Infogix provides end-to-end, real time and automated data analysis across your enterprise. Using our Enterprise Data Analysis Platform we help improve data quality, ensure effective transaction monitoring, provide balancing and reconciliation, identify and predict fraud and customer behavior.•Direct and manage all accounting, treasury, tax for an enterprise software provider with six domestic and six international entities with over $67M in annual revenue.•Report to the CFO.•Prepare and deliver financial reporting package to private equity ownership.•Prepare and deliver loan covenant and compliance reporting to lender.•Prepare and present financial KPI’s and other operating metrics to the executive team.•Supervise a four person staff (G/L, A/P, A/R & Tax).•Oversee all accounting transactions and financial reporting ensuring compliance with accounting policies.•Manage treasury services, working capital and cash flow projections.•Perform analytical procedures on revenue, expenses, financial commitments and obligations to the operational budget and prior year.•Review multiple element contracts and perform VSOE analysis to ensure revenue accounting is in compliance with GAAP.•Implement and support the company’s operational budget.•Automate and improve existing accounting processes and controls.•Direct the financial audit and manage the relationship with our external auditors, tax accountants and bankers.•Manage international tax issues (VAT, Transfer Pricing and Income Tax).•Implementation of ASC 606 (April 2019)•System implementation from PeopleSoft to NetSuite

• Develop budgets and accounting structure for a technology start up company• Develop relationships with financial institutions and external accounting firms for future operations• Design Microsoft Dynamics 365 ERP for accounting and project management functions

• Develop and maintain the firm’s financial policies and procedures• Coordinate month end and year end general ledger close; created month/year end closing schedule • Developed monthly reporting packet, including financial statements, cost analysis and KPIs• Reestablished in house reconciliations from external accounting firm• Implemented several time and cost saving processes • Completed client Trust and Probate Accountings• Manage financial activities of 18 affiliated business entities

• Manage accounting staff of six; responsible for staff development including review of work, training and coaching• Coordinate month end and year end general ledger close• Manage timely preparation and analysis of monthly cash and accrual financial statements; closed on time every month• Manage the preparation of the Firm’s annual audited financial statements and footnotesand coordination of the audit• Contribute in the Firm-wide annual budget and projection process and monthly financial reporting process

• Supervise accounting staff, team of 7; Team implemented 25 process improvements in 2014 • Annually coordinate multiple regulatory reports and associated audits; • Coordinated FERC audit of shared services organization spanning 27 months and concluding with no material findings• Maintain integrity of general ledger/chart of accounts; Analysis project purged over 700 redundant chartfields (17% of total)• Perform complex general accounting functions, including allocation of $380 Million of Shared Service organization costs annually • Propose and publish metrics and KPIs to be incorporated into the monthly financials and scorecards• Coordinate month end closing schedule and closing process. Closed on time every month in 2012 and 2013• Test and revise 84 computer generated journal entries; Savings for effective computer generated entries is 40 hours per month• Manage general books bank & account reconciliation process; Reduced exception items by 97%; from over 2800 items to 60 items• Finance Lead of Customer Software project; Functionally designed 11 finance processes; Configured GL Mapping for Project

• Daily tracking and forecasting of cash receipts and disbursements for company’s 11 general bank accounts• Responsible for daily short term borrowing and investing of company funds; analyzed performance of short term investments,• Performed periodic budgeting/modeling to project monthly/annual cash requirements• Maintain relationships with banks and borrowing and investing firms• Assist with bond financings and prepared amortization schedules

• Management of Accounts Receivable Aging and Reconciliation• Cash Management, including cash receipts and cash disbursements• Administration of contracts and subcontracts, including preparation of American Institute of Architects forms• Close of monthly books and bank reconciliations• Directed daily data entry for all vendors and subcontractors• Prepared all internal and external audits for unions, workers compensation, and year-end audits• Managed weekly payroll, payroll tax reporting, and union payroll reporting• Job cost accounting projects