> Along with the CEO and COO, led the faith-based nonprofit through periods of increases and declines in income, providing strategic decision-making, financial reporting, forecasting, and cost-cutting measures when appropriate> Streamlined, clarified, and simplified multiple key areas of complexity for efficiency and a focus on materiality> Along with the COO, led the change management and conversion to a global matrix organization, resulting in standardization, separation of controls, and preparation for more efficient growth, overseeing more than 50 staff on four continents in finance, accounting, treasury, payroll, compliance, procurement, inventory, and logistics> Oversaw financial records and reporting for up to 11 entities, including audits with five audit firms in five countries> Played key leadership role in the implementation of ERP and planning systems for nine countries (and currencies), payroll, and HRIS in multiple countries> Established numerous policies and procedures for petty cash, travel expenses, procurement, disposal, vehicle cost recovery, labor allocation, etc. in eight countries and currencies> Built and established internal risk and compliance department for risk management and internal audits, resulting in increased consistency and compliance> Consolidated procurement and logistics departments into Supply Chain Management, resulting in greater global coordination, collaboration, and efficiency> Developed improved financial reporting package and cash management reporting for management, the Board of Directors, and the Finance and Audit Committee> Designed the legal, tax, and accounting structure for a non-consolidated entity to pursue new financial opportunities

> Co-led the company through six years of high growth from 2014 through 2019, with responsibility for finance, legal, human resources and, at times, information systems and operations> Along with the founder, built a consistent profit margin and grew both revenue and headcount by 10x over six years before raising outside equity> Built a marvelous team & culture, earning multiple awards, including: - Best Places to Work in South Carolina (four years) - Inc. 5000 Fastest Growing Private Companies (five years) - Modern Healthcare Best Places to Work (2019)> Increased company valuation by 125x over six years including the company’s Series A round of private equity

Municipal Finance, Global Investment BankingAssisted municipal agencies and not-for-profit entities access the capital markets, with particular emphasis on student loan finance. Assisted clients with issuance of $7 billion of bonds between June 2008 and March 2013, including $660 million of municipal bonds, $1.6 billion of private placements and $4.8 billion in the public asset-backed securities market.

Investment banking, specializing in student loan financeThe firm was acquired by RBC in February 2004.