Review and evaluate internal controls on small to large public entities for compliance with Sarbanes Oxley. Direct and participate in engagements to test operational effectiveness of controls, interface with internal and external auditors, summarize results and report to management and Board of Directors.Advise on adequacy of controls in relation to COSO 2013 framework and make recommendations related to same. Direct and execute ad-hoc engagements such as quality of… Show more Review and evaluate internal controls on small to large public entities for compliance with Sarbanes Oxley. Direct and participate in engagements to test operational effectiveness of controls, interface with internal and external auditors, summarize results and report to management and Board of Directors.Advise on adequacy of controls in relation to COSO 2013 framework and make recommendations related to same. Direct and execute ad-hoc engagements such as quality of earnings and other acquisition assistance related reports. Serve as concurring reviewer on issuance of financial statements. Evaluate the impact of new and proposed accounting standards for management and audit committees. Champion firm expansion into Business Valuation and Litigation Support services. Show less

Supported capital investment process for company’s largest business unit, $200M annually. Partnered with business leaders to enable them negotiate approval process including; defining capital need, constructing appropriate supporting financial analysis, identify relevant qualitative factors and socializing proposal with key decision makers.

Providing financial support to CIO for enterprise wide Information Technology spend - $200M operating budget. Conceived of and compiled various analyses to understand and measure value of IT services.Parsed total company IT cost vs. revenue/gross profit supported.Key contributor to business case securing $35M in funding for rewrite/re-architecture of one of company’s flagship platforms.Used ratio analysis to highlight operating efficiency of technology heavy… Show more Providing financial support to CIO for enterprise wide Information Technology spend - $200M operating budget. Conceived of and compiled various analyses to understand and measure value of IT services.Parsed total company IT cost vs. revenue/gross profit supported.Key contributor to business case securing $35M in funding for rewrite/re-architecture of one of company’s flagship platforms.Used ratio analysis to highlight operating efficiency of technology heavy business.Secured greater visibility into and control over drivers of IT cost by championing effort to centralize IT cost outside of lines of business.Developed flexible chargeback models that allowed business to control cost by decreasing consumption.Partnered with IT and business to analyze and rationalize portfolio of applications driving cost savings through retirement of duplicative and/or redundant platforms.Defined finance requirements and monitored conversion/implementation of two IT ERP systems.Company subject matter expert on accounting for capitalized internal use software.Successfully integrated group financial processes post-acquisition by BNYMellon, addressing all facets of financial operations and reporting.  Show less

Managed finance/accounting group for 500-person business unit with annual revenue of $50M, supervise monthly billing, direct monthly close and peform managment reporting, forecasting and budgeting.Reconfigured division’s general ledger hierarchy to optimize product, client, and management reporting as part of conversion to new Oracle accounting system.Led team to assess profitability of services as discrete offferings vs. consolidated business unit for excutive managment… Show more Managed finance/accounting group for 500-person business unit with annual revenue of $50M, supervise monthly billing, direct monthly close and peform managment reporting, forecasting and budgeting.Reconfigured division’s general ledger hierarchy to optimize product, client, and management reporting as part of conversion to new Oracle accounting system.Led team to assess profitability of services as discrete offferings vs. consolidated business unit for excutive managment. Improved efficiency of billing/receivables function by successfully consolidating functions and migrating staff from Tampa, FL to Westborough, MA.Worked with IT to re-architect billing application from single user to multiple user environment resulting in closure of 18 month backlogNegotiated settlement with Watson Wyatt on contingent fees from WySTAR software acquisitionManaged transition of finance operations in sale of business unit. Show less

Managed finance/accounting group for 600-person business unit with annual revenue of $50M, including annual budgeting, quarterly forecasting, monthly management reporting.Business partner to Division Manager and company senior management in identifying, analyzing, and quantifying operating trends, client and product profitability, profit improvement opportunities, new business targets.Automated pro-forma model used to evaluate client profitability and support new business… Show more Managed finance/accounting group for 600-person business unit with annual revenue of $50M, including annual budgeting, quarterly forecasting, monthly management reporting.Business partner to Division Manager and company senior management in identifying, analyzing, and quantifying operating trends, client and product profitability, profit improvement opportunities, new business targets.Automated pro-forma model used to evaluate client profitability and support new business pricing, reduced cycle time and subjectivity by standardizing the processRestructured General Ledger hierarchy for optimal client/product profitability as well as management responsibility reporting as part of conversion to SQL accounting system.Created database to track assumptions supporting budget/forecast.Developed real time client profitability model utilizing ODBC interface functionality of general ledger application.Developed database for reporting key revenue driver information. Show less

Directed the preparation of annual and semi-annual reports to shareholders for Regulated Investment CompaniesCoordinated audits of investment products with independent accountants. Served as technical resource for group on GAAP and SEC reporting. Reviewed and supplied data for annual prospectus update and other SEC fillings.