CPA with deep capital markets, broker dealer, asset management and technology/software services (SAAS) experience in a variety of senior roles. Financial and strategic management, capital raising through IPO, debt and equity markets, M&A, risk management, due diligence, financial planning and analysis expertise. Start-up and growth stage enterprises, partnering with CEO''s and management teams resulting in strategic growth oriented solutions. Strengthening financial performance and value creation.Other specialty areas:Private Equity and Venture Capitalist investor relations, fund accounting, management company accounting, valuation, external audit, internal audit, internal control assessments, Sarbanes Oxley assessments, Board, investor and management communications, and SEC/regulatory reporting. Professional services CFO experience.
Listed skills include Finance, Financial Reporting, Risk Management, Financial Services, and 16 others.