For those who advise small and medium size business, Vertical IQ is the sales and marketing business intelligence platform that sets them apart from the competition. Our easy-to-implement intelligence tools and hands-on assistance deliver critical industry research enabling busy professionals to understand their clients' businesses and industries.

My LifeSite is a unique web-based tool for use by financial planners and other professional advisors to help their senior clients make better informed decisions when selecting a continuing care retirement community (CCRC). My role is to build the database of information, oversee construction and maintenance of the web site, and program DecisionGenie.

Acquisition integration team finance leadership - project ended with successful integration of Gateway Travel Management in Pittsburgh, PA

• Design and implementation of personal financial planning assessment for employees of counties and municipalities.• Annual business and strategic planning assistance.• Enrollment implementations.

CARLSON WAGONLIT TRAVEL (CWT) • Raleigh, North Carolina • July 1999-January 2009Global travel management company with offices in more than 150 countries. Sales of $22 billion and 17,000 employees, with the East Region and M&G representing $1.3 billion and 800 employees. Senior Director, FP&A – East Region (July 1999-January 2009)Manage the preparation of budgets, forecasts, pricing for new sales proposals and cash management. Provide due diligence and integration leadership for acquisitions across North America. Analyze East Region financial results and present results to the North American executive team. Manage staff of 10 providing all accounting services to the region and its customers. Provide audit support including compliance with Sarbanes Oxley requirements. Report directly to North American Chief Financial Officer. • Successfully integrated 3 acquisitions representing a combined $135 million in revenues and 137 employees.• Assisted acquisition integration team in Sweden. • Achieved integrated financial reporting by overseeing the transition to Oracle. • Key contributor in the development and implementation of a regional finance structure, streamlining reporting lines and achieving synergy goals of $200,000 annually. • Reduced accounts receivable balances by 33% with the transition to credit card payments. • Successfully led the consolidation of the Northeast region accounting office into the Raleigh office, generating $400,000 in annual savings.

CARLSON WAGONLIT TRAVEL (CWT) • Raleigh, North Carolina • July 1999-January 2009Senior Director, FP&A – Military & Government Markets (May 2005-August 2007)Analyzed and reported on divisional financial results while managing a staff of 20 off-site personnel. Oversaw budgeting and forecasting processes, provided pricing for new sales proposals on government contracts, and directed client management reporting. Report on international operations in UK, Germany, and Japan.• Improved financial analysis with the development and implementation of reporting by line-of-business and by client. • Led the successful integration of the Government & Military Division with Sato Travel achieving synergy reductions of $1.8 million. • Implemented processes that improved cash flow and reduced accounts receivable by $1 million. • Generated $350,000 in savings with the successful reorganization of the accounting staff. • Proactively worked with the leaders of the other departments to identify and report the key performance metrics, improved communications, and assisted operations in improving operating profit per transaction by 13% ($8.50 per transaction to $10.00 per transaction)