Direct and oversee all aspects of finance and accounting operations for a fertility-focused network of cryostorage centers throughout the United States. Collaborate with the CEO and private equity leadership to expand and enhance the finance and accounting operations, introducing strategic solutions to support efficiency and growth.

Reported directly to CFO following the acquisition of Seattle Reproductive Medicine. Coordinated with cross-functional teams to improve accuracy and efficiency of financial planning and budgeting processes for multi-entity fertility care platform of 900+ employees, supporting over 25 high-performing fertility clinics and service providers nationwide.Selected Accomplishments:• Rapid Financial Decision Support: Managed time-sensitive financial reporting, analysis, and three-statement modeling to support critical business decisions effectively.• Finance Transition Expertise: Oversaw the transition of finance responsibilities, banking relationships, and financial systems for Seattle Reproductive Medicine, offering guidance, direction, and comprehensive documentation.• Streamlined Budgeting: Restructured the budgeting process by consolidating data from NetSuite and various sources, engaging stakeholders, and establishing a scalable foundation for the organization's rapid growth.

Reported directly to Executive Director. Created ad hoc, pro forma financials and financial models for management and multi-site medical practice of 250+ employees and 13 partner physicians. Conducted financial/capital budgeting and financial reporting, planning and analyses. Supported accurate revenue cycle reporting, accounts payable, treasury management, and payroll functions. Facilitated annual 401(k) profit-sharing plan audits and tax filings with external auditors and tax accountants.Selected Accomplishments:• M&A Success: Played a key role in the successful sale to Pinnacle Fertility, collaborating closely with executives, investment banks, and legal teams throughout the due diligence process.• PPP Funding Achievement: Secured $2.3 million in PPP funding during the pandemic, meeting SBA requirements and ensuring loan forgiveness.• Project Management: Led ERP, accounts payable workflow, and EMR/PM system implementations, overseeing cross-functional scoping and user acceptance testing.• Revenue Cycle Improvement: Achieved a 48% reduction in stale Accounts Receivable through strategic planning and collaboration with revenue cycle team.• Team Leadership: Led a high-performing revenue cycle team of 28 individuals across 6 locations, supporting divisional goals and earning industry awards.• Financial Transformation: Spearheaded finance transformation through debt refinancing, saving $37K in loan interest and enhancing banking relationships.• Retirement Plans and Bonuses: Improved efficiency and accuracy of partner physician retirement plans and quarterly bonuses.• Reporting and Controls: Developed monthly reporting dashboard for KPIs and financial trends. Implemented new internal control policies and procedures for risk mitigation.

Reported directly to CFO. Tasked with ensuring accuracy of all accounting records and facilitation of annual audits for corporate and 401(k) profit-sharing plan financial statements for one of nation’s largest multi-site surgical practices with 2,200+ employees and 400+ providers. Managed high-performing team of 8, consisting of Accounts Payable Specialists, Senior Accountants and Accounting Analyst. Member of corporate Investment Committee.Selected Accomplishments:• Enhanced Internal Controls: Developed, executed, and monitored robust internal controls and segregation of duties, employing ongoing risk assessments and refining documentation.• ERP System Implementation: Conducted comprehensive research, testing, and successful implementation of a new ERP system and accounts payable workflow tool. Collaborated closely with steering committees, the accounting team, project management, and external consultants.• Streamlined Financial Operations: Achieved significant improvements in payables and cash flow by optimizing corporate credit card utilization, outsourcing check distribution, and adopting efficient payment methods like ACH and virtual credit cards.• Lease Accounting Compliance: Led initiatives to ensure company compliance with the updated lease accounting standard, ASC 842.• Loan Portfolio Management: Successfully managed extensive loan and capital lease portfolios, maintaining compliance with financial covenants. Conducted quarterly conversions from cash to accrual accounting and maintained accurate financial statements.• Effective Collaboration: Demonstrated strong interpersonal skills by proactively engaging with non-financial professionals, explaining intricate financial details, and accurately calculating monthly physician compensation.

Reported directly to President/CEO. Managed Seattle accounting, treasury, payroll, benefits, internal controls, budgeting, and reporting functions in addition to directing staff and operations.Selected Accomplishments:• National Business Unit Support: Supported six national business unit accountants and site managers for a $50M privately-owned company with a focus on overseeing, developing, and managing large-scale residential, office, and industrial properties.• Financial Oversight: Directed property financings, refinancing, and restructurings to optimize financial performance.• Risk Management: Monitored and managed the company's risk exposure and insurance portfolio.• HR and Compliance Leadership: Collaborated with management on human resource decisions and the administration of employee policies.• Jurisdictional Compliance: Ensured compliance with regulations across five separate U.S. jurisdictions.

• Accurate Financial Reporting: Ensured precise recording and reporting of media, hotel, and car revenues in accordance with GAAP regulations.• Accounts Receivable Management: Consolidated, monitored, and analyzed monthly and quarterly accounts receivable balances for senior management's review.• Data Synthesis and Analysis: Translated revenue data into MS Excel for billing purposes and performed period-end journal entries and analyses using Oracle's PeopleSoft.• Process Enhancement: Implemented process improvements to enhance accuracy, reinforcing Sarbanes-Oxley compliance.• Enhanced Transparency: Improved transparency by providing periodic ad-hoc reports to the Agency Revenue Accounting and Reporting team and senior management.

Led financial statement audit and review procedures on public (SEC/10-Q/10-K) and private companies in the technology, e-commerce, food service and venture capital industries.Selected Accomplishments:• Sarbanes-Oxley Compliance: Conducted control testing procedures to evaluate compliance with the Sarbanes-Oxley Act of 2002 by public companies.• Technical Accounting Expertise: Performed technical accounting research across various client engagements to ensure compliance with GAAP reporting standards.• Leadership and Mentoring: Held a senior leadership role, providing mentorship to global teams on multiple engagements and overseeing budget creation and adherence.• Audit Support and Documentation: Conducted inventory observations to gather audit support and prepared relevant documentation.• Client Engagement and Compliance: Participated in client acceptance, financial statement issuance, and archival processes to ensure regulatory compliance.• Continuous Learning: Completed all modules of Deloitte's IFRS e-Learning program to stay current with international accounting standards.• Community Engagement: Demonstrated leadership qualities by actively participating in recruiting events, diversity workshops, fundraisers, and IMPACT Day teams.