Experience

American Municipal Power, Inc.

• United States
• Utilities
• 100 - 200 Employee

• Vice President Finance

  • Feb 2022 - Present

  Columbus, Ohio, United States



Lime Painting of Columbus

• United States
• Construction
• 1 - 100 Employee

• Owner/President

  • May 2020 - Oct 2023

  Columbus, Ohio Metropolitan Area OWNER/PRESIDENT An investment company started during COVID to evaluate franchising. After considering many options, invested in three franchise locations with Lime Painting. A managing partner handles day-to-day operations. Oversee three indirect reports. KEY ACHIEVEMENTS Invested in three franchises of Lime Painting and brought in a partner to run the operations along with two account managers. In six months, the business has realized over $400k in sales and started building an… Show more OWNER/PRESIDENT An investment company started during COVID to evaluate franchising. After considering many options, invested in three franchise locations with Lime Painting. A managing partner handles day-to-day operations. Oversee three indirect reports. KEY ACHIEVEMENTS Invested in three franchises of Lime Painting and brought in a partner to run the operations along with two account managers. In six months, the business has realized over $400k in sales and started building an online brand. Show less



Armada Power

• United States
• Electric Power Transmission, Control, and Distribution
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2017 - Mar 2020

  Columbus, OH Responsible for providing immediate impact in improving financial performance for this acquisition of Nationwide Energy Partners (NEP). Tasked with building internal controls and processes to support new capital and growth initiatives. Managed 12 shared resource staff reports between Armada and NEP. KEY ACHIEVEMENTS Established policy and procedures, accounting, and reporting using the staff from NEP, with no headcount added. Provided strategy around product launch, IT systems, and… Show more Responsible for providing immediate impact in improving financial performance for this acquisition of Nationwide Energy Partners (NEP). Tasked with building internal controls and processes to support new capital and growth initiatives. Managed 12 shared resource staff reports between Armada and NEP. KEY ACHIEVEMENTS Established policy and procedures, accounting, and reporting using the staff from NEP, with no headcount added. Provided strategy around product launch, IT systems, and operational go-to-market considerations. Developed financial model and presentation to attract capital to meet aggressive top-line growth targets. Show less



Nationwide Energy Partners

• United States
• Utilities Administration
• 1 - 100 Employee

• Divisional Chief Financial Officer

  • May 2016 - Mar 2020

  Columbus, Ohio Area Recruited to the executive team to recapitalize the business as the company's ownership was in transition. As a trusted adviser to CEO and COO provided direction and insight and spearheaded financial reporting through a diverse multifunctional team of 12 direct shared resource staff reports between Armada and NEP, overseeing $46M+ in revenue and 95% direct bill to customers. KEY ACHIEVEMENTS Executed new debt facility of $47M, $28M in refinances, $2M line of credit, and $17M of delay… Show more Recruited to the executive team to recapitalize the business as the company's ownership was in transition. As a trusted adviser to CEO and COO provided direction and insight and spearheaded financial reporting through a diverse multifunctional team of 12 direct shared resource staff reports between Armada and NEP, overseeing $46M+ in revenue and 95% direct bill to customers. KEY ACHIEVEMENTS Executed new debt facility of $47M, $28M in refinances, $2M line of credit, and $17M of delay draw, attracting a PE investor. Automated and streamlined monthly reporting from 12 to eight days while adding gross margin analysis, allowing the finance department to operate at less than 1% of revenue. Reduced supply chain cost by $371K annually. Delivered annual savings of $150K and eliminated two FTEs through the implementation of Salesforce. Implemented new GAAP guidance on revenue recognition for Revenue from Contracts w/ Customers (ASC 606) and Contract Costs (ASC 340-40) of 150+ long-term contracts. Show less



Duke Energy Corporation

• United States
• Utilities
• 700 & Above Employee

• Director of FP&A-Carolinas

  • Feb 2015 - Apr 2016

  Charlotte, North Carolina Area Partnered with the head of regulatory affairs and business units to support the President running the North Carolina and South Carolina jurisdictions. Responsible for five-year forecast and addressing needs related to cash flow and financing. Conducted line-by-line budget reviews and injected financial accountability among department heads. Managed four direct reports. KEY ACHIEVEMENTS Created $2B in operational savings. Improved projected cash flow analysis. Devised plan to… Show more Partnered with the head of regulatory affairs and business units to support the President running the North Carolina and South Carolina jurisdictions. Responsible for five-year forecast and addressing needs related to cash flow and financing. Conducted line-by-line budget reviews and injected financial accountability among department heads. Managed four direct reports. KEY ACHIEVEMENTS Created $2B in operational savings. Improved projected cash flow analysis. Devised plan to maintain required capital structure under unusual circumstances related to coal ash issues.

• Director of FP&A-Florida

  • May 2012 - Jan 2015

  Charlotte, North Carolina, United States As the key financial representative on the Florida executive team, worked with Regulatory Affairs on critical negotiations for this $4B business unit. Managed the post-acquisition integration, the five-year financial planning and forecast process across Florida jurisdiction. Implemented methods and calculations to streamline operations and enhance reporting. Managed two direct reports. KEY ACHIEVEMENTS Participated heavily in settlement on rate recovery and decommissioning of Crystal… Show more As the key financial representative on the Florida executive team, worked with Regulatory Affairs on critical negotiations for this $4B business unit. Managed the post-acquisition integration, the five-year financial planning and forecast process across Florida jurisdiction. Implemented methods and calculations to streamline operations and enhance reporting. Managed two direct reports. KEY ACHIEVEMENTS Participated heavily in settlement on rate recovery and decommissioning of Crystal River III nuclear plant. Co-implemented Utilities International Planner for financial planning. Developed a long-term financial model used in settlement negotiation. Served as a mentor for new finance employees.

• Manager of FP&A

  • May 2009 - May 2012

  Charlotte, North Carolina Elevated to the role to implement Utilities International Planner to modernize processes and systems in support future expansion. KEY ACHIEVEMENTS Implemented a new planning system with some significant adjustments that standardized and simplified reporting processes.

• Manager of Wholesale Accounting

  • Mar 2005 - Apr 2009

  Responsible for implementing accounting, reporting, and analysis for the trading floor and the new wholesale energy contracts. Managed six direct reports.

• Senior Accounting Analyst

  • Feb 2005 - Feb 2006

  Charlotte, North Carolina, United States Performed accounting and reporting for the trading floor. Responsible for reducing the reporting timeline while modernizing the process and systems.



WM

• United States
• Environmental Services
• 700 & Above Employee

• Operations Manager

  • Jun 2004 - Feb 2005

  Marysville, Ohio, United States Managed and improved the relationship with Honda of America in central Ohio. Oversaw five direct reports and a total of 40 matrixed reports.

• Financial Analyst

  • Mar 2003 - May 2004

  Canal Winchester, OH Handled financial reporting and analysis for the OH/KY/PA market area. This role was created following headcount reduction after fulling implementation of Peoplesoft.

• District Controller

  • Oct 2001 - Feb 2003

  Lima, Ohio, United States Directed accounting, FP&A, billing, reporting, AP/AR for multiple locations (Lima and Toledo). Implemented Peoplesoft and cleaned up the balance sheet. Managed eight direct reports.



Shultz Huber & Associates, Inc.

• Accounting Supervisor | Accountant in Charge

  • 1995 - 2001

  Defiance, OH Provided accounting services to range of private and corporate clients.