Financial Executive with significant experience in audit (Big 4 and internal), and development of finance function in small and mid-sized companies. Depth of knowledge in internal controls helps develop and implement critical structure to support long-term growth. Significant experience with private equity partners and lender compliance, as well as contract negotiations with national healthcare providers, biotechnology, lenders and service providers. Expertise includes: Financial Operations, Strategic Planning, Budgeting/Cash Forecasting, Mergers & Acquisitions, Lender Reporting & Compliance, Private Equity, Internal Controls, Contract Negotiations, System ConversionsIndustry Specialization: Healthcare, Banking/Financial Services, Pharmaceuticals, Technology Services, Business Services, BiotechnologyKey Accomplishments:Mergers & Acquisitions: Directed all financial aspects of two sales of a company, as well as four rounds of due diligence. Generated Confidential Information Memorandum, interviewed potential buyers, created/maintained data rooms, responded to information requests, generated disclosure schedules and funds transfer schedules for sales transaction. Handled all pre- and post-transaction financial issues, including conversion of bank accounts, generation of bank agreements and calculation of closing/opening balance sheets.Private Equity/Lender Reporting and Compliance: Generated monthly private equity reporting package and communicated regularly with lender and private equity partner for covenant compliance and reporting of results of operations.Financial Operations/Budgeting and Cash Forecasting: Since 2004, have directed financial operations of small and mid-sized companies. Emphasis on developing financial operations in early stages of corporate growth. Created initial budgets and cash forecasting models, ensuring scalability of the company and ability to forecast and predict growth patterns and cohesion with the strategic plan.