Experience

Verde Farms

• United States
• Food and Beverage Services
• 1 - 100 Employee

• VP of Finance

  • Jun 2023 - 7 months

  Atlanta, Georgia, United States Verde Farms Manufactures and sells grass-fed and organic beef.



KILL CLIFF

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2019 - Feb 2023

  Greater Atlanta Area Kill Cliff manufactures and sells clean energy drinks (www.killcliff.com).



Acuity Accounting

• United States
• Accounting
• 1 - 100 Employee

• CFO-In-Residence

  • May 2018 - Jan 2019

  Greater Atlanta Area Interim CFO at Kill Cliff, Inc. Kill Cliff is a consumer product company specializing in healthy performance drinks. Kill Cliff manufactures and sells a system off performance drinks: Ignite (energy blend), Endure (endurance blend), and Recover (recovery blend). Partner to senior leadership and key stakeholders in providing strategic and financial support to company initiatives and objectives.



Imedex

• President & CFO

  • Jan 2012 - Sep 2017

  Alpharetta, Georgia Imedex is a global, accredited provider of medical education to healthcare providers, primarily in oncology and gastroenterology. The company was under private equity ownership from July 2015 to August 2017 and then subsequently acquired by HMP Communications in August 2017. Prior to its private equity ownership Imedex was a wholly owned subsidiary of the AmerisourceBergen Corporation. Led the company’s strategic planning process, established and executed on strategic goals, financial… Show more Imedex is a global, accredited provider of medical education to healthcare providers, primarily in oncology and gastroenterology. The company was under private equity ownership from July 2015 to August 2017 and then subsequently acquired by HMP Communications in August 2017. Prior to its private equity ownership Imedex was a wholly owned subsidiary of the AmerisourceBergen Corporation. Led the company’s strategic planning process, established and executed on strategic goals, financial objectives, and operational strategies. Oversight and responsibility for all finance and accounting operations including financial planning, analysis, accounting processes and procedures, financial reporting, forecasting, compliance, tax reporting, and cash flow management. • Accomplished a successful financial turnaround through a critical assessment of the company’s product and program portfolio concurrent with the implementation of key strategic initiatives. These actions resulted in significantly improved product margins while lowering operational costs. • Led company in successful sale and transition to private equity ownership in 2015. Presented company to prospective buyers and oversaw all operational and financial due diligence. • Led company through strategic reorganization resulting in stronger operational performance and efficiencies. • Member of Board of Directors under private equity ownership • Member of AmerisourceBergen Specialty Group Leadership Team • Direct line reporting of finance/accounting, HR, marketing, project management, and IT operational departments. Functional line reporting of medical, business development, compliance, and grant development. • Provided leadership and support in the 2017 sale of the company, including operational and financial due diligence.

• CFO

  • Apr 2009 - Jan 2012

  Alpharetta, GA Imedex is a global, accredited provider of medical education to healthcare providers, primarily in oncology and gastroenterology. A wholly owned subsidiary of the AmerisourceBergen Corporation. Oversight and responsibility for all finance and accounting operations including financial planning, analysis, accounting processes and procedures, financial reporting, forecasting, compliance, tax reporting, and cash flow management. • As a member of the company’s executive team, provided… Show more Imedex is a global, accredited provider of medical education to healthcare providers, primarily in oncology and gastroenterology. A wholly owned subsidiary of the AmerisourceBergen Corporation. Oversight and responsibility for all finance and accounting operations including financial planning, analysis, accounting processes and procedures, financial reporting, forecasting, compliance, tax reporting, and cash flow management. • As a member of the company’s executive team, provided strategic insight and financial support in partnering with the company’s key operational leaders and functions. • Implemented and aligned the organization around an improved strategic budgeting and review process resulting in improved financial visibility and decision making at multiple levels within the organization. • Managed and strengthened the company’s contract negotiation, review, and approval process with all strategic partners, venues, faculty, and vendors. • Direct supervisory oversight of the finance/accounting, HR, and IT functions • Streamlined the monthly accounting close and forecasting process resulting in more timely and accurate reporting. • Led effort to establish and more effectively track key organizational metrics (both financial and non-financial). • Successfully developed and implemented a new incentive structure resulting in a strengthened alignment of associate responsibilities and company financial objectives.



NMCR Analytics

• Vice President, Finance & Accounting

  • May 2007 - Apr 2009

  Greater Atlanta Area NMCR Analytics provided physician-based market research data and analysis to the pharmaceutical industry. A wholly owned subsidiary of the AmerisourceBergen Corporation, in 2009 NMCR was merged with another ABC business unit. Responsible for all accounting, reporting, and financial planning operations. Direct line reporting of finance, accounting, IT, contracts, and administrative functions. Successfully led initiative to strengthen the accuracy and timeliness of the accounting… Show more NMCR Analytics provided physician-based market research data and analysis to the pharmaceutical industry. A wholly owned subsidiary of the AmerisourceBergen Corporation, in 2009 NMCR was merged with another ABC business unit. Responsible for all accounting, reporting, and financial planning operations. Direct line reporting of finance, accounting, IT, contracts, and administrative functions. Successfully led initiative to strengthen the accuracy and timeliness of the accounting close, financial reporting, and forecasted projections resulting in greater financial visibility and support of key operational decisions by the executive team and ownership group. Led company through a strategic restructuring and subsequent integration with another ABC business unit. Show less



UCB

• Belgium
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Associate Director of Finance

  • Jan 2006 - May 2007

  Greater Atlanta Area A global bio-pharmaceutical company. Directed all FP&A (financial planning & analysis) activities for the U.S. commercial operations. • Implemented new budget process, which resulted in greater visibility and more effective communications between business units, support functions, and corporate. Utilized SAP and standardized templates as a consolidation and reporting tool. • Member of the U.S. Finance Leadership Team • Member of the Executive Sales and Operations Planning… Show more A global bio-pharmaceutical company. Directed all FP&A (financial planning & analysis) activities for the U.S. commercial operations. • Implemented new budget process, which resulted in greater visibility and more effective communications between business units, support functions, and corporate. Utilized SAP and standardized templates as a consolidation and reporting tool. • Member of the U.S. Finance Leadership Team • Member of the Executive Sales and Operations Planning Team • Coordinated and oversaw all external audits.

• Assistant Controller

  • Feb 2004 - Jan 2006

  Greater Atlanta Area A global bio-pharmaceutical company. Managed all accounting and financial reporting activities for the commercial U.S. pharmaceutical operations. • Accounted for all financial aspects of co-promotion agreements with partner pharmaceutical organizations • U.S. representative on the global SAP integration team • Member of the North American Harmonization Leadership Team • Member of the Acquisition Integration Team • Led adoption of international accounting standards… Show more A global bio-pharmaceutical company. Managed all accounting and financial reporting activities for the commercial U.S. pharmaceutical operations. • Accounted for all financial aspects of co-promotion agreements with partner pharmaceutical organizations • U.S. representative on the global SAP integration team • Member of the North American Harmonization Leadership Team • Member of the Acquisition Integration Team • Led adoption of international accounting standards • Coordinated and oversaw all external audits



UtiliQuest, LLC

• United States
• Utilities
• 700 & Above Employee

• Assistant Controller

  • Sep 2003 - Jan 2004

  Greater Atlanta Area A provider of utility detection services, UtiliQuest was acquired in December of 2003. Responsible for all finance and accounting functions. • Provided detailed financial analysis and timely reporting to the executive management team and board of directors • Managed oversight and day to day operation of the company’s treasury function (cash flow projections, debt funding/repayments via credit facility, debt covenant compliance and reporting) • Supported financial due… Show more A provider of utility detection services, UtiliQuest was acquired in December of 2003. Responsible for all finance and accounting functions. • Provided detailed financial analysis and timely reporting to the executive management team and board of directors • Managed oversight and day to day operation of the company’s treasury function (cash flow projections, debt funding/repayments via credit facility, debt covenant compliance and reporting) • Supported financial due diligence process during sale of the company Show less



Industrial Distribution Group, Inc.

• Assistant Controller

  • Apr 2000 - Sep 2003

  Greater Atlanta Area A publicly traded company providing inventory management and supply chain solutions to manufacturing companies. Based at the company’s corporate offices, responsible for financial statement consolidation and all SEC reporting. Provided monthly reporting and analysis to the executive management team and board of directors. • Led initiative to successfully reduced the monthly close and reporting cycle by five days, resulting in more relevant and timely reporting. • Prepared and… Show more A publicly traded company providing inventory management and supply chain solutions to manufacturing companies. Based at the company’s corporate offices, responsible for financial statement consolidation and all SEC reporting. Provided monthly reporting and analysis to the executive management team and board of directors. • Led initiative to successfully reduced the monthly close and reporting cycle by five days, resulting in more relevant and timely reporting. • Prepared and issued covenant compliance reports for the company’s multi-institution debt facility • Developed and implemented new inventory reporting and reserve policy providing executive management direct line visibility into potential divisional inventory issues and stronger overall management of the inventory component of working capital. • Successfully implemented tax planning strategies resulting in significant cash savings to the company • Developed and implemented a consolidated sales tax reporting structure, converting from a previously decentralized system • Managed all annual and quarterly external audits and reviews • Coordinated preparation and filing of federal/state income tax returns and other required tax reporting Show less



Arthur Andersen

• Senior Associate - Assurance and Business Advisory

  • Aug 1997 - Mar 2000

  Greater Atlanta Area Public Accounting firm, Audit Group. Primary focused in the manufacturing, distribution, and healthcare industries.

• Staff Associate - Assurance and Business Advisory

  • Sep 1995 - Aug 1997

  Greater Atlanta Area Public Accounting firm, Audit Group. Primary focused in the manufacturing, distribution, and healthcare industries.