Team

20+ years of general management operating experience

20 years of Marketing, Business Development, Growth Strategy

Diverse technical & operational finance skill set

Chief Systems Architect & Director of IT

Diverse Finance Skill Set, BI Implementation, & Business Processes

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

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

Sales Operations, Go-To-Market Strategy

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

Modeling & Financial Analysis, Corporate Accounting, Margin Management

Business Processes, System Design, Organizational Strategy

Designs and implements Catalyst, CatalystD, & Diligent Products

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

Investment Analysis, Growth Acceleration, Advisory Services

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

Front End Development, UX, Quality Assurance, Interface Design

Creative Direction, Branding, Strategy, Art Direction, Design

Application Design, Performance Optimization, Quality Assurance

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

Buy Side, Sell Side, System Implementations, Accounting Support

Accounting, Tax Preparation, Invoicing, Month-End Close

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

Full Stack Development, Interface Design, System Maintenance

Application Design & Development, Data Integrity

Software Implementation, Reporting, Due-Diligence Support

Front-end development, Performance, UX, and System Maintainence

Buy Side, Financial Modeling, Advanced Analytics, Operational Advisory

Solution Advisory, Business Development, Client Success

Solution Advisory, Business Development, Client Success

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

Solution Advisory, Business Development, Client Success

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

Social Media Planning, Copywriting, Content Development & Analysis

Buy Side, Financial Modeling, Advanced Analytics, Operational Advisory

Recruitment, Human Resources, Talent Strategy Development

Visual Design and Concept Development