Comprehensive Financial Reporting Implementation

Built and implemented a full-suite financial reporting structure from the ground up, supporting strategic decision-making, compliance, and stakeholder communications across a multi-entity organization. Key accomplishments include:

Internal Management Reporting Developed customized financial reports for departmental leads and senior executives, enabling real-time visibility into performance metrics and cost drivers.

Private Equity (PE) Reporting Delivered investor-focused financials with an emphasis on revenue growth, EBITDA, category-level spend analysis, and ROI — aligning with PE firm priorities.

Lender Compliance Reporting Produced accurate, covenant-aligned reports to meet banking and lending requirements, ensuring full transparency and compliance.

Regulatory Financials Ensured timely and compliant reporting for both state and federal regulatory bodies, mitigating risk and maintaining audit readiness.

Automated Consolidations Automated a complex, multi-entity financial consolidation process. Reduced monthly close and reporting prep time from 10+ hours to under 15 minutes by integrating reporting directly with the accounting system, eliminating reliance on manual spreadsheets.