Cfo And Finance/Strategy Consultant
CurrentFor CoAdvantage, Inc. (July 2017 - present; Tampa, Florida)- Full-time CFO, then full-time Chief Integration Officer (CIO), and member of the Executive Management Team- Hired by Morgan Stanley Capital Partners (Private Equity) to manage the transformational merger of 3 PEO companies (Professional Employer Organizations providing outsourced HR services nationwide) which together have 4,500 clients and 90,000 work-site employees - Implemented millions of dollars in annual merger synergies while growing the business- Coordinated all aspects of the Integration process (planning, implementation, communication, tracking) which included every aspect of the business (Sales force integration, IT systems, Operations, HR, etc.)For other companies:- Provide financial and strategic consulting services to private equity companies and publicly-listed companies- Develop business plans, budgets, fund-raising documents/presentations, and improvements plans for company operations