CFO for Hennessey Digital marketing agency and related portfolio companies.

As Chief Financial Officer closed the acquisition to Varsity Tutors, a Nerdy (NYSE: NRDY) company, Dec 2018Executed 10 month due diligence representing Veritas Prep (sell-side)

Accounting, Finance & StrategyLaunched 3 new Core Business Lines scaling gross revenue 4XIncreased EBITDA 6XIncreased gross margins 40% annually via launching and optimizing online focused product mixIncreased gross sales 23% via pricing optimization and testingPitched and launched new client facing communication tools increasing leads and sales conversion 20-40% Reduced Refunds 74% (seven figures) annually via policy and protocol optimizationReduced SG&A Expenses 35% via organizational effectiveness and online focused product mixNegotiated 27% reduction in payment processing costsAnalysis of Revenue and Expenditure KPI’s across 4 Core Business Lines, 30-50 productsOwned Company Wide Accounting, FP&A, Budgeting Forecasting, Cash Flow, Treasury, AP, AR, TaxMonthly, Annual, Ad Hoc Financial Analysis (KPI’s, EBITDA, BS, IS, CF, P&L as needed internally and by institutions)Human ResourcesOwned the employee life cycle from hire to retireScaled employee talent 6X, maintained an average of 5X employed Executed 1099 contractor-to-employee conversion of all Instructors and Admissions ConsultantsPitched and launched HRIS system reducing HR operational costs 55%Benefits Design, Implementation, and Administration401(k) Plan TrusteeCorporate Team Event Planning and ExecutionCompensation & BenefitsDesigned Total Rewards Compensation, Bonus, Benefits, Evaluation, and Raise StructureProcessed Bi Weekly Company Wide Payroll Quarterly & Annual Federal and 26 State Payroll tax filings, deposits, reconciliationsAnnual Tax Document Disbursements and Reconciliations Employees, Vendors, Partners Risk & Relationship ManagementNegotiated and Administered Insurance for Corporate Headquarters and 200 Facility Locations Domestic and InternationalNegotiated and Administered Company-wide Worker's CompensationMaintained Vendor, Processor, and Financial Institution Relations

Created and taught a "Spinlates Body" program once per week blending 45 min of high intensity Spinning followed by 30 min of calming toning Pilates

Designed and taught a 60 min calming and toning Pilates program once per weekDesigned and taught a 60 min high intensity Spinning program once per week

Executed daily independent research for the Loyola Marymount Department of Business LawIndependent research and writing served in co-authoring a published scholastic paper and for presentation at the 2007 National Legal Advisory conference

Evaluated and presented film script submissions to Development Executives to Greenlight. (Juno, Mr Magorium's Wonder Emporium, Harold and Kumar Escape Guantanomo Bay, The Strangers) Box Office combined Gross: $430MM , Net $331MMExecuted talent tracking, small form script coverage, preparing weekend read, compiling business related articles, and prospective new material tracking

Assisted in creation of donation letters, contacting alumni, and organizing alumni fundraising events for the Saint Louis University School of Business

Multi-faceted assistance to General Manager, Producers, and PresidentExecuted planning and completion of production shoots, research projects, and brainstorming sessions for show pitch concepts

Assisted Station Promotion Director in coordination and execution of marketing/promotional events and live remote broadcasts for the station