Interim / Fractional Finance Manager - implementation of integrated Operations & Finance software (SAMPro / Data Basics) and Linc Franchise model; development of sales compensation plans, operating budgets and ad hoc analysis

Tax Preparer - prepare individual and business tax returns (approx. 300 returns for 2018 tax year)

Professional - Interim CFO for Drug Discovery Contract Research Organization; developed models for VC backed Molecular Diagnostics Business; implemented Xero Accounting Software and bookkeeping routines for an in-vitro Diagnostics startup
Volunteer – board member (8 years) and led board (4 years) for community service non-profit; served on two standing advisory committees for school district; volunteer driver for seniors
Personal - primary at-home parent

Led multi-site / international finance functions responsible for financial planning and analysis, monthly close and reporting, and maintenance of internal controls. Developed complex models in support of business unit strategy, restructuring of sales organization, and >$300M in annual R&D investment. Integration of finance function, standardization of processes, metrics and reporting following acquisition by Siemens in 2007. Various cost reduction and process improvement initiatives.

2006 - Led finance function supporting sales organization; developed sales profitability tools; led carve-out of assets / processes to enable divestiture to Siemens.
2000 to 2005 - developed complex models supporting R&D investments, license agreements, acquisitions and product life-cycle decisions; planning and analysis, monthly close and reporting for R&D, Marketing, Business Development and Corporate functions. Developed metrics/reporting for R&D projects and new product sales.

Led annual plan, rolling forecast and management reporting for U.S. holding entity and $7B Americas region; developed Board materials and Executive Briefings; vetted U.S. Capital investments; led U.S. portion of Power Generation divestment ($7B assets); ad hoc support for Corporate staff functions (Real Estate, IT, Strategy, Legal, HR)

Led finance and accounting function for various business units in Manufacturing, Field Service and Construction. Implemented disciplined processes reducing monthly closing cycle and improving accuracy; implemented JD Edwards Integrated Financial software; supported rapidly growing service business; developed strategy / investment analysis to expand plant capacity and improve profitability.

Provide audit and other services for middle market clients in manufacturing, construction, real estate and healthcare.