Recruited to provide financial and strategic leadership, solidify the accounting function and banking relationships, and facilitate sustainable and profitable growth through business analytics and performance management. Developed and implemented profit center level budgeting, financial reporting and key performance analytics for company with $31M in revenues operating across 9 locations with motor coaches, limousines, and school buses.

Recruited to improve Trinity’s financial reporting, internal controls, team collaboration and systems capabilities. Implemented financial reporting and internal control disciplines to improve operational effectiveness and efficiency to achieve sustainable and profitable growth for company with $26M in revenues and $22M in assets. Negotiated 5-year $30M contract for outsourced student transportation services with large school district. Successfully raised $10M capital for CapEx and operating cash flow needs based on 5-year forecasted cash flows. Refinanced $5M variable rate loans to low fixed rate term debt to stabilize cost of capital and increase predictability of cash flow.

Recruited to develop company's strategic/financial planning, accounting and cash management programs. Responsible for "hands-on up to the elbows" building of processes and internal controls that support and enable to the continuing profitable growth of the firm with revenues of $10M and assets of $2M. Formalized and implemented annual budget and financial reporting disciplines previously lacking in highly entrepreneurial rapid growth organization.

Recruited to bring financial leadership, operational discipline, and internal controls to technology business unit prior to parent company IPO. Challenged to execute on strategy to shift from revenue-driven profit center to distributed cost center while maintaining continuity of revenues and operational effectiveness. Responsibilities include all aspects of financial reporting, human resources, cash and banking, accounts payable, billing and accounts receivable, strategic initiatives, and project management.

Managed all phases of accounting and financial reporting for international business unit with $1 billion in assets and $300+ million in revenue. Challenged to integrate and consolidate accounting functions for newly acquired operations (Citigroup Relocation). Responsible for conversion of financial accounting systems from legacy client-based application to web-based Oracle application.

Audits performed on a variety of companies primarily in the health care and financial institution industries. Various tax compliance and planning assignments within KPMG's Private Practice client segment focusing on the specialized needs of non-publicly held companies, typically with revenues under $100 million. Development and review of in-house software applications related to taxation, financial statement preparation, investment (syndication) purchasing models.