Manage bookkeeping, accounting records, evaluate and manage risk, ensure regulatory compliance, publish financial statements, review / analyze and provide insights on financial performance, analyze financial data to determine margins, monitor expenditure, evaluate sales department revenue forecasting, oversee cashflow planning, coordinate audit processes, ensure accuracy of financial information, oversee business insurance and health insurance processes, facilitate payroll processes, and manage relationships with our financial and office vendors. • QuickBooks Online.• Analyze financial data and suggest tactics to increase profitability.• Manage internal financial controls.• Lead the budget processes.• Process financial transactions.• Streamline accounting functions integrated with the Operations and Sales Departments.• Evaluate and manage risk.• Coordinate audit processes.• Payroll/W2/1099 processing.

Oversaw, organized and led all operations including finance, HR, IT and sales operations with a focus on increasing revenue, improving efficiencies, reducing costs and mitigating risk. • Negotiated and drafted client sales agreements. • Managed client sales agreement process.• Reviewed and negotiated vendor agreements.• Created financial projections to predict impact of multiple expense and sales variables.• Created and managed $2 million budget.• Presented monthly financial reports and analysis (including BvA and FvA) to CEO. • Implemented and managed 401(k) plan and medical insurance benefits.• Managed payroll utilizing ADP platform.• Administered and maintained Salesforce.com• Wrote new course on sales leadership consisting of 25 articles. • Maintained Wordpress website.• Procured and maintained company's learning management system containing over 20 online courses.

As a member of the senior executive team, I provided strategic leadership and planning for the whole organization. In addition, I was responsible for day-to-day operational issues including account management, finance and cash flow management, contract management, employment, benefits and insurance issues. Drive process improvements while motivating others to meet the challenges of a customer focused organization. Specific responsibilities included negotiating and drafting all contracts & licensing agreements, managing outside counsel relationships and developing strategic business relationships. My cross-functional responsibilities include accounting and finance, managing vendor relationships, facilities management, and benefits and HR administration. Charged with evaluating legal compliance issues and concerns affecting the organization, including HIPAA, HITECH, GINA, ADA, and EEOC compliance.• Negotiated and drafted client sales agreements. • Managed client sales agreement process.• Reviewed and negotiated vendor agreements.• Assisted in doubling company’s revenue over two year period. • Created financial model and plan to predict impact of multiple expense and sales variables.• Developed company’s $3+ million annual budget.• Manage revenue recognition for SaaS business.• Presented monthly financial reports and analysis (including BvA and FvA) to Executive Team and Board of Directors.• Led and closed $13.4 million merger.• Negotiated co-marketing agreement with BlueCross BlueShield of North Carolina. • Closed $1.5 million private equity financing and $800,000 line of credit with Silicon Valley Bank.• Spearheaded company’s HIPAA compliance certification. • Designed company’s benefits plan and coordinated company’s insurance.• Managed company payroll.• Administered company’s Salesforce.com account.• Implemented new shipping system reducing shipping costs by 25%.

Developed and implemented new business and marketing strategies for three-location restaurant group. • Procured, implemented and maintained CRM system fostering strong corporate customer relationships which represented over 30% of the company’s revenue.• Designed and developed the company’s website and social media presence.

Directed the structuring and negotiations of acquisitions, financings and joint ventures, as well as managed the relationship with outside counsel on other various legal issues for a real estate development and property management company. Managed day-to-day operational issues including cash flow management, vendor relations, employee benefits and insurance issues. • Negotiated and closed multiple equity and debt financing transactions totaling in excess of $20 million.• Oversaw environmental law compliance for 1200 acre mountain development resulting in issuance of environmental permits.• Negotiated and drafted purchase and joint venture agreements in the acquisition of nine properties. • Established and maintained company’s accounting system utilizing QuickBooks Pro.• Procured and maintained all company insurance including workers’ compensation, property, D&O, business interruption and medical.

Assisted clients with federal corporate and partnership tax issues, as well as joint venture structuring and financing. • Led the firm’s mergers and acquisition tax practice and the establishment of the firm’s standard operating procedures for its tax opinion practice. • Represented clients in connection with civil and criminal controversy matters, negotiating favorable settlements with federal and state taxing authorities. • Collaborate with other team members to design state and local legislative changes and economic development programs. • Provided general business and corporate counsel to small businesses and start-ups. • Drafted and reviewed operating agreements, other contracts and private placement memorandums.• Mentored and managed 3 to 5 junior attorneys, paraprofessionals, and support staff, including acting as the lead attorney for the office’s law student recruiting program.

Researched various tax issues involving federal income tax, state franchise tax, and state sales and use tax. Reviewed merger and acquisition agreements and wrote tax opinions. Assisted with federal and state controversy matters.

Coordinated the delivery of products to customers. • Positively influenced $2 million in annual transportation expenses through detailed analysis of transportation routes. • Assisted in the training of new staff members. • Completed six-month operations management training program with emphasis on production, warehousing, product delivery and union management.