I am currently the outsourced Director of Finance & Operations for One Tree Planted (OTP), an international NGO (onetreeplanted.org). This role manages a staff of 8 across 3 departments: Finance, IT, CRM (Salesforce).In addition to handling day-to-day accounting and reporting, I am tasked with improving processes and practices that can scale with the organization. OTP went through a period of explosive growth, but lacked scalable processes which created a ceiling for the organization. I am leveraging my experience to help build the solid foundations that OTP can build upon. The sky is the limit for this incredible organization; the teams I manage will support OTP so that it can break through the ceiling. Feel free to ask me how...A.T. Healey is a boutique accounting firm that specializes in early stage startups as well as international nonprofitsA.T. Healey is a new type of accounting firm that is geared specifically to be the outsourced accounting and finance department for entrepreneurial technology companies in the early stage. We have leveraged 20+ years of CFO experience to design a scalable and adaptable cloud based, accounting function to provide meaningful financial reports and business insights when they are needed most. Our system allows clients to fully automate purchasing, accounts payable, payroll, billing, and cash collection at a fraction of the cost of building a similar system of their own. Our system reduces reliance on inefficient processes and allows business owners to focus on their core business without the distraction of building an accounting function on their own. We also provide consulting services on capital raises and business transactions, and accounting support on special projects

Enactus is the world’s largest experiential learning platform dedicated to creating a better world while developing the next generation of entrepreneurial leaders and social innovators. The Enactus network of global business, academic and student leaders is unified by our vision—to create a better, more sustainable world.• Executive Leadership Team member and key partner to the CEO responsible for Finance, Accounting, Human Resources, IT, and Legal• Direct interaction with and presentation to the board of directors; lead finance and audit committee and investment committee meetings• Work closely with the revenue team to drive collections from renewals and prospects• Build and maintain cash flow model to manage cash closely; build dashboards and identify KPIs• Strengthened relationships with country chapters around the world, leading to the collection of significant past-due receivables and a reduction in payables• Lead Salesforce development and associated processes to drive efficiency and visibility• Migrated IT system from a traditional multi-file-server setup to a modern cloud-based SharePoint configuration to drive efficiency and security• Member of Strategic Plan Taskforce which developed Forward Motion 2025

** EXIT MAY 2021 **Venture-backed online giving platform for nonprofits, providing a quick and efficient way for fundraising professionals to raise money.• Integral in 5400% growth of company revenues during tenure• Instrumental in the acquisition of the largest competitor who was 5x size. Worked with multiple law firms to close this complex acquisition and related financing• Integrated acquisition flawlessly, driving scale and cost savings which propelled dramatic growth• Managed cash flow with little to no runway in an extremely lean environment• Closed Series Seed and Series A equity rounds in excess of $15M• Sourced and closed $1M debt facility in May 2019, a first for the company• Navigated evolving PPP loan process, realizing $838K in May 2020 to keep company from shuttering• Managed human resources, including 350% increase in headcount during tenure• Implemented contract management system (SaaSOptics) to scale invoicing and collection, in addition to tracking hundreds of customer subscription contracts• Designed financial statements that presented clear picture to all stakeholders. Created highly scalable and accurate accounting close process and identified KPIs• Built reliable financial models and budgets• Prepared data rooms for multiple VC and PE firms, resulting in Series B term sheet in March 2020• Implemented equity management platform (Carta) to drive efficiency and shareholder transparency• Implemented PEO platform (Justworks) to scale payroll and human resources• Obtained company's 1st 409A valuation; executed repricing of outstanding options• Educated employees regarding stock options; issued and managed 60+ option grants• Advised department functional leaders and built strong relationships across the organization

Venture-backed invention and crowd-sourced consumer products company.• Identified $1.5 million in excess refunds processed to big box customer• Collected nearly $1 million from European distributor who was not paying• Negotiated out of a purchase order saving the company $50K• Managed and developed staff of five• Designed and strengthened internal controls and process improvements in NetSuite ERP • Managed treasury, cash forecasting and financial reporting• Developed relationship with bankers• Managed financial statement audit by PWC and collateral audits by bank• Reviewed and negotiated contracts• Improved vendor relationships

NYSE: DW (now LCII) $2+ billion innovative international manufacturer and top-tier supplier of components for recreational vehicles and manufactured homes.• Executive Officer of the Company• Daily interaction with the President & CEO, CFO, CLO, as well as senior finance and operations executives at the subsidiary level. Participated in strategic planning sessions and M&A discussions as well as quarterly earnings calls• Responsible for all external financial reporting, including SEC filings on Forms 10K,10Q, 8K, 13D, Forms 3 & 4, Proxy Statement and Annual Report, as well as monthly Board package and quarterly earnings releases• Direct interaction with Board of Directors including participation in Board meetings and preparation of meeting books• Daily treasury management• Analyzed monthly subsidiary financial reporting packages• Coordinated external audit and quarterly reviews by KPMG• Responsible for Sarbanes Oxley compliance• Performed stock-based compensation accounting• Researched and monitored GAAP using FASB’s Accounting Standard Codification.• Conducted controller conferences to educate and unify the finance team. Lead quarterly pre-close calls with the finance team to discuss issues, new accounting and planning for the quarter end close• Participated in Enterprise Risk Management, working with the CFO to identify, analyze and report operating and financial risks to the Board in a concise and understandable manner• Prepared opening balance sheet valuations of acquired companies• Reviewed tax provisions and tax returns

• Prepared and compiled all quarterly schedules and analysis used by the Controller and the CFO as part of the MD&A and earnings call preparation processes• Tracked insider ownership and reported on SEC Forms 3 & 4• Prepared and filed all SEC Form 8Ks and Proxy Statements• Administered stock option plan. Streamlined the processing of option exercises and reporting • Participated in Sarbanes Oxley process• Prepared investor presentations• Prepared financial statements and footnotes for 10K & 10Q• Performed human resources functions for the corporate office

Private equity-backed $220 million leading manufacturer of custom-engineered essential components for application in a diverse array of end-use products; acquired by Actuant (NYSE: EPAC).• External financial reporting, including SEC filings on Forms 10K & 10Q• Coordinated external audit and quarterly reviews by PWC• Consolidation of seven divisions, including international operations in Mexico, Thailand, and China• Financial modeling, including development of consolidated budgeting package• Participated in due diligence of acquisition targets (three deals closed)• Developed and strengthened internal controls and consulted with divisional finance teams• Federal and multi-state income tax compliance, including correspondence with multiple tax agencies obtaining refunds and clearing notices• Prepared annual tax provision in accordance with FAS 109• Developed foreign currency conversion procedures in accordance with FAS 52

Nasdaq: ACEE $80 million manufacturer of power conversion equipment for electronic and electrical systems; acquired by Key Components Inc.• SEC filings (10K & 10Q) and coordination of PWC external audit and quarterly reviews • Federal and multi-state income tax compliance, sales & use, property taxes• ERISA compliance

International Big 4 public accounting and professional services firm.• Planning and completion of audit procedures in all areas• Supervision, coaching, and detailed review of staff accountants’ work• Development of strong working relations with client personnel and co-workers