Finance and Compliance Consultant • Provided consultative services for accounting and finance department, working directly with President and Founder of $150million revenue manufacturer, and distributor. • Drafted whitepaper and other accounting research for clarification of business acquisition and ongoing corporate operational issues. • Preparation of Executive Summaries, notes, tables and other documentation included within Confidential Information Memorandum for clients seeking external funding. • Advised executive management on compliance with newly negotiated credit agreement; prepared reporting analysis and other supporting calculation work papers for finance department use. • Outsourced/interim CFO, PMO, consulting and advisory services • Partnered with New York City-based international financial, PR, IR, and capital advisory services firm to advise green initiative-focused client. • Project managed large scale construction project through all phases of design, permitting process, related litigation, construction, and realization of significant tax savings related to green-friendly design. • Provided all financial strategy and internal accounting services for a NYC/Sag Harbor-based Swedish antiques purveyor. • Drafted and researched various accounting topics for ‘whitepaper’ analyses. • Prepared historical and projected financial statements and summary financial data tables for inclusion in Offering Memorandum document for Cosmetics Company seeking investors/sale transaction. • Reviewed projected financial statements and related documentation for software applications firm pursuing $3.5 million second-round financing. • Oversaw web hosting services for client’s off-site accounting services provider, including preparation of financial statements, overview of accounting, A/R and A/P procedures and review of projections. • Performed finance and accounting department assessment for Maritime Educational Institution, including documentation and overview of monthly close, A/P and A/R internal controls and comparative salary analysis.