Wayne, Pennsylvania, United States
Companies often need successful leaders to bridge the gap between people and finance. I am an impactful, results-driven finance and operations executive who creates investor and customer value by leveraging my strong financial acumen alongside holistic business strategies to drive operational excellence and facilitate growth through both organic and inorganic means. I manage relationships with internal and external partners while mitigating financial risk, maximizing enterprise value and implementing ongoing process improvements across business functions. I advise both investment committees and executive boards as well as founder-owners who manage tactical company integrations, building trust that drives efficiency and profitability. Below is a selection of the top accomplishments from my career: ● Facilitating significant growth for KnowFully Learning Group, reaching $80M in topline revenue in 2023, by creating, operationalizing, and leading the Office of Corporate Development to pursue add-on acquisitions and expand the company scope into new industries. ● Preparing Surgent Professional Education for ongoing growth and business diversification by enabling a shift from an 80% in-person live training model to an 85% subscription-based virtual training platform. I created financial management and tracking systems that supported consistent measurement, analysis, and reporting on critical operating metrics, providing infrastructure and results that positioned the platform for sale. ● Serving as the key leader of the sell-side due diligence process and one of two company leaders facilitating a sale of the Surgent platform to the new PE firm in 2019. Preparing a confidential information memorandum (CIM), data room, and other content to inform management presentations for potential buyers nationwide. I am excited to expand my professional network and see what the future may hold. If you would like to connect, please contact me at [email protected]. AREAS OF EXPERTISE Financial Management & Accounting Best Practices Mergers & Acquisitions (M&A) Buy- & Sell-Side Transaction Leadership Complex Negotiation Due Diligence & Investment Analysis Stakeholder & Investor Relationship Management Human Resources & Corporate Administration Risk Management Operational Excellence Corporate Development
Chief Officer responsible for Finance, Accounting, Administration (HR) & Risk Management, areas of KnowFully Learning Group. KnowFully Learning Group is Private Equity backed business currently partnered with NexPhase Capital. KnowFully Learning Group is corporate parent of Surgent Professional Education and PharmCon/FreeCE and many other trademarks serving exam prep, certificate prep and continuing education for Accounting, Finance and Healthcare licensed professionals.
Manage Finance operations in areas of general accounting, accounts payable and payroll, as well as administrative functions. Direct a team of senior level and staff level accountants responsible for accurate and timely 1 day fiscal close process and reporting. Maintain full adherence to GAAP accounting procedures and Sarbanes Oxley standards. Manage company relationships with internal and external audit teams.
Supervise a team of accountants responsible for maintenance of company financial statements. Manage the financial, fiscal closing processes for submission of financial information to both executive level and investors. Oversee relationship between company and external auditors, including submission of closing calendar, financial schedules and responding to all audit inquiries. Responsible for all aspects of company’s daily treasury functions.