Financial System Design
Management Consultant, Sales and Marketing
Worked individually or with multiple specialized management and information technology consulting firms and companies, in diverse businesses sectors including small startups, mid-size corporations, financial institutions and government agencies using Project Management and Business Analysis skills to resolve their critical issues involving processes, systems, technology, management reporting, and accounting processes and controls. Leading teams in sales and delivery efforts for SaaS based financial and CRM systems. Systems include NetSuite, Acumatica and Salesforce.
7 yrs Experience
Managed accounting process for a $130M technology company. Responsibilities included management, management and S-1 reporting preparation, reconciliation, accounting guidance, audit management, policy and procedures, Sox documentation. Responsible for process flow charting, narrative and analysis of all processes and procedures related to accounting operations and Implemented new processes and procedures in areas of weakness from a control, efficiency and effectiveness perspective. Developed SOX documentation for relevant areas of responsibility. Prepared sections of S-1 Public Filing as well as monthly and 10-Q reporting package for investors including variance analysis and comments. Managed accounting operations: close, audit, extensive management reporting.
3 yrs Experience
Sales Manager & Real Estate Broker
Managed a 270+ agent real estate brokerage providing residential & commercial sales and commercial leasing. Managed, coached and trained commercial and residential sales agents in all aspects of real estate sales including marketing, business development, presentation, investment analysis, contracting and negotiations. Find, analyze, negotiate, finance, acquire income properties for commercial clients. Manage residential and multi-family commercial real estate and construction projects. Lead office in contract review, financing, technical and negotiation strategy.
The College of William and Mary
MBA - Finance and Accounting
Western Washington University
BA - Business Finance
Skills and Systems Knowledge
NetSuite, Avatax, Word, Excel, Access, PowerPoint, NetSuite, Deltek Costpoint, Cognos Impromptu, Business Objects, Visio, MS Project, Outlook, SQL Server, SQL Developer, SAP, JD Edwards, Oracle, Great Plains, QuickBooks, Costar, Birst and SAS.