Assist company President with tasks necessary to launch a start-up venture. Ensure that company's financial/accounting system is GAAP compliant. Assist with developing and maintaining a detailed financial pro-forma for the business. Rigorously test the company's software platforms to develop best practices and identify issues. Establish detailed policies and procedures for both the Finance department and other areas of the business as assigned by company President. Vet funding companies for capital needs. Handle completion of all business insurance applications.

Managed monthly close process – successfully decreased close timeline by over 50%.Acted as liaison with independent audit firm, managing annual audit process and ensuring that deadlines are met – 2019 audited financials were available three weeks earlier than in 2018. Worked with CFO and VP of Finance to ensure that financial statements were accurately stated – oversaw balance sheet clean-up project, doing a full reconciliation of all accounts.Analyzed expenses and developed allocation methodologies to appropriately assign costs down to the branch level – revamped insurance allocation worksheets to facilitate annual updates.Direct reports included Senior Accountant; AP Supervisor and two Cash Applications Specialists.

Facilitated strategic business decisions by providing timely and pertinent information to the CEO, CFO and President – provided pro-forma financial statements on proposed new lines of business. Revamped the commission plans for the recruiting & sales teams utilizing detailed financial modeling – resulting in incentives being more equitably linked to performance which helped to achieve the company’s ultimate growth objectives. Managed all finance and accounting operations for the company – responsible for supervising as many as six direct reports. Prepared annual operating budget, monthly forecasts, and weekly projections using Excel – developed a weekly/monthly projection model that consistently came in within +/- 8% of actuals. Worked with external auditors to complete interim and year-end audits of financial statements – reduced timeline for publishing audited financial statements by two weeks from predecessor.