• Serve as head of finance and accounting team for venture capital group investing in various industries including Digital Media Advertising, Webhosting, Data Management, Software Development, Tequila Importing and Wholesale Sporting Goods generating in excess of 100 Million in annual revenue• Establish and monitor internal controls ensuring companies are operating effectively and efficiently. • Responsible for maintaining all banking, legal, insurance and financing relationships, arranging for financing and ensuring companies are in compliance with all covenants.• Work directly with tax accountants, auditors and legal advisors to ensure companies are in compliance with external tax, lenders and government reporting requirements.• Responsible for the proper reporting and maintenance of all tax, insurance, annual reporting and legal corporate documentation for company and general partners.• Responsible for preparation of financial statements using GAAP, consolidating 7 companies and reporting results directly to the board of directors. • Prepare and monitor annual budgets, analyzing and reporting monthly variances to management.• Prepare and analyze projected cash flow reports, monitoring health of current and future cash needs • Establish, train and supervise accounting and HR team equipping them to grow in their understanding of accounting and HR and their individual roles in the company.• Oversee HR department ensuring accurate payroll processing, establish and maintain all benefits including health insurance and 401K program.

• Served as the corporate controller to a vibrant and growing assisted living home management company. • Responsible for all aspects of financial reporting for 5 companies generating over 5 million in annual revenues. • Provided direct over site to the Accounting and Human resource departments responsible for over 120 employees. • Established annual homes and overall business budgets; monitoring and reporting variances to individual House Managers and the Senior Leadership Team. • Prepared financial management reports for both internal and external purposed. • Participated in the general planning of growth strategies providing forecasts and cash flow analyses of potential projects for expansion. • Prepared monthly financial benchmark reports and presented these reports at monthly management meeting for discussion. • Analyzed financial data and proposed cost saving measures to management team including refinancing debt, purchasing properties and vendor negotiations. • Investigated and implemented healthcare coverage for all company employees. • Managed all aspects of annual reporting to external tax accountants. • Worked closely with CPA firm to prepare annual financial statements used to report to state authorities. • Worked with MCO’s to negotiate rates per day for state funded residents. • Responsible for billing and management of receivables for over 150 residents monthly maintaining an aging of less than 60 days.

• Responsible for all aspects of the financial accounting and reporting for an independent surgeon’s practice. • Automated and set up all SOP’s for practice accounting system.• Responsible for billing and collections for office visits and surgical procedures performed. • Negotiated contracts and rates with insurance companies.• Oversaw all office staff, hiring, scheduling, payroll, and benefits. • Maintained and analyzed monthly comparison reports. • Maintained all accounts payable and debt related payments. • Reconciled all balance sheet accounts and produced regular financial statements for tax, financing and business planning purposes. • Initiated and assisted in designing marketing strategies for the practice.

• Oversee office payroll, and benefits including 401K funding and reporting as well as administrating the health insurance and health savings plans. • Updated and maintained employee handbook and records. • Maintain all accounts payable and debt related activities. • Reconcile all balance sheet accounts and produce regular financial statements for tax, financing and business planning purposes. • Answer client queries regarding their tax returns and financial statements. • Participate in the planning of new business venture including branding, financial forecasts and projections and setting up new accounting system for this business.

• Served in the back office of a multi-billion dollar proprietary financial securities trading company. • Worked closely with both the CFO and president to establish daily, monthly and annual reports of trading. • Worked with team of software developers to write programs used to report trading results for various financial instruments saving company hundreds of hours of manual calculations that resulted in more reliable and timely data. • Worked closely with up to 12 traders to produce information useful in making trading decisions. • Reviewed daily holdings and profit and loss statements to ensure accuracy and reconciled the activity and trades to banking reports. • Handled the internal audits of accounts payable, cash and investments for president’s many worldwide holdings. • Assisted independent auditors in producing and testing financial statements for various holdings to procure lines of credit for trading.

Performed various audit functions for industries including manufacturing, insurance, healthcare, not for profits, real estate, financial markets and small businesses. Company holdings ranged from $100,000 to $100,000,000 net worth. Responsibilities included researching, testing, compiling and preparing financial information for clients. Reviewed client’s banking and other financial statements to verify they had been correctly prepared and appropriately reported as required by GAAP.