Hand-picked by the CEO to serve as part of the leadership team to help drive strategic company growth. Accountable for all company finance, treasury, and human resource functions; develop and manage annual budgets and quarterly forecasts. Accurately represents manufacturing cost accounting and physical inventory reconciliations; actively involved in physical inventory counts with the operations teams.➤ Instrumental part of the leadership team that sold the company to Pentair at a 15X multiple of EBITDA. Aggressively paid down company debt to achieve a payoff of debt prior to exit.➤ Issues timely and accurate monthly financial reporting packages, quarterly “Path to 4X analysis”, and quarterly board presentations to equity owners; manages ad hoc reporting and analysis. ➤ Coordinates the preparation of federal and multi-state tax compliance (income, property, sales and use).➤ Handles treasury management that includes the development of STCFF and weekly distribution to management and equity owners and the management of debt covenants and reporting requirements.➤ Oversees financial statement audits; leads control environment and accounting positions represented.➤ A significant contributor to the development of the management presentation deck, confidential information memorandum, and presentation (CIM/SIP) and quality of earnings as part of the exit process.

Hired as the corporate controller of the private equity portfolio company. Oversaw and managed the North American consolidation that made up 98% of the company’s revenue. Directed a 15-person accounting department; led all hiring, training and development of the staff. Accountable for the full budget and P/L. ➤ Managed treasury that included the weekly STCFF for three separate operating companies. ➤ Managed the diligence process at the exit and the transition to the new private equity owners.➤ Oversaw the US federal and multi-state tax compliance and the Canadian tax compliance (income, property, sales and use, VAT); managed due diligence and all ad hoc reporting and analysis.➤ Facilitated the financial statement annual audits and maintained a detailed cash flow forecast. ➤ Involved in cost accounting, PURP adjustments, and physical to general ledger inventory reconciliations.

Provided strategic leadership, guidance, and support to a 12-person finance team as part of a holding company that owned and operated six different operating entities. Tasked with developing comprehensive business plans for all six companies that included managing annual budgets and cost analysis.➤ Initiated a redaction of the prior year’s audit that resulted in amended tax returns with refunds over $800K; restructured debt with a significant interest rate reduction.➤ Led the financial statement annual audit process and the control environment of consolidated operations.➤ Coordinated treasury management that included cash forecasting and the management of debt and LOC.➤ Handled tax compliance and supervised the month-end close process and account reconciliations.

Recruited to lead the organization’s post-acquisition financial operations that resulted in an increase in staff from 23 to 75 as part of a private equity organization. Hired and built up multiple teams for human resources, payroll, and accounting while setting up all internal accounting systems, banking platforms, and reporting platforms. ➤ Structured an offshore holding company to consolidate international cash and minimize global taxes that resulted in $7M in savings over 5-years; recommended a reverse stock split that reduced annual report filings fees by $150K+ annually.➤ Worked collaboratively with E&Y on strategic tax planning required to set up an international holding company in the Netherlands for the company’s European division.➤ Involved in the due diligence of 18 acquisitions and related integration into the corporate structure.➤ Directed control processes for newly established merchandise function at events and related inventories; established and documented internal control policies and procedures.➤ Established financial KPI metrics, complex cash forecast models, and budgeting/forecasting reporting packages for private equity owners.➤ Established an annual audit process that included a draft of footnote disclosures and a determination of relevant GAAP accounting principles; coordinated global tax compliance.➤ Created and rolled out a formal human resource department, policies, and benefit plan.

Brought on board to direct the day-to-day operations of a high-volume accounting department for a $2B company. Oversaw and managed a 30-person team; led all hiring, training, development and ongoing performance management. Inherited an environment with little accounting infrastructure; built departments and individual teams that included company tax, human resources, budgeting, and treasury needs. ➤ Spearheaded a corporate initiative to bring all marketing and licensing processes in-house that involved the integration of 58 licensing contracts and three major sponsorship agreements.➤ Accountable for general and subsidiary ledger functions, budgets, cash management, forecasting, contract management, human resources, and the direction of federal and multi-state tax compliance.➤ Created a contract management process to manage the administration of revenue and services that linked legal, accounting, and account executives with real-time data.➤ Designed, documented and implemented SOX compliant internal control procedures; served as a liaison with external auditors regarding the financial statement audits. ➤ Sourced and implemented Great Plains software that included the redesign of account charts.➤ Provided financial analysis and advice to executive leadership on pending business transactions, partners, and contract provisions.➤ Conceptualized, developed, and implemented a database to track royalty payments; established a secure company intranet reporting site.