Used analytic and forensic accounting skills to evaluate a diverse mix of economic damage claims related to a multi-billion-dollar class-action legal settlement: client savings > $1B.- Performed detailed analysis of monthly P&L's for multiple years, looking for unusual trends, similar to an M&A quality of earnings analysis.- Analyzed detailed support submitted for monthly P&L revenue as required by the settlement agreement to establish causation of the economic loss being claimed.- Reconciled and tied annual P&L numbers back to the income tax returns, looking for differences that were unusual and/or inconsistent between years.- Reviewed other documentation submitted by claimants to assess the reasonableness and accuracy of claimant's attestation that it had suffered economic damage, as required by the settlement agreement.- Prepared write-ups detailing findings, including charts and tables that laid out inconsistent and/or erroneous data in a manner that could be easily understood as part of the legal appeals process

• IPO: prepared all financial sections of the S-1 Registration Statement, including 8 subsequent amendments.• SEC reporting: prepared 10-K, 10-Q's, and Proxy for Annual Shareholders’ Meeting.• Drafted quarterly earning press releases and presented quarterly results to Board of Directors.• Prepared and filed federal and state income tax returns, Delaware and Illinois franchise tax returns.• Mitigated existing material weakness in internal controls over financial reporting.

IBM Premier Business Partner specializing in business continuity services.

• Responsible for all financial functions including consolidated financial statements in a multi-currency, public company environment.• Implemented online expense reporting and online sales tax filing systems, which eliminated manual preparation and saved over 75 staff hours per month.• Recovered over $100,000 in import duties.• Designed and implemented financial dashboard reporting to give senior management key performance indicators.• Accelerated monthly financial close from 9 days to 5 days, giving senior management additional time to review results before corporate parent reporting deadline.• Implemented project accounting module in the Baan ERP system, providing key cost and profitability analysis.• Optimized foreign currency transaction gains, working with various financial institutions.• Guided company through internal and external financial and tax audits without any adverse issues.• Managed financial integration of technology company acquisitions into AmerisourceBergen Technology Group.

Start-up internet marketing and services company:• Prepared comprehensive profitability analysis underlying both a successful IPO and the subsequent sale of the company to InfoGroup.• Financial and operational performance metrics: implemented key metrics analysis and reporting, modeled ongoing changes to the business.• Credit and collection: responsible for credit approval process and supervised credit analyst and collections specialist.• Revenue and cost accounting analysis: set up and managed order entry and cost accumulation processes and reporting.• Implemented new accounting system: installed and set up new system and trained users.

Diversified private company, had interests in steel service centers, metal fabrication, electronic component manufacturing, land & golf course development, homebuilding, pharmaceuticals and natural gas marketing.• Responsible for all lending, banking, cash management, financial reporting and financial analysis: supervised staff of 5.• Annual audit by Big 4 accounting firm: planned and supervised internal assistance; prepared financial statements and footnotes.• Renegotiated $120 million bank line of credit: improved terms and reduced covenants.• Implemented Bank of America Treasury Management System: set up new system and trained staff.• 401k Plan Committee: led the evaluation and selection of new 401k plan provider

Assigned to firm’s top client, Beatrice, a multi-billion dollar food products company that was subsequently acquired by Conagra.

Assigned to firm’s top clients, including PC Division of IBM with over $7 billion in revenue at that time.