A private investment management firm focused on the development, construction, and sale of residential real estate. Operating partner for one of the 10 largest hedge funds in the US.• Performed financial analysis and market due diligence to underwrite potential investments. Evaluated real estate development projects through ground-up DCF models, analyzing leveraged and unleveraged IRR and cash-on-cash returns under multiple price and velocity scenarios.• Established and managed all accounting functions for 60+ special purpose entities, including fund accounting, consolidations (controlling and minority interests), AP, AR, payroll, banking, fixed assets, and monthly GL closing processes.• Prepared, organized and presented portfolio management reports for major institutional investment funds. Reporting includes in-depth updates on business plans, asset disposition, legal issues, financing, and financial modeling/valuation.• Developed IT solution allowing for centralized data collection and online review of investments using the SharePoint platform. Data included both qualitative and quantitative information related to specific assets owned as well as over 1,300 assets underwritten.• Recruited, interviewed and developed finance, market research, and accounting staff.• Managed the collection and organization of historical multi-market real estate and demographic data into a proprietary database that allowed ICP to quickly analyze and forecast local market conditions anywhere in the eastern US. This database was used extensively in underwriting distressed bank portfolios from 2008 – 2012. • Managed key vendor selection and risk management (i.e., business and property insurance) functions.

A private equity portfolio company focused on analytical testing services for the environmental, food and pharmaceutical industries. Genapure was acquired by Eurofins in 2015.• Generated quarterly Board and Executive Committee reporting packages (corporate strategic initiatives update, financial statements, budget variance analysis, key operational performance indicators, and acquisition pipeline).• Designed a sophisticated budgeting tool incorporating sales, operational expenses, capital expenditures, cash flow projections, debt, and other balance sheet detail.• Performed as an integral member of the M&A evaluation team. Participated in financial due diligence and Pro-forma modeling on prospective acquisitions. Performed purchase price allocations for acquired entities. Converted pre-acquisition financial data into the company’s consolidated accounting system for “push button” Pro-forma reporting.• Created sales reporting tool allowing for financial and operational performance information at the client level (i.e. reports included client retention calculations, service efficiency parameters, etc.). Reports also allowed for dissection of sales data at the corporate, regional, product and acquisition level. • Manager of all accounting functions including AP, AR, billing, payroll, banking, fixed assets, and monthly GL accrual and closing processes.• Developed borrowing base and debt covenant compliance reporting to support debt relationship management.• Interviewed, selected and coordinated with all third-party accounting support (multi-state/multi-entity tax filings).• Performed evaluation and implementation of business insurance programs.

A digital printing company specializing in wide format printing for architects, engineers, and general contractors. BPI is a wholly owned subsidiary of the nation’s largest reprographer, American Reprographics Company (NYSE: ARC).• Formulated business strategy and resolution of key issues through participation in the management committee.• Generated financial statements, cash management reports, budget variance analysis and reporting on key business measures (including the creation of several new reports to include segment profitability analysis by operating branch).• Manager of all accounting functions including AP, AR, payroll, sales tax registration and reporting (multi-state), bank reconciliations, fixed assets, and the monthly GL accrual and closing processes (staff of 7 direct reports).• Developed electronic invoicing and data transfer processes from printing equipment / IT systems allowing for direct import by customers.• Improved BPI’s financial management processes such that cash from operations consistently equaled or exceeded 100% of EBITDA - CAPEX (during 2002 total cash flow was +$3.9M on $18.7M in sales – 130% of EBITDA - CAPEX).

A consulting firm providing professional services in the areas of technology strategy, user experience, application development, design, print advertising, and print/media management.• Managed all accounting and finance activity including AP, AR, payroll, and GL monthly closing. • Compiled information for sales tax reporting, workers compensation reporting, bank credit line management, cash utilization, and forecasting.• Prepared corporate contracting guide to include identification and positioning on key risk issues. Advised sales team, management, and solutions delivery personnel on how to introduce, negotiate and resolve business issues with clients.

A privately held general contractor based in San Antonio, Texas. Founded in 1924, Zachry employs over 13,000 employees with annual revenues exceeding $1.5B.• Managed accounting functions on large-scale capital improvement and industrial maintenance service contracts.• Performed as project accountant on a joint venture for reconstruction of the U.S. Embassy in Moscow, Russia. Designed and prepared financial reporting for the JV (financial statements, budgets, projections, and cash flow analysis). Contractual billings exceeded $290M for the project.• Managed up to five personnel to ensure timely and accurate processing of billings, payroll, AP, AR, fixed assets and GL accrual entries.• Created financial models to support negotiation of industrial maintenance service contracts with various clients.