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Completed nationwide real estate expansion of 23 offices.  Managed team to complete site selection, lease negotiation, construction design/build-out, equipment purchase, technology installation and recruiting.  Average floor-plan was +/- 5,000 RSF.

Hand selected to design and implement cash forecast for private equity financed firm with 16 subsidiaries.  Implemented daily, weekly, 13-week automated cash forecast with bank reconciliation of +25 accounts over +6 banks.  Created automated program with Tableau data analytics software to increase efficiencies and presented to C-Suite.

Lead liaison with CBIZ, a top 20 accounting firm, to complete pre and post audit for acquisition by private equity firm of SMB with 16 operating entities.  Audit included revenue recognition, purchase accounting, EBITDA, QOE, cash, equipment, equipment, and more.

Designed and implemented automatic import of transactional data into NetSuite.  Completed import manual and NetSuite template for use by company to speed the learning and document the process.   Reduced prior import time by 8 hours per month.

Led team to reconcile and restate failed accounting system implementation.  Completely reorganized and restated six months of financial statements from scratch.  Created new chart of accounts and reorganized financial statements to assist CEO and investor in managing business.

Leading implementation of NetSuite ERP for PFT medical device manufacturer with multiple locations and international footprint.  Led charge to consolidate disparate accounting, manufacturing, and CRM systems into cohesive single source (QuickBooks, Salesforce, HubSpot, Sage 50, and Syspro).