Big 4 Accounting
Top Consulting Firms
Experience
GreenBridge Financial Solutions, LLC
Accounting
Partner
12/2013 - Present
GreenBridge PMO is your source for financial projects - examples include:
- Interim CFO, Business Plans, Pricing Model, Stock Option Plan, Comp Plans (sales and bonus), etc.
GreenBridge Managed Financial Solutions
- Optimizes and Runs your accounting and finance - end to end
- Fixed monthly fee
- Focus on your core business, we'll take care of the F&A!
We turn financial data into business insights!
2 Min Video: http://GreenBridgeFS.com
Contact 630.800.1320
- Interim CFO, Business Plans, Pricing Model, Stock Option Plan, Comp Plans (sales and bonus), etc.
GreenBridge Managed Financial Solutions
- Optimizes and Runs your accounting and finance - end to end
- Fixed monthly fee
- Focus on your core business, we'll take care of the F&A!
We turn financial data into business insights!
2 Min Video: http://GreenBridgeFS.com
Contact 630.800.1320
Clarity Solution Group
Accounting
CFO
5/2011 - 12/2013
- Led a $40M business during a period of 30% annual and profitable growth
- Drove M&A & process that resulted in PE investment
- Led F&A team (Accounting, Finance, Forecasting, Tax, Internal Systems, and Human Resources)
- Increased employee retention and engagement due to implementation of the Clarity Stock Option Plan, ‘unlimited’ bonus and vacation structures
- Implemented operational efficiencies that reduced overall cost to the business including: new team, reporting, accounting
- Drove M&A & process that resulted in PE investment
- Led F&A team (Accounting, Finance, Forecasting, Tax, Internal Systems, and Human Resources)
- Increased employee retention and engagement due to implementation of the Clarity Stock Option Plan, ‘unlimited’ bonus and vacation structures
- Implemented operational efficiencies that reduced overall cost to the business including: new team, reporting, accounting
Hewlett Packard
Operations
CFO - Business Intelligence Practice
5/2006 - 5/2011
- Financial and operational leadership for a $300M business
- Provided stable executive leadership and continuity within all levels of the organization during a period of 10 separate leaders and 3 business unit transitions
- Led a global cross-functional finance and operations team responsible for Accounting, Finance, Systems, and overall business operations
- Delivered 17 quarters of results within 4% of forecast
- Identified and oversaw resolution of 3 multi-million dollar risk red project
- Provided stable executive leadership and continuity within all levels of the organization during a period of 10 separate leaders and 3 business unit transitions
- Led a global cross-functional finance and operations team responsible for Accounting, Finance, Systems, and overall business operations
- Delivered 17 quarters of results within 4% of forecast
- Identified and oversaw resolution of 3 multi-million dollar risk red project
Knightsbridge Solutions - Acquired by HP
Accounting
Worldwide Controller
5/2006 - 5/2011
- Led Finance in a PE held company; Led successful Due Diligence process
- Reorganized and directed the F&A team (Financial Reporting, Planning, Tax, Audit, Accounting, and Operations)
- Drove successful turn-around of troubled ERP system implementation
- Condensed close schedule to
- Reorganized and directed the F&A team (Financial Reporting, Planning, Tax, Audit, Accounting, and Operations)
- Drove successful turn-around of troubled ERP system implementation
- Condensed close schedule to
Spraying Systems Co.
Accounting
Worldwide Controller
5/2001 - 5/2006
- Leadership of consolidated reporting for a $250m business with 35+ global entities
- Condensed international close schedule to 8 days from 30
- Implemented world-wide financial consolidation reporting processes and system
- Maintained the cost accounting reporting process for the main factory
- Responsible for international and domestic tax, audit, and internal audit compliance
- Condensed international close schedule to 8 days from 30
- Implemented world-wide financial consolidation reporting processes and system
- Maintained the cost accounting reporting process for the main factory
- Responsible for international and domestic tax, audit, and internal audit compliance
Vation Inc.
Start-Up
VP - Finance
12/1999 - 5/2001
- Secured $3.3M in venture funding
- Performance within 10% of initial projections during first year of operations
- Managed company’s growth to more than 50 team members during 12 months
- Implemented and administered corporate programs including Health Insurance, Bonus Plans, Stock Option Plan, 401K plan
- Developed and maintained complex financial and pricing models
- Performance within 10% of initial projections during first year of operations
- Managed company’s growth to more than 50 team members during 12 months
- Implemented and administered corporate programs including Health Insurance, Bonus Plans, Stock Option Plan, 401K plan
- Developed and maintained complex financial and pricing models
Ernst & Young (EY)
Management Consulting
Senior Consultant
6/1997 - 12/1999
- Led Client / EY teams during SAP Implementations for five Fortune 500 clients
- Assisted in the development of the SAP Delivery Center (off-shore development)
- Earned highest performance rating each year
- Assisted in the development of the SAP Delivery Center (off-shore development)
- Earned highest performance rating each year