Insurance Claims Management, Inc., a private equity backed third party claims administrator, offering full services for property and auto glass claims management through its two independently operating units, Code Blue, LLC and Harmon Solutions Group, LLC.As CFO, supervised 25 employees accountable for all aspects of Finance/Accounting, Human Resources and office facility activities in two locations. Internal leader for sale of company to private investor group and the sale of a business line for new ownership.Assumed Chief Operating Officer role in October 2017, directed 250 additional employees operating in three different lines of business and Information Technology in two locations.Enterprise Impact:• Spearheaded sale of company in conjunction with Private Equity owner, February 2018.• Organized sale of a business line, June 2018. • Controlled operating expenses to 20% of revenue during growth from $46 million to $70 million since 2010.• Reduced 2018 medical insurance premiums by 40% while preserving benefit coverage.• Held non-compensation expenses to 3.2% of revenue.• Transformed company’s financial planning, budget activity and department business plans through a collaborative/participative process that created buy-in across the organization. • Initiated new banking relationship yielding a $15 million capital-restructuring loan.

Transamerica Investment Services, Inc. and its subsidiary, Transamerica Investment Management, LLC, Registered Investment Advisors. Combined, the two companies comprised approximately 100 employees.Accountable for Finance/Accounting, Information Technology, and office facility activities in four locations and supervision of eight employees.Enterprise Impact:• Identified underperforming mutual funds and collaborated with CEO to eliminate those funds from the service offering which resulted in a profitability influx of $1 million.• Optomized procurement function and drove annual expense savings in excess of $2 million.• Orchestrated the successful integration of the finance and accounting functions of two acquisitions and an organizational restructuring project.• Mentored the Finance and Information Technology staffs to build technical and leadership capabilities.

A design, engineering and geospatial firm of approximately 800 employees Led a seven-member accounting department responsible for financial reporting, accounts receivable, fixed assets, accounts payable and payroll. Assured compliance with all financial and government audit requirements.

• Managed staff and senior accountants on engagements, reported directly to partners.• Planned and performed audits, reviews, and compilations of client financial statements, including audits compliant with Federal Yellow Book requirements. Clients included not-for-profits, professional service organizations and manufacturing enterprises.• Presented reports to various boards of directors regarding results of financial statement audits and findings relating to internal controls.• Provided feedback to senior management and owners of clients regarding suggestions for and implementation of ideas for improvement of internal controls.• Assisted clients with acquisition due diligence and consolidation of newly acquired businesses.• Performed litigation support and fraud determination services.• Prepared corporate, partnership and personal tax returns.

• Planned and performed audits, reviews, and compilations of client financial statements.• Prepared corporate, partnership and personal tax returns.• Prepared and reviewed quarterly and year-end payroll returns.