Oversight and development for clients' current and forecasted financial position, for the purpose of measuring optimizations provided by internal consulting teams of experienced consultants, each with more than 25 years of experience. Facilitate financial acumen explanations to consultant teams of 4-6 individuals per client engagement. Served as negotiator to client CFOs and internal executive teams.

CFO Support for sell side due diligence for acquisition of E-wholesale company to private equity sponsor. Converted 3 years cash and tax financials to GAAP. Performed ad-hoc analysis for sell side and private equity sponsor. ... Continued

Transformed 40-Year-old entrepreneurial insurance company to multi product high growth company updating GL, incorporating payment technology, and forecasting cash. Converted tax to GAAP financials and forecasting scaling opportunities. Resourced ongoing access to large & small bank capital for growth. Re-engineered complex legacy software for new and future product growth. Mentored early and mid-career sales and accounting executives.
• Facilitated 100% remote work environment in onset of COVID pandemic, while growing the company by 20%.
• Performed DCF modeling, gaining
● $35 mill in organizational value, supplying $3 mill in debt capacity.
• Provided
● $1.5 mill in grant capital in various BC owned entities.
• Lead Sage Implementation with

Targeted investments and performed due diligence for reverse merger transactions in US stock portfolios. Directed technical tasks in preparation for Super 8-k filings and roadshows, necessary to attract investment. Strategically negotiated ownership structure for buyers with international founder/seller companies. Trained corporate governance to foreign executives including requirements for SEC registrants.
• Hosted board members, executives, and stock agents on investigative trips to Nigeria and Cameroon.
• Leveraging RSM relationships, validated and confirmed assertions for investment in foreign assets
● $500 mill.

Executive leadership forfully integrated, independent, cross-media local advertising company. Partnered with CEO leading innovation efforts of a stressed business model. While performing bank required liquidation activities, supported ongoing public litigation activities and strategy for recovering from the disruption to the organization.
• Outperformed 2017 EBITDA by 20% and recreated sustainable board approved 2018 budget during Q1.
• Staved off debt call developing cash flow strategy and negotiating with lenders.
• Pioneered effective just-in-time human capital strategy, after losing material long term revenue contracts.
• Constructed over $300 mill in loss valuations, working with Harvard Economics Professor to support litigation.

Lead organic growth of mattress retail and warehousing organization. With 4 brands and 156 retail locations lead hands on implementation of NetSuite. Designed and built analysis communicating Key Performance Indicators, across retail and distributions centers. Creatively monitored KPI activities nationally, designing successful sales compensation programs.
• Increased revenue by 25% establishing KPIs and supportive compensation programs.
• Increased financed sales by 15% with innovative consumer platform to merge credit applications.
PROGRESSIVE CAREER EXPERIENCE

Managed risk, overseeing Health & Life, Property& Casualty and Worker's Compensation riskstrategy while integrating acquisitions for heavily acquisitive coal mining organization. Managed bonds and regulatory requirements
• Activated
● $80 million investment from US and Deutsche Bank building complex financial models.
• Established risk programs for the addition of 1300 employees, including unions, within 16 months.
• Saved
● $4 mill in premium expenses, restructuring property & casualty insurance programs.
● ... Continued
PROGRESSIVE CAREER EXPERIENCE - CONTINUED

Financial expert, contributing to the development, managing the testing and implementation of Loan Vantage in top 16 bank (by asset size) in the United States, People's United Bank. Loan Vantage was among the first software and SaaS products offering visibility into the risk diversity of commercial loan portfolios.

Controller US finance and operations across 22 corporate budgeting departments, 11 sales locations, five manufacturing facilities and new consumer brands, including brewery, bottling operations, distillery, and golf course.
• Executed CFO role for first US FEI World Equestrian Games in 2010, protecting
● $10 mill title sponsorship, renegotiating press, parking and housing contracts and creating a cash handling program for 3-week global event at the Kentucky horse park.
• Delivered 20% Year Over Year EBITDA growth for four consecutive years.
• Lead Securitization of $30 mill in grant funding from the US Departme11nt of Energy.

Planned, performed, and supervised audits for both public and private companies in financial services regulated environments including insurance, banking, and investment structures. Reported results to audit committees and boards Generally Accepted Auditing Standards & Accounting Principles.
• Co-hosted round table events for leading insurance industry experts.