Outsourced CFO and Financial Analyst to mid-size companies, family offices, wealth managementfirms, real estate investment and private equity firms, oil & gas services, pipeline companies,light manufacturing, evaluating accounting controls, operational, and business risks and working withmanagement to implement compliance and financial controls, and procedures to rectify identified weaknesses.C-level executive experience and managed staffs of 3 to 28 people over the years. ERP Exp: SAP GUI, BOLO, Quorum (O&G Upstream Suite GUI module) AS400, and Oracle – JD Edwards One ERP systems experience.PRINCIPAL AREAS OF PRACTICE:Financial Analysis and Modeling • Forensic Accounting • Data Analysis • Implementing Financial Controls • Detailed General Ledger Accounting • Cash Flow and Budget projections • Contract Compliance Review • Process and Procedure Efficiency AnalysisSee my 14 years of experience in the identical role before the IGNITE SPOT contract.

Outsourced CFO services include, but not limited to;* Understand your cash flow and projections* Develop real wealth for your company* Protect profits, hire at the right time, and control costs* Build a financial plan that works* Minimize your business risk and get better ROI* Avoid major financial disasters

Outsourced CFO/Controller and Financial Analyst to mid-size companies, light manufacturing, family offices, wealth/investment management firms, real estate investment firms and private equity firms. Evaluating accounting controls, operational, and business risks and working with management to implement compliance and financial controls, and procedures to rectify identified weaknesses. C-level executive experience and managed staffs of 3 to 28 people over the years. ERP Experience: SAP GUI, BOLO, Quorum (O&G Upstream Suite GUI module) AS400, and Oracle – JD Edwards One ERP systems experiencePRINCIPAL AREAS OF PRACTICE:Financial Analysis and Modeling • Data Analysis • Implementing Financial Controls • Detailed General Ledger Accounting • Cash flow and Budget Projections • Contract Compliance Review • Process and Procedure Efficiency AnalysisIndustry Lines• Financial Services• Real Estate• Oil & Gas – Services• Manufacturing• Family Office InvestingComputer Applications• QuickBooks Desktop and Online ProAdvisor Status• Microsoft Excel - Intermediateo Pivot Tableso VLookup• Microsoft Access - Intermediate• Microsoft PowerPoint – Intermediate

Insurance Brokerage Client – CFO consulting services Insurance Broker – Nationwide Multi-Billion Dollar Company• Senior Financial Analyst responsible for internal Audits of Subsidiaries around the U.S.• Prepared monthly audit financial reports and adjusting entries• Recommended internal control enhancementsMy Contract ended when the firm outsourced my position to Bangalore, India.

Analyzed and corrected accounts payable errors and reviewed and recommended possible Sales Tax refunds from the State of Washington, in an SAP GUI environment. The client was a billion dollar Utility Company providing wholesale energy solutions to large industrial customers, the firm operates in three markets – Australia, Canada and the United States – and offers a diverse set of fuels, meeting the needs of their customers. In the United States, the firm actively services the entire western interconnection (WECC) and Mid-C energy markets.

APChexs Inc. is a Canadian company performing cost recovery audit reviews all over the world. The firm is based in Calgary with offices in: Montreal, Toronto, Edmonton, Dallas, and Santa Clara. With 20 years of experience, over 1000 client reviews, and hundreds of testimonials APChexs is the leading organization in North America offering comprehensive data analysis over Accounts Payable and Vendor Credit Recovery and Sales & Use Tax Recovery. This service includes analysis of contract compliance, leases, capital expenditures, consulting service agreements, utilities, freight, expense items, and any item that would cause a check to be written (except payroll expense and intra-company accounts, etc.)http://www.apchexs.com

Real estate investment and management firm. NY, NY and Fairfield, CT• Responsible for all detailed accounting functions - QuickBooks Desktop Pro• Created and maintained separate general ledgers for 6 entities• Performed expense analysis and tax return supporting schedule preparation including all Form 1099s.Key Accomplishment: Improved presentation of financial data for listing properties for sale andcreated detailed schedules and allocation methodology for management holding company expensesto be charged to operating LLCs. Improved financial analysis of potential investments.

APChexs, Inc. – Senior Associate – CFO AnalystForensic accounting related and Internal Audit focused firm• CFO Analyst. Conducted root cause analysis of firm operating contracts, vendor duplicate payments and prepared summary statements indicating errors in contract compliance, missed discounts, duplicate payments and pricing. • Evaluated vendor accounts receivable records to identify errors on supplier records. Managed mass communications with suppliers. Recovered duplicate expenses.• Performed Sales and Use tax analysis to present refund claims to various States. Key Accomplishment: Increased client cash flow by recovering duplicate cash vendor payments and open vendor errors for clients and State sales and use tax refunds on a State by State basis.Oil & Gas Services Client – CFO consulting services Manufacturer and re-seller of environmental protection equipment• Responsible for all accounting functions for a small Oil Services firm in Houston Texas.• Prepare monthly bank reconciliations and adjusting entries• Prepare quarterly adjusting entries for CPA firm handling tax returns. Prepare and maintain cash flow projection worksheets. Key Accomplishment: Overhauled General Ledger accounting since inception, implemented a detailedinventory classification system, created detailed weekly cash flow projection actively used bymanagement to monitor and manage company cash.Oil & Gas Services Client – Financial Analyst – Forensic Accountant Oilfield Services Firm undergoing a restructuring• Responsible for all accounting functions for a small Oil Services firm in Houston Texas.• Prepare monthly bank reconciliations and adjusting entries• Prepare quarterly adjusting entries for CPA firm handling tax returns. Prepare and maintain cash flow projection worksheets. Key Accomplishment: Improved internal accounting system and reporting system for newManagement and assisted partners in review of their operating cash commitments.

Cleargate currently manages two master funds and several managed accounts utilizing fundamental research and bottom up analysis to identify investment opportunities in global markets, focused on compelling opportunities in some of the most out of favor countries and industries across all market capitalizations. Generally, for any given market, share prices are depressed 50% or more before considering any further analysis. The Cleargate Global fund focuses on out of favor countries and industries. The Cleargate European Recovery Fund (CERF) focuses on companies who will benefit from the recovery of Greece, Portugal, Spain, Italy, and Ireland.Cleargate's Portfolio Manager: Edward Bozaan has over 20 years of buy-side experience investing in global stock markets. He has been an investor in stock markets in over 40 countries across all continents. Most recently from 2004 until 2010, Ed was the Portfolio Manager for the global consumer and financial sectors at Passport Capital. From 1996 until 2004, Mr. Bozaan managed Waterford Partners, an emerging markets focused fund. From 1990 through 1996 Mr. Bozaan managed emerging markets long only portfolios at Caspian Asset Management, Normandy Asset Management and Unifund, a $2 billion Geneva based family office. He began his career at Morgan Stanley in 1987 after receiving an MBA from the University of Chicago.

Client is expanding its hedge fund capital base and negotiating separately managed accounts. The firm is based in China and trades listed equities based on its private equity style fundamental analysis approach to generating internal research ideas.

Global macro futures firm utilizing proprietary parabolic trading system filters to identify repeatable parabolic patterns. For 2010, the firm outperformed global macro peers and took profits from simple trading strategies like trend-following systems or carry-trade programs.

As acting COO, I was involved in all areas of the firm excluding trading and IT infrastrucutre. Set-up of managed accounts and assisted in negotiating and establishing managed accounts. I was a member of the marketing team. At one point the firm was establishing a broker dealer and I processed the new member application form for FINRA.

Summary: Fund of hedge funds. Structured equity products for customized and leveraged portfolios.Executive team member responsible for overall risk management policies and procedures over portfolios, utilizing proprietary analytical tools and qualitative analysis. Position retained joint veto power with CEO over Portfolio Manager’s investment decisions.• Senior member of operational due diligence team responsible for underlying manager operational risk analysis, documenting review of internal controls, AIMA questionnaire components and portfolio risk management procedures.• As CFO, with a staff of 3, responsible for the daily/weekly/monthly P&L estimates, final NAVs and performance numbers, management company accounting, annual tax returns, annual audit reports for all of the funds, and represented the firm during both an SEC audit and NFA audit. This included an extensive managed account platform. • Responsible for business operational risk including firm wide U.S. Securities and Exchange and National Futures Association compliance, and as CFO, all fund administration, all fund accounting and daily operations and P&L accounting. Managed and directed independent accounting firms in charge of corporate and fund tax accounting and all fund audits for accuracy and completeness.

Summary: Private Equity and Multi-strategy fund of hedge funds.• Co-managed over $100 million in assets as financial officer of investment committee that sourced, structured and performed operational due diligence for more than 20 investments earning an average IRR of mid 20%. Included such diverse asset classes as direct private equity investments, private equity and hedge fund selection, real estate investing/development and hedge fund GP investments.• Appointed to the Board of Directors representative for three portfolio companies; proprietary investments represented significant minority interests.• Implemented strategic plans and budgets for up to six portfolio companies simultaneously, by performing oversight consulting services working directly with each CEO. • Managed investment partnership operations including all legal and compliance, tax reporting and banking and broker relationships, partnership accounting and treasury functions for over 12 legal entities.• Negotiated credit agreements with bankers for leveraging assets, negotiated business leases and assisted with in-house management of financial asset portfolios. • Managed hedge fund operations with $2.5 billion gross exposure, 3 Portfolio Managers and support staff of 10, reporting to GP. Portfolios included mortgages and mortgage derivatives, financial futures, currency futures and options, and bonds and equities in emerging and developing markets.• Implemented risk management and financial controls, performed compliance and legal oversight, trade accounting, broker clearing and all administration.• Created a correspondent clearing/settlement network for a $50 million emerging markets portfolio, utilizing local brokers in 12 countries. Reduced currency exchange commissions by approximately 10% and increased settlement efficiency by reducing fails and unknown trades.