Direct all financial operations of the company, including accounting, financial statement preparation and analysis, internal controls and cash management.Participated in the implementation of a new market tax credit for the company. Oversaw the preparation of due diligence related to the recent partnership with Pernod-Ricard, the world's second largest adult beverage company.

Developed and led CFO advisory services to venture-backed and small, high-growth companies, such as short and long-term strategic financial objectives, budget and forecast preparation, analysis, management with key partners and stakeholders and internal controls.

Provided CFO/Controller services to non-profits, startups and small businesses. Services include:Developed short and long-term strategic financial objectives;Prepared budgets, financial analysis and forecasts;Directed all aspects of the finance and accounting functions of the organization;Evaluated the financial impact of new programs, strategies and/or regulatory changes;Maintained strong relationships with senior management and other key stakeholders (investors, banks, vendors, etc.);Managed grant applications and reporting; andOversaw the implementation of new systems and internal control programs.

Taught W406 - Venture Growth Management for the Spring 2017 term.

Provided, oversaw and/or coordinated with others on financial and operational matters concerning Nucleus operations or its related organizations. Responsible for providing leadership and vision to develop and oversee prudent fiscal strategies that assure the continued financial strength of Nucleus, including short- and long-range financial planning and analysis, budget modeling, grant oversight and reporting, facilities planning and analysis and risk management. Provided information and assistance in activities pertaining to leasing and leasing practices, Tax Increment Financing ("TIF"), real estate financing, administrative rules, policies and procedures and guidelines for its ongoing financial operations.

Lead the finance, administration and human resource teams and oversaw all financial functions including accounting, grant management, budget, credit, insurance, tax and leasing agreements. Initiated and executed all financial policies and procedures. Ensured proper control procedures were implemented and followed. Lead the external audit process, provided reports and financial tools to the CEO and the Executive Management Team. Managed the Finance Committee of the Board of Directors.

Lead the finance, administration and human resource teams and oversaw all financial functions including accounting, grant management, budget, credit, insurance, tax and leasing agreements. Initiated and executed all financial policies and procedures. Ensured proper control procedures were implemented and followed. Lead the external audit process, provided reports and financial tools to the CEO and the Executive Management Team. Managed the Finance Committee of the Board of Directors.

Managed all financial and quantitative analysis functions for the marketing, enrollment and retention teams. Created and managed key operating reports to measure success of the business. Built and maintained detailed financial models for the eLearning Complete product and joint venture opportunities. Analyzed and assessed all appropriate business functions and work with business leaders to make changes in the business to improve performance.

Managed the implementation of an initiative to create an economic framework to produce market-consistent financial statements in compliance with Solvency II European capital requirements. Managed divisional issues / requirements that span across divisions within the Americas reporting unit. Accomplishments include:Developed and managed a corporate-wide web portal utilizing Microsoft SharePoint to serve as the main communications and project management tool between the divisions and corporate.Developed an automated process to ascertain the quantitative impact to projected contract liabilities due to changes in key economic assumptions (e.g., shift in discounting curves, changes in projected cash flows, etc.), permitting more detailed analysis and providing divisional management a reasonableness check that modeled results were consistent with expectations.Managed the transition of reporting processes from the Institutional Markets division to other divisions within the organization.Assumed responsibility for the quarterly production of market-consistent reporting for the structured settlements block of business.Managed the successful implementation of an automated rate repository that eliminated manual rate and currency adjustments to contracts and improved efficiency and accuracy.

Responded to customer, credit analyst and investor inquiries. Conducted research on pertinent issues as requested and required. Utilized a number of third-party resources (e.g., Standard & Poor’s, Moody’s Investor Research, Bloomberg, etc.) and summarized data into meaningful and insightful analyses. Accomplishments include:Supervised the compilation of the annual division strategic plan. Worked closely with department heads to develop, refine and finalize all plan materials.Incorporated automated data links to all promotional / marketing materials, providing an efficient, accurate and consistent means to update quarterly statements.

Served as the Budget Director for the Cabinet, with an annual budget of over $6 billion. Worked with senior management and with personnel in the Governor’s Office and the Legislative Research Commission to ascertain the financial impact of proposed legislation to the Cabinet. Supervised 5 financial analysts. Led the development of the 2005-2007 biennial budget for the Cabinet, the only cabinet to avoid budget cuts during the legislative session and receive increased appropriations.

Operated a business administration and consultation firm, offering startup companies financial planning and administration services, including cash management, accounting systems, risk management, budgeting/ forecasting, financial and regulatory reporting and payroll processing. Maintained banking, auditing, investor and regulatory relationships for clients. Worked closely with prominent regional venture capital firms. Accomplishments include:Supervised the implementation of European financial operations for Genscape. Coordinated foreign tax and business registrations in Great Britain, the Netherlands, France, and Germany. Supervised the selection of and transition to the Microsoft Great Plains general ledger system from QuickBooks Pro.Supervised the transition of general ledger and payroll providers for Telemics. Performed a full review of the company’s benefit plans and successfully maintained benefit levels for employees while preventing an increase in cost to the company.

Led accounting, reporting and analysis. Supervised 4 analysts and provided direction on time-sensitive projects. Provided strategic planning and analytical support to senior management. Identified and analyzed key issues for the operating unit’s plan and forecasts. Measured key business indicators and provided analysis of trends. Accomplishments include:Received the company’s President's Choice Award for developing an automated model consolidating financial asset base data. The model reduced consolidation time from several weeks to 2 days.Developed a foreign currency model that computed the financial impact of fluctuations in foreign currencies on the company’s gross profit. The model reduced processing time from several days to a few hours and eliminated inconsistent computations performed by each of the 4 beverage divisions.

Performed analysis, reporting, planning and business development activities for the beverages operating units. Analyzed and evaluated new capital investment and strategic business opportunities, working with personnel from other operating units and other disciplines to create additional value and growth for the company.

Performed analysis on volume, gross profit and brand-related expenditures for the Jack Daniel’s Family of Brands. Assumed a leadership role in the preparation of budgets and projections by managing automated budgeting software.

Designed and implemented effective and efficient cash flow processes for new products and initiatives. Assumed a leadership role in the implementation and management of wire transfer systems.

Prepared and reviewed consolidated financial statements and related footnote disclosures. Assisted Investor Relations with quarterly investor updates and provided financial analysis to external institutional investors on a regular basis.

Performed financial analysis of and audit procedures on various business entities. Supervised financial examinations, including drafting reports and financial statements, managing staff, and evaluating procedures and results. Conducted internal control reviews, including documentation of key controls and processes.