Functional Skills
Accounting
Private Equity Investing
Audit Readiness
M&A Transaction Readiness
Post-Merger Integration
Process Improvements
Financial Statement Preparation
Clinical Research
Project Management
Accounting Software Implementation
Accounts Receivable
Accounts Payable
Software Skills
Quickbooks
Quickbooks Enterprise
Acumatica ERP
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Financial Services
Life Sciences & Pharma
Big 4 Accounting
Top Consulting Firms
Experience
Evolution Research Group, LLC & Subsidiaries
Accounting
Corporate Controller, Director of Finance
10/2014 - 5/2025
Led accounting operations for rapidly growing PE-backed clinical research organization during high growth period, increasing from 3 to 20 research sites through aggressive M&A strategy. Technical Accounting & Reporting Excellence:
• Established robust accounting infrastructure ensuring GAAP compliance across multi entity consolidated environment
• Engineered comprehensive monthly close process utilizing automation to enhance efficiencies
• Developed comprehensive internal & external financial packages, ensuring clear and detailed reporting that supports strategic decision making
• Executed complex technical accounting treatments for multi-faceted revenue recognition scenarios across project-based contracts
• Architected and implemented enterprise-wide ERP and CTMS systems across 20+ entities, standardizing accounting methodologies and optimizing data integrity
• Orchestrated seamless integration of acquired entities, including converting cash basis financials to GAAP compliant
• Established robust accounting infrastructure ensuring GAAP compliance across multi entity consolidated environment
• Engineered comprehensive monthly close process utilizing automation to enhance efficiencies
• Developed comprehensive internal & external financial packages, ensuring clear and detailed reporting that supports strategic decision making
• Executed complex technical accounting treatments for multi-faceted revenue recognition scenarios across project-based contracts
• Architected and implemented enterprise-wide ERP and CTMS systems across 20+ entities, standardizing accounting methodologies and optimizing data integrity
• Orchestrated seamless integration of acquired entities, including converting cash basis financials to GAAP compliant
Scruggs, Ridge & Co. CPAs
Accounting
Consultant, Auditor, Tax Accountant
9/2013 - 10/2014
• Delivered value-added controller services to clients, serving as trusted financial advisor
• Managed attestation engagements including risk assessment, audit planning, and financial statement preparation
• Executed tax compliance engagements for individuals and businesses
KPMG
• Managed attestation engagements including risk assessment, audit planning, and financial statement preparation
• Executed tax compliance engagements for individuals and businesses
KPMG
KPMG
Accounting
Audit Manager, Senior Accountant, StaE Accountant
1/1993 - 7/1998
• Managed comprehensive audit engagements for publicly traded and privately held clients across multiple industries
• Supervised engagement teams through planning, risk assessment, fieldwork, and financial statement issuance
• Developed technical accounting memoranda addressing complex accounting treatments and disclosures
• Cultivated strong client relationships through exceptional service delivery and technical expertise
• Supervised engagement teams through planning, risk assessment, fieldwork, and financial statement issuance
• Developed technical accounting memoranda addressing complex accounting treatments and disclosures
• Cultivated strong client relationships through exceptional service delivery and technical expertise