Directed finance and back office organization for $10M independent economic research firm. Developed and delivered financial statements, budgets, forecasts, and related financial analyses and scenarios for management team, outside consultants, and tax professionals throughout company’s life cycle. Managed firm’s HR, IT, treasury, and other functions, including serving as plan administrator for firm’s profit sharing and 401k plan. • Reduced accounting document processing times and decreased errors by improving efficiencies of accounting and finance procedures, including implementation of automated payment systems.• Launched numerous company-wide implementations from requirements analysis to completion, such as data servers, benefit plans, and IP telephone systems, completing within budget and with zero downtime.• Enhanced value of firm to potential buyers and subsequent owners by producing error-free and meaningful financial statements and supporting analyses. • Coordinated all financial, client, IT, treasury, and other business-centric due diligence for new ownership team, directing all integration efforts after sale to IHS Markit and leading discussions with new owners to provide complete understanding of all financial matters.

Managed internal financial reporting for $11B multinational mass media and information firm. Enhanced internal management financial statements and analyses, including management metrics. Managed financial analysis and reporting, general ledger, accounts payable, and cash application functions, including monthly close process. • Led monthly internal discussion of Thomson Reuters Americas results with global Thomson Reuters financial management team, recommending best practices that brought continuity to financial reporting process. • Met aggressive 1-month release date while managing integration of Bridge Information Systems financial reporting with Thomson Reuters. • Demonstrated integrity and efficiency of accounting and financial reporting group at Bridge Information Systems, saving 15+ jobs and adding additional 25 positions by helping persuade management to move all back-office operations to Saint Louis.

Handled global financial reporting for news and data provider (acquired by Thomson Reuters). Developed process to prepare carve-out financial statements for potential sale of assets following bankruptcy process. Improved reporting function to increase flexibility and meaningfulness and ensure reporting accuracy. Reduced risk for 3 significant acquisitions and 2 smaller investments through internal financial due diligence work.

Oversaw accounting and auditing for diverse group of clients, including large and small manufacturing companies, utilities, healthcare, and not-for-profit institutions. Led financial feasibility studies, acquisition reviews, and related due diligence for private companies; operational reviews; and studies and evaluations of internal accounting controls.