Team

20+ years of general management operating experience

20 years of Marketing, Business Development, Growth Strategy

Diverse technical & operational finance skill set

Business-focused, solution oriented leader in developing business software solutions

Diverse Finance Set, Budgeting & Forecasting, Controllership, Financial Modeling

Diverse Finance & Accounting Skill Set, Buy-Side and Sell-Side Advisory

Diverse Finance & Accounting Skill Set, Buy-Side and Sell-Side Advisory

Sell-Side Diligence, Buy-Side Diligence, Financial Modeling, Budgeting & Forecasting, Costing

Business Processes, System Design, Organizational Strategy

Designs and implements Catalyst, CatalystD, & Diligent Products

Accounts payable, accounts receivable and payroll

Month-end close, banking, intercompany transactions, reconciliations & GAAP compliance

FP&A Support, Accounting, Big Data Integration, Decision Modeling,

Front End Development, UX, Quality Assurance, Interface Design

Buy Side Diligence, FP&A Support, System Implementations, Accounting Support

Creative Direction, Branding, Strategy, Art Direction, Design

Accounting, Operational Advisory, FP&A Support, Portfolio Company Optimization

Client Data Integrations, Ad-Hoc Reporting and Analysis, Data Consolidation

Content Creation, Concept Development, Strategy, Branding

Advanced Analytics, Operational Advisory, FP&A Support, Portfolio Company Optimization

Accounting, Tax Preparation, Invoicing, Month-End Close

Data Science, Advanced Analytics, Client Data Integrations

Client Data Integrations, Ad-Hoc Reporting & Analysis, Data Consolidation

Full Stack Development, Interface Design, System Maintenance

Software Implementation, Reporting, Due-Diligence Support

Buy Side, Financial Modeling, Advanced Analytics, Operational Advisory

Solution Advisory, Client Success, Sales Operations

Client Data Integrations, Ad Hoc Reporting & Analysis, Data Consolidation

Client Data Integrations, Ad-Hoc Reporting and Analysis, Data Consolidation

Solution Advisory, Business Development, Client Success

Buy Side, Sell Side, Operational Advisory, Advanced Analytics & Financial Modeling

Buy Side, Sell Side, Operational Advisory, Advanced Analytics & Financial Modeling