Experience

MedCore Solutions

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

• Principal & CFO

  • Jun 2022 - Present

  Tucson, Arizona, United States



Focus HR Inc.

• United States
• Human Resources
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2022 - Present

  Tucson, Arizona, United States



BizForce

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Principal & CFO

  • Apr 2022 - Present

  Tucson, Arizona, United States



BroadPath

• United States
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• VP of Finance, Compliance & Human Resources

  • Feb 2019 - Mar 2022

  Tucson, Arizona Area BroadPath is a privately owned work at home call center for US health insurance providers. There are ~3,000 US employees in 46 states, 300 Philippine employees and 100 Jamaican employees. BroadPath also owns Bhive a software company that enables work at home call center experiences, payroll and compliance. • Automated payables, banking and invoicing process – eliminating the need for live checks • Implemented new HRIS system – Paylocity • Designed and implemented companywide… Show more BroadPath is a privately owned work at home call center for US health insurance providers. There are ~3,000 US employees in 46 states, 300 Philippine employees and 100 Jamaican employees. BroadPath also owns Bhive a software company that enables work at home call center experiences, payroll and compliance. • Automated payables, banking and invoicing process – eliminating the need for live checks • Implemented new HRIS system – Paylocity • Designed and implemented companywide timekeeping system • Developed weekly operational and financial dashboard for all major accounts for executive team • Established and implemented $25 million line of credit for company growth • Built out finance & accounting team to deliver on external audit • Managed risk management from insurance, vendors and legal exposures Show less



Howmet Aerospace

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Controller

  • Sep 2015 - Feb 2019

  Tucson, Arizona Controller for aerospace fastener supplier accountable for all supply chain and finance activity within a $60 million plant • Streamlined activities to a shared service model while increasing service levels • Developed plan for new product that expanded sales by $5 million in 2017 – with another $15 million in 2 years • Remedied past compliance issues and received excellent rating on recent 2016 audit • Assisted leadership in developing achievable growth plan in highly… Show more Controller for aerospace fastener supplier accountable for all supply chain and finance activity within a $60 million plant • Streamlined activities to a shared service model while increasing service levels • Developed plan for new product that expanded sales by $5 million in 2017 – with another $15 million in 2 years • Remedied past compliance issues and received excellent rating on recent 2016 audit • Assisted leadership in developing achievable growth plan in highly preforming product lines changing service levels for less profitable products. Show less



Earlyman, LLC

• Business Consulting and Services

• Partner & CFO

  • Oct 2013 - 2017

  Charleston, SC & Palm Beach, FL Earlyman is a consultancy and holding company - www.earlyman.com Earlyman is a holding company with investments in consumer products, technology, healthcare, education, entertainment and real estate. The Earlyman team consists of individuals with real world operating experience. This differentiates Earlyman from other consultants and investment advisors. At Earlyman companies and people are given the opportunity, resources and insights to prepare and launch impactful changes. We… Show more Earlyman is a consultancy and holding company - www.earlyman.com Earlyman is a holding company with investments in consumer products, technology, healthcare, education, entertainment and real estate. The Earlyman team consists of individuals with real world operating experience. This differentiates Earlyman from other consultants and investment advisors. At Earlyman companies and people are given the opportunity, resources and insights to prepare and launch impactful changes. We change the game by bringing hands-on business experience as managers and investors. Our approach assures bottom line and topline results are quantified and measured while clear direction and feedback are given throughout our engagements. We understand business and how to create value. Our clients have access to successful business and thought leaders in sales/marketing, operations and finance along with an extended network as needed. Our diverse team assures that we bring creativity and execution to our clients. Earlyman is the firm to create, incubate or accelerate any company transition. Show less



Perfection Clutch

• United States
• Warehousing and Storage
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2011 - Sep 2013

  Charleston, South Carolina Area Drove international growth for this Marmon Berkshire Hathaway subsidiary focused on automotive aftermarket products. Spearheaded a major reengineering from ~150 customers and 500+ shipping points to 4 customers with ~50 shipping points while increasing sales from $50M to $80M. • Oversaw all financial activities in 3 countries, including HR issues, initiated an effective growth strategy, administering controls, inventory, procurement, forecasting, and budgeting. • Boosted profit… Show more Drove international growth for this Marmon Berkshire Hathaway subsidiary focused on automotive aftermarket products. Spearheaded a major reengineering from ~150 customers and 500+ shipping points to 4 customers with ~50 shipping points while increasing sales from $50M to $80M. • Oversaw all financial activities in 3 countries, including HR issues, initiated an effective growth strategy, administering controls, inventory, procurement, forecasting, and budgeting. • Boosted profit margins 50%+ through eliminating 3 competitors and taking over 60%+ market share. • Established facilities in China (free trade zone), Mexico, and several US locations, reducing inventory while bringing key Suppliers closer. • Upgraded the ERP system and segmented diverse Business Units to increase efficiency, data accuracy, and flexibility/responsiveness. Supervised facility shut downs and relocations. Show less



AstenJohnson

• United States
• Paper and Forest Product Manufacturing
• 400 - 500 Employee

• Corporate Controller

  • 2010 - 2010

  • Responsible for all accounting functions - $300 million global company with 10 facilities and 1,700 employees • Implemented new organizational structure to upgrade accounting talent, business acumen and controls.



Smurfit-Stone/WestRock

• United States
• Packaging & Containers
• 1 - 100 Employee

• Director Investor Relations

  • 2006 - 2009

  Brought in to supervise a restructuring for the large paper producer in the US ($6B in sales, 20K employees in 250 North American facilities). Led the “war-room” — working to resolve customer, vendor, and employee concerns as part of a $4.2B Chapter 11 restructuring • Liaison to senior management and "the street" while serving as a primary contact for investors. • Developed investor presentations, quarterly reports and press releases while managing the earnings process. •… Show more Brought in to supervise a restructuring for the large paper producer in the US ($6B in sales, 20K employees in 250 North American facilities). Led the “war-room” — working to resolve customer, vendor, and employee concerns as part of a $4.2B Chapter 11 restructuring • Liaison to senior management and "the street" while serving as a primary contact for investors. • Developed investor presentations, quarterly reports and press releases while managing the earnings process. • Implemented a formal competitive intelligence system to more timely relay information to senior management Show less



Smurfit Stone

• United States
• Packaging and Containers Manufacturing

• Manager Strategic Initiatives

  • 2006 - 2007

  • Responsible for developing, implementing and tracking strategies to reduce cost by $525 million by 2008 • Developed plan for scaling 140 boxplants by ~ 20%, while also investing over $300 million in capital • Implemented new sales, profitability and compensation measures for $5.0 billion division



Pfizer

• Events Services
• 1 - 100 Employee

• Finance Manager & Sr Financial Analyst

  • 2004 - 2006

  • Developed model to determine Pfizer’s level of investment & acquisitions strategy for biologic drugs • Participated as an advocate lobbying federal Missouri congressmen locally and in Washington on various issues • Financial site leader with responsible for $130 million local budget • Assisted with the formulation & implementation of global outsourcing (domestic and over-seas)



MeadWestvaco

• Spain
• Paper and Forest Product Manufacturing

• Manager Finance & Procurement

  • 2000 - 2004

  • Managed divisional procurement and finance activities. • Developed and presented divisional 5 year strategic & yearly planning for seven operating units. • Built and implemented a paper mill real-time costing system. • Implemented customer profitability and product cost database for a paper mill with over $300 million in sales • Preformed financial analysis and negotiations for corporate Business Venturing Group.