Experience

CoCo & Blu
• United States
• Hospitality
• 1 - 100 Employee
• Managing Partner

  • May 2019 - Present

Self Employed
• Real Estate
• 1 - 100 Employee
• Finance and Operations Consulting

  • Apr 2018 - May 2019

CirrusOne
• United States
• Technology, Information and Internet
• Director of Finance

  • May 2017 - Apr 2018


EDL Consulting

• Germany
• Staffing and Recruiting
• 1 - 100 Employee

• Director of Finance

  • Jan 2016 - May 2017

  - Manage all finance and accounting operations for the company. Manage and maintain accurate accounting records - Maintain and optimize financial software used by the company to meet the financial reporting needs of the company, including utilization, project profitability and other financial reports as needed - Coordinate, analyze and report on financial performance with Executive Team (Quarterly and Annual financial performance and KPI’s, projections and other special projects as required) - Oversee and assist with tax functions and financial reporting as needed with outside accounting and audit firms - Responsible for all corporate and human resource activities related to finance and payroll, including employee expense reports and reimbursements, tracking of PTO, bonus and commission management, corporate insurance and related activities. - Cash management and bank reconciliations - Experience in accounts receivable, accounts payable, general ledger, order processing, and payroll.



Cherry's Industrial Equipment Corp

• United States
• Machinery Manufacturing

• Manager of Finance & Operations

  • Dec 2013 - Jan 2016

  • Supervise, monitor and evaluate the performance of financial and operations staff. • Develop internal control policies, processes, and procedures for activities in the finance and operations departments of the organization as needed. • Reconcile and close monthly ERP accounts and prepare financial statements. Monitor financial activities, conduct or coordinate audits of company accounts and financial transactions as needed. Report to management regarding the finances of establishment. • Manage the payroll and HR functions, including benefits administration. • Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs. Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed. • Manage and maintain desired inventory levels. Monitor suppliers to ensure that they efficiently and effectively provide needed goods or services within budgetary limits. • Direct and manage inventory physical count activities for the company. • Manage Facilities requirements and vendors.



Hooved Animal Rescue & Protection Society

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Office Manager

  • Jul 2012 - Sep 2013

  Responsible for managing all aspects of the business operations for a small Equine Rescue Non Profit Organization. Manage all areas related to Payroll, A/R, A/P and Accounting. Handle all bookkeeping tasks, including A/P, A/R, payroll, financial statements and monthly and annual closing processes Responsible for managing all aspects of the business operations for a small Equine Rescue Non Profit Organization. Manage all areas related to Payroll, A/R, A/P and Accounting. Handle all bookkeeping tasks, including A/P, A/R, payroll, financial statements and monthly and annual closing processes



XDX Innovative Refrigeration, LLC

• United States
• Individual and Family Services

• Executive Consultant

  • Jan 2009 - Mar 2010

  Provide Business advice to the Board of Directors and CEO regarding inventory management, production processes, vendor relations and financial analysis as requested

• Business Manager

  • Jan 1999 - Dec 2008

  Responsible for managing all aspects of the business office of a Refrigeration Parts Manufacturer. Trained and supervised necessary staff required to support the business, including HR and Payroll, A/R, A/P, Accounting, Production and Materials Management.Oversaw departmental progress on projects, sales, production, shipping and receiving, inventory control, A/P and A/RPlanned and directed all production and inventory activitiesSet up, trained and supervised all MAS 90 and Peachtree programs and usersPerformed bookkeeping set up and maintenance according to GAAP Prepared all necessary reconciliation documentation and activities for monthly closing processes and annual tax preparationAs secretary and treasurer to the board of directors, maintained meeting minutes and ownership documentationPerformed HR functions including new hire and termination interviews and documentation, 401k plan administration, Health Insurance record keeping and all payroll reporting and maintenance



Leading Edge Refrigeration

• United States
• Accounting

• Business Manager

  • Jan 1995 - Dec 1999

  Responsible for managing all aspects of the business operations for a small HVAC/R service company with approximately $1MM in annual sales and 5-10 employees. Managed all areas related to HR and Payroll, A/R, A/P, Accounting and Inventory Control Managed service parts inventory requirements, including purchasing and inventory control Scheduled service calls for up to 6 service technicians and handled customer relations Handled all bookkeeping tasks according to GAAP, including A/P, A/R, payroll, inventory, financial statements and monthly and annual closing processes



The NutraSweet Company

• Production Planner

  • Jan 1985 - Jan 1991

  Developed production plans for multiple product lines. Determined raw material and packaging component requirements for production, and managed component and finished goods inventory levels. Planned and directed production activity at multiple contract manufacturers, managed inventory and production databases and conducted physical inventories and inventory reconciliations at multiple plants and warehouses Developed production plans for multiple product lines. Determined raw material and packaging component requirements for production, and managed component and finished goods inventory levels. Planned and directed production activity at multiple contract manufacturers, managed inventory and production databases and conducted physical inventories and inventory reconciliations at multiple plants and warehouses