Intercompany Treasury Management — Designing for Cash Efficiency
One of the most critical drivers of intercompany treasury efficiency is the design of your…
Accounting Creating Value: M&A — Close the Door Behind You
A Merger & Acquisition can be one of the fastest ways to build enterprise value—for…
Accounting Creating Value: Converting to NetSuite ERP from Sage
Integrating ERP systems after an $80M merger of three healthcare companies can be a daunting…
Real Estate Nationwide Expansion
Completed nationwide real estate expansion of 23 offices. Managed team to complete site selection, lease…
Cash Forecast – Treasury – Data Analytics
Hand selected to design and implement cash forecast for private equity financed firm with 16…
Audit Post and Pre-Acquisition
Lead liaison with CBIZ, a top 20 accounting firm, to complete pre and post audit…
Credit Card Import NetSuite
Designed and implemented automatic import of transactional data into NetSuite. Completed import manual and NetSuite…
Accounting Forensic/Restatement
Led team to reconcile and restate failed accounting system implementation. Completely reorganized and restated six…
NetSuite ERP Implementation
Leading implementation of NetSuite ERP for PFT medical device manufacturer with multiple locations and international…