Leading Finance and Accounting for all of SSA acquired companies. SSA is a rollup of service companies in the controlled environments, scientific equipment testing, and certification industries.

Intandem Capital Partners created portfolio company.Nationwide pediatric dentistry & orthodontics practice DSO.

Sold and integrated Navegate into Radiant LogisticsLed finance/accounting for new division - Radiant World Trade Services

Lead accounting and finance efforts at Logic PD along with assisting in all the Private Equity owned companies under the Compass Electronics Group umbrella.https://www.cgep.com/our-portfolio/

• Led and developed the budgeting, forecasting, and monthly board report processes• Provided robust financial modeling to facilitate executive decision making: o Key performance indicators, product and customer profitability, human capital planning all of which were linked together to create the comprehensive financial framework for the business• Strategically integrated Drip Inc. Acquisition operationally and financially through PPA model• Successfully transitioned GLs from Quickbooks to Netsuite• Negotiated Line of Credit and transitioned our treasury function to new bank• Brought Outsourced HR functions including payroll (Insperity PEO) in-house to new HRIS Namely• Responsible for 1st Financial Statement Audit in the company's history, now 4 straight unqualified audit opinions • Set up and implemented a myriad of procedures and processes: o Weekly cash flow forecast, revenue reporting, financial metrics & dashboards, payroll, headcount budgeting/planning, close processes, HR administration, expense reimbursement program• Led high performing team working closely with company founders, leaders and other departments in the organization

• Key financial, accounting, and operational resource for newly formed division which was comprised of 5 separate companies that were purchased and merged together (1 public company 4 bolt-ons)• Built product profitability and excel calculators for our Sales team to present to potential customers on the value proposition of our services• Analyzed and created financial models/reports to evaluate products, pricing, value propositions, and recently acquired businesses• Responsible for the 5 year financial model with embedded key metrics, operational drivers and toggle’s to run scenario analysis• Created, prepared, and delivered the monthly financial results of the division (30+ page executive report)• Sat on UHS’s Project Prioritization Team as the Surgical Services delegate• Calculated sales commissions and was a key resource for our national sales force

• Prepared and filed SEC reports including annual and quarterly financial statements• Spearheaded the reconstruction of Agiliti’s financial statement model used for external reporting• Supervised multiple accounting staff and groomed them to be key contributors on our team• Was the key resource when accounting for M&A activity and for integrating purchased companies into our systems and processes• Compiled comprehensive monthly executive reporting package for our executive management team and board of directors• General ledger and financial reporting resource for 84 district offices and corporate office departments in a multiple company structure• Managed accounting staff and was a subject matter expert for our AP, AR, and Fixed Asset departments• Responsible for preparation and review of monthly journal entries and account reconciliations• Worked closely with external auditors during quarterly review and annual audit process• Highly involved with the refinancing of $425M bond issuance

• Analyzed and prepared financial statements• Served as in-charge accountant for numerous engagements• Provided audit services for a variety of industries, including SEC, manufacturing, financial institutions, insurance, construction, health care, and employee benefit plans• Served a wide range of clients from $1M to $1B in revenue• Demonstrated ability to prioritize between multiple engagements• Communicated audit issues and recommendations to clients