Paige Insalaco Email & Phone Number

Phoenix, Az, Us

Tempe, Arizona, Us

• Member of senior leadership team tasked with building out an accounting and tax department to handle all accounting, tax and payroll services for a rapidly growing, internationally expanding start-up with plans to go public.• Designed and implemented an accounting technology stack to leverage automation to support the company’s growth without increasing the accounting team’s headcount. This included:o Implementing Blackline to support the month-end close process, provide audit support, automate journal entries and provide financial reporting and analytics to key leaders. o Optimizing NetSuite including revenue recognition, multi-book accounting, and integrations with Airbase, UKG, and SalesForce.• Led the company through their first audit under PCAOB standards receiving an unqualified opinion from KPMG.• Responsible for the development of a transfer pricing strategy for the company’s five foreign subsidiaries.• Managed relationships with outsourced technical accounting and tax consultants to ensure the company was establishing appropriate accounting and tax processes and policies through their rapid growth.

San Diego, California, Us

National Education Partners merged with National University System in January 2022.

• Key member of leadership team involved with several major initiatives including developing a permanent remote work environment, selection of new FIN and HMS and development of a new methodology for budgeting for the System and its universities which provided more details and transparency.• Responsible for all aspects of accounting in a shared-services model for both for-profit and non-profit companies.• Provided leadership to the finance, planning and analysis team that was responsible for budgeting and forecasting, providing in-depth analysis of marketing and enrollment data and ad-hoc projects.• Major accomplishments included:o Developing a marginal cost analysis for each of the universities of the System.o Creating enhanced enrollment modeling for the universities to enable more comprehensive forecasting.o Producing a comprehensive ROI template for analyzing programs to be added to universities.o Implementing a new methodology of budgeting for marketing, IT and enrollment services including presenting the impact to university presidents and CFOs.o Improving close cycles (closed year end in under 5 business days).o Reducing compliance risk through entity simplification efforts (reduced number of legal entities from four to one).o Implementing Workday Financials on time and on budget.

Phoenix, Arizona, Us

• Integral member of the executive management team providing leadership and direction on strategic operating and business decisions including growth planning, business development, risk management, organizational development, and other general management functions.• Oversaw the Human Resources function, including recruitment, onboarding, retention, and compensation and benefits administration.• Major accomplishments included:o As the company’s first Chief Financial Officer, established a finance and accounting function including all policies and procedures, a budgeting and forecasting process and reporting packages.o Led the company through its first financial statement audit obtaining an unqualified opinion for that year and the two years following.o Created corporate strategic objectives to ensure alignment of all employees with the company’s long-term goals and direction.o Developed a Diversity and Inclusion initiative including a series of training sessions for employees and management to increase employee retention and job satisfaction and increase profitability.o Effected cost cutting measures after a significant acquisition to reduce redundancies, increase profitability, and cash flow including right-sizing of the staff, consolidating office spaces and renegotiating vendor contracts.o Implemented Dynamics GP in less than two months which eliminated the use of multiple billing systems and created a fully integrated general ledger, accounts payable and accounts receivable system.o Instrumental in securing a financial restructuring, moving from a Senior Secured Debt to combination of equity investment and debt providing the company with liquidity and more favorable terms.o Named CFO of the Year in November 2018 by the Arizona Chapter of Financial Executives International and nominated for CFO of the Year for 2019.

Scottsdale, Arizona, Us

• Responsible for the preparation of the company’s financial reporting packages on a quarterly and annual basis in accordance with generally accepted accounting principles.• In charge of technical accounting research including creation of white papers and corporate policies to ensure the company’s compliance with GAAP.• Coordinator of the company’s external audit.• Functioned as liaison between corporate office and regional offices in Europe, India, Asia Pacific and South America to ensure all international regions adhere to corporate accounting policies.• Provided accounting for the Company’s stock compensation program including Black-Scholes calculations and accounting for modifications to options and performance stock grants.• Major accomplishments included:o Implemented Blackline for reconciliations worldwide ensuring that 100% of the company’s over 6,000 balance sheet accounts were reconciled in a timely and consistent fashion.o Instrumental in integrating merged companies (Blue Yonder and Red Prairie), including data conversion, set up of all legal entities into Blue Yonder’s PeopleSoft environment and gathering history on all accounts for audit purposes.o Named president of the corporate office’s Women’s Interest Network (“WIN”), a Company- wide initiative to help promote women’s development within Blue Yonder. Responsible for the planning and hosting of over a dozen events.

Phoenix, Arizona, Us

• Responsible for the managing and supervising the General Ledger department.• Lead a staff of 6 degreed accountants.• Participated on the PeopleSoft implementation team as the subject matter expert for the General Ledger and Cash Management modules as well as providing significant support for the Fixed Asset module.• Stabilized a department that, historically, had high turnover and less then outstanding performance.• Streamlined the capital expenditure process from initial budgeting of capital expenditures through the life cycle of the fixed assets.• Participated on a committee responsible for re-writing all financial-related standard operating procedures to eliminate non-control steps and ensure that the standard operating procedures best fit the objectives of the Company and Sarbanes Oxley.• Led a team responsible for standardizing all balance sheet account reconciliations and streamlining the month-end close process.

Provided consulting services in a variety of situations and industries including retail, service and real estate.Major accomplishments include:o Significant Sarbanes-Oxley work for a large retail company headquartered in Phoenix. Work included documenting and testing key controls in both the financial and IT systems areas.o Cleaned up an accounting department for a real estate development company that had seen significant turnover during the previous 12 months. Work included reconciling all balance sheet accounts for the year, establishing methods for organizing documents for the company’s seven distinct entities, and developing policies and procedures to ensure that accounting transactions and record keeping remain consistent.o Authored a business plan and established accounting policies and procedures for a start up service organization.

PEO Source, LLC was a brokerage for professional employer organizations. AUE West Employer Services provided sales and marketing, payroll processing, risk management, human resource services and customer support for American United Employer, a PEO headquartered in Maitland, Florida with 6,000 worksite employees.• Responsible for all aspects of the sales cycle from development of a corporate brand, marketing materials, broker networks and proposal generation.• Developed a fully functioning payroll processing arm of American United Employers servicing all clients west of the Mississippi. This included developing policies and procedures to ensure that all client payrolls were produced and delivered on-time and accurately over a remote terminal server with appropriate disaster recovery and backup procedures.• Implemented a risk management and loss control system that provided safety training, safety manuals, accident investigation services and return-to-work programs for a variety of industries.• Established human resource policies and procedures to protect clients and employees.

Transtaff, Inc. was a professional employer organization providing payroll processing, human resource management, risk management and loss control services and benefits administration for a variety of clients throughout the United States.• Responsible for overseeing all aspects of the PEO including payroll, human resource, risk management and loss control, benefits administration, customer service and finance and accounting.• Major accomplishments include:o Created policies and procedures for all operational areas to ensure adequate control over the company’s assets and to streamline day-to-day processes.o Developed and managed a network of sales brokers and doubled the size of the gross payroll and worksite employees in six months from approximately 600 worksite employees with $12 million in gross payroll to 1,200 worksite employees with $24 million in gross payroll.o Reduced outstanding accounts receivable from $5 million to less than $500,000 in less than six months.o Implemented Thinkware’s Darwin payroll and accounting software system in less than two months.o Developed a Fortune 500 caliber benefits program and oversaw the enrollment of all co-employees throughout the country.o Established a risk management and loss control development that reduced workers’ compensation claims by 50%.

Seattle, Wa, Us

Two Degree, LLC is a finance, accounting and IT consulting and permanent placement firm headquartered in Seattle, WA.Responsible for selling and overseeing a variety of finance, accounting and human resource consulting projects.Major accomplishments include:o Acted as interim-CFO for a restaurant chain. Implemented a new accounting software program, automated the weekly “soft close” process reducing closing time from 1 week to half a day, oversaw the construction financing for two new restaurants, transitioned office to Dallas including hiring and training staff.o Developed an alliance with ADP to provide implementation support services for their new client installations.

New York, New York, Us

Daily Racing Form, LLC publishes the Daily Racing Form, a daily newspaper reporting past performances and editorial information on Thoroughbred racing throughout the United States and Canada.• Built an entire Finance department from scratch: an investor group purchased the company in August 1998. The previous owners had a consolidated accounting group for many of their companies; therefore, all personnel were hired and trained and a financial software package was selected and implemented in a four-month period.• Responsible for managing and supervising the accounting department, consisting of 13 people, including general ledger, budgeting, accounts receivable, accounts payable, billing and payroll.• Responsible for all financial reporting and analysis including monthly, quarterly and annual reporting and compliance packages for investors, internal financial statements (including maintaining all departmental budgets) and Board of Directors’ packages.

Microtest was a public company that developed and manufactured diagnostic and connectivity equipment for local area networks.

Worldwide, Oo