* Direct all aspects of the company financial/accounting strategy and operations. Oversee acquisitions and associated due diligence, streamline firm operations, and plan and deploy necessary IT infrastructure. * Report directly to the Managing Partner and serve as a liaison with bankers, real estate professionals, insurance vendors and partner entities. Present quarterly financial reports to senior leadership. * Oversee financial health and stability of all subsidiary and managed companies in firm's portfolio. * Negotiate vendor and office lease contracts to improve company cost controls. * Prepare financial models and review term sheets for potential acquisitions and large-scale expenditures. * Manage automated accounting IT infrastructure to improve accuracy and achieve more timely results. Select Achievements * Worked on the acquisition of another accounting firm to increase revenues by 50%. * Set up and established core accounting infrastructure to streamline firm financial operations to turn a profit. * Built monthly reporting and budget forecasts to help strategize better. * Successfully planned and deployed a unique automation process for AI processing of payments and invoices, saving managers' thousands of man-hours. * Opened new revenue streams, including acquiring auditing and tax firms, and setting up a separate Retirement Investment Advisor (RIA) firm. * Created referral mechanism to earn commission fees from working with investment advisors.* Maintained business continuity and expanded operations during COVID.

* Recruited to fill vacant CFO position and oversee all aspects of the financial and accounting operations with focus on technology and analytics to provide superior results and customer experience. * Directed staff of 12 and reported directly to Co-CEOs. * Served as a chief point of contact with auditors and all external vendors. * Collaborated with larger clients to set up outsourced call centers on their behalf. Select Achievements * Increased firm revenue 60% over two years via driving major investments in technology and acquisition. * Expanded net income by $1.5M by streamlining overhead and renegotiating leases. * Successfully developed and deployed in collaboration with IT manager and operations manager an internal AI automated collection system which allowed for 24/7 service and expedited payment applications. * Secured funding for company's first acquisition and setup line of credit with lenders. * Implemented quarterly forecasts and automated reporting to reduce preparation time and improve reporting accuracy.

* Oversaw finance, accounting, human resources, and office functions. * Managed all audit, banking, insurance, and investor related activities to ensure proper compliance activities of the organization's corporate and legal departments. * Reported directly to the President, presented information to the Board of Directors, and served as a liaison with external shareholders, auditors, bankers, and partners. * Prepared, analyzed, and monitored monthly financials, including creation and presentation of budget models, forecasts, various variance reports, and all financial analysis. * Key contributor to standardization, advancement, and implementation of more efficient departmental procedures and guidelines to enable cost savings and staff efficiencies. Select Achievements * Recruited at start-up stage and established many of company best practices and procedures. * Grew staff from six to 30 people, and secured office space and relocation-reducing office costs by 24%. * Set up recurring revenue with Hooked e-learning app, negotiated rights per song after meeting with different record labels. * Prepared financial projections and presentations for investors raising just over $12M in early-stage capital. * Created a company review and bonus program into operations to improve employee retention. * Implemented expanded company benefits after careful review, while reducing costs by 30%.

* Improved shareholder value by moving company from R&D to revenue focused. * Managed all aspects of the finance and accounting including project management, IT, and office functions while directing accounting staff, a controller, an office manager, and a contract accountant. * Reported to the President, while also analyzing and presenting information to the Board of Directors. * Represented company with external shareholders, auditors, bankers, international partners and vendors. * Immediately reduced overhead costs and put into operation time and project tracking systems to provide reporting for KPIs, including revenue recognition, R&D staff utilization, and program profitability. * Implemented financial software to streamline overhead and improve compliance and data security. * Launched Project Management Office (PMO) infrastructure to improve research and development project performance and standardized project management methodology. Select Achievements * Provided investors with exit through company acquisition by Teva Pharmaceuticals. * Identified of $1 million in federal grant funding for internal product development. * Negotiated a $2M line of credit with two major banks, reducing need for fundraising. * Directed facility renovation of pharmaceutical laboratories and professional office areas.

* Oversaw global project finance and operations management for various worldwide consulting groups.