Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Financial Management
Financial Planning & Analysis (FP&A)
Financial Statement Preparation
Forecasting / Projections
Internal Auditing
Internal Communications
Process Design / Re-engineering
Process Improvements
Risk Management
Strategic Planning
Cost Reduction
Software Skills
ADP
Microsoft Excel
Netsuite
Quickbooks
Xero
Sector Experience
Business Services
Healthcare
Life Sciences & Pharma
Retail
Technology
Experience
Your Happy Monday, LLC — Fractional Accounting Services
Management Consulting
Founder & Chief Executive Officer
1/2022 - Present
• Manage client books ranging from $500K–$30M annual revenue.
• Provide part-time Controller/CFO services: cash flow forecasting, financial strategy, KPI dashboards, and executive reporting.
• Serve industries including e-commerce, healthcare, professional services, construction, and law firms.
• Built a scalable model that gives small/mid-sized businesses access to senior-level financial expertise without full-time overhead.
• Provide part-time Controller/CFO services: cash flow forecasting, financial strategy, KPI dashboards, and executive reporting.
• Serve industries including e-commerce, healthcare, professional services, construction, and law firms.
• Built a scalable model that gives small/mid-sized businesses access to senior-level financial expertise without full-time overhead.
Aetea Information Technology, Inc.
Finance
Controller
1/2019 - 1/2023
• Oversaw accounting, payroll, AR/AP, billing, and audits for a $100M+ IT services firm.
• Led system migration from Microsoft SL to QuickBooks Online to support remote operations.
• Guided company through two PPP loans and forgiveness.
• Implemented cross-training to reduce costs while maintaining reporting quality.
• Led system migration from Microsoft SL to QuickBooks Online to support remote operations.
• Guided company through two PPP loans and forgiveness.
• Implemented cross-training to reduce costs while maintaining reporting quality.
Cathedral Capital
Management Consulting
Controller (Fractional
1/2021 - 1/2023
• Managed 10+ client portfolios nationwide.
• Streamlined month-end close, implemented budgeting processes, and migrated multiple clients from QuickBooks Desktop to QBO.
• Delivered tailored reporting and system integrations (payroll, bill pay, case management).
• Streamlined month-end close, implemented budgeting processes, and migrated multiple clients from QuickBooks Desktop to QBO.
• Delivered tailored reporting and system integrations (payroll, bill pay, case management).
Tower Health Medical Group
Accounting
Accounting Manager
1/2017 - 1/2019
• Managed team of 7 during $200M+ revenue growth and multiple acquisitions.
• Created automated reporting packages (P&L, forecasting, reserve analysis) that accelerated executive decision making.
• Led accounting transitions for $100M in new acquisitions.
• Created automated reporting packages (P&L, forecasting, reserve analysis) that accelerated executive decision making.
• Led accounting transitions for $100M in new acquisitions.
Isolator Fitness Inc
Accounting
Controller
1/2015 - 1/2017
• Drove company growth from $3M to $5M with revamped month-end close and cash flow systems.
• Designed KPI dashboards across sales, e-commerce, production, and finance.
• Developed forecasting models (P&L, Balance Sheet, Cash Flow).
Earlier Roles
Regional Finance Manager, ModSpace Corp. — Led finance for 12 service centers, supporting $100M+ portfolio. Senior Financial Analyst, ImageFirst Healthcare — Partnered with CFO on financial reporting, KPI implementation, and $50K annual cost savings through systems upgrades.
• Designed KPI dashboards across sales, e-commerce, production, and finance.
• Developed forecasting models (P&L, Balance Sheet, Cash Flow).
Earlier Roles
Regional Finance Manager, ModSpace Corp. — Led finance for 12 service centers, supporting $100M+ portfolio. Senior Financial Analyst, ImageFirst Healthcare — Partnered with CFO on financial reporting, KPI implementation, and $50K annual cost savings through systems upgrades.