Experience

UPERIO USA

• United States
• Construction
• 1 - 100 Employee

• Senior Vice President, Corporate Projects, Uperio Holdings Americas

  • Mar 2022 - Present

  Runs tower crane rentals for education, healthcare, apartment, stadium, construction projects; $55M US revenue, 160 staff.• Oversee integration of financial, insurance, banking, human resources, legal, auditor selection, and other shared services to ensure US operating groups and acquired companies sync with administrative functions of €300M European headquarters.• Evaluate acquisition prospects and present recommendations to Group headquarters as part of the M&A team.• Negotiate US bank financing, property and casualty insurance, workers’ compensation and general liability, vendor, and client contracts, treasury functions, and serve as 401(k) plan trustee.• Install SAP ERP, Salesforce CRM, Praxedo asset management, Concur expense management, and ADP Payroll software technology.

• President

  • Jan 2021 - Mar 2022

  • After the sale of P&J Arcomet from family control to Uperio Group in Jan 2021, named president to manage all functions and 80 staff in Manassas, Dallas, and Atlanta.• Recruited COO and CFO and enabled growth by deploying a capital expenditure budget of $6M for purchasing new cranes.• Exceeded revenue forecasts by expanding operations in the southeast U.S. • Lead sales team to drive equipment and parts sales during the economic downturn for rental business. • Determined benefit structure and served as 401(k) plan trustee.• Continued operations during COVID-19 by building hospitals and structures while designated an essential employer.

• Chief Financial Officer and Chief Operating Officer, P&J Arcomet

  • Mar 2010 - Jan 2021

  • Oversaw financial planning, analysis, treasury, prices, budget, forecast, tax, audit, risk, reporting, sales, and 12 staff.• Advised CEO and board of directors on strategy, development, products, services, and markets as executive team member.• Provided strategic insights by converting complex data into actionable recommendations on profits, cost, and performance.• Enabled better decision-making by business units by improving the availability, analysis, and interpretation of financial data.• Developed and maintained multi-year financial models, forecasts, plans, budgets, and P&L statements.• Enabled growth from a $7M revenue, 25-crane, single location firm to a $38M, 95-tower crane, multi-location provider.• Negotiated and approved prices and contracts with clients, partners, and vendors.• Led communication and workflow between financial staff and external auditors, tax consultants, and regulators.• Determined insurance underwriter and policy selection, benefits, and served as 401(k) plan trustee.• Negotiated commercial paper, lines of credit, and notes with major banks, including UCC-1 releases.• Managed $900,000 COVID-19 Payroll Protection Plan PPP loan and $800,000 tax refunds for Employee Retention Credits.• Developed integrated financial reports and implemented inventory, fixed assets, payroll, budgeting, and expense report systems by designing and converting ERP from QuickBooks to the SAP-B1 accounting system.• Decreased monthly close from 15 days to 7 days by implementing procedures and processes.• Reduced accounts receivables to less than 1.5% over 75 days by improving collection policies.



North American Airlines

• Airlines and Aviation
• 100 - 200 Employee

• Controller, Corporate

  • Oct 2008 - Dec 2009

  Provided air transport for military personnel; ~$500M revenue and 800 staff.• Oversaw accounting, treasury, cash management, accounts payable/receivable, tax, forecast, closing, and financial records.• Directed audit, budget, payroll, sales commission calculations, bank, general ledger reconciliation, insurance, and eight staff.• Developed financial reports to include inventory, fixed assets, payroll, credit card, budgeting, and expense report systems. • Designed and converted the legacy accounting system to Microsoft Great Plains (now Dynamics) software.• Reduced bad debt expenses by $500,000 and monthly close from 20 to 9 days by improving collection policies and processes.



Gemini Air Cargo

• Airlines and Aviation
• 1 - 100 Employee

• Controller, Corporate

  • Jul 2005 - Sep 2008

  Provided air transport for military equipment and cargo to global locations. ~$400M revenue and 400 staff.• Oversee financial planning, analysis, treasury, prices, budget, forecast, tax, audit, risk, reports, $400M P&L, and wight staff.• Managed treasury, pricing, operating and capital budget, and risk management for holding company and three subsidiaries.• Negotiated commercial paper, lines of credit, and notes with major banks.• Completed several Defense Contract Audit Agency (DCAA) audit responses. • Participated in insurance underwriter, policy selection meetings, and determining benefits.• Eliminated $80M of debt during the sale to a new private equity firm by restructuring costs, leases, and contracts.• Saved $8M+ annually by negotiating leases and contracts; automated operating agreement approval and tracking process. • Created a statistical analysis of trends for cost allocation between aircraft fleets and customers.• Decreased DOT report preparation time with effective financial report planning.



Williams Bridge

• United States
• Construction
• 1 - 100 Employee

• Controller

  • Apr 1998 - Jul 2005

  Multi-location structural steel fabrication for highway and other surface transport, ~$10M revenue.• Managed treasury, cash management, accounts payable/receivable, tax, forecast, closing, financial records, labor relations, and two staff for the parent company and two subsidiaries. • Collaborated with external auditors in preparing 10-Q and 10-K statements.• Developed valuation of potential acquisitions and participated in negotiations as part of the due diligence process.• Negotiated operating lines of credit, equipment purchases, and capital improvements with banks.



Mayflower

• United States
• Truck Transportation
• 100 - 200 Employee

• Controller, Franchisee, Smith’s Moving & Storage

  • Jun 1985 - Mar 1998

  Provides residential moving and storage as a multi-location motor carrier; $134M revenue and 990 staff.Office Manager, 1990-1996• Oversaw $5M revenue, accounting system, monthly closing, budget, statements, contracts, reconciliations, and five staff.• Directed all administrative functions, recruited, selected, trained staff, workflow, and other office policies.• Automated the administrative department, decreased overhead, and facilitated resource utilization.• Restructuring pricing, compensation, and sales of subsidiaries based on market research.Manager, Operations, Indianapolis, IN, 1985-1990• Created moving and storage offices in Philadelphia, Cincinnati, Auburn, Alabama, and Atlanta and trained staff on policies.