Experience

Sense Neuro Diagnostics

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2020 - Present

  Cincinnati Metropolitan Area



Haag-Streit USA

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2019 - Nov 2020

  Cincinnati Area, KY • Closely monitors and analyzes financial performance by collecting, interpreting, and reporting financial data. • Coordinates the preparation of and oversees the implementation of the company’s budget. • Ensures that financial reporting meets the needs of the Board, the President/ CEO, external parties, and managers. • Ensures compliance with audit and legal requirements, including Group accounting principles, IRS regulations, and State requirements. • Protects assets by… Show more • Closely monitors and analyzes financial performance by collecting, interpreting, and reporting financial data. • Coordinates the preparation of and oversees the implementation of the company’s budget. • Ensures that financial reporting meets the needs of the Board, the President/ CEO, external parties, and managers. • Ensures compliance with audit and legal requirements, including Group accounting principles, IRS regulations, and State requirements. • Protects assets by establishing, monitoring and enforcing internal controls and coordinates the company’s risk management system • Ensures compliance with federal, state, and local legal requirements by researching existing and new legislation, consulting with outside advisors, and filing all necessary financial reports. Advises the President of actions and potential risks. • Maximizes return and limits risk on cash by minimizing cash balances, making investments, initiating forward contracts, and continuously monitoring fluctuations in exchange rates. • Continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets. • Provides strategic financial input and leadership on decision making issues affecting the organization; i.e. evaluation of potential alliances, acquisitions, and or mergers. • Continual improvement of the timeliness and accuracy of the cash flow and management of the billing process. • Evaluation of the finance division structure and team plan for continual improvement of the efficiency and effectiveness of the group as well as providing individuals with professional growth opportunities. • As an Officer and member of Management Committee, maintains a leadership role in the organization and participates in the company’s decisions at the strategic and operational levels. • Leads and manages IT vendor to ensure the company is provided with support and improvements pertaining to all information systems. Show less



Workhorse Group Inc.

• Chief Financial Officer

  • Aug 2017 - Nov 2019

  Cincinnati Area, KY • Implemented financial and HR infrastructure to support rapid growth and successfully raise capital • Streamlined SEC reporting requirements for public company • Managed due diligence process with multiple institutional investors and public offerings • Lead investor relations and direct contact with analysts • Led process to select a new auditor working in conjunction with the board audit committee • Built long term dynamic forecasting model to support potential investor… Show more • Implemented financial and HR infrastructure to support rapid growth and successfully raise capital • Streamlined SEC reporting requirements for public company • Managed due diligence process with multiple institutional investors and public offerings • Lead investor relations and direct contact with analysts • Led process to select a new auditor working in conjunction with the board audit committee • Built long term dynamic forecasting model to support potential investor prospecting • Established enhanced close with significantly improved controls and account reconciliation process • Reviewed and upgraded employee benefits as part of HR responsibilities and reduced premiums by 20% • Implemented purchase order, inventory and manufacturing modules of ERP • Selected and implemented new payroll system • Upgraded IT management process • Established weekly executive meetings to improve communication among the executive team Show less



Crown Health Care Laundry Services, LLC.

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2016 - Nov 2016

  Pensacola, Florida Area • Overall responsibility for accounting operations and financial reporting functions, including oversight of all compliance activities with external auditors and tax advisors. • Ensure timely and accurate monthly, quarterly and annual financial statements. • Responsible for budgeting, forecasting and long-term strategic planning. • Develop and manage the production of monthly financial and operational performance metrics and dashboards to better analyze all areas of the business and… Show more • Overall responsibility for accounting operations and financial reporting functions, including oversight of all compliance activities with external auditors and tax advisors. • Ensure timely and accurate monthly, quarterly and annual financial statements. • Responsible for budgeting, forecasting and long-term strategic planning. • Develop and manage the production of monthly financial and operational performance metrics and dashboards to better analyze all areas of the business and provide timely information for decision support. • Work closely with CEO, COO, and Private Equity Partner providing required financial reports, and ad-hoc requests with a high sense of urgency. • Responsible for all treasury functions, cash management and banking relationships. Strong emphasis on accurate cash flow forecasting on a monthly, quarterly and annual basis given the company’s growth objectives and debt covenants. • Establish and maintain sound financial controls and expense management across the business with a focus on consolidating company-wide purchasing at a corporate level. • Develop strong internal controls structure and document all policies and procedures. • Ensure that billings, collections and credit functions operate efficiently and effectively to reduce exposure and improve DSO. Centralize billing function into corporate finance department and improve/integrate systems and processes to better support the business. • Manage relationships with Insurance providers to ensure appropriate coverage to manage risk and relationships with Benefit providers and help develop competitive benefit packages cost-effectively. • Lead CRM implementation • Select and implement PR/HRMS platform • Lead IT review and implement recommendations Show less



ClarkDietrich

• United States
• Building Construction
• 300 - 400 Employee

• Chief Financial Officer

  • Jan 2013 - Sep 2015

  West Chester, OH • Successfully navigated a business combination between the two largest competitors in the industry blending a total of 13 manufacturing locations across the U.S. in less than one year. Top level consolidated financial reporting was completed with 30 days lead time and 7 separate profit centers were fully converted to the ERP system in less than one year. • Created and implemented new budgeting process with greater detail, accuracy, transparency and collaboration. • Significantly upgraded… Show more • Successfully navigated a business combination between the two largest competitors in the industry blending a total of 13 manufacturing locations across the U.S. in less than one year. Top level consolidated financial reporting was completed with 30 days lead time and 7 separate profit centers were fully converted to the ERP system in less than one year. • Created and implemented new budgeting process with greater detail, accuracy, transparency and collaboration. • Significantly upgraded costing system to more accurately evaluate products using Activity Based Costing concepts and improve product and customer profitability analysis. • After troubled ERP implementation at the first location, initiated conference room pilot model. Reduced time to implement for next location from 15 months to 2 months. • Competitively bid the borrowing facility with six banks resulting in a borrowing facility at LIBOR + 60 basis points and a reduction in treasury management fees. Established a $45M borrowing line. Implemented overnight cash sweep function that led to the elimination of the Treasurer position. • Initiated several finance and accounting department restructurings based on changing company needs and personnel capability. Successfully promoted from within and exited select personnel. Reduced staff size resulting in 3% drop in finance department wages over three years while business volume increased 6% • Proficient Excel knowledge enables the ability to distill large amounts of information into digestible and actionable content through quantitative analysis and graphical representation.

• Vice President Finance

  • 2012 - 2013

  West Chester, OH

• Corporate Controller

  • 2007 - 2012

  West Chester, OH

• Controller

  • 2006 - 2007

  Riverside, CA



Axiom

• United States
• Advertising Services
• 100 - 200 Employee

• Controller

  • 2002 - 2006



Endar

• Controller

  • 2000 - 2002

  Endar



Axiom

• United States
• Advertising Services
• 100 - 200 Employee

• Controller

  • 1998 - 2000



Dentsply Sirona

• Medical Device
• 700 & Above Employee

• Controller

  • 1996 - 1998



FMC Corporation

• United States
• Chemical Manufacturing
• 700 & Above Employee

• Financial Advisor

  • 1995 - 1996



Avery Dennison

• United States
• Packaging and Containers Manufacturing
• 700 & Above Employee

• Division Controller

  • 1989 - 1995



Cummins Inc.

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Production Manager

  • 1987 - 1989



Northrop Grumman

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Financial Associate

  • Mar 1983 - Aug 1985