Experience

Mobiz

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Vice President, Finance

  • 2020 - Present

  Mobiz is a technology leader specializing in cloud migrations, managed services, automation and cybersecurity. Mobiz is a technology leader specializing in cloud migrations, managed services, automation and cybersecurity.



Quartermaine & Eastwick

• United States
• Accounting

• Director

  • 2017 - 2020

  Outsource FP&A consultant supporting small to mid-sized businesses with financial reporting, scenario modeling, budgeting, forecasting and capital raising activities. Collaborated with teams in the defense industry, food & grocery, information technology and merchant banking. Outsource FP&A consultant supporting small to mid-sized businesses with financial reporting, scenario modeling, budgeting, forecasting and capital raising activities. Collaborated with teams in the defense industry, food & grocery, information technology and merchant banking.



Convalo Health International Corp.

• Health, Wellness & Fitness
• 1 - 100 Employee

• Director of Finance

  • 2016 - 2017

  A TSX Venture Exchange listed Canadian firm with operations in the U.S., Convalo was focused on the highly fragmented and fast-growing behavioral healthcare space. Managed and was responsible for general accounting, accounts payable, accounts receivable, payroll and FP&A teams as the business shifted to a franchise model. Identified back-office efficiencies, strategy realignments and cost-out initiatives that drove an incremental EBITDA. A TSX Venture Exchange listed Canadian firm with operations in the U.S., Convalo was focused on the highly fragmented and fast-growing behavioral healthcare space. Managed and was responsible for general accounting, accounts payable, accounts receivable, payroll and FP&A teams as the business shifted to a franchise model. Identified back-office efficiencies, strategy realignments and cost-out initiatives that drove an incremental EBITDA.



Statewide Safety Systems

• United States
• Construction
• 1 - 100 Employee

• Manager, Corporate Finance

  • 2014 - 2016

  Statewide Systems is the market leader on the U.S. West Coast for traffic management solutions. A distressed business in 2015, the private equity ownership group sought to improve EBITDA and cash flows prior to putting the business up for sale. Assisted management with developing and implementing a plan to grow profitability before the transaction period and then managed sell-side diligence with the investment banking partner Houlihan Lokey. Built a new forecasting/valuation model, helped… Show more Statewide Systems is the market leader on the U.S. West Coast for traffic management solutions. A distressed business in 2015, the private equity ownership group sought to improve EBITDA and cash flows prior to putting the business up for sale. Assisted management with developing and implementing a plan to grow profitability before the transaction period and then managed sell-side diligence with the investment banking partner Houlihan Lokey. Built a new forecasting/valuation model, helped implement an ERP system and reduced operating expenses, which drove a 20% improvement in earnings. The additional value generated from these initiatives, along with an acquisition layer on, helped potential strategic buyers realize the value in acquiring the business. Show less Statewide Systems is the market leader on the U.S. West Coast for traffic management solutions. A distressed business in 2015, the private equity ownership group sought to improve EBITDA and cash flows prior to putting the business up for sale. Assisted management with developing and implementing a plan to grow profitability before the transaction period and then managed sell-side diligence with the investment banking partner Houlihan Lokey. Built a new forecasting/valuation model, helped… Show more Statewide Systems is the market leader on the U.S. West Coast for traffic management solutions. A distressed business in 2015, the private equity ownership group sought to improve EBITDA and cash flows prior to putting the business up for sale. Assisted management with developing and implementing a plan to grow profitability before the transaction period and then managed sell-side diligence with the investment banking partner Houlihan Lokey. Built a new forecasting/valuation model, helped implement an ERP system and reduced operating expenses, which drove a 20% improvement in earnings. The additional value generated from these initiatives, along with an acquisition layer on, helped potential strategic buyers realize the value in acquiring the business. Show less



Land O'Lakes, Inc.

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

• Manager of FP&A

  • 2010 - 2014

  A $14.0B U.S food producer, Land O’Lakes is one of the nation’s largest co-op’s offering a wide range of grocery staples. The role led the corporate finance group within a stand-alone line-of-business that generated $750M of revenue annually. The finance team was heavily involved in the accounting month-end close process whereby the group prepared financial statements and key unit level operating metrics to ensure results aligned with forecasted expectations. Performed diligence… Show more A $14.0B U.S food producer, Land O’Lakes is one of the nation’s largest co-op’s offering a wide range of grocery staples. The role led the corporate finance group within a stand-alone line-of-business that generated $750M of revenue annually. The finance team was heavily involved in the accounting month-end close process whereby the group prepared financial statements and key unit level operating metrics to ensure results aligned with forecasted expectations. Performed diligence activities and secured $100M of financing from a consortium of banks to close an acquisition that provided $200M of layer-on revenue. Worked with the CFO to stress test revenue and earnings forecasts against different commodity input price and cost assumptions and mentored analysts with varying levels of experience. Show less A $14.0B U.S food producer, Land O’Lakes is one of the nation’s largest co-op’s offering a wide range of grocery staples. The role led the corporate finance group within a stand-alone line-of-business that generated $750M of revenue annually. The finance team was heavily involved in the accounting month-end close process whereby the group prepared financial statements and key unit level operating metrics to ensure results aligned with forecasted expectations. Performed diligence… Show more A $14.0B U.S food producer, Land O’Lakes is one of the nation’s largest co-op’s offering a wide range of grocery staples. The role led the corporate finance group within a stand-alone line-of-business that generated $750M of revenue annually. The finance team was heavily involved in the accounting month-end close process whereby the group prepared financial statements and key unit level operating metrics to ensure results aligned with forecasted expectations. Performed diligence activities and secured $100M of financing from a consortium of banks to close an acquisition that provided $200M of layer-on revenue. Worked with the CFO to stress test revenue and earnings forecasts against different commodity input price and cost assumptions and mentored analysts with varying levels of experience. Show less



HD Supply

• United States
• Wholesale
• 700 & Above Employee

• Sr. Financial Analyst

  • 2006 - 2010

  Owned by The Home Depot through 2007, HD Supply is a $13.0B construction supply and building materials distributor with a Canadian and American footprint. Responsible for budgeting, forecasting, financial analysis and capital investment analytics. Tasked with creating economic analyses, which incorporated permitting values for residential and commercial construction projects. Market data supported new store and store closure decisions along with data that allowed the team to reallocate the… Show more Owned by The Home Depot through 2007, HD Supply is a $13.0B construction supply and building materials distributor with a Canadian and American footprint. Responsible for budgeting, forecasting, financial analysis and capital investment analytics. Tasked with creating economic analyses, which incorporated permitting values for residential and commercial construction projects. Market data supported new store and store closure decisions along with data that allowed the team to reallocate the sales force more appropriately. Supported direct and indirect sourcing with financial modeling and built an inventory model that tracked demand so that commodity buyers could better understand demand gaps and analyze potential forward bulk purchases. Analyzed accounts payable activity to identify overpayment that led to a correction of internal controls. Show less Owned by The Home Depot through 2007, HD Supply is a $13.0B construction supply and building materials distributor with a Canadian and American footprint. Responsible for budgeting, forecasting, financial analysis and capital investment analytics. Tasked with creating economic analyses, which incorporated permitting values for residential and commercial construction projects. Market data supported new store and store closure decisions along with data that allowed the team to reallocate the… Show more Owned by The Home Depot through 2007, HD Supply is a $13.0B construction supply and building materials distributor with a Canadian and American footprint. Responsible for budgeting, forecasting, financial analysis and capital investment analytics. Tasked with creating economic analyses, which incorporated permitting values for residential and commercial construction projects. Market data supported new store and store closure decisions along with data that allowed the team to reallocate the sales force more appropriately. Supported direct and indirect sourcing with financial modeling and built an inventory model that tracked demand so that commodity buyers could better understand demand gaps and analyze potential forward bulk purchases. Analyzed accounts payable activity to identify overpayment that led to a correction of internal controls. Show less