CLIENT LIST (BetterMed Urgent Care, Markel Corporation, Central Virginia Bank, Steve Walls & Associates, RF&P Federal Credit Union, Saxon Mortgage)Serve clients on mid- to long-term contracts, providing accounting, corporate management and business consulting: • Project management• Interim leadership for mid level and executive positions• Liaison in Change Management . Recruiting/interviewing for executive level positions • Contract and Vendor negotiations • Software implementations• Business development • Testing and controls• Regulatory Compliance • Policies and procedures

Providing project management services in the vetting, negotiating, selecting and implementation of new software.. iLeasePro - FASB ASC 842 Lease Accounting . Multiview Financial - Accounting and Budgeting modules . SugarCRM - Sales, Connect and Journey modulesProviding project management services and support for Finance and Operations. Escheatment. B2B. M&A Due DiligenceProvided interim management services as Chief Human Resources Officer which encompassed all hiring, credentialing, implementing a merit increase program, updating policies and procedures and securing permanent HR officer.

Provide cross-departmental support: • Corporate Accounting• Operational Accounting & Reporting• Tax• DisbursementsDeliverables:• Management reports• Reconciliations• Premium tax returns• 1099 reporting

Recruited to oversee accounting operations following sudden corporate leadership restructure.• Securities transactions and fund transfers• Monthly financials, management reports and Board packages• Annual budgets• Audit support• Special projects

• Prepared personal and corporate tax returns• Led team in prospecting new client business • Served in interim Controller position

Selected to fill interim leadership roles, guide resolution of regulatory compliance issues and improve stakeholder relations.

Chosen to build new department to establish and ensure positive regulatory ratings.