• Leader of the accounting function for a growing SaaS company with over $80M in annual revenue, responsible for leading a team of 8 accountants responsible for functions spanning payroll, procurement, billing and collections, and general accounting
• Supported the company (DialogTech Inc) through acquisition due diligence requests and was retained by the acquiring company to lead the Accounting function for the combined team post acquisition

Assisted the company's CEO and President with M&A due diligence and post acquisition integration support
• Reviewed target company financials to identify potential areas of concern and profit enhancement opportunities
• Compiled investment memos that served as the essential guide for the acquisition integration team
• Worked closely with the target company to ensure a smooth post acquisition transition from an accounting/finance perspective
Served as company interim CFO during transition period

• Transformed the company’s accounting function from basic, cash based bookkeeping completed by outsourced accounting firm to full accrual based, ASC 606 compliant, financial reporting performed entirely in house
• Implemented a company-wide quarterly budgeting process
• Performed the implementation of sophisticated Enterprise Performance Management (EPM)
• Built sophisticated budgeting and forecasting models from scratch

• Oversaw a team of three senior internal auditors in carrying out internal audit testing across 14 different ABF North America subsidiaries, providing timely review and critique of their work products
• Prepared the annual internal audit plan and annual department budget based on the plan, monitored progress of internal audit plan completion, and led the bill out of departmental costs from ACH to sister companies
• Led ACH’s company-wide business continuity planning (BCP) initiative

• Performed benchmarking and financial analysis to identify consistent over-performers and under-performers across the 40+ plants within client’s multi-industry segment portfolio
• Identified over $10M in misallocated annual capital expenditures to subpar plants
• Constructed statistical prediction models to assist the client in identification of key (versus non-key) factors driving market price of certain commodity products

• Led 8 Advisory projects simultaneously
• Fostered and maintained productive long-term relationships with over 30 client personnel
• Prepared and oversaw the completion of high-quality client deliverables, receiving consistent “Exceed Expectations” quality ratings on project evaluations
• Served as trusted advisor to clients and team members on complex technical issues
• Monitored project progress and made sure that all projects were completed on time and on budget

• Served as buy-side Financial Advisor in O-Film (a public company in China)’s attempt to purchase Digital Optics (a spun-off subsidiary of Tessera, a US public company), and acted as part of O-Film’s due diligence team through the deal valuation and financial due diligence process