Board Member and Member of the Finance Committee

• Quarterly fund and investor reporting for 4 investment funds with complex legal/tax structures • Cash management and planning, including quarterly capital calls from and distributions to investors • Manage quarterly reporting with a third-party administrator, including writing footnotes for each investment fund • Consolidations and fair market value/investment fund reporting for 30 entities under US GAAP/ASC 946 • Manage accounts payable process and G/L coding for all fund/intercompany transactions

• Review, document, and critique accounting processes and staff• Optimize operations in volatile environments with little direction after turnover of multiple long-term employees by creating workflows, providing risk mitigation, documenting unknown processes, and developing sustainable business continuity plans• Identify absent or improperly implemented key and secondary controls• Develop solutions to improve operational efficiencies, eliminate bottlenecks, and duplicated processes/reviews• Lead a team of 8 accounting staff/seniors to complete internal/external audits, tax reporting, year-end close, and reconciliations

Mergers and Acquisitions - model projected costs and foreign taxation to optimize investment returns on complex global transactions, legal transaction review, and entity setup/establishment in foreign countriesInternational tax expertise in global transactions and investment structuring on a global scale with focus in complex transactions in Latin and South American countries such as Brazil, Panama, Colombia, and UruguayDevelopment of fund structuring optimization to improve returns and reduce tax leakage for the investment portfolioTimber investment, operations and reportingAcquisition transition to integrate acquired teams with accounting and operation teamsManage and develop global accounting team in 8 countries, including international travel to develop and maintain relationships with foreign accounting and operations teams and third-party contractorsIntegrate departments to develop synergies between operations, acquisitions, accounting/finance, human resources, and resource management and planningAssist resource planning in development of unit costs for woodstock models, appraisals, and budgetingReview of contracts and long-term agreements in conjunction with legal counselReview of global processes to develop and improve controls and consistency among different operating groups in all countries managedDirect involvement with portfolio management and development of reporting and procedures to meet investor needs and requestsGlobal consolidations for 35 entities worldwide and fund reporting under GAAP investment accounting principles and IFRSReview journal entry and reconciliation process to convert local statutory books to US GAAP and investment accounting standardsManage budgeting process, including budget vs. actuals for quarterly reports to management and board of directors

• SOX 404 testing to determine the effectiveness of internal controls for public companies• Consulting for non-attest clients, which included implementing a new ERP system, internal control functions, improving operational management, and financial review• Member of the Perkins Lean Six Sigma team that helped revamp the company's audit practice and developed a more efficient audit approach• Specialties include inventory and manufacturing, dealerships, and consolidations• Prepare financial statements and disclosures and evaluate the application of accounting principles in accordance with GAAP or other form of accepted accounting principles• Identify accounting and auditing matters, including operational and control deficiencies, and communicate to appropriate levels of management and supervisors and develop strategies to improve and correct deficiencies/errors• Develop client relations and control the flow of information between client, supervised staff and superiors• Supervise staff, delegate workload, and review performance and quality of work• Evaluate engagements year-over-year to develop new strategies for changes and make the audit more efficient• Lead, train, and develop staff to disseminate strong leadership skills and instill a strong corporate culture• Research and interpret new accounting standards

• Created workpapers and aided in the auditing of financial statements• Helped conduct fraud interviews, test balance sheet and income statement accounts, and assisted with tasks needed to facilitate the audit engagement• Worked closely with clients to resolve discrepancies found during testing• Developed skills in using accounting specific programs such as AS/2 and ACL

• Produced over $200,000 in sales and managed over $600,000 in sales• Consulted President and Vice President on how to improve overall operations and developed scheduled meetings to inform warehouse employees of internal office operations• Developed a Sales Manual, Training Techniques, and Sales Associate’s goals and compensation plan• Managed a sales force of 4 sales managers and trained new sales managers that were hired• Settled issues dealing with customer service including quality control• Created and maintained relationships with clients, mainly with large corporations• Counted inventory levels, packed and shipped products, created screen printed apparel, and helped maintain and develop online stores for clients• Developed and maintained relationships with businesses ranging from small startups to large corporations• Created presentations and developed a needs assessment for prospects on services that could be provided