Functional Skills
Business Unit Strategy
Post-Merger Integration
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Finance Transformation
Forecasting / Projections
Financial Statement Preparation
Pricing Strategy
Process Design / Re-engineering
Cost Reduction
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Quickbooks
Netsuite
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Healthcare
Manufacturing
Media & Entertainment
Technology
Experience
Marren Consulting, LLC
Management Consulting
Principal
1/2013 - Present
I am the founder of Marren Consulting, LLC. I serve as Interim CFO to privately-held businesses that are undergoing significant change. My clients are typically in need of financial leadership to complete a M&A transaction or are financially distressed and need turnaround services. I focus on building strong teams, increasing revenue, improving EBITDA, and expanding an organization's capacity.
Private Company
Accounting
CFO
1/2010 - 1/2013
Managed all financial and administrative operations including accounting, human resources and office services. Led company's transition to a cutting-edge ERP system. Directed all financial and accounting functions, including financial statement preparation and analysis, cash management, A/P, A/R, and payroll. Managed relationships with bankers, insurance carriers, external auditors, and benefits providers. Worked hand-in-hand with trustees and turnaround specialists throughout sale of company.
Marren & Associates
Accounting
Founder and Consultant
1/2002 - 1/2010
Provided interim controller services to start-up organizations, primarily in the professional services and not-for-profit industries. Services included financial statement preparation and analysis, cash management, budgeting, establishment of cost and billing rates, billing, A/P, A/R, and audit prep work
Hinshaw & Culbertson
Accounting
Director of Finance
6/2000 - 1/2002
Recruited to develop and execute strategy for an accounting department of 40+ professional and clerical staff. Led all financial accounting and reporting activities including budgeting and forecasting, timekeeping, billing, cash application and accounts receivable, collections, accounts payable, account reconciliations, and payroll. Liaisoned with external auditors, tax accountants, and bankers.
Locke Lord
Accounting
Controller
6/1996 - 6/2000
Directed all financial reporting and analysis activities, budgeting and forecasting, timekeeping, billing, accounts receivable and cash application, account reconciliations, and payroll. Managed the file opening and conflicts functions and the calculation of timekeeper cost and billing rates. Analyzed the financial impact of potential acquisitions. Presented budgets and financial results to Executive Committee and partners.