Strategic and business financial transformation consulting with focus on streamlining financial systems, expanding sales and growing revenue for future success. • K12 E-Learning – Head of Finance for Southern Region - supporting all Financial Functions for 12 online learning Schools.• City Center Nova.org – Head of Finance for Nonprofit organization to assist people with intellectual and developmental disabilities find sustainable and affordable housing. • Payrolling Partners, Inc – financial system transformation from Sage (Abra & Mast 90/200) to Prism (HR – payroll and invoicing) with Sage Mast 200 (back office and financials).• Private Equity – restructured multi-year debt agreement and assisted in merger and consolidation

Head of Southern Regional Finance leading the regional finance team in the execution of the management of K12 corporate finance activities and overseeing the delivery of contracted financial services to the K12 client schools.• Advising on regional profitability and business unit management;• Directing forecast and budget cycle for the region;• Monitoring controls and compliance with corporate financial policies;• Supporting regional business leaders in decision support and analysis;• Supporting corporate audit requirements to include revenue assurance, and analytic support;• Managing program financial audits while overseeing regional financial compliance with SOX and other programmatic and statutory compliance• Overseeing the stewardship of public funds towards the efficient and effective execution of the mission of the client programs;• Supporting the HOS and RVPs in the management of financial matters with the independent school boards and state regulators;• Assisting in the preparation of capital and grant budgets for client programs;• Directing the filing of all required statutory reporting for the client program

Financial Operations & Business Development: Directed all aspects of accounting, finance, human resources, and business development.Procurement: Evaluated all procurement proposals, monitoring cost components and maintaining budget compliance.Pricing Strategy: Developed customer-specific pricing model, performing market comparisons and creating profitability guidelines to manage margins.Contract Negotiation & Issue Resolution Management: Negotiated mutually beneficial contracts, building rapport in order to deescalate potential customer issues with swift resolution.Account Management: Managed 50+ existing accounts, prioritizing work by importance and expected time investment while maintaining client satisfaction. Internal Financial Reporting & Compliance Management: Ensured compliance on all Internal Revenue Service reporting, business income tax reporting, and payroll administration, managing all quarterly and annual filings with exacting attention to detail.Patent Portfolio Management: Strengthened industry patents, collaborating with attorneys and patent firms to widen scope and protect against possible competitors. Aligned claims of 5 patents dating back to 1998, leveraging legal position. Financial Forecasting: Produced financial reports, forecasting monthly, quarterly, and yearly trends to guide strategic planning.Growth Strategies & Partnerships: Optimized growth strategies, evaluating company expenses and improving cost structure, upholding high degree of support for existing accounts, and building business partnerships that led to new sales. Growth strategies contributed to a 34% increase in revenue and a 69% increase in profit.Deal Closure: Led deal management and final sale of company to Echo 360 (backed by Revolution Growth), facilitating multiple rounds of high-level discussions, acquiring legal support, and securing full data room sharing.

Daily Operations: Directed daily operations and finances for all domestic-based segments, including premier, commercial accounts, federal, state, and education accounts.Financial Planning & Revenue Analysis: Managed a $14B annual revenue plan, analyzing reports and forecasting financial trends to remain on target. Quota Management & Team Motivation: Analzed product-based compensation metrics for 4,000 sales representatives. Motivated sales team to reach targets by offering incentives and payouts. Key Performance Indicators & Sales Mix: Developed method to monitor and analyze product-based KPIs, adjusting ratio of sales for each product to sales volume for all products. Shift in sales mix resulted in 2.3% quarterly sequential and 5.7% year-over-year revenue growth, reversing years of decline and outpacing competition.

Strategic Planning: Served as financial officer, providing strategic planning to support $2.5B in annual revenue goals.Financial Modelling: Reported to president of premier accounts, meeting quarterly across United States and Europe to present financial models, analysis, and reports. Built and maintained trust relationships with executive leadership.Compensation Planning: Analyzed compensation planning for 375 sales representatives, 36 directors, and 5 regional vice presidents.Performance Management: Designed and implemented a website with daily sales, activity, and performance statistics, increasing real-time visibility for the sales staff and improving quota management.Segmentation & Market Penetration: Developed model of customer segmentation by market size to improve market penetration. New tier system improved market penetration and exceeded profit plan by 142% in 3rd quarter of 2005 fiscal year.Financial Analysis: Provided financial analysis to support merger discussions between MCI and potential merger partners, including Verizon.Sarbanes-Oxley Act: Provided qualitative support for quarterly and annual reports, reviewing and signing Sarbanes-Oxley Act Section 302 certification to demonstrate financial responsibility.

Profit Optimization: Led profit optimization for Mass Markets Unit, with over $8B in annual revenue and 6,000 employees.Staff Management & Budgeting: Managed a staff of 125, providing financial direction and approval on all expenses and programs.Outsourcing & Cost Reduction: Outsourced sales and service duties, facilitating the closure of 4 centers and reducing costs.Revenue Growth Generation: Increased phone revenue while maintaining historically low customer disconnect and aged receivable rates, generating $200M in incremental revenue.Wholesale Agreements: Contributed to negotiation of wholesale agreements with regional Bell operating companies, facilitating continuation of local service, at profitable rates, to 6.5 million customers. Profit Maximization: Surpassed profit goal for first half of 2005 by 150%; this profit represented 50% of company’s total profits.