Interim Controller for a private equity based manufacturer of manufacturing industrial equipment - 8 subsidiaries, consolidation & financial reporting, cash flow forecasts, purchase accounting and acquisition integration & support, coordination of annual audit, external & internal monthly financial board and lender reporting, ASC 606 revenue recognition including standardized percentage of completion methodology across various entities. Knowledge transfer and training to new controller,

Performed financial accounting services primarily general ledger reconciliations, financial reporting, internal performance dashboards and reporting metrics, budgeting, 13 week cash forecasts and other and hoc reporting.

Assisted the executive team with monthly financial reports and performance reporting for projects, line of business financial results. Worked with the external tax accountants for year end financial schedules and financial statements. Prepared and trained projects with focus on maximizing revenue, reducing scope creep, staff utilization and cost management.

Year end financial accounting assistance – payroll reconciliations, 401K, project management and monthly reporting.

Year end financial accounting assistance – payroll reconciliations, 401K, project management and monthly reporting, PPP loan application and monitoring.

(Private equity backed national architecture firm focused on healthcare architecture – ENR top 500 design firm) Primary oversight for financial and treasury matters related to the conduct of the firm's business including:
• Responsible for the financial reporting and daily operations of the entity including financial statement preparation, bank reporting and private equity quarterly reporting packages.
• Lead integration of newly acquired companies into existing operation.
• Monthly & quarterly bank reporting including financial covenants.
• Coordination of year end audit with external auditors.
• Reporting to private equity group (quarterly bank reports and monthly financial statements and metrics dashboard).
• Seller side quality of earnings review and transactional analysis project with external Big 4 firm.

(New York based architecture firm privately held – formerly a division within Perkins Eastman)
• Lead role working with Perkins Eastman accounting team to break away S9 accounting functions with break away financials. Responsible for gathering historical accounting records including project accounting records and migrating data to new Deltek Vision system.
• Oversight of daily accounting functions including client billing, cash collections, vendor management, staff resourcing and project management including revenue recognition calculations.

CFO of North America division

Oversight of the accounting function.

Financial accounting advisory services.