Operating Advisor

• May 2022 - Present

Chief Financial Officer

• Sep 2021 - Present

Chief Financial Officer

• Jun 2019 - Sep 2021

Service Experts is one of North America’s largest home and commercial services company operating in the heating, air conditioning and plumbing service industry with 95 locations across 33 U.S. states and 3 Canadian provinces. $900+ million business with 95 service centers, national account commercial division, 8 regions and 4,000+ employees.

Member Board Of Directors

• Jun 2019 - Sep 2021

Vice President Finance

• Oct 2016 - Jun 2019

Senior Vice President & General Manager (Interim)

• Apr 2016 - Oct 2016

Vice President, Finance

• Jan 2015 - Oct 2016

Senior Director, Financial Planning & Analysis - Solar Energy

• Jun 2013 - Nov 2014

• Led all aspects of financial planning with both GAAP & non-GAAP internal and external reporting as a Global FP&A leader of a $3B+ solar energy business. • Assembled financial results against external guidance for quarterly earnings call with Investor Relations (IR). • Created a 5-year Long Range Planning (LRP) model for company-wide margin analysis and better cash management. • Revamped the weekly/monthly/quarterly cadence in financial estimates vs. forecasts along with Risks & Opportunities (R&O). • Led all operating plan activities with scenarios to drive not only cost efficiency but also organic and inorganic growth. • Led an expanded FP&A team with leaders in income statement, balance sheet/cash, supply chain & engineering functions. • Established a model around the Retained Value (RV) concept which led the company to hold more solar projects on the balance sheet vs. selling, creating 2-3x greater NPV/wt. The increased RV helped the company double its stock value in less than a year. Show less

CFO - Energy Management Services

• Oct 2012 - Jun 2013

• Led all aspects of finance for a new $1B+ services organization under Energy Management (EM). • Led the integration of the services segments of EM P&L’s, including Power Conversion, Industrial Solutions, Digital Energy, and Intelligent Platforms on a phased approach by regions while implementing best practices. • Developed a finance structure with both regional and product vertical view to maximize orders/top-line growth. • Created the first operating plan for EM Services issuing basic ground rules on growth prospects aligning with internal Performa. • Partnered with IT to evaluate the health of many complex ERP systems across legacy sub P&L’s and brought them together under one platform for transparent and reliable financial data in order to make sound decisions. Show less

Project Leader - Global Assignments (GGO)

• Feb 2012 - Oct 2012

• Competitive Europe – Recommended a short-term & long-term action plans on how to reduce complexities, structure & costs across GE Europe after conducting best practice analysis and benchmarking. This initiative became critical post European economic slowdown. Created a 5-year cost roadmap delivering ~$4B of savings. • Global Flag Planting – Led controllership & compliance assessments across 7 different emerging markets. After conducting audits in nations across South America, Africa & Asia, established and presented a decisioning framework on when, how and if to enter a new emerging market. The framework created an opportunity for limited resources & expertise to be focused on key countries on priority basis & growth potential. Show less

CFO - Engineering & Technology

• Nov 2008 - Feb 2012

• Developed, managed and tracked the Energy Services Engineering (ESE) spends in R&D, and technology investments across all Energy Services teams with costs ~$1B/year and headcount of 4400+. • Partnered with the VP and the leadership team of Engineering to establish an ongoing 3+year’s strategic vision for future investments and engineering focus based on the growth space by product line and geographic region. • Evaluated, on a semi-annual basis, Return on Investment (ROI) analysis on engineering “New Product Introductions” (NPI) investments and future Sales/Profit associated with them. • Acted as a true cost partner in helping ESE leadership to make investment decisions both organic and inorganic. • Led an investment council with an internal VC model to fund innovative ideas while expanding in the white spaces. • Drove Controllership across all of the 16 teams especially for the teams who are primarily focused on Smart Grid and Renewable Energy/Transmission & Distribution (T&D) due to Software and Intellectual Property (IP) implications. • Strategic efforts to lean out existing financial processes (lean six-sigma) not only for reducing cycle time & touch time but for greater efficiencies to drive productivity. • Established an R&O process to understand program spends in a given week/month/quarter for accurate predictability. • Led the Operations and Quality teams for 2 quarters until permanent replacement was brought on board. Show less

Director, Finance

• Nov 2006 - Nov 2008

• Managed all financial aspects across 8 different cost pools, 18 direct, and 12 indirect service center orgs with revenue exceeding $400M and indirect expenses of over $25M.• Developed the Sector Strategic Plan outlining the budgets and business/financial goals for five following years.• Reviewed all AR dept. activities including billed/unbilled and ensuring all cash collection goals are achieved.• Reviewed and then present Sr. Management with Cost In Process (CIP) analysis and their balance sheet review on a quarterly basis for the top 3 programs with revenues $100M and over. This initiative significantly reduced the uncollected cash balances. • Reviewed proposals to ensure financial integrity and compliance with federal and corporate guidelines.• Participated in preparation of large proposals with amounts exceeding $6B.• Recommended, initiated and conducted finance/accounting and general control audits as defined by Sarbanes – Oxley and DCAA for the business areas/groups within the sector. Show less

Senior Manager, Finance

• Mar 2006 - Nov 2006

• Led as a principal leader for all financial matters for Army & Joint Defense Programs (AJDP) Group with revenues over $250M• Reviewed and compiled month/quarter-end revenue/EBIT reports for groups under AJDP vs. budgets/forecasts.• Presented recommendations to leadership on how to maximize revenue and EBIT while controlling expenses for AJDP orgs.• Conducted numerous audits ensuring the groups are in compliance with DAR/FAR & other government regulations

Manager, Finance

• Mar 2005 - Mar 2006

• Led all financial tasks from budgeting, forecasting and cost management for an $80M P&L.• Streamlined order-to-cash analysis leading to improved profitability and reduced uncollected cash balances.• Solved problems related to task performance, AP, AR, collections, and other related day-to-day activities.• Performed specialized tasks of a non-routine nature in support Business Services functions: property management, facilities planning, security and office administration.

Senior Financial Analyst

• Jul 2004 - Mar 2005

• Owned all aspects of direct & indirect budget formulation process for AI-2 division. • Provided management with financial analysis and reporting to ensure costs are controlled and profits are maximized by keeping close track of all journal entries, T-balances, general ledgers, AP, AR, etc.• Prepared month end and quarterly cost / revenue reports for divisional leadership & finance manager.

Financial Analyst

• Jun 2002 - Jul 2004

• Conducted audits and analysis of direct and indirect costs, and reviewed practices and procedures, ensuring that labor and non-labor charges are allocated correctly. Also ensured quality with billing activities.

General Manager

• Jan 2000 - Jul 2001

Led business operations for a vertically integrated regional chain on eye care centers driving efficiency and growth. Led business operations for a vertically integrated regional chain on eye care centers driving efficiency and growth.

Owner

• Jun 1996 - Jul 1999

A retail outlet focused on selling non prescription eyewear. A retail outlet focused on selling non prescription eyewear.