Chief Financial Officer

• 2006 - Present

Chief Financial Officer - (Pj's Coffee)(2008 to Present) Director of Finance (2006 to 2008)___________Develop and lead internal accounting structure to manage multi-brand company with more than 190 business units with approximately 1,500 employees generating $220MM in overall system revenue. Build and implement new standard policies and procedures to optimize business practices and encourage efficiency across all business units. Spearhead financial planning & analysis, budgeting (capital and operating), debt & cash management, cost reduction/avoidance, investment management, capital funding, mergers & acquisitions, due diligence, accounting, and financial reporting. Ensure accounting practices are in compliance with GAAP and SOX standards. Conduct full assessment of private equity and venture capital firms for due diligence. Lead initiatives to adopt new software applications to improve ease and functionality of maintaining financial records and reports across all company locations. Prepare and deliver financial reports assessing fiscal health of individual business units. Create financial models to assist operational team in developing overall business strategy. Facilitate audit protocols in collaboration with third-party firms; prepare annual Franchise Disclosure Document for submission to FTC.Highlights: Oversaw significant company growth from four corporate businesses to 26 corporate locations and 49 corporate affiliated companies. Led full life-cycle implementations of SOX compliant enterprise accounting software, point of sale data integration, and audit compliance. Improved fiscal transparency throughout franchise-level operations and reduced error-related royalty payments by 100% while minimizing operational expenses. Engaged in competitive negotiations with bank to secure $5.2MM loan guarantee under recessionary market conditions. Oversaw due diligence investigations during acquisition of PJ’s Coffee & Tea.

Member Of The Board Of Advisors

• 2017 - Present

Chief Financial Officer

• 2008 - Present

Oversee budgeting, and the implementation of budgets, so as to monitor progress and present operational metrics both internally and externally.Ensure that finance staff maintains financial record systems in accordance with Generally Accepted Accounting Principles, and monitor the use of all funds.Oversee the preparation and approval of all financial reporting materials and metrics for funding organizations and board of directors; prepare and communicate monthly and annual financial statements.Manage cash flow and forecasting; direct all financial, project-based, and departmental accounting.Coordinate all audit activities.Evaluate and oversee all benefits negotiations, thus providing the most competitive packages staff.Review all formal finance-, HR-, and IT-related procedures, processes, and administration, recommending improvements to the systems in place and managing the systems going forward.

Member Of The Board Of Advisors

• 2017 - Present

Chief Financial Officer

• 2008 - Present

Oversee budgeting, and the implementation of budgets, so as to monitor progress and present operational metrics both internally and externally.Ensure that finance staff maintains financial record systems in accordance with Generally Accepted Accounting Principles, and monitor the use of all funds.Oversee the preparation and approval of all financial reporting materials and metrics for funding organizations and board of directors; prepare and communicate monthly and annual financial statements.Manage cash flow and forecasting; direct all financial, project-based, and departmental accounting.Coordinate all audit activities.Evaluate and oversee all benefits negotiations, thus providing the most competitive packages for staff.Review all formal finance-, HR-, and IT-related procedures, processes, and administration, recommending improvements to the systems in place and managing the systems going forward.

Member Of The Board Of Advisors

• 2017 - Present

Financial Controller

• 2006 - 2008

President & Owner

• 2004 - 2006

Oversaw all business operations and accounting practices for multi-franchise restaurant holding company and consulting enterprise. Wrote standard operating procedures for use company wide. Recruited, trained and motivated staff of 42 team members responsible for executing day-to-day business operations. Managed administration of human resources functions. Assumed full P&L responsibilities; planned and executed business strategies to build market share in competitive industry. ________HighlightCreated and implemented successful business plan responsible for growing month-over-month revenue from 24% to 50%. Initiated business-wide IT deployments to optimize store operations, including laborallocation, inventory management, security and merchant services.

Vice President

• 2000 - 2004

Led execution of new business strategy to strengthen company with 700+ employees. Performed due diligence on prospective acquisitions; prepared and delivered financial reports on business units. Implemented cost control measures to reduce expenditures while maintaining quality of services delivered to clients. Collaborated with marketing department to expand business operations internationally into Canada and Latin America. Standardized continuing education practices for healthcare personnel company wide.Highlights Negotiated 14% interest rate reduction through debt restructuring; prepared financial forecasts and implemented capital requirements to secure financial reserve necessary to leverage company assets against debt.Established $2MM line of credit through competitive negotiations with financial partners.Proved essential in expanding business operations internationally, realizing additional monthly revenue of $260,000.

Marketing Executive

• 2000 - 2004

Led ambitious marketing programs to establish brand presence within healthcare sector. Proved essential in preparing business development plans and training sales personnel on effective account management skills. Conducted market research on analysis to identify opportunities for revenue generation within competitive market. Initiated and cultivated relationships with business partners. Actively generated leads through cold calling and professional networking. Highlights Generated $1.2MM increase in sales revenue with 38% profit margin within single year.Led new build-out of new service offerings, including international aircraft transportation, responsible for expansion into new markets.Initiated business-to-consumer, internet-based marketing programs to penetrate new markets and improve brand visibility.