Experience

National Association of Secondary School Principals (NASSP)

• United States
• Education Administration Programs
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2021 - Present



ASCD

• United States
• Education Administration Programs
• 100 - 200 Employee

• Chief Financial Officer

  • Aug 2015 - Mar 2021

  Member of 3 person executive team challenged with achieving positive EBITDA after several consecutive years of operating losses, including $15 million in negative cash flow from FY2015 through FY2018. Charged with overall responsibility for Office of Financial Services, Sales Division, Human Resources, Project Management Office, and Facilities. Direct and indirect management of 35. Achieved $500K positive EBITDA FY2019. • Executive Leadership: Board executive liaison for the Finance and… Show more Member of 3 person executive team challenged with achieving positive EBITDA after several consecutive years of operating losses, including $15 million in negative cash flow from FY2015 through FY2018. Charged with overall responsibility for Office of Financial Services, Sales Division, Human Resources, Project Management Office, and Facilities. Direct and indirect management of 35. Achieved $500K positive EBITDA FY2019. • Executive Leadership: Board executive liaison for the Finance and Investment Committee that oversees a $60M reserve fund, a $42M operating budget, and Audit Committee that works with a national CPA firm. • Financial Management: Direct all activities for $42M operating budget and $85M balance sheet. Oversee all financial transactions, including financial statement management, accounting, A/R, A/P, and payroll. Relationship executive for all banking, fund management, outsourced call center, warehousing, and fulfillment center vendors. Forged banking relationship for financing package exceeding $75M • Process Improvement: Spearheaded financial services software upgrade that integrates with ASCD CRM system allowing for a streamlined and more efficient process. Increased distribution sales by $700K (7.6% in FY2019) by implementing B2B software that enhanced the distribution channel for large distributors, including Amazon, Ingram, and Barnes and Noble. Implemented a KPI dashboard for the Board of Directors. • Sales: Oversee 15-person national sales organization responsible for $24.3M in FY2020. Implemented SalesForce.com to better track new opportunities and individual sales performance. Developed commission structure that incentivizes the sales team and provides comprehensive real-time analytics and reporting. Implemented Microsoft Power Bi. • Project Management Office: Oversee Project Management Office responsible for all major products, including new product launches and major software implementations. Show less Member of 3 person executive team challenged with achieving positive EBITDA after several consecutive years of operating losses, including $15 million in negative cash flow from FY2015 through FY2018. Charged with overall responsibility for Office of Financial Services, Sales Division, Human Resources, Project Management Office, and Facilities. Direct and indirect management of 35. Achieved $500K positive EBITDA FY2019. • Executive Leadership: Board executive liaison for the Finance and… Show more Member of 3 person executive team challenged with achieving positive EBITDA after several consecutive years of operating losses, including $15 million in negative cash flow from FY2015 through FY2018. Charged with overall responsibility for Office of Financial Services, Sales Division, Human Resources, Project Management Office, and Facilities. Direct and indirect management of 35. Achieved $500K positive EBITDA FY2019. • Executive Leadership: Board executive liaison for the Finance and Investment Committee that oversees a $60M reserve fund, a $42M operating budget, and Audit Committee that works with a national CPA firm. • Financial Management: Direct all activities for $42M operating budget and $85M balance sheet. Oversee all financial transactions, including financial statement management, accounting, A/R, A/P, and payroll. Relationship executive for all banking, fund management, outsourced call center, warehousing, and fulfillment center vendors. Forged banking relationship for financing package exceeding $75M • Process Improvement: Spearheaded financial services software upgrade that integrates with ASCD CRM system allowing for a streamlined and more efficient process. Increased distribution sales by $700K (7.6% in FY2019) by implementing B2B software that enhanced the distribution channel for large distributors, including Amazon, Ingram, and Barnes and Noble. Implemented a KPI dashboard for the Board of Directors. • Sales: Oversee 15-person national sales organization responsible for $24.3M in FY2020. Implemented SalesForce.com to better track new opportunities and individual sales performance. Developed commission structure that incentivizes the sales team and provides comprehensive real-time analytics and reporting. Implemented Microsoft Power Bi. • Project Management Office: Oversee Project Management Office responsible for all major products, including new product launches and major software implementations. Show less



FLOOR COVERING LABOR HOUSE, LLC

• United States
• Construction

• Chief Operating Officer & Chief Financial Officer

  • Aug 2011 - Sep 2015

  Member of founding executive team that created and established a national flooring enterprise that achieved $5 million in revenue in 3rd year with 2015 projected at $6.2 million. Manage and oversee all business functions, including operations, procurement, accounting, and finance (45 personnel). Executive Leadership: Develop all business and long-range strategic plans. Collaborate with the senior executive team to prepare strategic reports for the Board of Directors monthly… Show more Member of founding executive team that created and established a national flooring enterprise that achieved $5 million in revenue in 3rd year with 2015 projected at $6.2 million. Manage and oversee all business functions, including operations, procurement, accounting, and finance (45 personnel). Executive Leadership: Develop all business and long-range strategic plans. Collaborate with the senior executive team to prepare strategic reports for the Board of Directors monthly, complete with market share and market segment analysis, pro-forma projections, and legislative impact planning. Formulate and implement organization and human resource policies and procedures. Establish and manage banking, insurance, manufacturing, and vendor relationships. Finance and Accounting: Develop and administer operating budgets. Manage daily cash reports, operating bank accounts, accounts payables, accounts receivables, and payroll. Work closely with outside CPA firm on tax issues and shareholder returns. Sign off and review all billing documents, including AIA percentage of completion billing. Business Development and Profitability: Manage all strategic business development efforts for the mid-Atlantic and national accounts, personally generating 35% of all company revenue. Actively participate in national contract negotiations with clients nationwide. Work with field operations managers to ensure the highest profitability on projects through data analysis and real-time decision-making. Participate in daily scheduling meetings and project reviews. Operations Management: Directly manage procurement and logistics, including warehousing, vehicle fleet, and material and labor pricing. Project manage contracts ranging up to $1.2 million. Oversee compliance issues for union and non-union labor force in accordance with state and federal guidelines. Information Technology: Reviewed, selected, and implemented state-of-the-art software for all employees. Show less Member of founding executive team that created and established a national flooring enterprise that achieved $5 million in revenue in 3rd year with 2015 projected at $6.2 million. Manage and oversee all business functions, including operations, procurement, accounting, and finance (45 personnel). Executive Leadership: Develop all business and long-range strategic plans. Collaborate with the senior executive team to prepare strategic reports for the Board of Directors monthly… Show more Member of founding executive team that created and established a national flooring enterprise that achieved $5 million in revenue in 3rd year with 2015 projected at $6.2 million. Manage and oversee all business functions, including operations, procurement, accounting, and finance (45 personnel). Executive Leadership: Develop all business and long-range strategic plans. Collaborate with the senior executive team to prepare strategic reports for the Board of Directors monthly, complete with market share and market segment analysis, pro-forma projections, and legislative impact planning. Formulate and implement organization and human resource policies and procedures. Establish and manage banking, insurance, manufacturing, and vendor relationships. Finance and Accounting: Develop and administer operating budgets. Manage daily cash reports, operating bank accounts, accounts payables, accounts receivables, and payroll. Work closely with outside CPA firm on tax issues and shareholder returns. Sign off and review all billing documents, including AIA percentage of completion billing. Business Development and Profitability: Manage all strategic business development efforts for the mid-Atlantic and national accounts, personally generating 35% of all company revenue. Actively participate in national contract negotiations with clients nationwide. Work with field operations managers to ensure the highest profitability on projects through data analysis and real-time decision-making. Participate in daily scheduling meetings and project reviews. Operations Management: Directly manage procurement and logistics, including warehousing, vehicle fleet, and material and labor pricing. Project manage contracts ranging up to $1.2 million. Oversee compliance issues for union and non-union labor force in accordance with state and federal guidelines. Information Technology: Reviewed, selected, and implemented state-of-the-art software for all employees. Show less



NCF Interiors, a Division of Lakota Contracting

• United States
• Construction
• 1 - 100 Employee

• Chief Financial Officer

  • May 2005 - Jul 2011

  Charged with providing executive and financial leadership to support the company’s aggressive growth plans. Played a vital role in company’s profitable expansion from $7 million to $28 million. Directed budget process for all divisions of the company. Executive Leadership: Established the CFO role for the first time in the company’s history, with direct accountability for establishing financial controls and managing all aspects of the accounting, procurement, and IT departments… Show more Charged with providing executive and financial leadership to support the company’s aggressive growth plans. Played a vital role in company’s profitable expansion from $7 million to $28 million. Directed budget process for all divisions of the company. Executive Leadership: Established the CFO role for the first time in the company’s history, with direct accountability for establishing financial controls and managing all aspects of the accounting, procurement, and IT departments. Trusted advisor to ownership on all major decisions, including strategic alliances, acquisitions, tax planning, and personnel decisions. Liaison for out-sourced legal matters and CPA financial reviews. Oversaw HR issues, including executive compensation negotiations. Finance and Accounting: Directed all aspects of billing, daily cash flow, monthly and year-end closings, and disbursements. Managed banking relationships, including negotiating lines of credit, bridge financing, term loans, and re-financings. Worked closely with major manufacturers on material financing and purchases. Collaborated with general contractors, project managers, and accounting departments nationally on contract negotiations and AIA billing for multi-million dollar projects. Strategic Planning: Developed and maintained analytical documents for mid- and long-term planning. Proactive in monitoring economic market conditions to factor into strategic planning, including oil prices, leasing and vacancy rates, and government building expenditures. Process Improvement: Identified major processes and continuously mapped procedures to identify efficiencies that generated cost saving; standardized procedures for purchasing pick tickets, project set-up, and billing. Regulatory Compliance: Managed all federal and state regulatory compliance to maintain 8(a) status, CBE, WAMATA, and multiple other certifications. Show less Charged with providing executive and financial leadership to support the company’s aggressive growth plans. Played a vital role in company’s profitable expansion from $7 million to $28 million. Directed budget process for all divisions of the company. Executive Leadership: Established the CFO role for the first time in the company’s history, with direct accountability for establishing financial controls and managing all aspects of the accounting, procurement, and IT departments… Show more Charged with providing executive and financial leadership to support the company’s aggressive growth plans. Played a vital role in company’s profitable expansion from $7 million to $28 million. Directed budget process for all divisions of the company. Executive Leadership: Established the CFO role for the first time in the company’s history, with direct accountability for establishing financial controls and managing all aspects of the accounting, procurement, and IT departments. Trusted advisor to ownership on all major decisions, including strategic alliances, acquisitions, tax planning, and personnel decisions. Liaison for out-sourced legal matters and CPA financial reviews. Oversaw HR issues, including executive compensation negotiations. Finance and Accounting: Directed all aspects of billing, daily cash flow, monthly and year-end closings, and disbursements. Managed banking relationships, including negotiating lines of credit, bridge financing, term loans, and re-financings. Worked closely with major manufacturers on material financing and purchases. Collaborated with general contractors, project managers, and accounting departments nationally on contract negotiations and AIA billing for multi-million dollar projects. Strategic Planning: Developed and maintained analytical documents for mid- and long-term planning. Proactive in monitoring economic market conditions to factor into strategic planning, including oil prices, leasing and vacancy rates, and government building expenditures. Process Improvement: Identified major processes and continuously mapped procedures to identify efficiencies that generated cost saving; standardized procedures for purchasing pick tickets, project set-up, and billing. Regulatory Compliance: Managed all federal and state regulatory compliance to maintain 8(a) status, CBE, WAMATA, and multiple other certifications. Show less



American University Washington College of Law

• United States
• Higher Education
• 300 - 400 Employee

• Assistant Dean of Finance and Administration/Chief Financial Officer

  • 1994 - 2004

  Executive Leadership: Principal liaison between the law school and American University on all financial matters, including operating budget, $75 million, annual income $84 million, capital expenditure projects, human resources, and 30 direct and indirect reports. Worked closely with the Dean to develop mid-range and long-term strategic plans. Leveraged strategic planning, analysis, and forecasting to strengthen the balance sheet, with substantial reserves increasing 30% annually over a… Show more Executive Leadership: Principal liaison between the law school and American University on all financial matters, including operating budget, $75 million, annual income $84 million, capital expenditure projects, human resources, and 30 direct and indirect reports. Worked closely with the Dean to develop mid-range and long-term strategic plans. Leveraged strategic planning, analysis, and forecasting to strengthen the balance sheet, with substantial reserves increasing 30% annually over a 6-year period. Finance and Accounting: Managed operating budgets for all 18 departments, systematically coordinating the strategic planning process to include all divisions of the law school while managing a complex relationship with American University's administration. Directed and implemented the daily cash strategy for the university, successfully leveraging overnight floats along the yield curve in various investment opportunities. Utilized proprietary software to implement a complex operating budget that included fund accounting, grant funding, and restricted alumni gifts. Operations and Fiscal Management: Planned and executed daily organizational operations to meet the needs of 1500+ students and 200 faculty and staff. Managed Human Resources, including grievances, salaries, promotions, and policy adherence. Directed office of publications charged with developing and maintaining a visual branding program. Capital Planning/Cost Control: Directed and implemented projects, including interior building improvements, facade renovations, technology, and furniture expenditures. Worked extensively with the Director of Facilities and the Dean of Development to align initiatives with available resources in conjunction with capital budgeting. Information Technology: Managed all major technology acquisitions and implementations. Principal liaison to the university during a nine-month total software conversion across all departments. Show less Executive Leadership: Principal liaison between the law school and American University on all financial matters, including operating budget, $75 million, annual income $84 million, capital expenditure projects, human resources, and 30 direct and indirect reports. Worked closely with the Dean to develop mid-range and long-term strategic plans. Leveraged strategic planning, analysis, and forecasting to strengthen the balance sheet, with substantial reserves increasing 30% annually over a… Show more Executive Leadership: Principal liaison between the law school and American University on all financial matters, including operating budget, $75 million, annual income $84 million, capital expenditure projects, human resources, and 30 direct and indirect reports. Worked closely with the Dean to develop mid-range and long-term strategic plans. Leveraged strategic planning, analysis, and forecasting to strengthen the balance sheet, with substantial reserves increasing 30% annually over a 6-year period. Finance and Accounting: Managed operating budgets for all 18 departments, systematically coordinating the strategic planning process to include all divisions of the law school while managing a complex relationship with American University's administration. Directed and implemented the daily cash strategy for the university, successfully leveraging overnight floats along the yield curve in various investment opportunities. Utilized proprietary software to implement a complex operating budget that included fund accounting, grant funding, and restricted alumni gifts. Operations and Fiscal Management: Planned and executed daily organizational operations to meet the needs of 1500+ students and 200 faculty and staff. Managed Human Resources, including grievances, salaries, promotions, and policy adherence. Directed office of publications charged with developing and maintaining a visual branding program. Capital Planning/Cost Control: Directed and implemented projects, including interior building improvements, facade renovations, technology, and furniture expenditures. Worked extensively with the Director of Facilities and the Dean of Development to align initiatives with available resources in conjunction with capital budgeting. Information Technology: Managed all major technology acquisitions and implementations. Principal liaison to the university during a nine-month total software conversion across all departments. Show less