value Measurements, and other applicable guidance.• Oversaw and developed the M&A finance function including accounting due diligence, TSA month end close, valuation, purchase accounting, advance deposit reconciliation, employee onboarding, and operations accounting integrations.• Liaised and advocated for the accounting department with external stakeholders, primarily operations integrations team and business development.• Responsible for external and internal audit management and SOX controls activities.

Initially contracted interim role through Protiviti/Robert Half evolved into a full-time role (see above), which was responsible for ground up development of in-house turn key M&A function to support high volume acquisition activities (i.e. 60 acquisitions over the course of 2 years). This included a lean staffing model with the ability to flex to varying demands

• Preparation and delivery of Bolthouse Farms (BHF) carve-out black line presentation financial statements in first fiscal year post transaction; including push-down accounting, financial statement preparation, and audit management.• Delivered BHF FY’20 year-end audit one month in advance of deadline; a 75% timeline reduction from the prior year.• Crafted vision, hired key leadership, and executed upon an innovative BI & Reporting function new to BHF.• Executive sponsorship and oversight of Essbase/SmartView/OAC implementation; delivering enterprise wide Best in Class financial reporting and analytics and 100+ hours in monthly reporting efficiencies.• Hand-picked, developed, and stabilized Financial Accounting team previously staffed by outsourced consulting teams.• Servant leader to organization of 30+ high performing individuals including Financial Accounting, Tax, BI & Reporting, Master Data, AP, AR, Claims & Collections, and Fixed Assets.• Prepared and reviewed financial statements in accordance with U.S. GAAP and other applicable regulations.• Responsible for tax provision, annual tax filings, and identification of applicable tax credits and exemptions.• Oversaw and reviewed quarterly financial covenant package preparation and provided direct input in covenant calculations and compliance.• Partnered closely with Treasury to develop meaningful cash flow reporting/balance sheet metrics and optimize cash position and forecasting on a weekly basis.• Post-acquisition balance sheet reconciliation, aged transaction settlement, and stabilization of monthly reconciliation and review cadence.• Supported AR team in driving down DSO from 37 to 32 days over 6 month period contributing to cash flow optimization and translating to six figures savings.

• Oversaw Controllership Accounting functions including Financial Accounting, Treasury, Tax, Cooperative & Pool Accounting, AP, AR, and Claims & Collections. • Led and inspired organization of 50+ individuals based in California, Texas, Mexico, and Florida. • Catalyst for cross-functional continuous improvement and process optimization. • Integral Finance partner to publish meaningful and actionable organizational results and insights to drive cost savings and performance.• Partner with The Wonderful Company corporate team to consolidate financial results and share learnings and synergies across the business.• Developed and monitored KPIs through intelligent dashboards and BI reporting.• Managed and drove an efficient monthly, quarterly, and annual close process for the preparation of timely multi-entity Financial Statements compiled in accordance with US GAAP.• Coordinate translation of foreign operations foreign currency into USD and ensure in compliance with GAAP.• Responsible for the execution of the annual Financial Statement Audit. • Aligned accounting practices with intercompany and external agreements and ensured compliance with local, state, and federal government reporting requirements and tax filings.• Developed and drove compliance to financial policies, procedures, and internal controls.Selected Accomplishments: Completion of initial S2C/P2P process and organizational assessment ● Development of Roadmap for S2C/P2P process and organizational optimization to drive cost savings and increase accuracy in accounting ● Initiation of 9 month S2C/P2P project in line with Roadmap ● Optimization of month end close reducing close time from 30+ Days to 7 Days ● Standardization of Account Reconciliations in flight ● Development of KPIs, Department goals, and Balance Scorecard ● Several process improvement and system optimization initiatives in flight

• Acted as an integral Finance partner to Global Supply Chain business unit; driving actionable financial forecasts, providing business insights, facilitating smart investments, and developing innovative solutions that improved business performance and increased grower return. • Oversaw $60MM budget, including forecasting, tracking intra-year performance, and providing business intelligence to drive cost optimization.• Managed deliverables and timelines for the Blue Diamond FP&A planning cycles and managed corporate consolidation.Selected Accomplishments: Supply Chain network optimization and redesign ● Development of new FP&A function within Blue Diamond and integration into the Supply Chain function ● Established first bottom’s-up AOP for Supply Chain ● Design and implementation of Supply Chain BI reporting and KPIs ● Key partner in sale of Breeze licensing rights

• Monitored, evaluated, and innovated to increase the effectiveness of the Finance functions to leverage SAP ERP. • Oversaw Financial Accounting and Accounts Payable to ensure accurate accounting records and management reporting, risk management and balance sheet oversight, and appropriate internal controls.• Assisted with updates and monitoring adherence to corporate policies. • Proactively engaged operations management to facilitate open dialog and provide Finance support for initiatives in alignment with company strategic plans, with an emphasized focus on supply chain and logistics.• Managed foreign and ancillary entities to ensure appropriate accounting records and compliance with laws and regulations.• Prepared and reviewed Financial Statements in accordance with U.S. GAAP and other applicable regulations.Selected Accomplishments: Design & implementation of systematic freight recognition and settlement ● Identification and collection of sustainable multi-million-dollar tax exemption against capital equipment ● establishment of two foreign subsidiaries (UK & Korea) ● Optimization and Automation of P2P Process through the Ariba Platform ● Development of Customer/SKU profitability reporting ● Department realignment ● Development and enforcing department KPIs and balanced score cards

• Oversaw and facilitated Accounting Operations to ensure seamless member service, accurate Accounting records, comprehensive general ledger structure, and appropriate internal controls. • Facilitated and reviewed compilation of internal and external reporting for the purpose of reporting historical and current financial performance on a standalone basis or in tandem to the Credit Union’s peers.• Assisted in the preparation and review of Financial Statements in accordance with U.S. GAAP and other applicable regulations.• Continuously evaluated efficiency of departmental policies, processes, and procedures; assisted in policy updates, developed and implemented new processes, and ensured procedures were accurate and in compliance with laws and regulations.Selected Accomplishments: Restructure of Accounting Operations and Financial Accounting functions ● Implementation of Concur Expense platform

Development and execution of audit approach based upon Financial Statement data and understanding of entity operations and industry. Execution of concise and accurate documentation of company processes, audit approach, and findings. Representative Client Listings:Automatic Bar Controls, Blue Diamond Growers, Bolthouse Farms, Foster Dairy Farms, Moark, Golden 1 Credit Union, Pacific Coast Producers, Roll Global, Slakey Brothers.

Recruited, trained, managed, and supervised 40+ employees across 10‐15 college campuses throughout the United States to establish effective grassroots marketing campaigns and grow the user base of the Uloop online marketplace.Selected Accomplishments: Aligned with company founders to develop marketing strategy ● Built team of 40+ marketing reps across the US from the ground up.