Partner with the CFO/COO of unique $27.5M venture capital backed tech start-up in the corporate events industry to review the general ledger as well as policies and procedures in preparation for first time audit and ERP implementation. Assess adequacy of finance department resources, providing training and guidance as needed.

Led accounting and finance for $36M privately held healthcare IT consulting firm. Partnered with and supported senior management in the identification, development and implementation of new programs and growth objectives. Ensured partnership regulatory compliance, including annual federal LLC, state and local income tax, payroll tax, personal property tax, and state escheatment. Managed treasury relationship and compliance with debt covenants and borrowing base.

Managed the finance and accounting function, including general ledger accounting, payroll, month-end close, and internal analysis/reporting as well as the budgeting and forecasting models. Prepared and reviewed year-end workpapers for annual financial statement review, partnership tax return and firm valuation and served as primary resource for external accountants. Developed and implemented internal control and process improvement initiatives.

Partnered with the CFO to proactively restructure and rebuild the accounting function statewide. Managed daily accounting activities, timely completion of month and year-end close, including annual tax filings. Primary point of contact for the external auditors. Created and managed statewide budget of $45M. Strengthened internal controls through the creation of detailed policies, procedures and conducted staff trainings. Evaluated quarterly financial performance for review with Sr Mgt.

Managed the daily accounting function for $125M private-equity funded home improvement internet start-up, 20% owned by Ace Hardware. Developed and implemented company-wide accounting policies, procedures, internal controls, and reporting. Enhanced managerial and interpersonal skills supervising and coaching a staff of 3 direct reports.

Planned and performed financial statement audits of entities that included Fortune 500 consumer/industrial products companies and employee benefit plans, leading teams of 3 to 5 staff.

Performed financial statement audits, reviews, compilations, and agreed upon procedures for the firm’s commercial, government and non-profit clients.