Experience

Eagle Distributing Inc.

• Chief Financial Officer

  • Oct 2022 - Jun 2023

  Fremont, Nebraska, United States



Republic National Distributing Company

• Sales Finance Director

  • Sep 2018 - Oct 2022

  La Vista, NE Finance lead for the Plains States Region of wine and spirits distributor Republic National Distributing Company. Driving cultural and operational change through the creation and integration of the Sales Finance team into business operations in Nebraska, South Dakota and North Dakota. In collaboration with the Portfolio Management team, Finance develops product pricing and supplier relationship strategies. Finance team analyzes product pricing and cost components to drive improvement in gross… Show more Finance lead for the Plains States Region of wine and spirits distributor Republic National Distributing Company. Driving cultural and operational change through the creation and integration of the Sales Finance team into business operations in Nebraska, South Dakota and North Dakota. In collaboration with the Portfolio Management team, Finance develops product pricing and supplier relationship strategies. Finance team analyzes product pricing and cost components to drive improvement in gross margin and gross profit per case. Implemented processes and reporting tools to enable the finance team to accurately analyze product profitability, develop pricing strategies and communicate volume, price and mix impact on consolidated profitability. Show less



KCE Automotive LLC dba Christian Brothers Automotive Omaha

• Owner, President

  • Oct 2016 - Mar 2018

  Greater Omaha Area Franchise owner and operator of a 9 bay full service automotive mechanical repair facility. Established the vision, mission and operational goals and effectively communicated to staff. Developed and implemented marketing strategies to increase customer base and weekly car count. Managed all financial aspects of the business including cash management, payroll, QuickBooks, monthly accounting review, forecasting and business insurance.



Javlin Capital LLC

• Principal

  • Jul 2011 - Oct 2016

  Greater Omaha Area Javlin Capital is an operationally focused financial partner to buyers of hard-to-liquidate performing, semi-performing and distressed financial assets. Held leadership positions where I was responsible for Javlin's key operating processes and management of Javlin's healthcare and litigation finance assets. Principal, Litigation Finance (2015 – 2016) Managed a team of seven professionals responsible for the intake, underwriting, funding and portfolio management… Show more Javlin Capital is an operationally focused financial partner to buyers of hard-to-liquidate performing, semi-performing and distressed financial assets. Held leadership positions where I was responsible for Javlin's key operating processes and management of Javlin's healthcare and litigation finance assets. Principal, Litigation Finance (2015 – 2016) Managed a team of seven professionals responsible for the intake, underwriting, funding and portfolio management of the +$50M litigation finance portfolio. Established and documented all processes related to the litigation finance business including case underwriting, portfolio valuation and asset reporting. Key member of the origination team performing diligence on new asset classes and origination partners. Principal, Healthcare Finance (2012 -2015) Led a team of three professionals responsible for the origination, onboarding and servicing of Javlin’s +$125M healthcare portfolio. Created and managed the servicing team, establishing goals and strategy for the organization. Fostered relationships with third party service providers, negotiated contracts and ensured execution of asset liquidation strategies and compliance with regulations. Partnered with business development and analytics teams to execute the diligence of new partners. Principal, Operations and Finance (2011 – 2012) Member of Javlin’s initial leadership team, led the establishment of corporate processes and policies. Developed and led Javlin’s key operating processes for partner diligence, investment analysis, investment committee approval, portfolio performance reporting and cash processes. Managed a team of five financial analysts and led cross functional partner diligence teams. Responsible for the oversight of the accounting, treasury, HR and IT functions. Partnered with CEO for capital raising and investor communication, responsible for business models and analysis. Show less



West Corporation

• Vice President, Corporate Development and Planning

  • Aug 2006 - Jul 2011

  Greater Omaha Area Managed the strategic planning and merger/acquisition activities for West Corporation’s Commercial Services segment with a focus on healthcare payer and provider services. Managed a team of analysts that were responsible for the qualitative and quantitative analysis of targeted markets and acquisition opportunities across all of West’s business units which generate +$2.3B in revenue.



DuPont Photomasks, Inc.

• Director, Corporate Finance & Analysis

  • May 2000 - Aug 2006

  Austin, Texas Area Led the North America daily cash management, investing and accounts payable and accounts receivable processes as well as the global insurance and foreign exchange programs. Served as the lead financial analyst for all business decisions and was a member of the risk management committee. Led the annual global insurance renewal and claims management for property, liability and workers’ compensation programs. Responsible for the analysis of foreign currency exposures, recommendation of hedge… Show more Led the North America daily cash management, investing and accounts payable and accounts receivable processes as well as the global insurance and foreign exchange programs. Served as the lead financial analyst for all business decisions and was a member of the risk management committee. Led the annual global insurance renewal and claims management for property, liability and workers’ compensation programs. Responsible for the analysis of foreign currency exposures, recommendation of hedge positions and execution of forward and spot trades with an annual trading volume in excess of $300M. Responsible for the review of Sarb-Ox documentation for all Treasury functions. Responsible for all analyses related to business combinations and divestitures, long range financial modeling, project economics and business restructurings as well as capital structure and cost of capital analyses. Responsible for operational financial modeling, synergy modeling, deal structure, contract review and due diligence. Key member of acquisition team that led to the sale of the company for over $650M to Toppan Printing and the execution of two divestitures, one acquisition and a joint venture. Show less



Dell Computer

• Senior Manager Forecast and Planning

  • Jan 1999 - May 2000

  Austin, Texas Area Led the forecasting and planning team for Dell's +$250M parts warranty business. Led process improvement efforts to redesign cost allocation methodologies by product line and visibility of warranty cost by sales channel.



Sprint

• United States
• Telecommunications
• 700 & Above Employee

• Manager Economic Analysis

  • 1997 - 1998

  Overland Park, KS Responsible for providing detailed financial and economic analysis of the $5.4B local services division. Developed industry operating performance comparisons, operational forecasts with scenario models in support of strategic planning as the local services business was de-regulated. Performed valuation of local services operating properties, and supported due diligence process for acquisitions and divestitures.

• Manager Mergers & Acquisitions

  • 1996 - 1997

  Responsible for project management of financial and economic analysis of potential acquisitions, divestitures, joint ventures and strategic alliances and the assimilation and presentation of results to Sprint's Executive Management. Acted as Sprint's representative on M&A and joint venture projects with Sprint's Global One partners France Telecom and Deutsche Telekom. Accountabilities include financial valuation, business case development, scenario modeling, sensitivity analysis, cost of… Show more Responsible for project management of financial and economic analysis of potential acquisitions, divestitures, joint ventures and strategic alliances and the assimilation and presentation of results to Sprint's Executive Management. Acted as Sprint's representative on M&A and joint venture projects with Sprint's Global One partners France Telecom and Deutsche Telekom. Accountabilities include financial valuation, business case development, scenario modeling, sensitivity analysis, cost of capital and deal structure analysis and support of financial due diligence.

• Senior Financial Analyst

  • 1994 - 1996

  Responsible for leading a cross-divisional team in the implementation of an Economic Value Added (EVA) based financial management system. Established the methodology for calculating EVA and partnered with business units and human resources teams to incorporate EVA into the incentive compensation system, develop EVA based valuation models, and incorporating EVA into monthly reporting and analysis.

• Financial Analyst/Accountant

  • 1991 - 1994

  Financial Analyst - Responsible for the consolidation and analysis of divisional forecasts and modeling the financial impact of potential merger and acquisition activity. Provided executive management with analysis of financial data related to budgeting, strategic planning, forecasting and cash flows for use in decision-making. Accountant - Calculated and analyzed long distance division revenue and minutes by product across eight market groups. Responsible for the compilation and… Show more Financial Analyst - Responsible for the consolidation and analysis of divisional forecasts and modeling the financial impact of potential merger and acquisition activity. Provided executive management with analysis of financial data related to budgeting, strategic planning, forecasting and cash flows for use in decision-making. Accountant - Calculated and analyzed long distance division revenue and minutes by product across eight market groups. Responsible for the compilation and recording of general ledger entries in excess of $500 million per month.



Arthur Andersen

• Consultant

  • 1996 - 1996

  Worked with audit and tax clients to educate and consult on economic value added principals and methodologies.



BHA Group

• Project Accountant/Estimator/Project Manager

  • 1990 - 1991

  Project Accountant - Responsible for the timely and accurate accounting of project costs related to construction and maintenance of air pollution control equipment. Estimator - Partnering with project teams, developed cost estimates for the repair and maintenance of air pollution control equipment. Project Manager - Led project teams in completion of maintenance and repair services performed on air pollution control equipment.