MY CV

Professional. CPA. Volunteer.

September 2008 - August 2012

FRAUD INVESTIGATION AND DISPUTE SERVICES, ERNST AND YOUNG

- Managed numerous workstreams across large-scale client engagements and oversaw the design and execution of testing procedures in support of a government-mandated foreclosure investigation for one of the largest global banking organizations

- Developed SOX procedures and related policies for a large global manufacturing company to facilitate compliance with the Foreign Corrupt Practices Act. Subsequently presented the synthesized workflows to the company’s United States and Chinese global leadership for approval.

- Planned and executed audit engagements for clientele, primarily in the Telecommunications and Retail industries, with revenues ranging from $6 billion to $111 billion

- Worked on SEC filings such as 10-Ks and 10-Qs as well as non-SEC filings such as bondholder reports and privately disclosed financial statements and associated notes

- Evaluated clients’ internal control systems through development of narratives and walkthroughs for critical processes. Designed and executed detailed testing plans for SOX Section 404 compliance; provided feedback regarding areas of discrepancy and suggested remediation solutions

- Evaluated the adequacy of financial statement disclosures and socialized results with client and engagement team executive management

- Contributed to Bribery and Corruption: Navigating the Global Risks; a book published in 2012 by Ernst & Young

August 2012 - March 2019

VP FINANCE AND OPERATIONS, RELATIONSHIP SCIENCE

Served as Head of Finance & Operations, reported directly to the CEO and Board of Directors. Oversaw all aspects of U.S. Finance & Operations and India Finance, including accounting and reporting, consolidation of Indian subsidiary, budgeting, and financial planning & analysis. Responsible for all internal and external financial communication to the executive team, Board of Directors and investors. Entrusted to manage change in a start-up environment during periods of development, launch, growth, and maturation. Relationship Science is a Software as a Service (SaaS) platform helps organizations of all sizes capture and leverage their relationship networks with the influential decision makers that matter to their success

-Developed and executed strategies to reduce cash burn by >80% over a three-year period. Re-negotiated contracts with largest vendors to add multiple years of runway while maintaining operational integrity.

- Managed the monthly close and consolidation of US / Indian financial statements, manage the consolidated audit, and the notes to the financials

- Produced consolidated and ad-hoc financial statements, analyses, and models used for internal and external purposes

- Reported and presented financial statements, trends, analyses, and KPIs to the Board of Directors; active participant in Board Meetings

- Strengthened and solidified relationships with key stakeholders, including executive management, Board of Directors, investors, bankers, auditors and select vendors
 Provided strategic financial perspective during key business decisions such as auditor selection, lease agreements, sub-leasing, insurance selection and re-negotiation, board reporting content, staffing, budgeting, M&A opportunities, as well as financing rounds

- Regularly collaborated with HR to streamline payroll, benefits & 401K providers

- Partnered with internal/external Counsel to ensure compliance with all applicable regulations, including cross-border Global Data Protection Regulation.

March 2019 - October 2022

CFO, MOORE HOLDINGS

Served as multifaceted CFO, reported directly to the CEO and Board of Directors. Responsible for all aspects of U.S. and Canadian Finance & Accounting Ops. Executed three transactions (two divestitures, one acquisition) totaling in the nine-figure range. Entrusted to transform process and people across portfolio companies while driving growth. Led six finance/accounting teams across 11 locations domestically, and 1 internationally. Moore Holdings owns six businesses that operate under a license from Andersen Window Corporation. These six Renewal by Andersen replacement window businesses sell and install Andersen's high-end residential replacement windows on an exclusive basis.

-Doubled Company revenue from $350m to $700m while increasing bottom line margin by a ~4% blended across portfolio companies

- Responsible for oversight, development, and execution of all accounting, financial reporting and budgeting/forecasting functions for the company

- Designed portfolio benchmarking process and reporting

- Transitioned from non-GAAP to GAAP based accounting, including ASC 606 Revenue Recognition in order to meet deal covenants regarding audited financials

- Led 401k and healthcare consolidation to comply with controlled group requirements

- Supported shared services establishment/enhancement across companies

- Managed renewal for all commercial insurance across portfolio companies; supported renewal of self-funded healthcare plans

- Maintained a collaborative and positive employee environment throughout global pandemic. Turnover within CFO teams was lowest company-wide.

- Produced consolidated and ad-hoc financial statements, analyses, and models used for internal and external purposes

January 2011 - Present

BOARD MEMBER, TAP CANCER OUT

-Oversee financial & operational strategy, as well as provide board governance advisory services
-Evaluate fundraising ideas, marketing, and overall growth strategies

-Assist with financial statement audits and tax returns

- Achievements to date include over $3.5m donated to sponsors including the Leukemia and Lymphoma Society, St. Baldrick’s Foundation, Pancreatic Cancer Action Network, and Alex’s Lemonade Stand