Experience

Echogen Power Systems

• United States
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Vice President Finance

  • Jul 2023 - Present

  Akron, Ohio, United States



IndiMade Brands

• United States
• Personal Care Product Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2022 - Jul 2023

  Independence, Ohio, United States



Tradesmen International

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Vice President Finance

  • 2018 - 2022

  Cleveland/Akron, Ohio Area



Wastebits - Waste & Sustainability Software

• United States
• Environmental Services
• 1 - 100 Employee

• Vice President of Finance and Operations

  • 2015 - 2018

  Cleveland/Akron, Ohio Area Wastebits is a software & services company serving the regulated waste market. I joined as the first financial officer. I established sound financial controls and processes, developed integrated financial statements, built financial models for operational and strategic decision making and implemented employee benefit programs for medical, dental and vision.



JOANN Stores

• United States
• Retail
• 700 & Above Employee

• Vice President, Inventory Management

  • 2013 - 2014

  Cleveland/Akron, Ohio Area Directed Merchandise Planning & Forecasting, Replenishment and Inventory Optimization functions. Led 2 direct reports and a staff of 70. Managed $1+B purchasing budget and a multi-million dollar departmental budget. • Drove a 5% sales increase in Alaska via improved in stocks and partnership with field operations. Rolled out program to top 25 sales volume stores. • Increased sales 10+% in licensed team fabrics by optimizing inventory in top teams and markets. • Saved… Show more Directed Merchandise Planning & Forecasting, Replenishment and Inventory Optimization functions. Led 2 direct reports and a staff of 70. Managed $1+B purchasing budget and a multi-million dollar departmental budget. • Drove a 5% sales increase in Alaska via improved in stocks and partnership with field operations. Rolled out program to top 25 sales volume stores. • Increased sales 10+% in licensed team fabrics by optimizing inventory in top teams and markets. • Saved $400,000+ of expenses in partnership with Logistics on a pack size optimization initiative. • Improved quarterly evaluation of markdown reserve requirements. • Directed the inventory investment for new and remodeled stores. • Managed open to buy and in season forecasting. • Guided the optimal allocation of merchandise through replenishment and fashion allocation. • Coached team on best-practices, reporting, forecast accuracy and inventory productivity. • Ensured distribution center (DC) service level and in stock performance. • Increased sell through with timely allocation strategies and promotional price adjustments.

• Director Financial Planning and Analysis

  • 2011 - 2013

  Cleveland/Akron, Ohio Area Led FP&A for 3 functions: Corporate, Stores and Real Estate with 2 teams and a staff of 12. Used Hyperion, SAP, PBS, Microsoft Access, Excel, PowerPoint, MapPoint. Corporate • Directed prep and analysis of operating plan; income statement, balance sheet and cash flow. • Directed financial modeling and analysis of strategic plans integrating real estate, merchandising, operations, IT for review by the Executive Committee and Board of Directors. • Directed financial review… Show more Led FP&A for 3 functions: Corporate, Stores and Real Estate with 2 teams and a staff of 12. Used Hyperion, SAP, PBS, Microsoft Access, Excel, PowerPoint, MapPoint. Corporate • Directed prep and analysis of operating plan; income statement, balance sheet and cash flow. • Directed financial modeling and analysis of strategic plans integrating real estate, merchandising, operations, IT for review by the Executive Committee and Board of Directors. • Directed financial review of new businesses including projected P&L, IRR and payback analysis. • Partnered with business leaders to define and monitor key performance indicators. • Analyzed internal and competitor data and reported results to management. • Managed RFPs; analyzed results and selected final business partners. Stores • Led the store planning and control function, which included planning, forecasting and reporting of store sales, payroll and expenses. • Led accounting, forecasting, planning and financial reporting of store-related capital. • Developed key payroll methodologies and reported weekly store payroll results. Real Estate • Directed FP&A for real estate market strategy, proforma modeling, IRR analysis, various what-if scenario modeling, semi-annual store financial performance review, and sales forecasting using customized software (PBS). Provided recommendations on performance of proposed locations. • Directed forecast and analysis of 300 new store deals to identify 65 locations annually. • Increased department productivity by building sustainable processes.

• Director, Accounting Operations

  • 2009 - 2011

  Cleveland/Akron, Ohio Area Directed Accounting Operations team including Accounts Payable, Vendor Accounting & Real Estate Accounting. Led 3 direct reports, staff of 26, and budget of $1+ million. Used SAP, Microsoft Access, Excel and Bottomline. • Reduced expenses $100,000 through productivity and efficiency initiatives. • Reduced costs by increasing vendor electronic funds transfer. • Enhanced budgeting & forecasting for discounts, occupancy expenses and import load income. • Increased payment of… Show more Directed Accounting Operations team including Accounts Payable, Vendor Accounting & Real Estate Accounting. Led 3 direct reports, staff of 26, and budget of $1+ million. Used SAP, Microsoft Access, Excel and Bottomline. • Reduced expenses $100,000 through productivity and efficiency initiatives. • Reduced costs by increasing vendor electronic funds transfer. • Enhanced budgeting & forecasting for discounts, occupancy expenses and import load income. • Increased payment of real estate invoices within 30 days of receipt. • Oversaw training and development to support succession planning at all levels of the group. • Monitored controls associated with Sarbanes Oxley internal control requirements.

• Director, Merchandise Information & System Support

  • 2004 - 2009

  Cleveland/Akron, Ohio Area Led support organization for Merchandising and Marketing group including Data Integrity, Merchandise Reporting and Analysis and Planning Systems and Support. Led 3 direct reports, staff of 20, and a budget of $1+ million. Used JDA, Microsoft Access and Excel. • Reduced time to update from 3 days to 3 hours by simplifying modeling of sales for store activity. • Built an inventory flow model for logistics team in addition to regular forecast updates. • Increased reliability… Show more Led support organization for Merchandising and Marketing group including Data Integrity, Merchandise Reporting and Analysis and Planning Systems and Support. Led 3 direct reports, staff of 20, and a budget of $1+ million. Used JDA, Microsoft Access and Excel. • Reduced time to update from 3 days to 3 hours by simplifying modeling of sales for store activity. • Built an inventory flow model for logistics team in addition to regular forecast updates. • Increased reliability and consistency by instituting batch release of standard weekly reporting. • Created a gross margin planning model to split sales by regular, promotional and clearance. • Established appropriate inventory reserves and efficient sell through of unproductive inventory. • Prepared direct reports for succession and promoted one into role.

• Director, Merchandise Planning

  • 2003 - 2004

  Cleveland/Akron, Ohio Area Responsible for merchandise planning, open to buy management, forecasting, inventory, and profitability. Managed 2 direct reports, staff of 12, and a budget of under $1 million. Used JDA. • Provided reporting and analyses of merchandise results leading to increased profitability. • Maintained disciplines to clear unproductive inventory achieving GMROI and inventory turn goals. • Provided ongoing financial forecasts of sales, margin, inventory and receipts.

• Manager Financial Planning and Real Estate Analysis

  • 2001 - 2003

  Cleveland/Akron, Ohio Area Worked with key leadership coordinating annual planning process and preparing summary financial plans. Provided complete analytical support to the VP Real Estate. Identified external information sources and negotiated the purchase of data. Prepared presentations for Executive Committee review. Led team of 3. • Developed strategic planning model used by the Controller, CFO & CEO. • Improved forecasting by partnering with finance, treasury, marketing, distribution and… Show more Worked with key leadership coordinating annual planning process and preparing summary financial plans. Provided complete analytical support to the VP Real Estate. Identified external information sources and negotiated the purchase of data. Prepared presentations for Executive Committee review. Led team of 3. • Developed strategic planning model used by the Controller, CFO & CEO. • Improved forecasting by partnering with finance, treasury, marketing, distribution and transportation. • Partnered with HR to analyze FTE salary changes and establish the annual payroll plan. • Implemented new software for demographics and mapping including set up, testing and training. • Launched new site sales forecasting model. Provided data to vendor and tested the validity.