Providing advisory services to clients in the areas of finance and accounting. Areas of specialization include planning, financial accounting and reporting, transaction due diligence, KPI's and performance management.Recent engagements:Through CPA firm• Performed reviews of financial performance in conjunction with proposed sale or purchase of businesses in a variety of industries, supporting purchase price negotiation and financing decisions• Focused reviews on matters impacting the business’s reported and expected future results, including identification of business risks and opportunities, elements of financial performance that were one time or not sustainable.• Prepared and presented a comprehensive report to buyers/sellers/lendersClient A - Technology provider - Financial Services IndustryAssisted CFO in the process of going public• Prepared forms 10K, 10Q, S1 and 8K – including GAAP historical and pro-forma financials, MD&A and non-financial portions of documents• Prepared financial statements and related SEC documents supporting reverse merger transaction• Prepared financial statements in support of valuation of assets and liabilities for purchase price allocation related to business acquisition, prepared required SEC filings• Updated multi-year business model and capitalization tables supporting private and public capital raising activitiesClient B – Service provider – Healthcare Industry Conducted over 50 interviews of company personnel • Assessed efficiency and effectiveness of monthly close and performance management reporting processes • Assessed alignment and integration of information and business processes of acquired businesses • Presented recommendations and action plans for improvement to CEOClient C – Multi-location retailer Interim controller position• Oversee monthly close process• Led cross functional group to complete implementation of inventory systems.• Other controllership related activities

• Directed strategic/annual financial planning, budgeting and forecasting • Led reporting and analysis of financials/business metrics • Financial management of Stores, Online Channel, Product Groups, Supply Chain, Services, IT and HR functions• Led Finance functional areas of Tax, Treasury and accounting operations• Directed business case development for capital projects including IT investments, stores and merchandising projects, distribution network• Led finance communications for CEO/CFO to Board and Wall Street analysts • Selected for financial due diligence for business acquisitions and strategic partnerships, determining items requiring further due diligence, negotiation or complex accounting

• Planned/directed audit engagements• Led business acquisition due diligence and post-acquisition financial accounting activities and integration for clients• Industry experience in financial services, manufacturing, distribution and communications • Recognized for diverse experience, multiple client base, SEC compliance and tax knowledge