Partnering with clients on transformative software implementation projects | Microsoft Dynamics 365 and development and implementation of custom applications to extend the platform | project leadership | change management

[Inactive] Prior engagements for business connections | technology transformation | financial modeling in support of planning, investing, and due diligence activities | business intelligence | data modeling and visualization |

Human Coalition is a multi-location healthcare clinic organization. I performed as a key member of the executive team driving healthy growth by diversifying revenue channels, scaling and leveraging teams and systems, and designing and optimizing operational performance. My teams assisted in acquisition and integration of business operations upon a common platform. We provided centralized, standardized, and efficient corporate finance, accounting, payroll, billing, and payables for a national network of women’s clinics.► I managed transformational growth initiatives and acquisitions from end-to-end, adding 8 women’s clinics in 5 states and 3 state government contracts. ► From a strategic finance perspective, my cycle included the proposal phase, pre-acquisition due diligence, and laying a foundation of trust with boards of directors, major donors, and state regulators. ► From a technology and process change perspective, I led successful conversion efforts in the following environments: Sage-Intacct ERP, Martus Solutions (planning, budgeting, and dashboards), ADP and Paychex HR/Payroll, Salesforce CRM, Office 365, Cisco Meraki network appliances, Chase for Business Banking, Stripe payment processing, Shopify e-commerce, custom Salesforce HIPAA compliance, particularly restricted access permissions and usage reporting. I also engaged a consultancy to assist with conversion to SalesForce NPSP3 and CaseWorthy client management software.► From the Human Resources perspective, we twice converted our group medical and dental providers which involved retaining a consultancy as we grew. I advised and interfaced with our Board of Directors Compensation Committee in the development of compensation programs and spearheaded our 401(k) program implementation.

I was part of the team advising clients involved in commercial disputes and high-stakes litigation, specializing in economic and financial analyses for this expert legal witness services, economic and financial analysis, business consulting, and financial investigation company. Delivered expert opinions and reports based on the value of relevant business or products.► Prepared complex business models for technology clients with intellectual property matters valued at $10M+► Assessed economic, product, and technology factors as part of consulting engagements generating fees in the range of $100K to $250K► Reviewed and summarized 1,000+ license agreements and related documents► Billed consulting fees and collected all within 45 days

I was part of the team transforming this trusted manufacturing leader offering product, services, and solutions to businesses from a holding company to an operating company. Built relationships and worked across operations and regions to integrate businesses and unite teams across distributed systems. Positioned corporate finance as the leader at the intersection of business development, product marketing, and sales operations. Built team, established the related processes and cultivated relationships to connect corporate finance with local operating teams.► Conducted financial planning and analysis functions related to $1B equipment portfolio: capital budgeting and investments, costing, pricing, leasing and identification of trends► Retained 75% of targeted customers through finance-driven business development program administration and allocation of related funds► Executed the business process, coordination, and training for staff of 30 financial analysts responsible for Major Account customers; improved time to the customer by 3 days► Streamlined sales operations through the optimization of pricing methods and compensation, impacting a product catalog of 1,000+ SKUs and the operations of 400+ sales personnel► Developed and instituted pricing policies and processes to maintain equipment contract margins of 20%+ and provide assurance over revenue recognition

I implemented top Sarbanes-Oxley project impacting core cross-functional processes involving pricing, billing, accounting procedures, and financial reports for this provider of document management systems, copiers, and services before the acquisition by Ricoh in 2008. Migrated core process from subsidiary platform to parent platform. Strategically established and built productive relationships at regional hubs and across geographically dispersed remote locations.► Orchestrated project management activities, scheduling and coordinating 30-40 representatives from five departments in multiple locations across the US► Converted major account revenue cycle, bringing $200M of leased equipment revenue into compliance with revenue recognition standards and financial accounting policies► Upgraded legacy billing system with SOX-compliant segregation of duties, restricted user access, sales and use tax integrations, and related reporting for $100M in outsourcing contracts