• Co-managed critical objectives of a successful Initial Public Offering including creation of GAAP based financial statements, coordinated with independent auditors in securing audited financial statements and preparation of S-1 documentation
  • Managed the registration of four investment advisors under the Investment Advisers Act of 1940 and implemented compliance requirements
  • Established accounting and reporting processes and controls
  • Prepared regression-based analysis of claim risk for various product/price structures of supplemental warranty products
  • Developed and implemented risk management tool for supplemental warranty products
  • Managed Finance Department’s staff and objectives in the development, testing and implementation of a customized business solution system application
  • Developed and implemented Sarbanes-Oxley compliant security access framework for newly implemented Enterprise Application system
  • Prepared white paper on Sarbanes-Oxley compliant security access framework for an Enterprise Application
  • Analyzed and managed re-engineering of financially significant processes and systems to achieve Sarbanes-Oxley compliance
  • Managed an inventory accounting process improvement project
  • Discounted cash flow modeling using Excel, Argus and ProJect
  • Feasibility studies

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