Responsible for all Finance, Accounting, and Treasury functions at Strive Preparatory Schools, a network of eleven charter schoolsFinancial Strategy• Develop and lead $40M budget process for all schools and central office• Created a monthly financial analysis and forecasting tool to identify risks and opportunities for each school’s respective budget• Created and maintain multi-year long range planning financial model to forecast required annual fundraising• Develop and present monthly financial results to the Board of Trustees• Negotiated service agreements with Denver Public Schools• Ensure that Strive Prep’s records are in compliance with the Financial Transparency Act • Negotiated and managed the implementation of the payroll migration from Infinisource to Paylocity• Trained staff to assume all payroll responsibilities Accounting• Developed all finance and accounting policies and procedures • Trained staff to assume all transactional accounting responsibilities (payroll, a/p, bank reconciliations, B/S reconciliations, etc.)• Ensure accurate and timely preparation of ten annual audits and form 990Treasury• Renegotiated $2.1M loan for Strive Prep’s Federal campus• Negotiated a $1.0M line of credit for Strive Prep• Negotiated the $3.5M sale of Strive Prep’s Federal campus• Manage relationship with Strive Prep’s commercial bank

Ground – floor leader of a company comprised of Dex Media executives to execute on a roll-up strategy of yellow page print and on-line media companies that was financed by the private equity company, Welsh Carson Anderson and Stowe. Hired by the CEO to establish the Financial Planning and Analysis functions. • Led financial due diligence on seven acquisitions which were financed with debt and equity capital totaling $1.9 billion.• Developed all financial planning (short and long-term), budgeting decisions, M&A and integration analysis. • Transformed Financial Planning and Analysis department from single person operation to an eleven-person group supporting domestic and international operations.• Reported directly to the CFO and in that role prepared presentations to the Board of Directors, Rating Agencies, senior lenders, bond-holder’s and principal shareholders. • Directed implementation of a consolidated internal financial reporting system (Essbase) that consolidated six disparate systems into one scalable solution.

Managed a team responsible for the budgeting, forecasting, and analysis of corporate and operations functions (IT, Operations, Customer Care, Credit & Collections, Finance, HR, and Executive). • Built all long-range planning models and forecasts for Dex’s $9.8 billion sale to R.H. Donnelley. • Conducted extensive financial and accounting due diligence on R.H. Donnelley, including reconciliation of accounting methods, evaluation of their income statement and provided recommendations to Dex leadership regarding valuation.• Created a highly flexible operating model that forecasted the company’s performance which was used on Board Presentations.• Presented long range planning model to executive leadership• Provided due diligence during the underwriting process of the initial public offering (IPO).• Assisted in the development of the company's road show presentation.• Created regression analysis to forecast Cost-of-Sales-Recognized from Cost-of-Sales-Incurred.• Provided financial modeling support for negotiations with the company's unions.

Responsible for the reporting, budgeting, and forecasting of the division’s revenue, expense, and capital. Created pricing models for the division’s sales team. • Created product profitability models for all lines of Video Service’s business.• Developed annual budget for $170 million business unit.