Experience

Onfleet

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Controller

  • Apr 2023 - Present

  Farragut, Tennessee, United States



Red Stag Fulfillment

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Director of Financial Planning and Analysis

  • Jan 2022 - Apr 2023

  Knoxville, Tennessee, United States • Lead a team of three financial analysts. • Design and implement both a corporate and operations budget process and model. • Develop long term strategic model to forecast full P&L, balance sheet and cash flow statements for a 5+ year time horizon encompassing several hundred variables and user inputs. • Ideate and develop executive dashboard for key metrics/KPI’s while professionalizing the monthly reporting/close package to communicate financial/operational results more… Show more • Lead a team of three financial analysts. • Design and implement both a corporate and operations budget process and model. • Develop long term strategic model to forecast full P&L, balance sheet and cash flow statements for a 5+ year time horizon encompassing several hundred variables and user inputs. • Ideate and develop executive dashboard for key metrics/KPI’s while professionalizing the monthly reporting/close package to communicate financial/operational results more effectively. • Focus on process improvement in billing and payroll accrual generation. Led the project from documenting existing processes to revised process flow to implementation. Show less



Sysco

• United States
• Food and Beverage Services
• 700 & Above Employee

• Finance Manager/VP of Finance/CFO

  • Aug 2017 - Jan 2022

  Knoxville, Tennessee, United States • Led the finance function for a ~$200+ million revenue operating site serving customers in a five-state geography including recruiting, training, and the performance management of the finance department comprised of Finance Manager, Compliance Manager, Inventory Control, and Profit Management. • Partnered with the site President and executive leadership team to drive key actions necessary to achieve the annual operating plan along with all profitability and productivity… Show more • Led the finance function for a ~$200+ million revenue operating site serving customers in a five-state geography including recruiting, training, and the performance management of the finance department comprised of Finance Manager, Compliance Manager, Inventory Control, and Profit Management. • Partnered with the site President and executive leadership team to drive key actions necessary to achieve the annual operating plan along with all profitability and productivity metrics. • Maintained the site’s accounting infrastructure while exercising ownership over all elements of the general ledger and ensure the integrity of all financial statements, operating reports, and executive dashboards. • Identified business trends and recommended strategies to improve profitability and/or productivity through the monitoring of key drivers/KPI’s including revenue per stop, pieces per stop, margin, and cost per piece metrics. • Built complex financial models to develop meaningful insights and actionable recommendations involving scenario planning and ‘what-if’ analysis. • Coordinated compliance with accounting and administrative controls to ensure appropriate standards are met from both an internal and external audit perspective. • Evaluated the financial impact of plans and processes to achieve goals, assisted other departments in monitoring performance and customer profitability along with daily functions to ensure the integrity of the site’s general ledger. Show less



Amazon

• United States
• Software Development
• 700 & Above Employee

• Senior Financial Analyst

  • Apr 2013 - Jul 2014

  Charleston, Tennessee • Acted as onsite finance leader for 1.2 million square foot fulfillment center with 800-1500 employees, processing ~26M units annually. • Developed comprehensive weekly labor plan to guide staffing decisions incorporating productivity, absenteeism, attrition and volume trends. • Partnered with Operations team to develop achievable financial and operational targets in bi-annual budgeting and monthly forecasting exercises. • Managed the monthly accounting close process for the site… Show more • Acted as onsite finance leader for 1.2 million square foot fulfillment center with 800-1500 employees, processing ~26M units annually. • Developed comprehensive weekly labor plan to guide staffing decisions incorporating productivity, absenteeism, attrition and volume trends. • Partnered with Operations team to develop achievable financial and operational targets in bi-annual budgeting and monthly forecasting exercises. • Managed the monthly accounting close process for the site, including fixed and variable cost accruals, reclass entries and exercised overall general ledger ownership. • Recommend fixed cost reductions while monitoring all capital and operational expense spending for the fulfillment center. • Worked closely with senior leadership to drive productivity gains through in-depth analysis at the process-path level; validate savings for kaizen and ‘strive’ projects as they occur. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Senior Financial Associate

  • Feb 2012 - Apr 2013

  Chicago, IL • Supported the analytic needs of the Global Commercial Card operation based in London with a dotted line to the VP of European finance. • Redesigned and streamlined monthly management reporting utilizing advanced techniques within Excel (VBA), Business Objects, and SAP. • Developed monthly forecast and annual long-term plan for international revenue, expense, and charge volume. • Maintained currency exchange tables to facilitate intra-company accounting entries.



UScellular

• United States
• Telecommunications
• 700 & Above Employee

• Mgr, Revenue Analysis

  • May 2009 - May 2011

  Chicago, IL • Led a team of three senior financial analysts and one financial analyst. • Provided analytical support for all elements of company-wide revenue, handset expense, and network usage for a $4 billion enterprise with 100+ operating companies. • Responsible for creating the annual budget and quarterly financial forecasts. • Provided in-depth monthly income statement analysis for all material variances versus plan. • Analyzed product profitability for proposed portfolio… Show more • Led a team of three senior financial analysts and one financial analyst. • Provided analytical support for all elements of company-wide revenue, handset expense, and network usage for a $4 billion enterprise with 100+ operating companies. • Responsible for creating the annual budget and quarterly financial forecasts. • Provided in-depth monthly income statement analysis for all material variances versus plan. • Analyzed product profitability for proposed portfolio modifications and handset pricing initiatives. • Created sophisticated Excel based management reporting of KPI’s and trends in operating results. • Supported the C.F.O. while assisting Marketing and Engineering on cross-functional assignments. • Directed career development and performance improvement processes for team using formalized goal setting, team based ‘after action reviews’ and one-on-one coaching. • Enhanced teams’ technical skills through hands-on individual training sessions.

• Mgr, Financial Planning & Analysis

  • Mar 2005 - May 2009

  Knoxville, TN • Led a team of two senior analysts and two financial analysts. • Managed all aspects of regional operating expenses, customer metrics, and network usage for 30 operating companies. • Responsible for leading the annual budget and quarterly forecast processes for the regional markets and departmental cost centers. • Created extensive management reporting to improve business results and drive accountability. • Provided analytical solutions to regional vice president through… Show more • Led a team of two senior analysts and two financial analysts. • Managed all aspects of regional operating expenses, customer metrics, and network usage for 30 operating companies. • Responsible for leading the annual budget and quarterly forecast processes for the regional markets and departmental cost centers. • Created extensive management reporting to improve business results and drive accountability. • Provided analytical solutions to regional vice president through complex modeling and data mining. • Developed and delivered presentations for sales associates to educate on financial concepts/performance. • Supported regional sales operations with a matrix relationship to the Controller’s organization.

• Mgr, Rate Plan Development

  • Feb 2004 - Mar 2005

  Knoxville, TN • Led two financial analysts to define, develop, and manage the regional rate plan portfolio and promotional strategies. • Developed complex analytical models to create the annual revenue budget and the quarterly forecast. • Reported on key revenue metrics to Regional Corporate leadership and provided monthly gap analysis. • Acted as liaison to Marketing/Corporate Finance teams to ensure regional buy-in of pricing initiatives.

• Financial Analyst

  • Nov 2000 - Feb 2004

  Knoxville, TN • Performed financial analyses to support key business decisions by the regional vice president. • Created complex financial models to assist in the preparation of yearly budgets and financial forecasts. • Developed and maintained ‘Daily Scorecard’ to update prior day’s sales result which was adopted by the enterprise as the primary sales report for over ten years.