Functional Skills
Business Analysis
Business Operations
Business Development
Financial Planning & Analysis (FP&A)
Financial Management
Financial Modeling
Audit Readiness
Compliance and risk
Cost Reduction
Business Process Outsourcing
M&A Support
Process Design / Re-engineering
Business Unit Strategy
Accounting
Software Skills
Microsoft Excel
Adobe Creative Cloud
Adobe Photoshop
ADP
Amazon Marketplace
Asana
Bluetooth
Carta
Canva
Cluster analysis
Data visualization
Database migration
DocuSign
Sharepoint
OpenAI
Sector Experience
Business Services
Financial Services
Life Sciences & Pharma
Retail
Technology
Experience
Vast Accounting
Accounting
VP Accounting Services
1/2022 - Present
Deliver fractional CFO leadership and full-service financial consulting for startups, small businesses, and scaling companies. Bridge tactical accounting with strategic decision-making, helping leaders build sustainable and compliant businesses.
• Strategic financial planning, cash flow forecasting, and KPI analytics
• Accounting process optimization, audit readiness, and compliance oversight
• Revenue recognition, deferred revenue management, and complex consolidations
• Hiring strategy, payroll design, and HR compliance for multi-state operations
• Advising on capital allocation, cost reduction, and business model profitability
• Supporting M&A; diligence, investor reporting, and board-level presentations Highlights: Designed and implemented scalable hiring and compliance frameworks, built financial models for growth/profitability, partnered with leadership teams to restructure processes, and provided outsourced CFO solutions for compliance and growth.
● VP Accounting Services – Consulting Engagement (Independent)
Jan 2023 – Present Remote Lead consulting engagements in accounting, financial analysis, and acquisition diligence on both buy and sell sides. Provide senior-level guidance to clients with national operations, delivering insights across financial systems, audit readiness, and compliance.
• Strategic financial planning, cash flow forecasting, and KPI analytics
• Accounting process optimization, audit readiness, and compliance oversight
• Revenue recognition, deferred revenue management, and complex consolidations
• Hiring strategy, payroll design, and HR compliance for multi-state operations
• Advising on capital allocation, cost reduction, and business model profitability
• Supporting M&A; diligence, investor reporting, and board-level presentations Highlights: Designed and implemented scalable hiring and compliance frameworks, built financial models for growth/profitability, partnered with leadership teams to restructure processes, and provided outsourced CFO solutions for compliance and growth.
● VP Accounting Services – Consulting Engagement (Independent)
Jan 2023 – Present Remote Lead consulting engagements in accounting, financial analysis, and acquisition diligence on both buy and sell sides. Provide senior-level guidance to clients with national operations, delivering insights across financial systems, audit readiness, and compliance.
Allivet
Finance
Finance & Compliance Director
9/2014 - 4/2022
Oversaw regulatory and compliance functions for over 120 Board of Pharmacy licenses and corporate registrations. Managed audits, tax engagements, and CPA firm relationships. Directed compliance across multi-state operations. Highlights include:
• Streamlined closing processes and delivered investor presentations during acquisitions.
• Implemented Vertex software to comply with state sales tax regulations, collecting over $500k in 3 months.
• Registered and reported across all 50 states, ensuring compliance.
• Launched Walmart partnership and oversaw inventory planning (2019).
• Restructured debt and renegotiated credit lines, improving cash flow.
• Saved significant costs by restructuring insurance policies.
• Streamlined closing processes and delivered investor presentations during acquisitions.
• Implemented Vertex software to comply with state sales tax regulations, collecting over $500k in 3 months.
• Registered and reported across all 50 states, ensuring compliance.
• Launched Walmart partnership and oversaw inventory planning (2019).
• Restructured debt and renegotiated credit lines, improving cash flow.
• Saved significant costs by restructuring insurance policies.