Transitioned from consultant to full-time CFO managing all daily accounting, finance, and human resources operations for speech pathology testing organization; added corporate controller responsibilities following acquisition by Patheous Health. Support executive decision-making by aligning operational data with financial modeling, budgeting, and forecasting. Collaborated on development of sales commission goals and compensation structure.Led due diligence process for company’s recent acquisition by Patheous Health as key player generating all financial data and profitability models, competitor analyses, benefits data, and system integration planning.Improved fraud control and asset protection while obtaining additional financing by negotiating with existing banking partners to elevate existing programs and implement new initiatives.

Established and operated independent consultancy providing fractional controller services, accounting support, and financial risk mitigation to small-to-medium-sized clients ranging from online retailers to real estate and property management firms to service-based organizations in multiple states, including North Carolina, Georgia, and Florida.Created standardized accounting processes and tracking systems–including payroll, ACH, and 1099 tracking–as well as treasury management, budgeting, and forecasting, all customized to unique client needs.Developed highly trusted and effective client relationship with Carolina Speech Pathology that morphed into full-time role as CFO and Corporate Controller.Influenced strategic business decisions that drove success for client with divergent business operations in IT healthcare and online retail startup.

Maximized financial health of assisted living and senior care services organization by managing daily accounting and finance operations and supporting strategic decision-making through impactful data and consolidated, annotated financial reporting aligned with US GAAP standards. Collaborated to prepare corporate budget and forecasting, reviewed monthly cash flow and financial data, and oversaw all treasury duties.Realized over $100K in savings by facilitating bid process to secure more appropriate audit partners based on unique business requirements.Drove tens of thousands of dollars in savings during execution of largest real estate and leaseback transaction in Raleigh-Durham region, delivering business value that resulted in position on executive leadership team. Collaborated with external audit partners from Ernst & Young (EY), leveraging previous EY experience to anticipate audit needs, conduct extremely thorough accounting research, and produce effective reports that minimized third-party time investment.Primary contact between the Company and external auditors and tax accountants.

Prepared monthly financial statements and accounting analyses–including cash flow analysis–and managed month-end close process. Developed, implemented, and upheld accounting policies and procedures. Researched accounting issues. Reviewed reconciliations prepared by staff accountants.

Audited high tech and high growth public and private companies.