Lead the Accounting and Finance function, also involved in some Operations of the company. Supervise 6+ direct reports domestically (in multiple offices). Accountable for the month-end close, financial planning and analysis (including extensive budgeting and forecasting). Ownership of the banking, public accounting (audit, tax and consulting) as well as the 401(k) relationships (prior to a very successful sale of the company to Advance Publications).

Product owner overseeing upward of 12 people. Extensive focus on the B2B go-to-market strategy across channels. OTS has created a web-based platform automating the full rental cycle for peer-to-peer sharing of assets like boats, RVs and more. Learn more at www.outdoortoyshare.com, Facebook or Instagram.

Sourced and screened private equity investment opportunities (~200 companies). Compiled and analyzed target company and industry research. Performed complex analyses and modeling to determine valuation and deal structure. Executed financial and operational due diligence to test investment theses. Regularly interacted with and assisted portfolio companies by participating in board meetings and key strategic projects.

Planned, directed, and executed audit and tax engagements for over 50 clients in numerous industries. Trained and directed staff on engagement teams. Performed extensive analysis testing the financial statements, operational and financial controls. Advised clients on industry best practices and assessed business strengths and weaknesses with top executives and key stakeholders.