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

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

Modeling & Financial Analysis, Corporate Accounting, Margin Management

Designs and implements Catalyst, CatalystD, & Diligent Products

Accounts payable, accounts receivable and payroll

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

Investment Analysis, Growth Acceleration, Advisory Services

Buy Side, Sell Side & Operational Advisory, Advanced Analytics

Buy Side, Sell Side & Operational Advisory, Advanced Analytics

Front End Development, UX, Quality Assurance, Interface Design

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

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

Investment Analysis, Growth Acceleration, Advisory Services

Content Creation, Concept Development, Strategy, Branding

Project Coordination, Logistics, Event Planning, Procurement, Sourcing, Scheduling

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

Advanced Analytics, Portfolio Optimization, Advisory Services, Implementations

Buy Side, Sell Side, System Implementations, Accounting Support

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

Accounting, Tax Preparation, Invoicing, Month-End Close

Data Science, Advanced Analytics, Client Data Integrations

Full Stack Development, Interface Design, System Maintenance

Software Implementation, Project Management, Client Service

Application Design & Development, Data Integrity

Software Implementation, Reporting, Due-Diligence Support

CRM Administration, Sales and Marketing Technologies, Reporting