MAKx Accounting & Finance supports Entrepreneurs and CFOs by providing affordable Interim and fractional Accounting and Finance management and leadership services. Message me to learn more.

Led client service delivery efforts for a rapidly growing (Inc. 5000 member), specialized financial consulting firm, which included providing leadership to consulting team managers, senior managers, and directors thereby ensuring high quality service to over 50 clients. Client base included start-up companies in technology and service industries, established small manufacturing companies, insurance companies, large multi-national corporations, US based subsidiaries of foreign entities, and private equity held companies, among others.Provided outsourced CFO services to rapidly growing clients in the technology and business services industries. Activities included leading monthly financial close and reporting processes, cash flow forecasting, sell side due diligence efforts, and post-acquisition integration activities.Built sustainable financial models to allow for dynamic forecasting and flexible pro forma generation for start ups, mature businesses and companies facing turnaround.Served as Interim Controller and drove process changes to significantly reduce days to close. Facilitated annual financial audit. Elevated accounting team members through training and guidance. Managed efforts to develop a product and customer profitability model of a highly complex, rapidly growing technology-enabling service company and project managed the implementation of the model into its business intelligence system.Led efforts to assess the current state of a client’s newly acquired entities’ finance and accounting operations and developed a roadmap to assist the client in consolidating those functions.Provided corporate governance services to a multi-state insurance carrier placed under supervision with the Florida Office of Insurance Regulation.

Led internal audit activities for the rapidly growing publicly traded property and casualty insurer with admitted status in six states and non-admitted status in three states (annual gross written premium of $600M, total assets of $700M, $100B total insurable value)Assisted senior management in both turnaround and hyper-growth phases of the insurance company subsidiary as well as the launch of a new insurance company and holding company system (Monarch National Insurance Company and Monarch National Holding Company, respectively)Led due diligence efforts (from Request for Proposal to proposal evaluation) for auditor change from small local firm to Big Four firm; facilitated knowledge transfer during transitionInitiated an Enterprise Risk Management program to further strengthen the company’s financial and operational position after a successful turnaround effort; implemented annual Holding Company Risk Assessment processDelivered risk assessments, as well as results of operational, financial, forensic, compliance and Information Technology audits, in addition to Sarbanes-Oxley Act Section 404 assessment to executive management and the Audit CommitteeLed implementation of a $500K data warehouse and business intelligence tool to facilitate financial and operational reporting associated with disparate insurance management and financial application systems, including systems hosted by third-party managing general agents; reduced monthly closing timeframe by 5 business days to facilitate movement to accelerated filer statusFacilitated audits performed by the company’s external auditors, third-party business partners, reinsurers, Florida Office of Insurance Regulation, and Florida Surplus Lines Service Office

Managed internal audit activities for corporate headquarters, the United States, Canadian, and Latin American operations (net sales totaling $13B and total assets of $2.5B)Led worldwide Information Technology internal audit activities, guided co-sourced internal audit service providerDelivered worldwide risk assessment, controls and testing approach rationalization in accordance with Audit Standard 5, and quarterly reporting of departmental activities to the Audit CommitteeProvided financial statement audit assistance services to the company’s external auditors, reducing audit fees by $500K annually

Managed in excess of 17,000 engagement hours and $3M in revenue over a two-year period on both domestic and international engagementsDelivered internal audit services including SOX readiness and sustainment activities, IT and operational auditsCommunicated project status and findings with audit committees of respective clients

Scheduled operational and financial audits and consulting projects, developed detailed internal audit programs, led engagements, reviewed staff working papers, and reported audit/project findingsResponsible for cost accounting and financial/operational analysis of Market Pulp business and Environmental, Health, and Safety departmentPerformed month-end closing activities and total paper mill profit/loss forecasting