• • Manage multiple client relationships to ensure deliverables are achieved and increase client engagement • Develop complex analytical reporting models, reports & KPIs using Microsoft Excel and other analytical software for senior management, aiding in long-term business planning and strategy• Support and assist in the scenario/strategic planning covering P&L, capex, and headcount• Performed analysis for revenue and utilization forecasting on a monthly and quarterly basis to project costs and identify financial risks for annual budget and other ad-hoc projects• Manage analysis for revenue recognition, rebates, backlog, and chargeable utilization• Analyze transactions, make general ledger entries, and ensure accuracy for financial reports according to GAAP principles• Assist in tax return preparation and calculations, ensuring accurate compliance with tax laws • Develop scenario and variance analysis models to determine feasibility and potential profitability • Research, analyze, and determine appraisal valuations to assist senior executives in acquisition or divestiture decisions • Evaluate strategic plans and/or projects and present recommendations for improving operations and achieving objectives

• Lead a 15 person team responsible for the implementation of new projects and contracts covering multiple regions and states• Managed projects including facilities maintenance, new hardware and software implementation, and food service contracting• Collaborated with cross-functional teams on financial aspects of projects for budget development and analysis• Led comprehensive bi-weekly and monthly meetings with functional teams to coordinate activities and provide input for strategic decision-making• Evaluated procurement SOPs and vendor contracts for improvements which lead to cost reductions of 20% supply cost and 15% labor cost in my projects over 2 years• Lead budget reconciliation and accounting to maintain project profitability and cost controls• Performed Quarterly Quality Control and Assurance inspections, documented deficiencies, and worked with team and subcontractors to improve and maintain Quality Control specifications• Prepared RFP responses after evaluating guidelines, developing cost parameters, and creating the necessary deliverables for timely responses• Hired, supervised, or trained over 100 employees over a 3 year period

• Conducted accounting and financial analysis to create financial statements for clients to get underwriting approval• Oversaw complex tax preparation tasks • Served as interim Lead Accountant and Treasurer for non-profit foundation • Examined client operations and directed cost saving solutions to clients cutting their costs by 10 -30%• Developed operational and business strategy plans for food service and real estate firms• Assisted clients with SBA Program applications, business plans, and business setup• Traveled and managed a team responsible for multiple contracts

• • Structured, underwrote, and documented corporate capital market bond offerings up to $11 billon• Evaluated strategic parameters and opportunities with clients looking to raise capital through capital market bond offerings• Provided guidance on pricing and allocation of bonds • Conducted financial, industry, and company due diligence to evaluate the risk parameters of a transaction to support portfolio decisions across multiple industries• Created Excel financial models and projections to support debt load parameters and pricing• Developed deal books and presentations used to pitch executive clients on our services and deal parameters

• Served as a liaison for banking clients in need of debt financing or restructuring • Participated in the structuring, underwriting, and documentation of syndicated credit facilities up to $2 billion• Evaluated transaction/relationship risk-adjusted profitability to facilitate the allocation of capital • Utilized financial models and techniques to build forecasted projections and company valuations• Performed market research and company analysis for prospective financing needs• Assessed portfolio for risk of default on loans outstanding to clients