Created automated pro forma pricing solutions for new fleet clients by aligning margin goals with a diverse offering of fleet technology products and services. Secured debt financing for continuous capex investment with emphasis on meeting financial needs of geographic and vertical expansion.• Achieved 75% YoY growth across multiple hubs by leading end-to-end financial and treasury functions for nationwide B2B fleet technology SME.• Successfully led and closed a $4M+ Series A funding round, to fund geographic expansion and IP development.

Manage all accounting, finance, banking, tax, HR, legal and admin functions for an athletic event services SME with staff and contractors across the country.Represent the company in M&A discussions with strategic and private equity investors.Closely forecast and manage cash flow and financing needs through Covid-19 to ensure smooth operations and uninterrupted revenue generation.Utilize Excel and Access skills to overhaul internal custom ERP system and reporting tools, to automate revenue recognition, budgeting and forecasting, and expense tracking by event.Lead financial and operational reporting to the Board of Directors.Ensure compliance with bank debt covenants, leading multi-year financial statement reviews, presenting interim financials and KPI analysis, and preparing 12-month rolling forecasts.

Spearheaded global administrative duties, including accounting, finance, taxation, and government contracting operations for high-growth satellite hardware startup, comprising U.K. parent and U.S. subsidiary entities. Built financial models and operational expense forecasts. Collaborated with operational teams to predict personnel recruitment and capex/operational demands at various growth and investment stages. Communicated financial reports and associated information to Board of Directors. Supervised HR, payroll, legal, and insurance functions, including employee stock plans and contract reviews.• Successfully raised $15M Series A in 2019 by overseeing due diligence and financial analysis/presentations for equity fundraising rounds and government grant proposals.• Designed automated and comprehensive tools for monitoring, projecting, and reporting cash balances.• Ensured tax and regulatory compliance for all corporate bodies, such as U.S. and U.K. corporate tax, R&D credits/incentives, PAYE, and VAT through self-education.

Built innovative accounting and financial function for educational SaaS SME from scratch. Reported to Ownership, as well as provided detailed insights into vital trends including profit, sales forecasts, and key cost metrics. Directed total corporate overhaul of workflow and time tracking systems. Collaborated with Executive Team colleagues to cultivate nascent Sales and Marketing function while focusing on regular client and prospect communications, pricing, margin scrutiny, and introduction of new verticals.• Built automated job costing system for reporting on project profitability, to facilitate proactive reviews of pricing and labor utilization.• Conducted comprehensive assessments of client contracts and past billing records, leading to invoice corrections and recouping over $1.5 million in additional back-billed revenue.

Managed the monthly close process for three separately-reporting divisions of the company, preparing comprehensive and accurate financial reporting packages and presenting them monthly to the Executive Team.Directed the 13-person Accounting Department, overseeing all client billing, accounts payable, banking, and collections functions for all three divisions, ensuring that all critical deadlines are adhered to and that the Department has the resources it needs to function at a high level.Facilitated annual financial statement reviews for all three divisions, preparing precise account reconciliation schedules and maintaining detailed archives of supporting workpapers and documents.Utilized IT resources, such as SharePoint and OneDrive, to improve and expedite accounting processes, while maintaining tight controls and securing sensitive data.Processed and approved all intercompany transactions between divisions, ensuring accurate monthly and quarterly consolidated financial statements.Worked with the Operational teams on a weekly basis to review margins by project, identifying the need for cost accruals, revenue adjustments, and corrections to forecast.Managed all tax compliance, including the filing of sales & use tax, income and business tax returns.

Oversaw accounting and GL operations for capital construction, real estate transactions, and multi-site campus operations. Created and managed budgets, forecasts, and three-year plans for departmental capital and operational expenditures. Established procedures, responsibilities, and controls for all departmental interactions, transactions, contracts, and expenditures.• Developed, maintained, and enforced the Corporate Real Estate and Campus Policies and Procedures Guide, defining the process, responsibilities and controls for all interactions, transactions, contracts, and expenditures for UA’s multi-site facilities; this guide was the first of its kind for any business unit at Under Armour.• Reported on $300M budget performance to Corporate Finance and Executive Leadership teams.

Orchestrated sale of managed network services SME. Built due diligence schedules, confirmed asset purchase agreement terms, and conducted comprehensive 90-day post-acquisition true up analysis. Created pro forma pricing tools for new prospects. Provided monthly financial performance reports across service lines to the Board. Served as technical resource for departments regarding Access and Excel. Oversaw corporate income and sales tax compliance.• Successfully defended the company against two sales tax audits, resulting in no-change determinations.• Enhanced and maintained advanced operations database and ERP system for client inventory and billings by consulting daily with COO and CTO.

Built and supervised an efficient, well-trained team to provide accurate and cutting-edge multi-state sales and use tax and transactional tax consulting and analyses, including complex audit defenses, voluntary disclosure agreement negotiations, and detailed research memoranda.Led engagements to identify overpayments of sales & use taxes and obtained six and seven-figure refunds for clients through knowledgeable and shrewd reading of tax law and complex analysis of client ERP system data.Successfully defended clients from six and seven-figure audit assessments through the thoughtful application of intricate tax law and the creation of thorough, persuasive appeal affidavits, work papers and presentations.Consistently led my group’s most complex and technical engagements, including telecommunications tax research and consulting, valid statistical sampling analyses, and tax software implementations.

Mortgage-backed securities analyst and processor. Reconciled cash flows from mortgages and loans, reviewed securities legal agreements to develop custom databases for the processing of accurate and timely tranche payments for corporate bonds and similar securities. Addressed questions and provided detailed information to both investors and servicers. Key accomplishments include: designed and implemented processing procedure improvements through MS Access, which were rolled out to the team, increasing efficiency and reducing processing time for both staff and reviewers, and trained new team members and served as mentor and technical educator for several new staff that developed into capable, productive analysts.