-Manage all aspects of the month-end close process including all general ledger accounting and reporting activities; review of purchasing contracts; clinical trial and R&D accruals; quarterly cut-off and all supporting activities-Responsible for monthly cash flow analysis including booking investment activity; maintaining adequate operating cash levels, and preparing monthly cash summary reports-Responsible for establishment, operation and updating of internal controls, including narrative standard operating procedure documentation and communication thereof with employees-Prepare informal monthly budget-to-actual analysis, including monthly projections-Prepare quarterly financial statements, including BS, P&L, Cash Flow statements-Prepare audit requests and collaborate with accounting firm-Process payroll via Paycor, benefits, bonus calculations-Supervise Staff Accountant and Accounts Payable activities-Support VP of Finance and senior management team on special projects as needed

-Maintain all financial records utilizing Quickbooks and Microsoft Excel-Implement stronger internal controls through creation of reconciliations and analysis of income and expense variances-Prepare, analyze and present financial statements to management, Finance Committee, and Board of Directors-Prepare annual budgets and drive execution throughout the organization -Coordinate and prepare all information requested by external accounting firm for financial statement review and 990 preparation-Generate tax letters for donors-Aid in fundraising efforts by organizing silent auctions, “text to give” and Kickstarter fundraisers, providing financial information for grant applications and brainstorming sessions with CEO for donor outreach Assist in program event tasks as needed

-Prepared monthly sales and trade forecast for $200 million customer -Presented monthly sales and trade results to Director of Finance and Business Units-Analyzed post-event ROI and made recommendations for future events based on results-Maintained SOX documentation and reviewed quarterly with Director of Finance-Calculated monthly trade accrual-Analyzed liability balances quarterly for under/over accruals

-Provided financial support to the sales and marketing departments-Identified approximately $6 million in expense savings in order to compensate for unachieved sales-Developed return on investment decision tool for proposed marketing programs-Created profitability report to monitor region performance and calculate regional business manager compensation-Prepared and analyzed breakeven analysis to determine price points for marketing program-Analyzed monthly financial results and presented to Vice President and Directors of Sales

-Performed financial statement audits for not-for-profit healthcare systems and private real estate companies -Analyzed financial data to identify trends and their implications on the accuracy and adequacy of the financial statement amounts-Acted as primary contact for clients-Conducted meetings with clients and internally to identify issues and discuss solutions or next steps-Prepared and monitored engagement economics and their implications on engagement profitability -Coordinated timing of engagements with clients and ensured internal scheduling was appropriate -Supervised and provided guidance to staff accountants-Participated in recruiting to identify and attract talented candidates