CFGI’s Finance Transformation group helps companies remain competitive in today’s marketplace. We partner with the office of the CFO, acting as an extensionof their teams, to enable strategic and operational initiatives that drive improved efficiency, resource management, and innovation, while leveraging the best technology tools available.Our transformation offerings include:» Operating Model Optimization and Strategy (People, Process, Technology)» Operational Finance… Show more CFGI’s Finance Transformation group helps companies remain competitive in today’s marketplace. We partner with the office of the CFO, acting as an extensionof their teams, to enable strategic and operational initiatives that drive improved efficiency, resource management, and innovation, while leveraging the best technology tools available.Our transformation offerings include:» Operating Model Optimization and Strategy (People, Process, Technology)» Operational Finance Improvement (Order to Cash, Procure to Pay, Record to Report)» Event Led Transformation (Sell Side Diligence, Merger Integration, Restructuring)» Digital Transformation (Automation, Digital Finance Tech)» Enterprise Performance Management (Program Management, Business Case Development)» Interim Management (FP&A, Controllership, Treasury) Show less

Developing audit strategies to address changing dynamics within client businesses improving the audit quality of the engagementAssisting in the preparation of project budgets to ensure the work plan is profitable and the appropriate amount of resources are deployed to see the project to completionEnsuring quality in delivering client service by directing daily activity of fieldwork in accordance with the appropriate work plan to ensure timely fulfillment of… Show more Developing audit strategies to address changing dynamics within client businesses improving the audit quality of the engagementAssisting in the preparation of project budgets to ensure the work plan is profitable and the appropriate amount of resources are deployed to see the project to completionEnsuring quality in delivering client service by directing daily activity of fieldwork in accordance with the appropriate work plan to ensure timely fulfillment of servicesTracking engagement status against established budgets to identify unplanned issues and assessing solutions where necessaryCoaching staff in reaching their full potential and serving as a positive role model and mentor, addressing all questions and providing timely on-the-job feedback.Coordinating and following through client requests in a timely fashion and managing expectations regarding the timing and completion of deliverables with the client and project executivesEstablishing productive working relationships with client personnel to develop efficiencies in the audit process Show less

Analyzed trending financial information of target companies and identified key drivers of financial resultsAssessed quality of earnings and trends in net working capital of target companies to report on normalized EBITDA and net working capitalCoordinated with target executives documenting key considerations for prospective buyers including normalized capital requirements and stand alone operation readiness

Cultivated working relationships with client personnel improving efficiency in the execution of project engagementsAssisted in the development and adoption of new testing strategies that decreased the overall magnitude of testing bringing efficiency and increased project profitabilityImplemented substantive analytical reviews of financial data to improve audit engagement quality and reduce substantive testing reducing overall engagement costsAssessed client operating… Show more Cultivated working relationships with client personnel improving efficiency in the execution of project engagementsAssisted in the development and adoption of new testing strategies that decreased the overall magnitude of testing bringing efficiency and increased project profitabilityImplemented substantive analytical reviews of financial data to improve audit engagement quality and reduce substantive testing reducing overall engagement costsAssessed client operating processes and systems of internal control to identify areas of risk and additionally addressed these risks by assisting clients in the implementation of new controls or modifications to existing controlsResearched the FASB Accounting Standards Codification to assist and guide clients in the appropriate reporting various aspects of their businesses including but not limited to multi-element arrangements, subscriptions, capitalizable costs, research and development costs, and fair value of real estate assetsAudited annual financial statements of public (Form 10-K) and private clients, reviewed public quarterly financials (Form 10-Q), and executed an IPO Form S-1 filingPerformed Sarbanes Oxley Section 404 tests of internal controls and substantive testing of account balancesIndustry exposure includes biotech, pharmaceutical, technology SaaS, subscription box, electronics manufacturing, medical devices, and real estate private equity Show less

• Saved over $30,000 in 2013 working with tax advisors to track and take advantage of property tax discounts• Improved system data efficiency of reporting by up to 80% through the implementation of data compression• Reduced month end reporting to owners from 10 to 8 days after month end by automating manual tasks• Assisted in the successful launch of a membership rewards program through testing and analyzing the data integrity of the accounting system to capture membership points… Show more • Saved over $30,000 in 2013 working with tax advisors to track and take advantage of property tax discounts• Improved system data efficiency of reporting by up to 80% through the implementation of data compression• Reduced month end reporting to owners from 10 to 8 days after month end by automating manual tasks• Assisted in the successful launch of a membership rewards program through testing and analyzing the data integrity of the accounting system to capture membership points and designing the reconciliation reports• Provided service and support of financial reports and inquiries to external and internal decision makers• Managed real estate taxes, business property taxes, and the utilities expense management system for 25 properties Show less

• Managed assets totaling approximately $40,000 in the U.S equity market as part of a student team• Outperformed the S&P500 by 13% for Q1 of 2012 through an industry focused trading strategy• Evaluated financial risk and reward of potential stocks through fundamental and technical analysis• Directed a team of 3 analyst to screen, analyze, and pitch compelling recommendations to the fund