Private equity owned professional services firm with annual revenues of $46M. Microsoft gold applications partner providing professional services for Microsoft Dynamics products to small to medium sized businesses. Primary focus is professional service implementations of Microsoft ERP products.Executive and financial lead reporting directly to the CEO, holding company and private equity group. Charged with leadership of all accounting and finance, financial planning and analysis, collections, subscriptions and cash management.

Software development company providing Software as a Service solutions for third party logistics (3PL) and fulfillment companies.Senior executive with full-charge leadership of all accounting and finance, financial planning and analysis, collections, compliance, human resources and cash management. Worked directly with sales during new business acquisition and customer success through the customer contract renewal process.Lead the finance team and provided financial leadership for the overall organization. Assumed new and expanded responsibilities in response to changing business needs including promotion from Director of Finance to CFO. Responsible for the financial direction and growth of the company as well as all administrative and Human Resources functions.

Wholesale distributor and designer of men’s and women’s denim apparel with $165 million in annual revenue shipping both domestically and internationally. Manufacturing and sourcing located in China, Hong Kong and Bangladesh.Responsible for overseeing the accounting department and maintaining accounting records and financial statements. Management of overseas financing and financial vehicles necessary for far east production of merchandise. In addition, the position includes general accounting work, internal control maintenance, cash flow management, tax return preparation and planning, budget preparation, financial presentation of results to senior management. Responsible for compliance with external auditors and taxing authorities. Performed the vast majority of the work related to the implementation of a new mid level accounting system.

Ovation Benefits Company. Perform general accounting, financial and budget reporting, tax work, payroll, AP, AR, sales pricing & proposal work. Responsible for accounting and financial records of the company including compliance with external auditors and taxing authorities.

Medical and ancillary benefits broker for small and medium sized companies. Karelia Health was a related entity performing health improvement and wellness services lowering employer costs and improving employee health.Performed general accounting, financial and budget reporting, tax work, payroll, AP, and AR. Responsible for accounting and financial records of the company including compliance with external auditors and taxing authorities.

Performed non public company audits (both for-profit and non-profit), accounting/consulting work and some tax returns. Responsible for managing audit fieldwork, prepared and supervised the preparation of audit work papers and fieldwork and prepared financial statements for review and approval by Audit Partners.