● Support Chief Financial Officers and financial managers throughout financial improvements and strategic planning, including but not limited to taxation, financial forecasts, and budgeting● Develop dashboards, financial reporting, and other evidence-based documents to inform recommendations, ensuring the privacy and confidentiality of institutional information● Significantly improve organizations’ budgets and resource allocation without sacrificing quality in service delivery and operations● Design board presentations and investor presentation desks, supporting companies with venture capital and other funding opportunities ● Organize capitalization records and confirm that all information is accurate and free of errors

● Complied with institutional objectives and operations to ensure that daily production/revenue targets were met and exceeded● Created training plans for 5 employees, communicating information and updates to individuals to maximize the quality and relevancy of work performed● Oversaw individuals’ professional performance, evaluating work performed to distribute realistic, individualized feedback and opportunities for improvement● Addressed and resolved all operations/customer issues in a timely manner, leading solution development and personnel communication to enhance individuals’ satisfaction with the organization

● Created all accounting controls and procedures for the start-up organization, documenting policies and procedures while ensuring compliance with financial and other standards of excellence● Designed the organization’s financial budgeting and forecasting model, assessing industry and market trends to promote the distribution of accurate projections to minimize gaps in profits● Maintained general ledger, payroll, and accounts payable/receivable for the 10-person organization, evaluating all data present to maintain high levels of accuracy in financial work performed● Coordinated inventory control functions to minimize excess, unnecessary costs and wasted inventory without sacrificing inventory availability and/or the timeliness of customer service delivery

● Achieved revenue growth from $2.7M in 2004 to $360M in 2014. Grew EBITDA from negative $750,000 to more than $35M in the same time period. ● Reduced interest costs by nearly 75% from 2006 to 2007 by driving efforts to obtain minority investors and new credit facilities to replace the lending facility.● Performed nearly every non-CEO function from when the company had 2 employees and 150 gas customers to 200 employees and over 300,000 gas and electric customers. ● Created and implemented reporting and accounting processes and procedures and participated in strategic planning and management throughout the organization.

• Responsible for financial analysis & reporting for wholesale computer parts company with annual sales exceeding $30MM.• Analyzed financial performance for CEO & COO and recommended changes to affect increased profitability.• Managed equipment lease portfolio of 100+ schedules with customers including IBM, Georgia Pacific, Unisys & Micron.• Managed accounting staff. Ensured company’s conformity with GAAP and with loan & investor covenants.• Represented the company in dealing with bank and other external auditors to ensure we achieved desired results.

• Responsible for day-to-day accounting activities of the mortgage company, including filing state taxes, annual reports and maintaining licensure in over forty states. Performed HR functions, including management of 401(k) and health insurance.