Managed finance function for ~$7mm privately-held eDiscovery/litigation support services provider, reporting directly to CEO/Owner. Evaluated company performance and presented analysis and recommendations to CEO; initiated improvements. Developed and successfully implemented plan to navigate sudden 50% reduction in revenue due to Covid-19 crisis.Strategic Counsel, Accounting, Human Resources, and Financial and Operational Analysis: * Provided strategic recommendations to CEO/Owner… Show more Managed finance function for ~$7mm privately-held eDiscovery/litigation support services provider, reporting directly to CEO/Owner. Evaluated company performance and presented analysis and recommendations to CEO; initiated improvements. Developed and successfully implemented plan to navigate sudden 50% reduction in revenue due to Covid-19 crisis.Strategic Counsel, Accounting, Human Resources, and Financial and Operational Analysis: * Provided strategic recommendations to CEO/Owner on a frequent basis regarding financial, operational, and personnel issues, including re-organization of leadership team, evaluations of processes/tools, and hiring/firing decisions. * Administered payroll, A/P, A/R, billing, and employee benefits for company of twenty-five employees. * Hired, trained and directly supervised billing and accounts receivable assistant. * Oversaw outside accounting firm, benefits administrators, and collections attorneys. * Compiled and produced monthly performance reports to CEO/Owner and presented to full staff. * Simplified operating and billing procedures to significantly reduce lag between execution and invoicing. * Developed and utilized pro forma model to optimize staffing and forecast revenue and profitability. * Conducted pricing analysis to enable variable customer pricing structure to maximize profitability. * Compiled and submitted monthly sales and use tax filings. * Compiled and submitted Payroll Protection Program loan application; developed and analyzed loan forgiveness model based on SBA guidelines/regulations to optimize use of funds and maximize amount forgiven. Show less

Managed all financial aspects of account life-cycle for ~$20mm account portfolio. Supported compliance and internal education program through policy development, workshops, and training.Financial, Contractual, and Strategic Support: * Developed and tracked account budgets and provided ongoing strategic counsel to account managers to ensure profitability, client satisfaction, and compliance with revenue-recognition regulations and company policies. * Drafted and successfully… Show more Managed all financial aspects of account life-cycle for ~$20mm account portfolio. Supported compliance and internal education program through policy development, workshops, and training.Financial, Contractual, and Strategic Support: * Developed and tracked account budgets and provided ongoing strategic counsel to account managers to ensure profitability, client satisfaction, and compliance with revenue-recognition regulations and company policies. * Drafted and successfully negotiated MSAs, SOWs, Vendor Contracts, and NDAs representing tens of millions of dollars in services. * Supervised client invoicing to ensure accuracy and compliance with regulations, policies, and contractual obligations. * Supported monthly close through revenue recognition, WIP, and A/R analysis. * Supported quarterly planning process through revenue forecasting and analysis. * Compiled and produced weekly office performance reports to senior management. * Assessed new-business opportunities financially and strategically to inform go/no-go decisions. * Wrote financial narrative and developed budgets in support of new-business proposals. * Designed and managed staffing model for $9mm global account. * Compiled and submitted semi-annual Foreign Agents Registration Act filings to U.S. Dept of Justice. Sole participant in clean audit of past filings by DOJ.Policy Development, Compliance, and Training: * Led cross-functional team selected by Senior Management to improve new business process. * Created policies and procedures, including SOX compliance policies and control testing, regarding paid media purchases, accounts payable processes, engagement of freelancers/vendors, and contract negotiations. Participated in external SOX audits related to paid media purchases and revenue recognition. * Developed and presented quarterly training modules on various financial topics to account staff. * Trained every new hire on time- and expense-keeping policies, procedures, and software. Show less

Evaluated company performance and presented analysis and recommendations to principles; initiated improvements. Recommendations resulted in 25% reduction of operating expenses. Directed year-long process to relocate company that ultimately resulted in the purchase of the facility the company had been leasing.Financial and Operational Analysis: * Compiled, reconciled, and analyzed monthly financial statements. * Improved tracking of revenue and expenses and optimized… Show more Evaluated company performance and presented analysis and recommendations to principles; initiated improvements. Recommendations resulted in 25% reduction of operating expenses. Directed year-long process to relocate company that ultimately resulted in the purchase of the facility the company had been leasing.Financial and Operational Analysis: * Compiled, reconciled, and analyzed monthly financial statements. * Improved tracking of revenue and expenses and optimized inter-departmental data- and work- flow. * Worked directly with lenders to secure a half-million dollars in short-term financing to relieve cash flow inconsistencies. * Analyzed and negotiated vendor contracts and three-quarters of a million dollars in equipment leases. ** Reduced cost of capital by more than 15%. * Led team of operations and sales staff to update facility rate card and improve bid process resulting in cohesive process from proposal to invoicing.Manage Company Relocation/Building Purchase Process: * Analyzed and assisted in negotiations of letters of intent and lease proposals of prospective locations including cash flow modeling, NPV analysis, and feasibility study. * Researched, analyzed, and negotiated financing, including investigating SBA programs, meeting directly with lenders, and ultimately closing on $2mm transaction. * Functioned as main point of contact for real-estate broker, architect, and construction manager and collaborated on strategic decisions, requirements analysis, and budgeting. Show less

Project Management and Marketing * Managed workflow of audio and video post-production projects. * Designed marketing plan to raise awareness of company and encourage repeat business.

Managed finance function for digital media start-up. Helped build content distribution business from scratch.Forecasting and Financial Modeling * Designed financial model to forecast revenue and expenses for content acquisition and retail distribution business. * Utilized model to analyze business and financial data in guiding investment decisions, negotiating acquisitions, and devising compensation schemes.Accounting and Budgeting * Administered payroll, A/P, A/R… Show more Managed finance function for digital media start-up. Helped build content distribution business from scratch.Forecasting and Financial Modeling * Designed financial model to forecast revenue and expenses for content acquisition and retail distribution business. * Utilized model to analyze business and financial data in guiding investment decisions, negotiating acquisitions, and devising compensation schemes.Accounting and Budgeting * Administered payroll, A/P, A/R, collections, and employee benefits for twenty employees. * Designed and implemented budget process and purchasing system to improve control of expenditures. * Collaborated with CPA to audit and amend past accounting data. Show less

Coordinated film and video production and post-production for all categories of broadcast programming.Project Management * Applied knowledge of technology and processes in determining allocation of technical and human resources based on clients’ budgets and time-frames.Production Management * Production manager on corporate and promotional video shoots. * Responsible for booking crew, talent, and locations and supervising shoots.