ROSS FINANCIAL SERVICES, LLC Basking Ridge, NJ, September 2020 – CurrentFinance/Accounting Consulting CompanyOWNER/FINANCIAL CONSULTANTProvide financial and accounting consulting • Currently consulting for $1B Tech California Corporation backfilling Senior Accounting role as well as providing consulting on accounting best practices. • Provided Financial Projection and Budgeting Services to a Tech marketing company on new major app proposal for its Fortune 100 customer.• Provided Strategic Planning, Budgeting, and Financial Accounting Services for a start-up company in the financial investigative services industry.

Responsible for Accounting and Finance functions for the company, including financial accounting close, financial projection forecast modeling, general accounting, cash management, accounts receivable, accounts payable, and expense reporting, as well as primary relationship partner for Company banks and third-party accounting/tax consultants. Partnered with Operations, Sales/Marketing, IT, and HR to achieve desired goals.• Instituted ASC-606 Revenue Recognition, ASC-842 Lease Accounting including help authoring the ASC-606 Memo, defining all different revenue streams, related costs, and respective ASC-606 accounting and disclosures.• Close Schedule Discipline reducing 25 days close to 6 days, including Balance Sheet reconciliations and Income Statement Analytical Reviews • Responsible for 5-year Forecast Modeling updated monthly consisting multiple revenue streams, different recognition periods and including forecasted Balance Sheet, Income Statement and Cash Flows.• Work closely with third parties on Yearly Tax Return, State Nexus, R&D Credit, and ERTC

VIVENTIUM SOFTWARE, INC, Berkeley Heights, NJ, 2017–CurrentHCM Software CompanyCFOProviding leadership for the accounting function, including financial reporting and analysis, general accounting, cash management, payroll/benefits, accounts receivable, accounts payable and expense reporting. • Improved month end close process from 20+ to 4 days. Managed all GAAP financial reporting within defined close process—financial statements and financial reporting package.• Point person, managed external yearly audit, with no adjustments• Worked on multiple task forces/projects to improve departmental/process efficiency and effectiveness, including Price Book (Sales), Billing System, Credit and Expense Reporting Policies. Worked with CEO, CFO, Sales, Marketing and other departments to achieve desired goals.

Provided financial and accounting support to 3 company enterprises, serving as Treasurer, as well as Corporate Controller of accounting/finance functions.• Treasurer function: responsible for all cash management for three companies of a going concern. Day to day cash forecasts, vendor meetings, liaison with bank and completion of Borrowing Base Certificates for credit line, weekly sales reporting, and cash flow to investor/owners. Responsible for transferring funds daily, in addition to daily/weekly decisions as to what vendors received disbursements. Also managed collections functions. ­ Responsible for instituting a bank secured financing program for major vendor to increase cash flow.• Controller Function included overseeing audit function, as well as monthly close functions using Great Plains accounting package. Staff of 11.

RESOURCES GLOBAL PROFESSONALS, Princeton, NJ, 2005–2016Public professional services firm composed of high-caliber accounting, finance, and management professionals who provide strategic and tactical guidance and support to Fortune 100 companies.CONSULTANTProvided financial and accounting support to global Fortune 100 pharma, telecommunications, insurance, and other companies—streamlining, backfilling senior accounting positions, closing, ERP accounting implementations, due diligence, financial reporting, financial planning and analysis (FP&A), budgeting, forecasting, GAAP technical writing and recognition, analytical reviews, carve outs, knowledge transfer, and staff training.• ERP Implementation (2) “CORE” Team Member for major Pharma Company, including designing, UAT testing and integration. (Microsoft AX, PeopleSoft)• Acquisition Implementation Team for a major Pharma Company for integration of multiple acquisitions in company ledgers, including information gathering, review, devising solutions, testing and integration.• Filled senior positions supporting Accounting and FP&A, including management of staff as well month, quarter and year end accounting and reporting responsibilities. • Part of “carve out" team of client’s divested division utilizing SAP, SAP extracts, document review, and detailed spreadsheet analyses on a monthly reporting basis. Reconciled key intercompany accounts. • Provided GAAP application guidance for company transactions as Technical Accounting Team member. • Management responsibility of Projects/Capital Assets for all U.S. 20 Business Units for a top 15 Pharma company, including the management of staff.

SOLOMON EDWARDS GROUP, Houston, TX, 2005National business advisory and professional staffing firm.CONSULTANTKey consulting team member tasked to provide critical support on intensive 5-month engagement to prepare for IPO as part of one of the largest chemical company consolidations. Worked with international controllers.• Wrote technical accounting GAAP position papers for outside auditors—including FAS 141 purchase accounting, consolidation of joint ventures, foreign currency transactions, related party transactions, and footnote disclosure for S-3.• Performed calculation of inventory valuation allowances for fair value analysis, legal entity consolidations, and analytical reviews of financial statements. Completed SEC S-1 documentation.

MARKETSOURCE CORP. LCC, Cranbury, NJ, 1991–2003Diversified marketing services company specializing in sales and marketing solutions for Fortune 500 companies.CORPORATE CONTROLLER / VICE PRESIDENT (2002–2003)Continued to lead and refine financial/accounting strategy, overseeing staff of 18.• Managed multi-year financial business plans, month-end/year-end close, financial statement preparation and analysis, and monthly detailed revenue projections. Analyzed balance sheets, P&L, cash flows, and budget variances. Maintained credit/collection policies.• Supported company strategic planning efforts through monthly/quarterly financial planning and analysis, operational and capital budget development activities, and contract review and analysis.CORPORATE CONTROLLER (1994–2003)Promoted to provide leadership for accounting function, including financial reporting and analysis, budgeting, general accounting, cash management, credit and collections, payroll/benefits, accounts receivable, accounts payable and expense reporting. Grew and developed staff from initial 3 to 18 employees. • Improved month end close process 50% to 5 days. Managed all GAAP financial reporting within 8 day monthly close process—financial statements and financial reporting package.• Developed and implemented revenue recognition policies for 100s of complex services contracts that were the basis for financial planning and analysis. Tightened accrual accounting process while educating executives and communicating with business owners to meet auditory requirements.• Led due diligence on proposed acquisition of 2 companies as key "point person." Reviewed and analyzed all financial statements and interviewed CFOs and other decision makers. Presented recommendations to the CEO/President, which were adopted with successful purchase of one company. • Administered 401K plan and provided recommendations of fund selection and year end audits. Negotiated and implemented company health care plans.