• Reviewed due diligence and prepared ASC 805 memo in connection with company acquisition
• Assisted with various stages of the integration of client's company acquisition(s)
• Coordinated team meetings across various departments in facilitation of client's company acquisition(s)
• Prepared and managed operating close processes for various clients
• Improved and enhanced the operating close cycle with documentation of key accounting processes for dental product client
• Proposed recommendations to optimize the intercompany process for dental product client

• Managed and reviewed staff preparation of monthly actual vs. budget and trend analysis at department and consolidated level
• Communicated key findings in review of the monthly actual vs. budget analysis, including findings to improve the preparation of the annual budget
• Improved and enhanced efficiency and operating effectiveness of Integration Addback Analysis in conjunction with monthly actual vs. budget analysis
• Managed and reviewed the implementation of the Corporate IT Cost Allocation process
• Prepared and enhanced the EBITDA analysis with key recommendations of improvements in synergies with system reports
• Proposed recommendations to implement narrative and control documentation on key processes in Corporate Department

• Initiated and executed business development relationship between The Siegfried Group and VCA, Inc.
• Refined attributes to the global Pro Forma/IRR model used for both domestic/international target acquisitions
• Reviewed and analyzed deal specific model scenarios/assumptions to maximize VCA's target return on investment (IRR) for over 30 target acquisitions
• Reviewed and provided revisions/refinements to Pro Forma 10-year revenue and GP margin growth assumptions based on both current deal specific operations and market competition
• Improved and enhanced efficiency and operating effectiveness of the periodic Post-Acquisition Reporting (PAR) on Performance for VCA Acquisitions executed 2010 through year-to-date 2021
• Managed and reviewed staff preparation of purchase price allocations (PPA) and the fair market value of the sellers' assets/liabilities for over 30 acquisitions valued in the aggregate of over $100M in compliance with ASC 350 and ASC 805

• Managed senior associates' day-to-day, monthly, and quarterly tasks associated with Stock Based Compensation (ASC718)
• Researched system calculation errors and provided analytical solutions to ensure the proper amount of stock based compensation expense is recorded and presented on financial statements
• Managed and facilitated the internal Property, Regional, Corporate, Executive and Other Entity level Certification process within Workiva, which is utilized to assist the CEO/CFO in the completion of the Management Rep. Letter
• Reviewed multiple assigned sections of the Q2-Q3 2019 10-Q, SEC/GAAP checklists and XBRL tagging

• Prepared and reviewed purchase price allocations and the fair market value of the sellers' assets/liabilities for over 30 acquisitions valued in the aggregate of over $100M in compliance with ASC 350 and ASC 805
• Evaluated the accuracy relative to the valuation of the intangible and tangible assets for each acquisition
• Proposed/implemented adjustments on existing analysis and schedules utilized across functional groups
• Conducted year over year revenue analysis to ensure the revenue and growth rate assumptions used in the purchase price allocation model were substantiated with due diligence and other current market factors
• Reviewed over 30 pro-forma financials to validate the appropriateness of the purchase price for each acquired hospital
• Performed regional P&L comparative analysis' for each acquisition in preparation of first year budgets
• Tested/analyzed various inputs/assumptions during the adoption and implementation of VCA's new IRR model

• Supervised the development and training of Fund Accountants in all phases of fund life cycle.
• Applied necessary accounting principles as guide for reasonable assurance of Accountant's records
• Reviewed financial statements, including footnote disclosures for multiple Funds (7 total)
• Ran various analytical reports for each of the Fund's respective deal teams to determine future funding needs
• Provided control-related materials to audit coordinators in compliance with Sarbanes-Oxley 404
• Coordinated peer meetings to share ideas on how to better manage allocated Funds
• Reviewed credit facility activity and covenant requirements to ensure Funds are in compliance
• Prepared and analyzed group-related Holdings and Commitment reports to various internal groups
• Coordinated strategy meetings amongst various internal groups to streamline more fluid communication

Associate – (8/2008-6/2010)
• Lead senior for the preparation and review of the Sarbanes-Oxley 404 attestation testing for American Honda Finance Corp. (AHFC)
• Performed 10-Q review for Ascent Media Corp.
• Reviewed financial statements, including footnote disclosures for multiple companies
• Lead senior for the consolidation financial reporting process for Anschutz Entertainment Group, Inc. (AEG)
• Executed all phases of the audit process including planning, substantive testing, financial analysis, review and analysis of internal control compliance and presentation of audit findings to management
• Researched accounting guidance, identified accounting issues and proposed solutions to engagement managers and partners
• Supervised the development and training of staff as senior for Chicken of The Sea, AHFC, and AEG
• Experience with entertainment, distribution, hospital, and financial service companies
• Major clients include: American Honda Finance, AEG, CHOC