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PROFESSIONAL CONSULTANTS

AVAILABLE TALENT 

Check out our list of project-based consultants currently available.  Feel free to share with others and let us know if anyone piques your interest.

If you are interested in one of our resources, click the button below to notify a member of our team.

Wren Mitchell, CPA: Senior FP&A & People Operations Consultant (Triangle)    

Experienced Vaco consultant, completing interim finance director project for business unit of private equity backed SaaS client. Skilled in financial reporting, analysis, forecasting, building KPIs and dashboards, and human resources. Wren streamlined the Gross Revenue Analysis process by developing tools to address aged accounts receivable and create efficient workflows for non-policy revenue deliverables. She built forecasting models to support financial reporting, improved data reporting through Business Intelligence, and explored enhancements with the upcoming NetSuite implementation. Additionally, she is supporting a venture capital-backed software firm in bringing HR practices in-house from a PEO.

At LORD, Wren oversaw financial reporting, planning, and budgeting for a $500MM+ Chemical division, leading cost analysis and supporting strategic goals. She also directed the SAP Finance and Controlling implementation across multiple divisions, improving processes and system integration. As part of the LORD-Parker Hannifin acquisition, Wren contributed to both due diligence and integration efforts. Known for building trust across teams and solving complex problems, she excels in developing solutions that drive organizational improvement and collaboration.

Systems: SAP (FICO, BI, SD, MM), Workday Adaptive Planning, Workday HRIS, PeopleSoft HRIS, ADP, SuccessFactors, Hyperion, HFM, Salesforce, Advanced Excel  

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Matt Anderson: Senior FP&A & Financial Modeling Consultant (Triangle) 

Experienced Vaco Consultant, recently wrapped up a three-year engagement with a Fortune 500 financial services firm where he developed an internal financial system, validated data across platforms, managed enrichment metrics, and ensured accurate database mapping. He built and monitored data quality checks and used SQL to streamline validations when Google Sheets reached capacity. He’s currently supporting two fractional projects: one with an investment firm, where he maintains and automates an Excel model that converts Concur travel expenses into QuickBooks journal entries, including reconciliation tools; and another with a VC-backed SaaS company, where he reviews monthly financial projections in Mosaic, comparing them to prior forecasts and assumptions, and built an Excel summary to highlight discrepancies.

Previously, supported data room requests and sell-side due diligence for a venture capital backed client. Matt is currently supporting an international, multi-resource project in project management and financial analysis at a global financial services organization. Extensive experience in financial planning and analysis, including monthly variance analysis, annual budget preparation, quarterly reforecasting, monthly labor forecasting, and financial modeling.

Systems: SQL, Salesforce, Hyperion, Tableau, Advanced Excel skills, MS Dynamics Management Reporter, Databricks, Snowflake, Google Sheets, Visual Studio Code, DBVisualizer, Redash 

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Emilee Drake: Experienced Accounting Consultant (Triangle)     

Experienced Vaco Consultant, detail-oriented and dependable accounting professional with five years of progressive accounting experience between public accounting and industry. Currently supporting a publicly traded biotech company with general bookkeeping, including AP processing, entering transactions from bank and credit card statements, payroll and other journal entries, and bank reconciliations. Previously stepped in at a life science company after they recently went public. Primarily entering invoices and POs, but also assisted with month-end close including preparing journal entries. Experienced in SAP and general ledger accounting, including AP, accruals, inventory tracking, journal entries, balance sheet reconciliations, employee expenses, financial statement preparation, and month-end close. Familiar with grant accounting and compliance with multiple government agencies including NIH, DoD, and NSF. Ability to balance multiple projects and complete work accurately and under tight deadlines. Working towards the CPA.

Systems: NetSuite, SAP, QuickBooks, Concur, Ivalua, Bill.com, Tipalti, Divvy, ADP, Gusto, MS Excel. 

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Khalid Mustafa: Senior Business Intelligence & Sales Operations Consultant (Triangle)   

Experienced Vaco Consultant, recently completed a project with a private equity-backed clinical research company. Khalid updated IT cost forecasts using PowerApps and Power BI, covering OPEX and CAPEX for resources, projects, and staff FTE. Khalid aggregated inputs from IT leaders, developed new reporting tools for leadership, and ensured data accuracy and standardization. Khalid also improved the process for cost center owners to input data directly and created detailed PowerPoint guides for using Power Apps and Power BI.

Previously supported private equity backed technology with global commissions where he streamlined commission plans and re-programmed Salesforce data. Previously supported global pharma/healthcare company with business unit FP&A and reporting needs. Khalid brings value between finance, IT, and sales operations, interpreting the business and finance needs and ensuring the reporting solution is adequate. Experienced with budgeting, financial analysis, reporting, and forecasting. Previously supported PE-backed healthcare tech client with revenue forecasting and financial modeling.

Systems: Oracle, HFM, Hyperion, SAP, SmartView, NetSuite, Salesforce, Captivate IQ (Commissions), Power BI, Power Apps, Aspire, Advanced Excel 

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Tosha Bailey: Senior Global Payroll Consultant (Triangle)   

Experienced Vaco Consultant, recently stepped in for the payroll manager at a global SaaS company. Oversaw payroll processing for ~500 employees globally. Also provided standardization and documentation following an ADP implementation. Previously supported a life science company, providing high-level analysis of payroll and HR processes as the company implemented a new HRIS. Also tasked with assessing payroll team members’ knowledge and breadth of experience and advised on alignment with company’s needs. Processed bi-weekly hourly and salaried payroll until a new payroll manager was hired and then led their training on systems and processes.

Previously completed a 15-month project supporting a private equity backed software company with Workday and ADP implementations. Reconciled two years of unpaid payroll taxes. Consolidated 30+ entities to a single general ledger, one global pay element list, and one payroll and statutory funding list.  20+ years’ experience in payroll and human resources, including managing payroll processing, payroll taxes, payroll accounting, equity & stock administration, analytics & reporting, and benefits administration. Global Payroll Manager, experienced in leading a team responsible for processing payroll for multiple entities across several countries. Extensive experience with system implementations and software integrations and is adept at documenting processes, compliance, and training.

Systems: Workday, ADP (Workforce Now, Advantage, Celergo), CloudPay, Paychex, IOI Pay, Oracle, Great Plains, Solomon, Deltek, QuickBooks, Financial Edge, NetSuite, Advanced Excel  

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Rachael Strickland, CPA: Senior Accounting Consultant (Triangle)   

Experienced Vaco Consultant, recently supported internal audit function of publicly traded retailer. Previous engagement was with a private equity backed clinical research firm, helping an implementation of Sage Intacct from QuickBooks, performing AP and AR subledger loads across four entities and validating the full GL Load from the acquisition date to the Sage implementation date. Post-implementation, assisted month-end, including revenue and intercompany. Previously supported private equity backed healthcare technology company with preparation for its first-year audit, supporting several internal control issues, implementing the lease standard (ASC 842), also building an amortization schedule for its lease, and creating a fixed assets policy.

Prior to Vaco, served as Assistant Controller at a publicly traded medical device company, leading the month-end close process, completing SEC filings, consolidating 12 entities, performing the equity accounting, inventory and cost accounting, and ensuring internal controls over financial reporting, equity, reporting, and P2P. She also served as the functional lead of implementing SAP S/4 HANA and the SAP Group Reporting consolidation module. Prior, she served in public accounting for EY, where she audited public and private clients across manufacturing, mining, and telecommunications.

Systems: SAP S/4 HANA, Equity Edge Online, SAP Group Reporting, SAP Concur (Expense and Invoice), SAP Analytic Cloud, AuditBoard, Sage Intacct, Syspro, WDesk / Workiva, QuickBooks, Namely, Kissflow, Advanced Excel 

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Kim Manning: Staff Accountant (Triangle) 

Experienced Vaco Consultant, recently completed a project at a global pharmaceutical company. Supported the AP department after an SAP implementation. Tracked, investigated, and reconciled outstanding transactions. Prepared journal entries and performed reconciliations. Previously supported the AR department at a venture backed subscription and service company. Handled cash applications and bank deposits. Also assisted with cleaning up customer accounts. Strong experience in AP, employee expense processing, cash applications, billing, collections, bank and GL reconciliations, and journal entries.

Systems: NetSuite, SAP, Sage Intacct, Stripe, QuickBooks, Salesforce, Advanced Excel     

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