Skills & Technical Expertise

Accounting & Compliance Standards

  • GAAP and IFRS accounting principles

  • ASC 606 (Revenue Recognition), ASC 842 (Lease Accounting), ASC 326 (Credit Losses)

  • Audit readiness, internal controls, and policy documentation in regulated industries

  • Revenue cycle management and financial compliance

  • Experience using Moody’s Financial Analyst and Taxanalysis for credit evaluation, reserve modeling, and tax impact analysis

Capital, Treasury & Liquidity Management

  • Cash flow forecasting and working capital optimization

  • Banking relationships, covenant compliance, and lender reporting

  • Credit facilities, debt structuring, and refinancing support

  • Cash controls, signatory frameworks, and fraud prevention

Enterprise Resource Planning (ERP) Systems

  • Sage Intacct, Acumatica, NetSuite, QuickBooks Online

  • Oracle PeopleSoft, Sage500, Yardi

  • Multi-entity environments and cloud-based financial infrastructure

Workflow Automation & Process Tools

  • Yooz, AvidXchange, DocLink (with ReadSoft)

  • Corporate credit card platforms: U.S. Bank, Wells Fargo, Center, Ramp

  • Smartsheet, Lucidchart, Visio

  • Experience designing optimized approval workflows, integrating tools, and enabling real-time visibility

Planning, Modeling & Reporting

  • Advanced Excel

  • Power BI

  • Cube, Velixo, BizInsight, Adaptive Insights, Real Asset Management

  • iLease Pro, LeaseQuery

  • Pro forma and ad hoc financial modeling

  • Budget development, monitoring, and management

  • Board and investor reporting, forecasting, and variance analysis

  • Financial modeling and forecasting for SaaS and subscription-based businesses, including churn and MRR/ARR analysis

Transactions, Integration & Strategic Growth

  • Buy-side and sell-side transaction support

  • Financial due diligence preparation and data room management

  • Post-acquisition integration and reporting harmonization

  • Quality of earnings (QofE) and audit readiness support

Project CRM & System Experience

  • Salesforce, Monday.com

  • EMR & practice management platforms (NextGen, Amkai, Mellowood Medical, eIVF, Artisan)

  • System conversions, data migrations, and proprietary audit platforms

  • PMP-certified with hands-on project planning and documentation

Data & Document Management

  • SharePoint

  • Microsoft Teams

  • Adobe Acrobat (Forms, Signatures)

  • DocuSign

  • Squarespace (content publishing)

  • Secure file sharing, data room setup, and audit trail compliance

Interested in how these capabilities apply to your organization?

Contact Naismith Consulting