Recruited to drive an expansion of service offerings, create, and implement a 5-year strategic growth plan including building an IT team, establishing a sustainable infrastructure, launching an online delivery platform and cloud migration, implementing a business continuity plan, disaster recovery plan, and overhauling the accounting close process while establishing internal controls.• Generated an increase in customer accounts by 1,500 per year, yielding a boost of $230K revenue/year by implementing a new customer portal to allow customers to apply online and access their accounts• Reduced hardware and support cost by $60K/year by migrating the on-premise exchange mail service and office products to O365 • Established a disaster recovery program that reduced Recovery Point Objective (RPO) from 12 hours to < 2 hours and Recover Time Objective (RTO) from 24 hours to < 1 hour, initiating annual full disaster fail over table top tests• Transformed the SDLC methodology to Agile to provide continuous transparency, feedback and input to business and customer stakeholders, and constructed an IT team to fit the new methodology• Ensured compliance with internal controls and data security by developing an annual training program for staff from all business areas • Directed company business and operations, evaluated opportunities, ensured business continuity and developed strategic plans to lead the company to continued growth by collaborating with the Board• Coordinated the company’s first SOC1 audit by establishing controls and effectively engaging with third party auditors

• Reduced IT spend by 36% ($150K/year) and increased production support availability from 40 hours/week to 24/7/365 by enhancing service and increasing the number of support staff• Reduced accounting expenses and auditing costs by $200K/year and reduced the closing time from 120 days to 30 days by designing a certificate of deposit system and establishing a new inventory costing method• Developed the company’s information security and risk assessment groups and authored all policies• Launched 15 new operational and customer facing applications including the migration of on-premise data and applications to the cloud and the transition to an industry standard accounting system• Relocated all backup servers from 10 miles to 3000 miles from the main processing facility and developed a second facility hot site• Formed and led the IT Steering Committee to manage explosive growth which developed a compliance and data security plan including real time monitoring, third party auditing, risk assessment, and resolution• Maximized the accuracy and security of company and customer assets by establishing an internal audit policy, and drafting the company’s internal controls for physical and logical security and financial reporting

Recruited to establish a behavior-based cost solution for banks and credit unions, achieving success through cross integrating multiple costing models, developing logic and algorithms to process activity cost allocations, building a solution for staff and a product offering for customers that provided actionable analyses focused on increasing profitability• Increased annuitized revenue by $100K in the first year by implementing the company’s first subscription-based product offering with a 5-year plan to add 10 new customers per year• Boosted revenue by 20% annually with an 85% profit margin and increased customer capacity by 60% by orchestrating a new product offering • Enhanced customer insight and profitability by developing a benchmark database for over 1000 of the most common activities performed at financial institutions• Enhanced efficiencies, and productivity by integrating activity-based cost analysis for all customers into a singular application standardizing the processes and logic and centralizing the data source• Fostered atmosphere of excellence across business lines, designed and delivered training for internal staff and on-site training to financial institutions