I seek to help clients focus on their strengths in their businesses and lives. My goal is to keep more cash in your pocket, either by utilizing unused options or effective tax planning strategies.

• Prepared public company SEC filings; Convertible Bond (derivative); Inventory, Long-term asset management; technical accounting support to external auditors; ASC 842 leases; FX conversions and accounting for two foreign entities; Cash & Treasury management: Employee oversight; complex executive payroll and benefits; taxability of executive reimbursements; oversight of employees and contractors; Complex stock option and warrant exercise accounting; Managed accounting side of a complex DSPP (Direct Stock Purchase Plan) process for fund raising; external audit walk-throughs and checklists; trained and challenged staff to help them grow in their ownership of processes; ARO obligations; primary contact for the external auditors; writing of accounting memos• Improved workflow and processes through digitization of paper and manual processes, while meeting worldwide record-keeping standards; updated COSO and SOX internal control documents to match new processes• Managed a team with maximum efficiency while working 100% remote for most of 2020 and over ¾ of 2021 (Through 8 10-Q filings, the 2019 10-K filing, & most of the 2020 10-K filing). • Over 2 years of treasury management with a 99.99% accuracy rate in wires and ACH payments• Moved the company from 100% check writing to only 100% digital payments • HR administrator: managed HR processes with benefits – onboarding and exits; made benefit recommendations• Projects: 2-3rd party payroll changes; digitization of files/processes, while maintaining strict SOX/COSO controls; new phone system installed and trained; 2 annual internal SOX/COSO reviews performed;

Leadership & oversight of accounting (GAAP and tax), finance, purchasing, HR, credit, legal, and complianceCreated multivariate forecasts with 99.9% actual accuracy Established financial controls & policies to minimize risk and increase profits during expected hyper-growthMaximized pricing analysis for market share & higher sustainable profitsEstablished cost accounting for unit and field profitabilityCreated profit-sharing and retirement plansCreated HR and company procedures to optimize processes and sustain growth expectations, including the employee handbook

Improved client satisfaction over 46% in 3 yearsImproved audit standards over 68% in 3 yearsAchieved 100% accuracy in 6 months with over $5 billion sent to clientsIncreased process improvement over 75% in projects utilizing LEAN methodologiesConducted performance analysis to track processes and efficiencies utilizing appropriate indicatorsRe-Engineered processes, using LEAN methodologies, to continually increase efficiencies, optimize performance, and reduce riskUpheld worldwide regulations to support Private Equity clientsResolved issues efficiently within a highly complex worldwide organizationMgr - Portfolio Administration Cash Management Group for Private Equity clientsMgr - Custody and Safekeeping Services for Private Equity clientsMgr - Reference Data team using Sungard's Investran for Private Equity clientsMgr - SAS-70 initial entry team; document retention Mgr - Fund Administration Cash Management Group for Private Equity clientsProject Manager - implementing solutions for IT or training efficiencies; coordinated and worked with worldwide teams. Varied business experience effectively managing, training, and leading teams in a wide range of processes. Analysis and optimization of business processes through process engineering. Effective KPI choice to measure and analyze various efficiencies and processes. Risk management and oversight.

Valued intangible and tangible assets (workforce, patents, goodwill, royalties, contracts, aging PPE, etc.); increased valuation capacity over 62%Utilized regulation research and processes to prepare timely accurate reports for all types of stake-holders or interested parties; multiple analysis types performed to reflect accurate valuations or pricing for various partiesValuation of companies with focus on intangible assets. Valuations were performed utilizing Discounted Cash Flows (DCF) & other income approaches (such as NPV), comparable company market research & analysis, Market & Cost valuation methods, Capital Asset Pricing Method, Weighted Average Cost of Capital (WACC), options modeling, and regression, forecasting, suitability, & pro-forma financial statement analysis

Middle office analysis and settlement of intricate OTC derivatives used for hedgingIncreased forecasting 85% with new settlements and cash forecasting projectPerformed complex statistical calculations; resolved computational discrepanciesInterfaced with multiple groups for fund accounting answering GAAP and complex audit questionsFacilitated transfer of complex write-down process from the trading groupEnsured accuracy of daily profit & loss, mark-to-market, collateral, and margin call calculationsAnalysis and settlement of TRS, ABS CDS, ABX, CDS, CDX, Variance Swaps, Freighter Futures, OTC Futures, IRS, OTC Options, Constant Notional Swaps, CFDs, Dividend Swaps, and Dispersion SwapsAccounting and general ledger entries for ledger balancing and P&L accuracy; write-down or settlement reconciliations; cash reconciliations/forecasting; legal contract reviews for economic accuracy; worked closely with collateral for margin requirements; worked closely with the legal group for contract accuracy and wording

Preparation and advisement on entity or individual returns and financial statements to focus on future growth and to minimize current obligationsDetermined optimal resolutions to local, state, federal, and international tax issues for planning, advisement, or reporting purposesCreated historical and pro-forma forecasts for stakeholdersProvided tax and business legal research to improve clients profitabilityAnalyzed and advised client’s new business opportunities utilizing ratio analysis and forecasting

Learned to lead and relate to all levels of personnel, from Generals to Privates, for managing, teaching, leading, & communicating; Interim Secret clearance heldMultiple Roles: Electronics Technician, Supply Chain Mgr, Logistics Director Multiple Commendations and Awards, incl. Navy Commendation MedalHonorable DischargeMOS: 2171 and 3051