Wendy Pritchett Email & Phone Number

Texas, United States

Dfw

Fractional CFO services designed for small and medium-sized companies to help with financial expertise.Held positions of Interim Controller for two companies in the HealthCare and HealthCare Temp Staffing industries.• Supervised in-person team of 6 and offshore team of 20, making process improvements to ensure consistency.• Oversaw creation and consolidation of weekly analytical reporting for management and private equity teams.

Plano, Texas, United States

Deployed processes to ensure financial controls were in place to meet reporting requirements and timelines.Strengthened decision-making by formulating allocations and designing sales performance reporting for 10 regions.• Managed the creation of compliance and regulatory reporting for the insurance regulatory boards in 38 existing states and emerging markets for agent, escrow, and underwriting activities, including quarterly and annual reports.• Supervised six direct reports to strengthen all accounting activities in a heavily regulated industry.• Collaborated with management, technical, and sales teams to ensure reporting and system needs for integrating different departments during the second phase of NetSuite implementation and acting as local NetSuite Admin.

Achieved integration of two foreign entities into US NetSuite accounting operations to reduce costs and close time.• Planned G/L mapping and migration of European business into NetSuite and company accounting processes. • Coached European accounting team members to standardize practices to match US operations for 3 subsidiaries.

Dallas, Texas, United States

Succeeded in integrating the AP and treasury functions from seven acquired companies to one consolidated team to increase efficiency, uniformity, and enhanced control while reducing costs.Secured onboarding of international bank accounts under main banking relationship, to attain efficiency and transparency while ensuring ongoing AML KYC compliance for existing international banks in 12 countries.Deployed processes to ensure all financial controls were in place to match monthly expenses to budget.• Oversaw creation, consolidation and delivery of weekly cash forecasts and analytical reporting for team leaders, management, and lenders.• Supervised international treasury operations for 40 subsidiary bank accounts and 8 currencies, implementing bank matching reconciliation.• Spearheaded an ever-growing financial team with six direct reports in India to maintain all AP accounting activities, including expense accruals, payroll entries from all subsidiaries for monthly close and consolidation.• Collaborated with other accounting and finance team members on procedures to ensure accurate accounting.

Dallas, Texas, United States

• Consolidated and delivered financial statements, reconciliations, strategic plans and forecasts to stakeholders, including executive management, auditors, Board of Directors, and SEC.• Managed relationships with investors, key shareholders, banking partners, lenders, and contractors.• Ensured ongoing compliance in reporting to SEC and key stakeholders, including XBRL filing systems.• Conducted financial due diligence for capital raises, including $65 million in venture capital funding and S1 rights offering. Maintains corporate cap table, equity instruments, and stock compensation.• Spearheaded multi-disciplinary teams with attorneys, investment banks, brokers, and transfer agents.• Managed financial team and maintenance of all GAAP accounting activities, including GL entries and monthly close.• Managed international treasury operations from multiple business segments as part of cash management.

Dallas, Tx

• Implemented ERP accounting systems to simplify accounting functions and consolidation of multiple business segments, while ensuring greater oversight and auditor confidence.• Analyzed and forecasted valuations for the acquisition and later sale of US subsidiaries, joint ventures, and individual portfolio investments.• Managed $25M debt and supported capital raise of $65M for start-up in equity capital investments.• Strategized and created projections for cash flow management, capital and operating budgets, as well as revenue and expense trend analysis.

Allen, Tx

• Provided consulting services for several transitioning companies and a public start-up in the payment services industry. Services included portfolio management, FP&A, agent relations, and treasury services. • Served as fractional Controller to local private equity company in payment processing.• Developed strategic plans to extend the operational lifetime of revenue streams by analyzing the profitability and risks of each business segment, including future tasks, timelines, and possible divestiture opportunities.

Dallas/Fort Worth Area

• Managed all aspects of cash operations, including capital expenditures and loan covenants. Administered over $100M in loans from several lenders using a multi-company structure.• Directed due diligence and risk assessments for 250 successful portfolio acquisitions from 25 different payment processors, including post-close integration and covenants tracking.• Analyzed discounted cash flow and valuations for over 1,000 ISOs for acquisition and partner investment, as well as optimized pricing for merchant retention and profitability strategies.• Presided over all aspects of human resources, including payroll & benefits administration. Designed and implemented employee benefit programs for midsize company.• Modeled historic and expected performance for acquisitions. Maintained historical data for all investments and created SQL queries for management metrics and sales force tracking.• Provided financial and operational guidance to management and leadership of portfolio companies.• Successfully uncovered embezzlement and conducted investigation with federal agencies, resulting in federal prosecution of four individuals

Dallas, Tx

• Maintained database and CashLane “host” for all aspects of stand-alone debit card processing, including report generation, and merchant maintenance.• Captured and settled $1M daily transactions from ATM and debit card payment processing, moving funds from issuing banks to merchant accounts, directly through the FED.• Customized programming and training for check, debit, and credit card processing on over 20 terminal models. Encrypted pin pads and trained merchants for many types of payment processing.

Dallas/Fort Worth Area

Managed staff of 15 as well as created procedures to ensure merchant participation and retention, including creating an end-to-end accountability system for all departments.

Master Of Science - Ms, Finance, General, 3.78

Bachelor Of Science - Bs, Finance, General, Cum Laude

Master Of Business Administration - Mba, Accounting

Candidate for the Uniform CPA Exam