Experience

General Cigar

• United States
• Tobacco
• 100 - 200 Employee

• Finance Business Partner

  • May 2021 - Present

  Richmond, Virginia, United States Perform analysis and reporting of monthly results, forecasting, budgeting, and general financial analysis and process improvement to support The North America Branded Business segment of Scandinavian Tobacco Group.



Oxygen Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Venture Partner

  • Jan 2021 - May 2021

  Pennsylvania, United States Oxygen Ventures is a tech venture & advisory firm with a focus on identifying entrepreneurs, nurturing startups, and assisting in their growth story. We share enduring vision, passion & entrepreneurial spirit and offer our experience, expertise, and partner ecosystems. As a partner at OV, I lead a practice area focused on business transformation. Helping our clients grow through strategic planning, M&A analysis, and technological advancements to drive faster data-driven decision support.



Performance Food Group

• United States
• Food & Beverages
• 700 & Above Employee

• Manager Financial Planning and Analysis

  • Mar 2016 - Apr 2021

  Richmond, Virginia Area Lead annual budget and monthly forecast process for consolidation of nearly 100 operating companies. Develop and maintain long term strategic forecasts. Prepare forecasts and reports for Board of Directors, Lenders, and Rating Agencies. Develop financial targets and bonus compensation strategies. Citizen Developer for TM1 ERP system tools focused on planning.



LongviewPower

• United States
• Oil and Gas
• 1 - 100 Employee

• Manager, Financial Planning and Analysis

  • Aug 2011 - Mar 2016

  Morgantown, WV Manage all financial planning and analysis functions including daily, weekly, monthly, and quarterly reporting and forecasting. Guide strategic decisions by performing and presenting ad hoc analysis. Present monthly results and variance analysis to senior management and prepare presentations for Board of Directors and Lenders. Respond to due diligence requests for debt restructuring. Responsible for day-to-day treasury functions of the company including cash management, borrowing… Show more Manage all financial planning and analysis functions including daily, weekly, monthly, and quarterly reporting and forecasting. Guide strategic decisions by performing and presenting ad hoc analysis. Present monthly results and variance analysis to senior management and prepare presentations for Board of Directors and Lenders. Respond to due diligence requests for debt restructuring. Responsible for day-to-day treasury functions of the company including cash management, borrowing requests, and loan roll-forwards. Maintain 13 week rolling daily cash forecast to anticipate borrowing needs. Selected Accomplishments: * Developed and maintain Monthly Management Report that is presented to Board of Directors * Created Long-Term Financial Model with monthly P&L, Balance Sheet, and Cash Flow data with automated updates and high level scenario analysis * Led annual budget process to successful, timely completion Show less



Taylor-Wharton America

• United States
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• Business Analyst & Risk Management Coordinator

  • Mar 2008 - Mar 2011

  Mechanicsburg, PA Produced multiple tools for weekly, quarterly, and annual forecasting. Improved processes for financial close, covenant reporting, and operational leverage analysis through Excel modeling and programming. Guided significant bottom line improvement through cost savings initiatives and divestiture analysis. Managed insurance program including insurance renewal strategies, settlement decisions, and ultimate loss calculations. Regularly communicated with senior management, division leaders… Show more Produced multiple tools for weekly, quarterly, and annual forecasting. Improved processes for financial close, covenant reporting, and operational leverage analysis through Excel modeling and programming. Guided significant bottom line improvement through cost savings initiatives and divestiture analysis. Managed insurance program including insurance renewal strategies, settlement decisions, and ultimate loss calculations. Regularly communicated with senior management, division leaders, and insurance brokers on risk management concerns and requests. Project Manager for property and business interruption losses. Selected Accomplishments: * Generated over $4.3M cash in Business Interruption Claims * Co-Created detailed 5 year Operational Leverage Model with multiple scenario tools * Reduced Covenant Reporting Process from 8 hours to less than 1 hour Show less



ParenteBeard

• Accounting
• 200 - 300 Employee

• Financial Consultant and Auditor

  • Jun 2006 - Mar 2008

  Mechanicsburg, PA Completed market analysis, feasibility studies, and financial forecasts for expanding or start up senior care facilities. Created key performance indicator tools to aide and direct facilities in forbearance of debt agreements. Generated reconciliations, systems narratives, and analysis for year end financial audits for hospitals and retirement communities.



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Brokerage Intern

  • May 2005 - Aug 2005

  Assisted financial broker with management of accounts by updating system information, cost basis analysis, and marketing to potential clients.