• MBA and BS in Finance
• 15+ years of progressive finance and manufacturing accounting experience supporting multi site operations, plant leadership, and executive teams within complex manufacturing environments.
• Strong background in budgeting, forecasting, financial reporting, consolidations, variance analysis, and operational finance with direct experience supporting plant level decision making.
• Proven leadership experience managing controllers and cross functional finance teams while partnering closely with operations, sales, and executive leadership.
• Extensive manufacturing finance expertise including cost analysis, margin improvement initiatives, inventory related reporting, internal controls, and process optimization.
• Advanced reporting and analytics capabilities utilizing ERP systems, Power BI, and executive dashboards to improve financial visibility and business performance.

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• 6-year public/industry mix with MSA from Wake Forest
• Led consolidated financial statements preparation for audits including ASC 842 (Leases), Equity Method, Long-Term Debt, and ASC 718 (Stock Compensation).
• End-to-end monthly accounting for seven international entities across multiple currencies (UK, Singapore, Switzerland, Brazil, Puerto Rico).
• Supported multiple international statutory audits, showing cross-border accounting and coordination skills.
• Contributed to a Workday ERP transformation, redesigning configurations to align with GAAP and deliver cleaner reporting outputs.

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• Masters in Accounting, MBA, CPA with 8 years of experience
• Finance professional with deep experience across FP&A, investment banking, and transaction advisory, bringing a sponsor-oriented mindset to forecasting, analysis, and decision support.
• Currently serving as FP&A Senior Manager for a $1B+ PE-backed platform, owning P&L forecasting, net revenue modeling, and strategic initiative projections used directly by executive leadership and financial sponsors.
• Known for building disciplined, bottoms-up forecasting methodologies, standardizing assumptions across teams, and translating complex operating drivers into clear, actionable insights.
• Prior investment banking experience supporting M&A, take-private transactions, restructurings, and cross-border acquisitions, with hands-on responsibility for financial modeling, diligence, unit economics, and board-level materials.
• Comfortable operating at the intersection of finance and operations—partnering with marketing, operations, and leadership teams to diagnose performance, evaluate growth opportunities, and inform capital allocation.
• Strong accounting foundation combined with advanced analytics and visualization skills (Power BI, Tableau, SQL), enabling rigorous analysis, credibility with controllers and auditors, and clear communication with senior executives and PE stakeholders.

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• BA in Accounting with a minor in Information Systems, bringing a strong technical foundation that bridges financial rigor with data and systems fluency.
• Finance professional with progressive experience across FP&A, transaction advisory, accounting, and strategic finance, supporting high-growth, technology-enabled organizations and private equity ownership.
• Currently leading annual budgeting, full P&L forecasting, and long-range planning for Technology and Operations organizations.
• Trusted strategic partner to executive leadership, developing business cases for new products, partnerships, and software investments, while designing KPI frameworks and unit-cost models to support disciplined capital allocation and performance management.
• Played a key role supporting the take-private acquisition of current company to PE.
• Prior experience includes transaction advisory services, delivering buy- and sell-side financial due diligence, quality of earnings analyses, and working capital assessments for M&A transactions.
• Earlier roles in corporate accounting and financial analysis provided deep exposure to month-end close optimization, SOX and audit readiness, M&A integration, IPO preparation, and systems automation.
• Known for combining analytical depth, deal experience, and operational partnership to deliver decision-ready insights in fast-paced, PE-backed and public company environments.

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• Bachelors in Accounting, CPA with 4 years of Public Accounting experience and 5 years of industry experience within manufacturing, distribution, and energy.
• Strong blend of technical accounting expertise, purchase accounting acumen, and hands-on leadership in acquisition integrations for both domestic and international operations.
• Leads financial due diligence, opening balance sheet preparation, purchase accounting entries, ERP integrations, and working capital settlement calculations for acquired entities from $3M–$50M revenue.
• SME in ASC 842, AROs, consolidation, and IFRS/GAAP reporting; experienced in preparing executive and board-level financial packages.
• Proven track record of improving processes, strengthening financial reporting accuracy, and guiding organizations through complex transitions.
• Advanced Excel and strong proficiency across CaseWare, NetSuite, Sage Intacct, QuickBooks, and other core accounting platforms.

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• Masters in Accounting from University of Mass Amherst, Bachelors in Psychology & CPA Eligible 1 out of 4 completed
• Audit & Assurance Senior at Deloitte with 4+ years of experience supporting public and private clients, providing financial statement audits, GAAP-compliant reporting, and variance analysis.
• Supervised and coached junior team members, improving team efficiency and ensuring accurate and timely completion of audits across multiple engagements.
• Partnered with client finance and controllership teams to manage requests, reconcile accounts, and provide actionable insights on revenue, accruals, equity, and leases.
• Tested internal controls over financial reporting (SOX, integrated audits, private company engagements) and identified process improvements to strengthen accounting operations.
• Managed complex audit areas and high-risk accounts, resolving open items and delivering clear documentation and communications for senior management and client stakeholders.
• Delivered high-quality client service under tight deadlines, balancing multiple engagements while supporting onboarding, team development, and operational improvements.

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• 5 years of progressive accounting experience within manufacturing organizations supporting financial reporting, inventory accounting, close processes, and operational finance functions.
• Strong background in month end, quarter end, and year end close activities including journal entries, accruals, account reconciliations, financial reporting, and variance analysis.
• Experience supporting inventory accounting functions including physical inventory counts, inventory reconciliations, fixed asset accounting, depreciation, and inventory variance investigations.
• Knowledge of internal controls, controls testing, compliance initiatives, and account reconciliation management within large corporate environments.Advanced systems experience including SAP, Oracle, Microsoft D365, Power BI, QuickBooks, Maximo, and advanced Excel.
• Proven ability to partner with cross functional teams to resolve discrepancies, improve processes, and support accurate financial reporting.

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• BS in Accounting (Cum Laude) from App. State
• 2 years of public accounting experience including internships and full time audit experience with a Top 10 public accounting firm supporting a diverse client portfolio
• Strong audit background performing substantive testing and analytical procedures across cash, revenue, accounts receivable, accounts payable, inventory, debt, cost of goods sold, operating expenses, and fixed assets
• Experience supporting manufacturing, wholesale distribution, real estate, retail, environmental services, and software clients ranging from established organizations to first year audit engagements
• Proven ability to identify audit risks, develop workpapers, perform financial statement testing, and partner directly with clients to ensure timely completion of audit procedures
• Advanced technical skills including Microsoft Excel Expert certification, AI assisted accounting research, financial analysis, and audit documentation
• Demonstrated leadership, communication, and relationship building skills through client interactions, recruiting initiatives, volunteer activities, and prior operational management experience leading teams and business operations
• CPA Exam candidate actively pursuing certification

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• Master's in Accounting with 3+ years exp. within a Finance Leadership Development Program for a $24B manufacturer
• Well-rounded experience at the plant level and divisional level along with Internal Audit at the corporate level. Manages actuals for 16 sites including reconciliations of sales,
• Prepares full profit plan for 16 sites including capital, cost savings and full P&L
• Experience conducting audits and SOX validations

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• MS in Accountancy from Wake Forest University plus BS in Accounting
• Strong manufacturing finance and controllership background with experience supporting plant operations, cost visibility, and operational decision making
• Proven experience leading budgeting, forecasting, month end close, variance analysis, and financial reporting processes
• Hands on experience supporting ERP systems, process improvements, internal controls, audit readiness, and compliance initiatives
• Skilled business partner to plant and executive leadership teams, providing financial insights to support operational and capital investment decisions
• CPA with experience in multi entity environments, financial governance, and cross functional team collaboration

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• Master of Science in Taxation from the University of Miami and a Bachelor of Science in Accounting from the University of Florida - strong technical tax research capabilities across federal, international, and partnership taxation.
• 4+ years of experience specializing in federal and international tax compliance for complex multi-entity structures, high-net-worth individuals, partnerships, trusts, and foreign-owned entities.
• Prior experience supporting a high-volume portfolio of clients including closely held businesses and sophisticated partnership structures, with exposure to international tax filings including Forms 5471, 5472, 8621, FBAR, and 8938.
• Demonstrated ability to improve operational efficiency and client service through process enhancements, including implementing centralized workflow tracking and proactively managing client communications to reduce turnaround time during busy season.

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