Chief Accounting Officer
CurrentOversees the finance and treasury function of Transwestern. Highlights include: Led transformation of accounting function - - Managed selection process for ERP Software whereby Transwestern selected Workday. - Member of steering committee overseeing implementation of Workday - Led implementation team through successful implementation of Adaptive Insights FP&A - Developed data visualizations using data generated from Workday, Adaptive Insights, and other data sources used to produce high quality business intelligence. Manage team that builds high quality visualizations in PowerBIOversee FP&A Process: - Manage annual budget and forecasting process, including reforecasts during fiscal year - Analyze deal pipelines and report on pipeline activity as part of forecasting process - Provide detailed covenant compliance forecasts as needed to banking partnersDeveloped 13 week cash flow forecasts and weekly process to update and report on cash activity and cash projections for both real estate services and hospitality companiesDeveloped and helped manage design and implementation of in-house automated accounts payable system Performed multiple modeling exercises for M&A and debt issuances. Managed due diligence and implementation for significant M&A Published multiple articles, gave multiple presentations, and consulted with multiple clients on the recently effective lease accounting standard Maintain treasury relationships with multiple banks for both corporate and third party management accounts. Helped develop and lead training for accountants and team members surrounding fraud and phishingPresident's award winner for national team support in 2020 and 2021