Experience

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  Kpmg us

  Jan 1992 - Jan 2010

  Managing director

  Held a senior leadership position in a fast growing national practice within KPMG’s Transaction Services practice which provides transaction-based (business combinations, divestitures) or special event (initial public offerings, restatements, bankruptcy, accounting conversions/standard implementations) driven consulting services. Served clients in various industries that included: technology and software, semi-conductor, consumer products, services, and healthcare. Key responsibilities included:- Business development and service delivery - prospect, close and manage a $3 million book of business;- Forecasting and planning - assist in developing the long and short-term business plan and budget;- Recruiting and retention - hire and directly mentor a regional team of approximately 15 individuals and assist in national recruiting and retention of approximately 110 professionals and staff;- Product development - develop product offerings and capabilities to address client/industry requirements including creating product methodology, policies, marketing collateral and training;- Risk management - develop and document risk management policies and practices to manage firm risk and exposure around product offerings, and to evaluate practice compliance with policies. Show less

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  Integritas advisors

  Jul 2014 - now

  Founder

  Founder of specialty accounting consulting firm which assists companies through transactional or special events such as acquisitions, divestitures, initial public offerings, accounting standard implementations, IFRS conversion, bankruptcy or restatements. We also offer temporary executive financial services.