• Responsible for full cycle accounting and consolidation of mulitiple companies including managing the close process• Cash Management/Forecasting and Analysis• Prepared monthly, quarterly and annual Board of Directors’ financial presentations including bridging of results to plan and estimates, EBITDA waterfalls and KPIs• Manage/Develop quarterly budgets and forecasts• Monthly Balance Sheet analysis and account reconciliation.• Monthly analysis/reporting for multiple bank’s borrowing base certifications for asset based lending requirements• Assume the role of interim Cost accounting manager for the Mfg plant until a replacement was found• Decision support and analytics for key functional leaders and executives.• Quarterly royalty analysis/reporting and collaboration with IT to develop more streamlined data reporting.• Decreased average days outstanding by 8 days with implementation of rigorous accounts receivable collection practices, monthly review meetings with key players and KPIs.• Develop and document accounting policies and procedures.• Coordinate annual financial audit• Key Player in the implementation of Great Plains Dynamics system upgrade

Responsible for the accounting and financial analysis of the firm’s client base including a large custom home building company. Prepare complex compilations, financial statements and management reports in compliance with strict accounting standards. Plan and perform daily activities of A/P, expense reimbursements, billing, payroll, cash management reporting, account reconciliations, accruals, prepaids, job costing, month-end close and variance analysis. Provide consulting to small business clients on accounting setup and accurate financial transaction recording and reporting.

Daily execution of company bookkeeping and accounting for $750 thousand operation, SOP development/documentation, financial statement preparation/analysis, account reconciliation and variance analysis. Key player in the customization and implementation of new membership software solution. Established and implemented controls to improve the accuracy of the company's financial results and compliance with GAAP.• New product and key business initiative analysis and decision support.• Operational expense trend analysis, including identification and implementation of saving opportunities.• Responsible for operational budgeting and forecasting.• Calculated sales force commissions and bonuses.• Cash management, collections and forecasting.• Reviewed and approved special partner and customer sales transactions.• Produced management financial reporting, monitored key metrics and highlighted areas of concern.• Performed quarterly royalty payment calculation and analysis.• Prepared monthly reconciliation of bank accounts.• Monthly journal entry generation and general ledger posting.• Calculated partner revenue sharing payments and ensured compliance with partner’s contract terms.• Managed the A/R, A/P, H/R and payroll processes.• Liaised with external CPAs, customers, contractors and vendors

Defined, conducted and managed leased desktop equipment project including physical inventory, tracking system design/implementation, policies and procedure development/documentation, IT staff training and recommendations for future process improvements. Performed accounts payable function including coding, ensuring financial policy compliance, batch generation, data entry and vendor file maintenance. Timely and accurate preparation of senior partner’s client billings, utilizing CMS Open.

Developed the annual operating and capital budgets at multiple different organization levels. Financial support and liaison between corporate and field sales and marketing offices, quarterly analysis of asset changes, ratios and cash portion of the company balance sheet for inclusion in the Investor Relations Book, served on multiple company initiative committees including U.S. Sales Compensation, Non-revenue Capital Planning, Capital Budgeting System Development and Internal Equipment Redistribution Program, Key results:• Developed and implemented sales compensation plans for U.S. Sales Organization resulting in year/year revenue growth of 27% while reducing plan cost by 10%.• Drove a successful financial integration of newly acquired company by balancing the realities of acquired company’s business with the acquiring company’s expectations and established processes.• Defined and drove companywide capital and non-capital budgeting processes resulting in significant improvements in the process, documentation and tools.

Performed the foreign currency translation and consolidation of multiple international subsidiaries’ financial statements. Promoted to Financial Analyst II within a year. Developed pricing for new home computer product release.

Maintained company sub-ledger. Performed sub-ledger to general ledger reconciliation and variance analysis.