CFO managing and leading financial functions: financial reporting, budgeting, planning, analysis, cash management, banking and audit activities. Develop and enhance a financial foundation that will allow th business to grow effectively year after year.

Founded in 1990 to promote economic opportunity for all.As a nonprofit and certified community development financial institution (CDFI), we are passionate about supporting small businesses. Because those who go into business for themselves should never be left by themselves.We support communities by helping entrepreneurs build the businesses of their dreams.

Working with US Director of Finance on a variable compensation simplification project

Director of Finance as part of executive team managing McGeever, LLC, a single-family office with responsibilities for field operations, business development, marketing and accounting. Primary contact for financial matters: banking, insurance, investments.Promoted to VP Strategic Investments with responsibilities for long term financial planning and strategic investment management for the family office and Descendants Trust. Investments included listed securities, private equity, real estate and alternative investments, including as co-investor with Goldman Sachs, Bourne Partners and other leading firms. I also provided operational and reporting functions for SalesForce4Hire. • Responsible for all external financial relations - Banking, Insurance, Private Equity, Stock Portfolio Management• Developed project quoting tool for SalesForce4Hire and McGeever business development team

CFO with full responsibility to manage company financial and business operations. OMSO is a Non-Profit 501(c)(4) established to manage the oversight of a national mortgage settlement between 49 States, District of Columbia and Federal Government and the five largest mortgage servicers. OMSO operates on a $70MM annual budget with two subsidiary Limited Liability Companies. The public and contractual success of OMSO led to our forming a second for-profit company, Joseph A. Smith Jr. Monitoring LTD where I am concurrently Vice President, Treasurer and Secretary with similar responsibilities as described below for OMSO. Initial Stage: Corporate Incorporation, Documents and Filings. Business Strategy for corporate structure and management to maximize efficiency of company operations. Evaluated potential staffing needs and structure. Created financial statements and related internal controls, responsible for all banking relationships, lead team to evaluate and secure proper insurance coverage for new type of company. Project Management: Review and selection of six outside accounting firms to assist OMSO in consumer relief and metric testing requirements. Participated in all contract negotiations. Responsible for project budgets for approval by judgment committee. Directed the alignment of legal team with appropriate accounting team. Selection of technology platform and corresponding cyber security risks and controls. Operations: Full responsibility for accounting processes, audits, taxes, information technology, corporate governance requirements and any Human Resource Concerns. Primary contact for corporate operating matters.

Financial responsibility for the $371 million Sears East Region In-Home Repair business. Prepare monthly financial reports, analysis, forecasting and planning for home office and local management. Financial team leader for numerous national projects and capital project requests. Support the region Vice President with analytics to maximize field operations.Review insurance detail monthly - found error with allocation process resulting in $150K in additional revenue for the nationBuilt a model evaluating the variable contribution of In Warranty calls for national negotiationCreated a new incentive program for technician managers nationwideBuilt model for plan and actual allocation of estimated $40 Million Supply Chain CostsFinancial member of national team to create centralized support resulting in $2.2 million in annual benefit.

Oversaw financial reporting, planning, forecasting and analysis for this $12 billion retail banking organization. Partnered with the strategic managers of retail loans and deposits to present financial results and analyses to RBC management, including the CEO, CFO, and Senior VP of retail banking strategy.Developed and implemented the model used to prepare financial reporting for the retail and business banking segments that generated $25 million per month in total revenue. Analyzed monthly Retail Banking financial statements for Senior management and Market Presidents Collaborated with product line managers to gather and compile financial information to support the retail segment forecast used for goal planning and incentive tracking.Received high performance review in 2006 for successful development of reporting tool and quick absorption of retail data and inclusion to the retail management team. High performance review in December 2007 for consistency in reporting and successful transition to new executive management.

Served as the primary bridge for financial issues between headquarters and the Europe, Middle East, and Africa Division (EMEA) for the personal computer company. Prepared monthly reporting package, revenue estimates, income statements, and balance sheet analyses for distribution to EMEA CFO, EMEA Chief Accountant, and worldwide consolidations team.Analyzed mixed margin reports (gross margin and product mix analysis) to show which products and regions were selling most effectively for the company.

Key member of financial team supporting the establishment and operation of a new subsidiary to compete in the non-regulated energy market. Established cash flow process for Progress Ventures and its subsidiaries to comply with internal audit and Sarbanes Oxley requirements. Produced financial modeling and analyses of proforma financial statements used to structure $390 million in external financing to build non-regulated power plants. Managed the Depositary Agreement, the cash management section of the $390 million credit agreement; ensured 100% adherence to covenants and calculated quarterly borrowing amounts. Led the installation of Utility International for Progress Ventures subsidiary, a forecasting tool implemented by Progress Energy to consolidate forecasts, saving time, enabling more frequent and accurate forecast.

Created a comprehensive resource plan containing the original financial projections for the power plant development projects that would create Progress Ventures (a non-regulated subsidiary of Progress Energy). Project coordinator for the Passport Labor Entry software as part of the formation of Progress Ventures. Supported managers with budget, actual, and projection variance explanations, delivering recommendations on various projects, accounting issues, sales tax, and forecasts.Maintained a critical role in ensuring all construction projects were completed on time and under budget, reducing sales tax costs and improving forecasting processes.

Prepared monthly reports, including financial statements and analyses for NOI, actual and budget variances, straight-line rent, accounts receivable, and a capital expenditure reconciliation for the controller and executive VP of the publicly traded Real Estate Investment Trust.