*Led business development efforts for a financial advisory, accounting and bookkeeping company targeting small and mid-sized businesses.*Provided financial consulting services including accounting, banking, payments, regulatory and tax compliance, internal controls, incentive plans, capital raising, investor relations, mergers and acquisitions, process optimization, payroll and personnel management.*Recruited, managed and upskilled team of financial and accounting professionals to ensure client success and regulatory compliance.

*Provided fractional CFO services (via Park Pointe Financial) for national hydrocarbon solvents distributor.*Developed supply chain partnerships, hazardous materials compliance protocols, financial controls and led ERP platform integration.*Coordinated new market expansion, strategic partnerships, risk management and supply chain resiliency leading to multimillion dollar sale during 18 month engagement.*Managed capital raises, debt offerings and merger including PCAOB audit, legal due diligence, independent valuations, and systems integration during acquisition by a publicly-traded company.

*Led software development and integration utilizing 3rd party Enterprise Performance Management (EPM) tools to optimize community bank financial planning and analysis, management reporting and incentive plan management.*Provided dashboards and customized Key Performance Indicators for community banks enabling branch, division and executive leaders to utilize balanced scorecards to manage growth, profitability and risk.*Developed user interfaces, workflows and system integration protocols to facilitate lead generation, streamline the sales funnel, and convert customer referrals to revenues.

*Joined executive leadership in serial acquisitions of 14 "failed bank" charters during Great Recession comprising $4 Billion in portfolio assets.*Constructed pricing and valuation models for targets, negotiated with FDIC resolutions unit, performed acquisition due diligence, and post-acquisition culture and systems integration.*Created and led corporate management reporting team to support credit underwriting, incentive plans, KPI's and scorecards, budgeting and forecasting, FDIC indemnification partnership, regulatory safety and soundness compliance, nonperforming asset resolution and reimbursement programs.*Led project to build custom "other real estate owned" software program to manage almost $1 Billion in non-performing loans and foreclosed real estate through orderly liquidation via litigation, portfolio sales, FDIC reimbursements and troubled debt restructurings.*Developed specifications and managed internal project to create construction loan draw software program coordinating % of completion borrower draw requests validated by 3rd party inspector and architect progress attestations.

*Progressed from VP, Commercial Lending for $1 Billion community bank to SVP of Corporate Development and Treasurer.*Managed $100 Million bond portfolio, liability and derivative portfolio, mergers and acquisitions modeling and due diligence, forecasting and budgeting, Information Technology department, risk management processes, and Board and regulatory compliance.

*Progressed from credit analyst through BB&T's 6-month Management Development Program (Commercial Track) graduating as a Banking Officer.*Originated over $10 million in commercial real estate loans in 2003-2004 in small market, while maintaining $25 million inherited portfolio.*Responsible for soliciting, underwriting, and maintaining client relationships while analyzing financials and defending recommendations before credit committee.