Fully-insured freelance/independent accounting advisory consultant specializing in:
- audit and IPO-readiness
- complex technical accounting
- SEC and private company financial reporting
- transaction support and readiness (M&A, IPOs, Reverse Mergers)
- finance transformation
- operational accounting

- Lead MCW's accounting efforts during traditional IPO (closed/effective June 2021).
- Lead design, implementation, and execution of MCW's post-IPO SEC reporting function, owning the preparation and review of SEC filings, including Forms 10-K, 10-Q, and 8-K.
- Researched and documented accounting positions for complex transactions.
- Assisted with evaluating the accounting consequences of potential transactions and provided input and suggestions to planned and proposed agreements and ventures.

Senior Manager focused on overseeing engagement team execution of:
- traditional IPO support, de-SPAC IPO, and reverse merger support and execution
- IPO- and audit-readiness
- complex technical accounting and accounting standard implementation
- SEC and private company financial reporting.

Focused on executing project work relating to:
- accounting and finance process reengineering
- performance improvement
- interim management
- financial model design and implementation
- project management
- complex technical accounting and accounting standard implementations
- SEC reporting
- systems implementation
- buy- and sell-side due diligence.

Management company business unit controller for Credit Private Equity funds.

Lead Senior Associate on IFRS, US GAAP, STAT audits of Munich Re and lead Senior Associate on audits of various other P&C insurers.

Execution of year-end audits in healthcare, aerospace and defense, and technology industries.