Interim Director of FP&A - Gross Revenue in excess of $130 million- Directing 2023 Budgeting and Forecasting across seven states and more than 50 clinics Interim Director of FP&A - Gross Revenue north of $110 million- Budget and Forecast construction- Implementation of NetSuite - Consulted on GL build- Created financial statements in NetSuite- Variance analysis: budget and year-over-year

- Reduction of force due to funding shortfall- FP&A: Created monthly forecasting analysis, actual to forecast variance analysis, annual budgeting and planning, and growth strategy- Operational Accounting: Implemented accounting processes and procedures around revenue recognition, cash analysis, expense oversight, and payroll procedures

- FP&A: Led the company’s integrated planning process (annual budgeting and planning, monthlyforecasting, and multi-year revenue growth plan)- M&A: Led financial review for three company acquisitions, notably focusing on potential marketrevenue growth, healthy margin sustainability and improvement within a synergized corporatestructure, and compatibility for an integrated corporate blend- Capital Markets: Managed the IPO listing (HCTI)- Operational Accounting :Managed the accounting group that supports payroll, financialreporting, cash management, and day-to-day operations- Compliance: Organized audit and tax compliance with third-party CPA firm

- Advised small start-up businesses on operations, general accounting, and marketing streams- Applied for and obtained professional and collegiate sports licenses- Filed individual and business tax returns- Provided recurring financial and accounting services to an array of small businesses

- Reviewed and corrected accounting books upon arrival- Improved the accounts receivables process by implementing a system of metrics- Led and executed all accounting operations, including month and year-end closing- Improved the payroll process by rolling out a web-based platform for hourly employees to loghours, which decreased the need for manual intervention- Responsible for human resources- Sales tax compliance- Managed employees and worked closely with the president of the company

- Reconciled newly acquired hospital legacy accounts receivable and accounts payable- Initiated and designed new Microsoft Project Plans to further facilitate the acquisition process- Managed staff working remotely at newly acquired hospitals

- Led and grew a newly formed international accounting and finance team by identifying specialneeds unique to the department- Improved the financial and payroll process for cost of living adjustments for expatriates- Improved the financial and payroll process for updating exchange rates for expatriates- Worked closely with the international tax team and the payroll team to process United Statesfederal tax withholdings as well as international tax equalizations- Worked across firm functions including but not limited to firm accounting, international tax,payroll and human resources- Identified and hired candidates- Managed, led, mentored, and guided team members

- Reviewed balance sheets for large US banks who loaned in excess of $10,000,000 to clients- Audited smaller to medium sized companies- Prepared individual, corporate, and partnership tax returns- Partnered with a local CPA firm, Parsons & Associates

- Prepared and reviewed partnership returns- Prepared and reviewed state composite tax returns for nonresident partners- Managed new employee training by identifying strengths and weaknesses of candidates