Regional Controller

• Aug 2022 - Present

Frontier Service Partners is a family of leading residential service brands. They seek to acquire the nation's leaders in residential HVAC, plumbing and electrical services. Also providing employees with upward mobility, industry-leading training and access to technology to move your business forward. Frontier Service Partners is a family of leading residential service brands. They seek to acquire the nation's leaders in residential HVAC, plumbing and electrical services. Also providing employees with upward mobility, industry-leading training and access to technology to move your business forward.

Vice President, Financial Planning & Analysis (500 employees)

• 2018 - Apr 2021

I was accountable for operations and financial activities for both Accounting and Human Resources Departments that spanned entire operations. I led financial and operational planning cycle and forecasts, assisting our CFO in conveying information to executives and Board of Directors. Ensured staff were highly trained on proper accounting practices for error-free audits and ISO 9001 assurance. Trained our team in India to reconcile accounts. QUICK GLIMPSE: Financial Administration |… Show more I was accountable for operations and financial activities for both Accounting and Human Resources Departments that spanned entire operations. I led financial and operational planning cycle and forecasts, assisting our CFO in conveying information to executives and Board of Directors. Ensured staff were highly trained on proper accounting practices for error-free audits and ISO 9001 assurance. Trained our team in India to reconcile accounts. QUICK GLIMPSE: Financial Administration | Accounting | Staff Supervision | HR Oversight | Metrics & Tracking | Audits |Tax Compliance | Software Integration | Immigration Compliance | Process Automation | Business Case Review SELECT ACCOMPLISHMENTS: •Created corporate utilization and dashboards so departments understand expenses and sales at point in time. •Captured operational savings by automating HR processes and retraining staff. Conducted extensive market benchmark review and negotiated reduction in benefit amounts paid by employees. •Raised employee tracking accuracy up to 100% for billing purposes while protecting against overutilization. Show less I was accountable for operations and financial activities for both Accounting and Human Resources Departments that spanned entire operations. I led financial and operational planning cycle and forecasts, assisting our CFO in conveying information to executives and Board of Directors. Ensured staff were highly trained on proper accounting practices for error-free audits and ISO 9001 assurance. Trained our team in India to reconcile accounts. QUICK GLIMPSE: Financial Administration |… Show more I was accountable for operations and financial activities for both Accounting and Human Resources Departments that spanned entire operations. I led financial and operational planning cycle and forecasts, assisting our CFO in conveying information to executives and Board of Directors. Ensured staff were highly trained on proper accounting practices for error-free audits and ISO 9001 assurance. Trained our team in India to reconcile accounts. QUICK GLIMPSE: Financial Administration | Accounting | Staff Supervision | HR Oversight | Metrics & Tracking | Audits |Tax Compliance | Software Integration | Immigration Compliance | Process Automation | Business Case Review SELECT ACCOMPLISHMENTS: •Created corporate utilization and dashboards so departments understand expenses and sales at point in time. •Captured operational savings by automating HR processes and retraining staff. Conducted extensive market benchmark review and negotiated reduction in benefit amounts paid by employees. •Raised employee tracking accuracy up to 100% for billing purposes while protecting against overutilization. Show less

Vice President, Finance & Business Management

• 2017 - 2018

I was recruited to fill an 8-month vacancy and support senior management by preparing financial decks, presentations, and business reviews. I handled expense reporting within multiple business sectors. Developed annual budget, monthly forecasts, and tracked key initiatives. Reviewed and developed business cases. Teamed with managers across departments to identify risks and opportunities. QUICK GLIMPSE: Budget Creation | Expense Forecasting | Risk Analysis | Opportunity Identification… Show more I was recruited to fill an 8-month vacancy and support senior management by preparing financial decks, presentations, and business reviews. I handled expense reporting within multiple business sectors. Developed annual budget, monthly forecasts, and tracked key initiatives. Reviewed and developed business cases. Teamed with managers across departments to identify risks and opportunities. QUICK GLIMPSE: Budget Creation | Expense Forecasting | Risk Analysis | Opportunity Identification | Presentations | Automated Process Streamlining | Business Case Development SELECT ACCOMPLISHMENT: •Decreased reporting turnaround time by conceptualizing automated processes and training team. Show less I was recruited to fill an 8-month vacancy and support senior management by preparing financial decks, presentations, and business reviews. I handled expense reporting within multiple business sectors. Developed annual budget, monthly forecasts, and tracked key initiatives. Reviewed and developed business cases. Teamed with managers across departments to identify risks and opportunities. QUICK GLIMPSE: Budget Creation | Expense Forecasting | Risk Analysis | Opportunity Identification… Show more I was recruited to fill an 8-month vacancy and support senior management by preparing financial decks, presentations, and business reviews. I handled expense reporting within multiple business sectors. Developed annual budget, monthly forecasts, and tracked key initiatives. Reviewed and developed business cases. Teamed with managers across departments to identify risks and opportunities. QUICK GLIMPSE: Budget Creation | Expense Forecasting | Risk Analysis | Opportunity Identification | Presentations | Automated Process Streamlining | Business Case Development SELECT ACCOMPLISHMENT: •Decreased reporting turnaround time by conceptualizing automated processes and training team. Show less

Director, Accounting & Finance (50 employees in two locations)

• 2014 - 2017

Lextant Corporation assists clients in automotive and other industries to articulate their market value. I directed our accounting department, managed corporate finances, handled all HR activities, and supervised two staff. Consulted with CEO on ad hoc finance and accounting projects and tax requests. Compiled, analyzed, and interpreted critical financial data. QUICK GLIMPSE: Financial Administration | Supervision | Cash Forecasting | Stakeholder Reporting | Audits | Incentives |… Show more Lextant Corporation assists clients in automotive and other industries to articulate their market value. I directed our accounting department, managed corporate finances, handled all HR activities, and supervised two staff. Consulted with CEO on ad hoc finance and accounting projects and tax requests. Compiled, analyzed, and interpreted critical financial data. QUICK GLIMPSE: Financial Administration | Supervision | Cash Forecasting | Stakeholder Reporting | Audits | Incentives | Fixed Asset Accounting | Annual Filings | 401K | ERISA | Reconciliations | Vendor Relationships SELECT ACCOMPLISHMENTS: •Constructed comprehensive financial documentation and strategized with CEO to maximize future activities. Reporting included KPI’s, balance sheet, income statement, cash flow, pipeline report, and monthly and annual forecasts. •Improved retention strategy and displayed employee growth by creating utilization and pay band metrics that supported company culture, ensured employees were fully utilized, and benchmarked pay, expenses and overhead. •Saved dollars in annual interest payments by establishing banking relationship and accelerating debt payments. Show less Lextant Corporation assists clients in automotive and other industries to articulate their market value. I directed our accounting department, managed corporate finances, handled all HR activities, and supervised two staff. Consulted with CEO on ad hoc finance and accounting projects and tax requests. Compiled, analyzed, and interpreted critical financial data. QUICK GLIMPSE: Financial Administration | Supervision | Cash Forecasting | Stakeholder Reporting | Audits | Incentives |… Show more Lextant Corporation assists clients in automotive and other industries to articulate their market value. I directed our accounting department, managed corporate finances, handled all HR activities, and supervised two staff. Consulted with CEO on ad hoc finance and accounting projects and tax requests. Compiled, analyzed, and interpreted critical financial data. QUICK GLIMPSE: Financial Administration | Supervision | Cash Forecasting | Stakeholder Reporting | Audits | Incentives | Fixed Asset Accounting | Annual Filings | 401K | ERISA | Reconciliations | Vendor Relationships SELECT ACCOMPLISHMENTS: •Constructed comprehensive financial documentation and strategized with CEO to maximize future activities. Reporting included KPI’s, balance sheet, income statement, cash flow, pipeline report, and monthly and annual forecasts. •Improved retention strategy and displayed employee growth by creating utilization and pay band metrics that supported company culture, ensured employees were fully utilized, and benchmarked pay, expenses and overhead. •Saved dollars in annual interest payments by establishing banking relationship and accelerating debt payments. Show less

Accounting Supervisor (early career)

• 2012 - 2014

Accounting Supervisor (early career)

• 2004 - 2011