Self-employed senior financial consultant serving venture capital-backed, high-growth companies. Providing for their accounting, finance and treasury needs. Specializing in fast growing technology and SaaS companies located throughout the US.* Led a cross functional team in implementing a subscription-based billing system for a fast growing SaaS technology company* Researched, developed and implemented complex accounting policies, such as stock-based compensation, capitalization of software development costs, convertible debt and revenue recognition* Designed revenue recognition model working with the external audit team to ensure compliance with ASC 985-605 Software revenue recognition guidance.* Created insightful and dynamic financial forecasting model for a fast growing online gift card retailer which was used by the founder and CEO in the successful sale of the company to a large online retailer during 2016* Worked with a startup credit card company providing the executive management team with various detailed and high-level financial forecasting models which helped drive the business and attract several bank partners aiding its launch to market* Coordinated the successful completion of first year and subsequent year annual financial statement audits for high-growth, venture capital backed, software and technology companies* Created month-end close procedures, bringing structure, control and consistency to the monthly general ledger close* Employed best practices in finance and accounting, bringing efficiency to processes while delivering superior quality results* Launched blog site to bring complex accounting standards down to earth and to promote the value of having a CPA on staff no matter the size of your company

Formerly known as Revolution Money, Inc., a development-stage technology company engaged in developing a proprietary internet-based payment network, including the first PIN based credit card network in the US and an online peer-to-peer payment service. Acquired by American Express in January 2010 and renamed Serve Virtual Enterprises, Inc.. Responsible for all accounting, treasury management, tax reporting and annual financial statement audits.> Part of the due diligence team responsible for the successful sale of Revolution Money, Inc., the predecesor company, to American Express for a total enterprise value of $300 million> Successfully integrated Revolution Money’s financial processes into American Express’ financial systems> Developed all accounting policies and procedures, including capitalization of software development costs, stock-based compensation, convertible debt and complex equity transactions> Led the accounting team to successful implementation of Oracle 11i and subsequent upgrade to V12 for the company’s general ledger, fixed assets and cash management processes> Negotiated the financing arrangements for the purchase of over $2 million in capital assets> Established state of the art treasury management processes with a major national banking organization improving cash management and controls

Privately held national residential mortgage banking company headquartered in Orlando, Florida, operating over 100 retail and wholesale branches nationwide with annual production in excess of $5 billion in residential mortgage loans, generating $75 million in annual revenue. Responsible for all accounting and management and regulatory reporting. Oversaw a team of 20 accounting professionals.Achievements:> Designed management financial reporting package with an eye to improving reporting quality, timeliness and accuracy> Lead the successful integration of 20 branch offices purchased from Irwin Mortgage, Inc., increasing total production by over $850 million.> Implemented process improvements, eliminating manual processes, resulting in cost savings of $20,000 annually

Privately held national telecommunication maintenance provider with annual revenues of over $30 million. Ranked 24 on the Inc. 500’s list of fastest growing privately held companies in 2002. Responsible for all accounting, collections, sales tax reporting, budgeting, forecasting and internal management reporting.Achievements:> Managed the successful conversion of the company’s financial systems to Oracle 11i> Developed annual budget and forecast model using complex Microsoft Excel techniques.> Streamlined month-end close process reducing the number of days to close by more than 15 while maintaining consistent accuracy> Realized a $50,000 savings in sales and use tax payments by implementing the Vertex Sales and Use Tax software> Created insightful weekly and monthly dashboard reports providing the CEO and CFO with the key metrics they needed to run the business> Implemented robust collections procedures which resulting in reducing days sales outstanding by 75%

A $400 million residential mortgage originator and subsidiary of Old Second Bancorp, Inc. (a $1 billion, publicly traded, regional bank holding company headquartered in Aurora, IL). Responsible for all accounting, budgeting, forecasting and financial reporting.Achievements:> Improved internal controls and work flow efficiency by implementing improved accounting policies and procedures> Created comprehensive reports to the Board of Directors reflecting trends in operating results and risk management activities> Ensured proper, daily funding by creating a daily cash “flash” report for the President of the mortgage company and CFO of Old Second Bancorp. > Advised and assisted in the implementation of an expense reduction plan that helped realize a 30% reduction in expenses over a one-year period.> Created fully allocated profitability and break even analyses by sales channel for the President of the mortgage company and CFO of Old Second Bancorp highlighting low margin business channels which resulted in exiting these channels and improving profitability.

Oversaw timely completion of client bank account reconciliations for multi-billion dollar residential mortgage servicing company.

Responsible for the planning and accuracy of audits of various publicly and privately held client companies including financial institutions and mortgage companies. Coordinated the re-write of the second edition of the Financial Managers Society Financial Institutions' Internal Audit Manual. Conducted staff training for the professional staff instructing them on various accounting practices instituted by large and mid-sized banking organizations.

Held various, progressively responsible, positions within the Accounting and Finance area of this publicly-traded $700 million thrift financial institution.Achievements:> Implemented an evaluation system and process for the bank's $450 million investor servicing portfolio using the Windfall Servicing Model.> Through consolidating the servicing of the bank's mortgage loan portfolio, reduced staffing costs in this area by 30%> Implemented a loan tracking software program which resulted in the reduction of staff time by 20 hours per month> Coordinated the sale of a $135 million (1,300 mortgage loan) GNMA servicing portfolio, realizing a gain to the bank of over $2 million.