Experience

SG360
• United States
• Facilities Services
• 1 - 100 Employee
• Chief Financial Officer

  • Apr 2019 - Present


The Lead Group

• United States
• Advertising Services
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2013 - Feb 2019

  • Support the owners and CEO in strategic planning, organizational design, risk management, and evaluating new business opportunities • Financial preparation, analysis, and presentation to the Executive Team and Board of Directors including oversight of the company wide multi-million dollar budget • Devised and implemented budgeting and forecasting processes that allowed for longer term strategic planning • Responsible for all accounting and financial reporting for 15+… Show more • Support the owners and CEO in strategic planning, organizational design, risk management, and evaluating new business opportunities • Financial preparation, analysis, and presentation to the Executive Team and Board of Directors including oversight of the company wide multi-million dollar budget • Devised and implemented budgeting and forecasting processes that allowed for longer term strategic planning • Responsible for all accounting and financial reporting for 15+ companies, operating in multiple countries and across an array of industries including internet marketing, property management, and sleep supplements • Managed cashflow and established new lines of credit resulting in additional capital for company growth • Facilitated equity transactions including the admission and exit of partners, and the issuance of distributions • Key member of the team that developed and streamlined daily reporting that resulted in the ability to make faster and better business decisions • Created, operated, and transitioned to the operations team a new product line that added significant gross revenues and profits • Coordinated the application and approval of tax credits • Successful location and lease negotiation for new office space • Interim HR resource responsible for addressing employee concerns and overhauling employee benefit plans to increase benefits while keeping costs flat

• Vice President of Prime Lead Operations

  • Feb 2012 - Feb 2016

  • Operated a multi-million dollar email division, including involvement in client management, financial analysis, system innovation and development, and team development • Led a team of six in the email division while also being responsible for the Accounting/Finance department that consisted of two individuals • Organized and secured the necessary licenses, personnel, and office space to conduct business in the UK • Maintained consistent bottom line performance throughout… Show more • Operated a multi-million dollar email division, including involvement in client management, financial analysis, system innovation and development, and team development • Led a team of six in the email division while also being responsible for the Accounting/Finance department that consisted of two individuals • Organized and secured the necessary licenses, personnel, and office space to conduct business in the UK • Maintained consistent bottom line performance throughout a time of increased competition and regulation

• Accounting Manager

  • Dec 2011 - Aug 2013

  • Accounting functions brought in-house resulting in significant cost savings from accounting firm • Oversaw payroll, accounts payable, accounts receivable, income tax preparation, and the timely closing and accurate reporting of the financial statements • Created and implemented financial controls and accounting processes to safe guard company assets • Maintained relationships with banks, accounting firms, and investors



Planet Sub

• United States
• Food and Beverage Services
• 1 - 100 Employee

• CFO

  • May 2003 - Dec 2011

  • Built and operated three franchised locations from the ground up, acquired two franchised locations, and merged with the Franchisor which resulted in oversight of over 20 company owned stores, 15+ franchised stores, and 300+ employees • Led Accounting and Finance department including obtaining various credit facilities, preparing financial reporting, filing sales tax returns, and establishing compensation and benefit packages • Implemented new point of sales and reporting… Show more • Built and operated three franchised locations from the ground up, acquired two franchised locations, and merged with the Franchisor which resulted in oversight of over 20 company owned stores, 15+ franchised stores, and 300+ employees • Led Accounting and Finance department including obtaining various credit facilities, preparing financial reporting, filing sales tax returns, and establishing compensation and benefit packages • Implemented new point of sales and reporting system which allowed for real time reporting and streamlined accounting processes • Assisted in Franchisor operations including the preparation of the Franchise Offering Circular, selling of franchises, contract review, design approval, opening of locations, compliance, bookkeeping, and ongoing Franchisee support • Involved in all operational aspects of the business including personnel, marketing, advertising, purchasing, systems, compliance, and customer service • Negotiated real estate leases and vendor contracts, including a multi-million dollar agreement with a national food distributor • Responsible for application, presentation, and being awarded a contract with the University of Nebraska to be the exclusive sandwich shop of the Nebraska Student Union • Partnership with and speaker for Youth Entrepreneurs of Kansas Show less • Built and operated three franchised locations from the ground up, acquired two franchised locations, and merged with the Franchisor which resulted in oversight of over 20 company owned stores, 15+ franchised stores, and 300+ employees • Led Accounting and Finance department including obtaining various credit facilities, preparing financial reporting, filing sales tax returns, and establishing compensation and benefit packages • Implemented new point of sales and reporting… Show more • Built and operated three franchised locations from the ground up, acquired two franchised locations, and merged with the Franchisor which resulted in oversight of over 20 company owned stores, 15+ franchised stores, and 300+ employees • Led Accounting and Finance department including obtaining various credit facilities, preparing financial reporting, filing sales tax returns, and establishing compensation and benefit packages • Implemented new point of sales and reporting system which allowed for real time reporting and streamlined accounting processes • Assisted in Franchisor operations including the preparation of the Franchise Offering Circular, selling of franchises, contract review, design approval, opening of locations, compliance, bookkeeping, and ongoing Franchisee support • Involved in all operational aspects of the business including personnel, marketing, advertising, purchasing, systems, compliance, and customer service • Negotiated real estate leases and vendor contracts, including a multi-million dollar agreement with a national food distributor • Responsible for application, presentation, and being awarded a contract with the University of Nebraska to be the exclusive sandwich shop of the Nebraska Student Union • Partnership with and speaker for Youth Entrepreneurs of Kansas Show less



PricewaterhouseCoopers

• 1 - 100 Employee

• Senior Associate

  • Jan 2000 - May 2003

  • Perform audits on small, mid, and Fortune 500 size companies • Coordinate audit engagement duties and staff • Prepare audit reports and company recommendations • Review company annual reports • Company co-chair for Junior Achievement • Perform audits on small, mid, and Fortune 500 size companies • Coordinate audit engagement duties and staff • Prepare audit reports and company recommendations • Review company annual reports • Company co-chair for Junior Achievement