• Business Development & Leadership: Founded and scaled Latticewrk to provide end-to-end bookkeeping, accounting, and strategic CFO/COO advisory services to growing businesses, delivering scalable financial operations at a fraction of the cost of full-time hires. • Financial Systems & Operations: Developed proprietary methodologies connecting business operations to financial health and growth, implementing scalable systems across NetSuite, QuickBooks, and industry-specific platforms. • CFO Advisory Services: Provide strategic financial planning, cash flow management, forecasting, and budgeting to help clients optimize profitability and drive sustainable growth across diverse business models. • Partner with business owners to develop long-term financial strategies, identify operational inefficiencies, and implement process improvements that support scaling. • Notable Achievement: Built Latticewrk from inception to a successful fractional finance firm serving 20+ clients across 6+ industries, establishing standardized processes and proprietary methodologies that deliver enterprise-level financial insights to small-to-medium businesses, along with mid-market companies.

• Management: Responsible for managing a team of accountants and CFOs. I currently oversee day-to-day operations, set goals, and manage the performance of my team using utilization metrics. • Financial Reporting: Responsible for overseeing the financial reporting and bookkeeping functions for our clients. This includes preparing monthly financial statements, reconciling accounts, and managing accounts payable and receivable. o Stepping in with the team, as necessary, to help manage cash flow, forecasting, and budgeting within financial models for all clients firm-wide. • CFO Advisory: Strategize collaboratively with our CFOs in developing long-term financial planning, paths for managing risk, and to help identify trends and opportunities to create financial strategies for clients. • Identifying and troubleshooting issues that hinder progress, ensuring team members can achieve their targets. • Managing deliverables across the organization via an internally developed project management and time tracking tool • Notable Achievement: Managed and right-sized how 45 client engagements were operating despite internal turnover to ensure profitability for the firm and ensuring a strong gross margin for Creative Business despite a lack of personnel to manage clients.

• Served as the primary finance personnel with external CPAs and bookkeepers. • Managed everything under the finance purview, including revenue recognition, financial reporting, forecasting, and process compliance. • Support team counselors in preparing, verifying, and sending client invoices and reviewing/updating client budget trackers. • Partner with account teams in pricing client proposals, responding to Requests for Proposals/Information, and developing budgets with oversight. • Provide executive leadership team with quarterly financial package describing results to date, forward projections compared to budget, and commentary around noticeable trends. • Facilitate negotiation of client and vendor contracts, including full review of all business terms, between clients/vendors, account staff/senior management, and legal department. • Full ownership of the annual budget process along with monthly reforecasting after the month-end close. • Notable Achievements: 1) Developed actual and future budgeted utilization reporting to speak towards: the profitability of each client project, understanding when a new hire is required, and how profitable each billable employee is vs. their salary + benefits. 2) Built a custom 3-statement financial model during the 2022 budget cycle with semi-automated dashboarding, revenue and expense planning, and utilization reporting which provided deep insights company-wide, across all financial statements.

• Built and maintained detailed 3-statement financial models for various business models, including SaaS, DTC, professional services, and CPG. • Developed custom financial and operating KPI dashboards and business performance reports. • Collaborated closely with the accounting team to review and cross-check monthly client financial performance. • Conduct monthly variance analysis focused on actuals versus budgets and constantly evolving forecasts. • Worked directly with founders and CEOs to identify analytical and modeling projects beyond the standard budgeting and review process to add additional value. • Provided input and advice to clients based on scalable best practices to improve their results, streamline internal processes, reduce, or optimize costs, and increase sales. • Assist clients in the fundraising process, including building investor-facing models, leading financial due diligence process, and working directly with venture capitalists. • Notable Achievement: Worked alongside the CFO of our SaaS client in the healthcare space to secure $50MM in Series C funding. This included working through pitch decks and creating a financial model that could communicate the company’s vision and was easily understandable by various parties of investors.

• Navigating executive level conversations with venture-backed, high-growth companies, demonstrating a command of their business (objectives, challenges, operational health) and industry fluency (trends, headwinds, partners). • Preparing and approving daily borrowing base funding requests, portfolio-wide. • Evaluating requests for amendments to line-of-credit terms and develop a recommended structure based on the client’s financial and collateral position. • Establishing the final front-end design guidelines to ensure a positive client experience for the new proprietary system under development along with providing support in all software testing functions. • Structuring a new-and-improved approach to building a referral and sales pipeline with fractional CFO groups. • Elaborating the prior short-list of value-add opportunities for the firm to reinforce the client experience, which bolsters our market position as a relationship-based lending firm. • Develop operational processes to improve efficiency and scale policies and procedures as the portfolio continues to grow. • Notable Achievement: Presented deep insights company-wide, across the firm’s portfolio of clients, around top successes from clients based on their marketing, discounting, AOV, and other trends to the 2021 Black Friday/Cyber Monday season.

• Owned and updated our 12-week cash flow statement on a weekly basis along with annual budget, departmental budgets, and monthly reforecast file. • Defined the framework around all business, financial, and operations KPIs and systems goals through inter-departmental liaising and partnership with decision-makers, systems-owners, and end-users. • Headed the organization’s data infrastructure initiative as the finance head for all global KPI reporting and BI visualizations. • Modeled all new business initiatives for all brands (ex, pop-up opportunities, new brand launches, untested marketing initiatives). • Produced a method of measuring brand success through a metric making up various smaller metrics (ex: LTV, CAC, AOV, new vs. existing customer metrics, engagements/traffic). • Created and owned internal and external presentations and documents surrounding areas in finance, marketing, and inventory, as well as other supporting artifacts such as business processes, data flow diagrams and mock-ups of reports and dashboards. • Closed the books monthly and responsible for providing timely and GAAP-compliant financial reports. • Developed and managed finance workflows that are also scalable for the business type and industry. • Notable Achievement: Provided the marketing department and CRO with marketing analytics (ROAS, CPM, CTR, CAC, engagements/impressions/traffic) based on both channel and funnel position(s) along with other reports and analysis on marketing spend (social media ads, pay-per-click ads, SMS, and e-mail marketing).

• Leading client onboarding and providing financial guidance and best practices for founders and internal finance and accounting teams and helping directly set up and/or refine a new/existing set of books and financial reporting in QuickBooks and/or Xero. • Reconciled sales through Amazon Vendor Central/Seller Central and finding discrepancies to communicate to clients on chargebacks and fraudulent payments to help protect and inform my clients’ business. • Working with operations and sales teams to establish cross-departmental processes such as ASC 606 for early-stage companies. • Supervising, overseeing, and training staff accountants and providing support where necessary on all client engagements. • Closing the books monthly and responsible for providing timely and GAAP-compliant financial reports and often other reports on marketing/advertising spend or by channel. • Develop and manage accounting processes that are also scalable for their business type and industry. • Notable Achievement: Drew up the roadmap for how a client’s bookkeeping functions were to operate, given the complexity of their entities. This undertaking was an exercise in project management across multiple members of the organization and ultimately, this project was driven to completion through high levels of initiative.

• Close interaction with founders, CEOs, and CFOs regarding financial reporting, KPIs, metrics and analysis and strategic planning to achieve operational and financial objectives. • Led NetSuite implementation with Away Travel and Revel Transit to ensure financial completeness with all data migration efforts from QBO and other software syncing in. • Managed international teams of accountants while serving as primary client contact. • Guided annual 1099 reporting along with providing timely and GAAP-compliant financial reporting on a monthly-basis. • Deep knowledge of apps and plug-ins connected to QuickBooks to make informed recommendations on how to develop new data-flow processes to improve client's business. • Developed and managed accounting processes that are also scalable for their business type and industry. • Notable Achievement: Supported Enertiv’s DevOps team along with numerous other clients on ASC 606 compliance by providing insight on how subscriptions should be billed based on sales contracts which helped us build a better invoicing process breaking out individual lines on equipment purchase, software subscriptions, and the on-going technical support and maintenance that each customer was provided.

• Full management of month-end close and internal control implementation for 15 mixed-use and retail properties. • Performed monthly bank reconciliations for each property and CAM reconciliations for all tenants on the portfolio. • Communicated with tax accountants to prepare 1099’s and K-1s for all investors. • Managed cash flow for all properties to facilitate effective property management decision-making. • Prepared and presented financials to company principals and investors. • Notable Achievement: Prepared yearly operating budgets from pro-forma valuations with the internal asset development associate.

• Presented and prepared occupancy objective reports for property management on quarterly basis. • Compiled and analyzed financial information in preparation for entry into various financial statements and accounting reports. • Conducted and presented market analysis reporting across communities to determine rental pricing suggestions for property management. • Reviewed budget, revenue, expense, payroll entries, invoices, and other accounting documents and researching and resolving discrepancies as necessary. • Acted as a liaison to internal and external auditors by explaining journal entries and financial transactions while providing research data and information as requested and answering questions necessary to complete the audit in a timely manner. • Communicated directly with on-site and other property managers to assist in completing pre-close and close activities, answering questions, providing support, and ensuring timely completion of accounting processes for on-time client and company reporting. • Notable Achievement: Restored four residential communities located throughout Denver, CO and Savannah, GA with aggressive expenditure reduction and training all staff on maintenance approval cadences to expand total portfolio profits by $4.8 million annually.