• Lead the overall strategy and direction of the Company, including developing and implementing business plans, setting financial targets, and monitoring key performance indicators to ensure the Company's growth and success.
• Oversee all advisory projects for clients, including all system implementation and optimization projects for clients related to enterprise resource planning, business intelligence, budgeting and forecasting, expense management, payment processing, and HRIS/payroll.
• Provide technical finance and accounting assistance to clients, as well as the implementation of new accounting standards such as ASC 606 (revenue) and ASC 842 (leases).
• Provide sell-side and buy-side diligence support to clients.
• Support the integration of portfolio companies for sponsored acquisitions.

• Led a comprehensive restructuring effort of the finance and accounting department, which involved evaluating the skills and abilities of employees, prioritizing technology upgrades, and streamlining key processes to increase efficiency and effectiveness to allow the Company to scale to several of the top 10 largest public transit markets.
• Led the sell-side due diligence team for the sale of the Company to a large publicly traded transit company.
• Successfully implemented several technology platforms to enhance accuracy and efficiency in financial processes including the implementation of a new ERP, payroll processing software, and inventory tracking software.
• Leading member of the Company's committee for achieving enhanced information security compliance.
• Established an inventory and hardware management department and processes for inventory management, inventory ordering, sales order fulfillment, inventory tracking, and inventory valuation.
• Created the Company's 13 wee

• Optimized the finance and accounting department through the evaluation and upgrade of people, process, and technology to prioritize the ability to scale both domestically and internationally.
• Member of the Company's information systems committee responsible for discussing and implementing key system changes and the overall information security framework.
• Responsible for international legal entity setup, including opening of a sales office in New Zealand and city selection for a European headquarters.
• Worked with executive management and department leaders to run the annual budgeting process and quarterly forecasting process.
• Oversaw daily domestic and international finance and accounting operations.
• Enhanced treasury activities through the creation of a weekly cash forecast and redesigned accounts receivable collection efforts resulting in a 16% decrease in non-current receivables.
• Developed detailed financial reporting packages for executive management, private equ

• Created and lead the Company's Risk Management and Oversight Committee, which focuses on implementing and maintaining an effective enterprise-wide risk management program and reports to the Board of Directors.
• Enhanced financial business processes and created significant cost optimization through the implementation of system automation of accounts payable data entry, employee expense reimbursement, equity cap table management, and stock option accounting.
• Assisted in a significant redesign of the Company's pricing strategy.
• Kicked off IPO readiness process and internal controls strategy for potential public offering.
• Led quarterly Audit Committee meetings and participated in quarterly Board of Director meetings.
• Managed the Company's external financial statement audit and tax compliance processes.
• Co-owner of the Company's information security initiative to enhance data security and become HITRUST compliant.
• Improved the Company's monthly reporting to management

• Led audit engagements for several high-profile private company clients in a multitude of industries, including Chick fil-A, Chiquita Banana, and Arthur Blank's portfolio companies.
• Gained management skills through a three-month rotation within the PwC Capital Markets and Accounting Advisory Services group and navigated a public company through restatement of several 10-K and 10-Q filings with the SEC.
• Performed a six-month rotation, and provided continued assistance thereafter, within the PwC Financial Due Diligence group preparing due diligence reports and presentations for over ten M&A transactions, including deals involving large nationally recognized brands and private equity groups.
• Prepared an audit client for an initial public offering and simultaneous acquisition of a public company.
• Responsible for preparing and delivering presentations to client Board of Directors and Audit Committees.
• Collaborated with clients on complex accounting matters, including underst

• Performed procedures on a variety of engagements, including audits, reviews, and compilations of financial statements, for profit, non-profit, government, and employee benefit plans.
• Prepared federal, state, and local tax returns for individuals for small businesses.