Key Accomplishment: Leading an 18-month post-merger integration of a company with automated, streamlined treasury and finance functions and an entity lacking structure, uniform processes, or automation.
Education and Credentials: CPA and CTP with 25 years of experience including Big 4 audit and accounting, finance, tax, treasury, and operations support with a rapidly-scaling international company.
Summary of Experience: Expertise includes strategic business and finance planning and execution, post-merger treasury integration, cash management, financial forecasting, debt agreement negotiations, sales and use tax, treasury/finance technology implementation and automation, federal and multi-state tax returns and compliance, financial statement preparation, and federal/state audit defense.