Real-World Proof Stories
Sale to Private Equity: Finance Lead Through Diligence
Served as the finance lead working with investment bankers and public accounting firms during a company sale to private equity, including due diligence, valuation and quality-of-earnings procedures. The work required preparing the finance function and financial information for outside scrutiny while continuing to lead the company's accounting, tax, treasury, close and reporting responsibilities.
Proof of: transaction readiness; PE diligence; quality of earnings support; valuation support; hands-on Controller leadership.
Making Historical Financials Useful
Recast historical financial information for a rapidly growing company after multiple prior providers had produced inconsistent classifications that made year-over-year results difficult to compare. Developed the recast approach, coordinated detailed work with an offshore team, and reconciled and validated the results, quickly delivering comparable historical information for board reporting and the company's financial model.
Proof of: financial reporting; historical recasting; data integrity; offshore team coordination; board and management decision support.
Stepping Into Finance Leadership
Stepped into the senior finance role following an unexpected CFO departure, expanding responsibility across forecasting, budgeting, financial reporting and collaboration with international finance leadership.
Proof of: interim finance leadership; forecasting and budgeting; executive reporting; international finance.
Revenue Recognition Across Finance, Operations & IT
Identified revenue recognition inconsistencies following an ERP implementation and traced the issue across Finance, Operations and IT. Led the cross-functional correction, improving revenue accuracy and reported margins.
Proof of: revenue recognition; ERP troubleshooting; cross-functional leadership; financial accuracy; margin improvement.