Functional Skills

M&A Support
Financial Modeling
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Process Design / Re-engineering
Accounting
Budgeting
Corporate Finance
Data Migration
Financial Management
Private Equity Investing
Project Management
Revenue Cycle Optimization
Strategic Planning

Software Skills

Google Sheets
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Microsoft Word
Netsuite
Quickbooks Enterprise
Salesforce
Smartsheet
Tableau

Certifications

CMACertified Management Accountant
CPACertified Public Accountant
CTPCertified Treasury Professional
CGMAChartered Global Management Accountant

Sector Experience

Business Services
Consumer Goods
Healthcare
Manufacturing
Technology

Languages

English

Experience

Wyndham Accounting & Advisory, LLC Management Consulting
President
8/2014 - Present
Interim CFO consultant and operate public accounting firm.
Institute of Management Accountants Accounting
Small Business Finance & Regulatory Affairs Committee Member and Emerging Issues Task Force Co-Chair
7/2016 - Present
Leading the SBFRC's Emerging Issues Task Force, driving the Institute's identification of opportunities to comment upon and shape the formation of accounting standards, tax laws and other business regulations affecting our nation's 28 million small businesses