◆ Led two successful Private Equity transactions, including the selection of investment bankers, creation of Confidential Information Memorandums & management presentations and execution of financial due diligence including quality of earnings engagements. Financial lead through the entire sale process, including finalizing Purchase and Sale agreements and managing working capital adjustments.◆ Transitioned the company to a SaaS revenue model, increasing Annual Recurring Revenue from over 900% between 2010 and 2024. Converted revenue recognition accounting to FASB ASC 606.◆ Orchestrated a major merger with Innovative Software Solutions, doubling the company’s revenue and customer base. Integrated all financial functions into a single department and streamlined accounting systems through the conversion/upgrade to Sage Intacct.◆ Built and led a high-performing finance team of 12 professionals, ensuring all accounting functions were executed flawlessly. Selected company’s audit firm: successfully converted basys, inc. to a full audit and achieved nine consecutive years of audit completion with zero deficiencies. Established & hired new FP&A roles and lead through creation & reporting of KPI’s which resulted in the company’s steadily increasing margins year over year.◆ Conducted monthly financial board meetings and played a key role in assembling materials for quarterly strategic meetings, covering financial performance, sales trends, KPI’s and operational developments.◆ Developed and implemented financial models for return on investment (ROI), pricing strategies, sales compensation, staffing, professional services utilization and margins and other critical analyses, driving informed business decisions. Multi-year financial models were instrumental during each recapitalization/sale. Professional services utilization trend reporting allowed management to improve financial performance.

◆ Creation of annual operating and capital budgets collaborating with operational leaders; monthly financial forecasts including income statements, cash flow, and balance sheets. Led all aspects of cash management allowing company to prepay debt and meet all its financial obligations/bank covenants. ◆ Managed banking relationships with primary and secondary lenders, overseeing discussions on financial performance, debt prepayment, covenant reporting and future business strategies.◆ Led all aspects of office space utilization and landlord negotiations; relocated headquarters in 2015; expanded as company grew and then during the COVID outbreak with company adopting a hybrid work model, significantly reduced the company’s physical footprint.◆ Managed all major company vendor relationships; annually selecting/renewing, negotiating the company’s insurance policies for healthcare as well as cyber security, professional liability, 401(k) administration and all other major insurance needs.

◆ Managed all aspects of revenue recognition for multi-element software contracts, including compliance with SOP 97.2 for commercial agreements.◆ Oversaw financial operations for Government cost-reimbursement contracts, ensuring compliance with federal regulations. Implemented Deltek CostPoint ERP for VIPS government and commercial professional services business. ◆ Facilitated two successful sales of ViPS, Inc., contributing to due diligence and the closing phases for acquisitions by WEBMD (Nasdaq: WBMD) in 2004 and General Dynamics Information Technology (NYSE: GD) in 2008.◆ Authored Sarbanes-Oxley 404 process documentation for revenue recognition, order-to-cash, and general accounting processes, and maintained compliance with external and internal auditors.◆ Led a team of six accounting professionals, managing functions including invoicing, payroll, accounts payable/receivable, and general ledger.◆ Created VIPS 5-year financial model/plan used for forecasting and management of financial performance; model included projections and associated risks; estimated required personnel headcount and expenses among other operational expenses.