Community Catalyst is a national organization dedicated to building the power of people to createa health system rooted in race equity and health justice and a society where health is a right forall. We're an experienced, trusted partner to organizations across the country, a change agent topolicymakers at the local, state, and national level, and both an adversary and a collaborator tohealth systems in our efforts to advance health justice.

SCI’s mission is to strengthen communities by connecting diverse individuals and organizations through civic engagement initiatives. SCI provides communities with skills and tools to engage citizens to make a difference, with a priority on promoting youth success and healthy communities.

The YMCA of Greater Nashua is a nonprofit organization dedicated to serving the Southern New Hampshire communities, focusing on youth development, healthy living, and social responsibility. Operating three facilities and one camp, the YMCA serves approximately 33,000 members and employs up to 550 employees.Key Contributions:Strategic Financial Leadership: Successfully closed on acquiring a sports facility, including securing debt funding of $8.25M through NH HEFA and enhancing community services and youth development programs. Hired new auditors and investment managers through an RFP process, ensuring the best fit for the YMCA's mission and financial goals.Resource Optimization: Invested excess cash, negotiated interest rates, and vendor contracts, resulting in annual savings of $350,000, which were redirected to support community programs and services. Implemented a new accounting system with minimal interruptions, streamlining procedures and improving financial operations.Governance and Compliance: Managed the budgeting and finance functions for the New England YMCA alliance, fostering collaboration and shared financial strategies across the region. Led the annual audit and quarterly compliance reporting, ensuring transparency and accountability in financial practices.Community and Social Impact: Worked closely with the development and grant departments to raise funds, supporting initiatives that promote youth development, social responsibility, and healthy living. Collaborated with senior leadership and department heads to implement policies and procedures that align with the YMCA's mission, enhancing the organization's capacity to serve the community.

The Alliance of Merger & Acquisition Advisors® (The Alliance) is the Premiere International Organization serving the educational and transactional support needs of middle market M&A professionals worldwide.

Performing full service financial consulting in several industries including Renewable Energy Services (solar and wind), and Non-profit Education. As a consultant, responsible for providing strategic guidance to senior management, setting up policies and procedures, preparing monthly/quarterly financial statements and regulatory filings, and assisting in the preparation of audit working papers and Board presentations

Altitude Projects Inc. is a start-up Engineering, Procurement Construction Management Company ("EPCM"). Assist the CEO as a trusted advisor to model the business for growth, develop potential responses to likely scenarios (good and bad), align new initiatives with monetization, and deploy resources and investments where they’d drive new revenue. Skills:Part-time CFO | Strategy | Scalability | Operations

$18M publicly held general insurance brokerage with premiums of up to $125M across four divisions, 18 retail locations and up to 65,000 customers in US and CanadaStrategic partner to the President/CEO shaping and executing day-to-day operations, business growth, and operational efficiencies, profit optimization, increasing EBITDA, identifying and executing acquisitions including conducting due diligence and integrations, raising & restructuring debtKey contributions:• Acquired insurance brokerages in Calgary, Virginia Beach, Los Angeles and San Francisco. The acquisitions combined with organic growth resulted in revenue growth of 400% in 10 years. The deal sizes ranged $1M - $12M• Succesfully spearheaded divestiture of 4 insurance brokerages to optimize shareholder value resulting in a distribution of capital at a premium of 200% over the stock prize. The deal sizes ranged from $1M - $33M• Increased EBITDA from 33% to 41% in large business unit by cost containment and revenue growth• Initiated a new Managing General Agency program resulting in additional commissions of up to 10%• Raised $35M in debt for acquisitions and working capital• Resolved cash management crisis resulting from franchisor bankruptcy and resulting cancellation of contracts and non-payment of $1.5M in accounts receivables• Averted insolvency by restructuring debt amounts and terms in challenging economic environment• Implemented IFRS reporting replacing GAAPFinancial Management & Analysis | Treasury Management | Strategic Planning | Business Planning & Analysis | IFRS | GAAP | M&A | International | Financial Planning | Budgeting | Forecasting | Public Company | System Implementation | Tax Planning| Leadership | Cost Containment | Mentoring Staff | Managing Staff | Equity | Debt Financing & Restructuring | Managing Audits | Financial Reporting & Consolidations | Contract Negotiations | P&C Insurance | Banking Relations | Covenants | Regulatory Compliance | Business Process Improvement

$40M publicly held real estate, hospitality, golf courses, mining and financing company operating as a holding company and 2 additional public companiesJoined company upon buyout of ICG Propane with responsibility for overseeing accounting functions across all 3 public companies and diverse businesses. Key contributions:• Established accounting systems, processes and reporting, including key performance indicators (KPIs) across all divisions and new acquisitions• Integrated acquisitions into overall systems and processes• Initiated, implemented and monitored internal cash control policies and procedures to ensure safeguarding of company assets• Prepared and consolidated external financial statements for three public companies, including notes and disclosures Financial Management | Financial Analysis | Treasury | Business Analysis | Financial Reporting | GAAP | M&A | International | Planning | Budgeting | Forecasting | Public Company | Private Company | System Implementation | Tax | Leadership | Mentoring | Managing Staff | Real Estate Construction | Commercial Real Estate | Hospitality | Debt Restructuring | Managing Audits | Financial Reporting | Key Performance Indicators | Accounting Systems | Financial Statement Preparation | Controller

Privately held $225M propane sales and distribution company operating nationally in Canada and servicing retail and commercial clients Relocated to Canada and rapidly acquired in-depth knowledge of Canadian cultural, business and taxation processes and protocols. Oversaw and streamlined accounting processes; prepared, reviewed and analyzed financial statements and prepared and oversaw commodity tax returns through a 4-person teamKey contributions:• Reduced month-end cycle by three days• Created improved integrated monthly reporting package which elevated customer satisfaction while providing critical tool for quality decision-making• Introduced monthly balance sheet analysis process which provided timely information on financial condition to company owners and decision makersFinancial Analysis | Business Analysis | Financial Reporting | Canadian GAAP | National | Financial Planning | Budgeting | Forecasting | Public Company | Private Company | Tax | Leadership | Mentoring | Managing Staff | Financial Reporting | Distribution | Taxes | Process Improvement

$42B NYSE listed supplier of technology, integrated project management and information solutions to worldwide customers in the oil & gas industryEager to explore the world and expand my horizons, I moved to Dubai in 1982 and joined a global, culturally diverse organization known for its excellence. This opportunity laid a solid foundation for my career in finance. Starting as an Accounts Payable Clerk, I quickly progressed to become the Controller of the Worldwide Logistics Division. This rapid advancement was a testament to my adaptability and determination.Throughout my tenure, I gained a deep understanding of accounting best practices, internal controls, and international financial regulations. Working across four different divisions, I learned to navigate the unique business nuances of each, from key performance indicators to operational challenges. My role often involved collaborating with non-financial staff, sharing my expertise to enhance their managerial skills. These experiences honed my communication and leadership abilities in a global context, working with teams spanning over 150 countries.Key contributions:• Cultivated a deep understanding of accounting best practices, internal controls, and international financial regulations.• Managed financial operations for four different divisions, gaining expertise in taxes, budgeting, and treasury functions.• Collaborated with culturally diverse teams spanning over 100 countries, honing communication and leadership skills in a global context.Financial Analysis | Business Analysis | Financial Reporting | US GAAP | Financial Planning | Budgeting | Forecasting | Public Company | Tax Planning | Leadership | Mentoring Staff | Managing Staff | Financial Reporting | Tax Audits | Process Improvement | Banking Relations | Accounting Systems | Logistics | Distribution | Technology | International | Global | Hiring | Policies & Procedures | Business Process Improvement