I use numbers and processes to help companies beat their competition. I took a company with no strategy and transformed it into the dominant provider in its niche. Strategy matters, and I know how to hone, measure, and track it. I have broad technical skills that include computer programming and data science expertise. I find and extract a company’s currently data, and then I build ways for that company to track new useful data. As a CPA I can perform CFO or Controller duties, and then do more by streamlining accounting and other business processes using robotic process automation and other tools. I help operations optimize the company’s ERP use. I build teams of people who like working with me and who enjoy their job. I communicate in plain English and make financial information interesting and understandable for non-financial people. In short, I do more with less to make companies efficient, profitable, and grow.Career highlights:Transformed a generalist insurance agency into a niche full-service Managing General Agency (MGA) with underwriting, policy issuance, regulatory reporting, and claims processing capabilities, growing it to a dominant 45% market share.Built a custom niche ERP system that included process automation and real-time continual accounting that was so robust that other niche MGAs purchased software licenses.Crafted protocols to generate GAAP and non-GAAP private entity reporting packages for nine different entities.Overhauled ERP cost accounting implementation to properly accumulate labor & materials, and established proper overhead rates drastically improving profitability.Created and deployed a precise and superior revenue earned commission recognition method that was too complicated for industry peer companies to deliver.Used process automation to systematize accounting functions to deliver efficiency, scalability, and reduced cost. Other automation efficiencies deployed to customer service improved revenue per employee to 1.8 times industry average.Reimagined billing and collection communication and process to improve cash flow by 25%Financial planning and analysis skills broadened and enhanced from insurance actuarial analysis.Specialties: Finance Strategy | Financial Planning and Analysis | Financial Reporting | profitability | Cash Flow Management | Budget Management | Controllership | Accounting | ERP Optimization | Visual Basic | SQL | Data Migration | Automation | Market Penetration | GAAP | Regulatory Reporting | Process Improvement | Performance Management | Staff Development