CFO & Director
- Scale Finance, LLC Research Triangle Park, NC: CFO (2017—Present)—Providing part-time and project based CFO services to multiple clients in various industries
- Clean Design, Inc., Raleigh, NC: CFO (2017—Present)—CFO for integrated branding agency, providing fractional CFO services.
- Hatteras Funds, LP, Raleigh, NC: CFO (2008—Present)—Chief Financial Officer for registered investment advisor.
- Managed financial and accounting functions. Key focus areas included budgeting and forecasting, cash management, and internal and external reporting.
- Key member of management that assisted in the acquisitions and integration of other investment advisors and the sale of the Company and subsequent repurchase through a management buy-out.
- Experienced in assessing business processes and internal controls and implementing business enhancement processes, including SOX compliant procedures.