Led the accounting, finance, IT, HR, compliance and facilities team. We worked really well as a team to craft HR policies to address the company's Covid response, bonus plan, and performance reviews. We implemented several software programs to leverage technology to include Sales Force CRM, Zoom phone system, Sumo scheduling software and more. We developed and adjusted various processes to improve efficiency as well as compliance. I was new to the Registered Investment Advisor industry and my team helped tremendously to bring me up to speed on all facets of the operations.

• Promoted to General Manager February 28, 2019 • Increased revenue 22% over prior year and increased EBITDA 33% • Participated in lean business systems processes to improve operating efficiencies 20% in a core business function• Developed daily metrics within operating teams to track performance and identify areas of improvement

• Served as CFO with responsibility for all accounting and financial reporting responsibilities of organization• Successfully migrated accounting system from Peachtree to GP Dynamics. Established customized account structure enabling departmental reporting for compensation and revenue streams• Led transformation of payroll system from data entry model to time and attendance recordkeeping system with ADP which led to substantial efficiencies in reporting time, processing payroll and developing actionable reporting to operations departments to measure productivity• Small department (Senior Accountant and I) managed through 5 years of growth and 100% revenue increase• Converted 401(k) program to more cost effective and compliant platform. Increased Non-HCE contributions from 1.5% to 4% enabling HCEs to maximize matching contributions• Competitively bid all health programs successfully controlling employer costs to under 3% annually for three consecutive years• Marketed and secured competitive construction financing in excess of $20mm• Integrated France operations into accounting system to improve financial reporting and consolidation of total company performance• Successfully managed sale of company through limited marketing campaign to public entity in March 2017. Title was formally modified from CFO to Director, Finance • Fully integrated into month-end reporting system of acquirer’s Hyperion reporting system and successfully completed all increased reporting requirements and deadlines with same staffing levels

Responsible for accounting and financial reporting of corporate entity as well as 80+ active hotels in portfolio • Designed and maintained key performance indicators as part of overall metrics approach• As subject matter expert, established planning guidance for overall corporate strategy• Established 401(k) plan for company after completing thorough analysis on various cost factors and plan designs• Transformed hotel portfolio to business intelligence software that revolutionized business practices of company• Standardized contract features of our basic agreement and negotiated over 40 contracts resulting in improved incentive fees and significant risk mitigation• Updated property and casualty insurance to new broker and shared spend platform resulting in over $350,000 of savings in year one and gained new clients who experienced significant savings on our platform• Migrated to self-insured health care program resulting in immediate insurance premium stabilization and providing premium reductions during years of rising health care costs nationally• Established Canadian hotel management subsidiary. Evaluated and selected most advantageous tax structure and grew portfolio from one hotel to over thirteen active hotels• Assisted in migration of payroll platforms which ultimately led to managing payroll department• Deployed new accounting platform within first 12 months of employment

Provided accounting and financial expertise to clients on contractual basis• Assisted in preparation of SEC financial statements• Researched various accounting issues and applied to client’s specific transactions and industry

• Managed $1.8B of long-term and short-term debt financing• Calculated and communicated debt covenant requirements• Reviewed and approved regulatory calculations for BDC (Business Development Company)• Analyzed, recorded, and reconciled Deferred Compensation Plans, with and without company stock • Monitored compliance with SBIC (Small Business Investment Company) regulations as promulgated by the Small Business Administration• Supervised Accounts Payable Staff Accountant and Treasury Senior Accountant • Actively participated in Purchase Card negotiations with four vendors• Daily cash management and long-term forecasting and planning

• Planned, budgeted, developed and executed financial statement audits• Researched and applied accounting literature to unique transactions• Allocated responsibilities to audit teamClients • International Trust Company• Amtrak• CORT Furniture Rental• USAirways• Heckler & Koch • Rolls Royce-US