Experience

Barnett Southern Corporation

• United States
• Construction
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2022 - Present



OmniMax

• United States
• Wholesale Building Materials
• 200 - 300 Employee

• CFO - Consumer North America

  • 2019 - Apr 2022

  - Strategic business partner to Global CFO/CEO which grew $600M business to $1B business in 2.5 years through development and execution of growth strategy in tandem with private equity owners and operating partners that led to successful exit - Full P&L responsibility of all 4 business units within first year of employment (30 plants in North America footprint) - CFO of commercial turnaround business ($200M+), which doubled EBITDA from $4M to $8M in first 10 months - Currently, CFO… Show more - Strategic business partner to Global CFO/CEO which grew $600M business to $1B business in 2.5 years through development and execution of growth strategy in tandem with private equity owners and operating partners that led to successful exit - Full P&L responsibility of all 4 business units within first year of employment (30 plants in North America footprint) - CFO of commercial turnaround business ($200M+), which doubled EBITDA from $4M to $8M in first 10 months - Currently, CFO of consumer business ($700M+) and grew EBITDA from $60M to $92M EBITDA in the first 12 months - M&A execution of two deals that increased sales $150M and EBITDA $40M within one year from due diligence to full integration - Successfully navigated through COVID-19 environment through rigorous cost reduction and operational course correction measures - Executed over 50 price increases worth $200M in a critical supply situation (2021) to over 4,000 customers with over 5,000 SKUs - Provide leadership, direction and management of the accounting, procurement, logistics, HR, pricing and FP&A teams - Develop and analyze financial models, financial statements, cash flow management, capital investment and cost out initiatives - Prescribe continuous improvement through creation and standardization of cross-functional processes in an fast-paced environment - Designed, implemented and oversee company-wide incentive and bonus plans for sales team of over 60 employees - Drove 15% working capital improvement through AR, AP and inventory optimization projects Show less - Strategic business partner to Global CFO/CEO which grew $600M business to $1B business in 2.5 years through development and execution of growth strategy in tandem with private equity owners and operating partners that led to successful exit - Full P&L responsibility of all 4 business units within first year of employment (30 plants in North America footprint) - CFO of commercial turnaround business ($200M+), which doubled EBITDA from $4M to $8M in first 10 months - Currently, CFO… Show more - Strategic business partner to Global CFO/CEO which grew $600M business to $1B business in 2.5 years through development and execution of growth strategy in tandem with private equity owners and operating partners that led to successful exit - Full P&L responsibility of all 4 business units within first year of employment (30 plants in North America footprint) - CFO of commercial turnaround business ($200M+), which doubled EBITDA from $4M to $8M in first 10 months - Currently, CFO of consumer business ($700M+) and grew EBITDA from $60M to $92M EBITDA in the first 12 months - M&A execution of two deals that increased sales $150M and EBITDA $40M within one year from due diligence to full integration - Successfully navigated through COVID-19 environment through rigorous cost reduction and operational course correction measures - Executed over 50 price increases worth $200M in a critical supply situation (2021) to over 4,000 customers with over 5,000 SKUs - Provide leadership, direction and management of the accounting, procurement, logistics, HR, pricing and FP&A teams - Develop and analyze financial models, financial statements, cash flow management, capital investment and cost out initiatives - Prescribe continuous improvement through creation and standardization of cross-functional processes in an fast-paced environment - Designed, implemented and oversee company-wide incentive and bonus plans for sales team of over 60 employees - Drove 15% working capital improvement through AR, AP and inventory optimization projects Show less



Forterra

• Wholesale Building Materials
• 700 & Above Employee

• Vice President of Financial Planning Analysis

  • Apr 2017 - 2019

  - Reported directly to CFO and CEO to provide all financial, strategic and performance reporting (KPI’s) for internal tracking as well as dissemination to external shareholders and investors in line with increasingly stringent SEC regulations - Managed team across North America to facilitate reporting activities for weekly, monthly and quarterly performance reviews inclusive of operational dashboard reporting, analysis of key business trends, analysis of operating results against budget… Show more - Reported directly to CFO and CEO to provide all financial, strategic and performance reporting (KPI’s) for internal tracking as well as dissemination to external shareholders and investors in line with increasingly stringent SEC regulations - Managed team across North America to facilitate reporting activities for weekly, monthly and quarterly performance reviews inclusive of operational dashboard reporting, analysis of key business trends, analysis of operating results against budget, prior periods and forecasts, and comprehensive executive level explanations - Developed executive reporting suite from scratch after implementing planning/forecasting process and software across the enterprise - Supported VP of Corporate Development in all functions to execute acquisition, divestiture and growth strategies - Facilitated complex integration of ten acquired companies into financial reporting systems which enabled and enforced synergy and cost initiatives implementation and tracking - Developed, maintained and executed Initial Public Offering pricing model in conjunction with underwriting banks, legal counsel, corporate development team and investor relations team which led to successful IPO launch in October of 2016 as well as led IPO dual tracking process - Provided due diligence and all materials for management sell-side and road show presentations - Coordinated refinancing of company debt and capital restructure in tandem with launch of IPO - Coordinated quarterly and annual SEC filings and earnings releases inclusive of investor presentations, earnings calls, scripts, etc. - Managed relationships with eight equity analysts and assisted in execution of Investor Relations plan

• Director of Financial Planning and Analysis

  • Jun 2016 - 2019



Hunt Energy

• United States
• Oil and Gas
• 500 - 600 Employee

• Corporate Finance & Business Development Manager

  • Feb 2016 - Jun 2016

  - Developed and managed budgets and monthly forecasts for all business units and regions across the globe - Designed the Short & Long Term Corporate Strategic Plans: ensured that all strategic, company, departmental and individual key performance indicators aligned with strategic pillars and measured performance through monthly processes and reports - Established and currently executing the Long Term Strategic Plan in order to navigate longest downturn in the energy industry’s… Show more - Developed and managed budgets and monthly forecasts for all business units and regions across the globe - Designed the Short & Long Term Corporate Strategic Plans: ensured that all strategic, company, departmental and individual key performance indicators aligned with strategic pillars and measured performance through monthly processes and reports - Established and currently executing the Long Term Strategic Plan in order to navigate longest downturn in the energy industry’s history - Conducted financial analyses and prepared all presentations for senior level management (Monthly, Quarterly, Rating Agencies)

• Strategic & Financial Planning Manager

  • Jun 2013 - Jan 2016

  - Prepared and managed PLNG’s Annual Budgets, Forecasts and Business Plans (Operating Budget, Capital Budget, Projects) through coordination among seventeen operating departments in Latin America - Developed and improved reporting systems and tools to ensure proper budget management by identifying potential cost overruns in order to comply with shareholder and lender approval requirements - Integrated and upgraded previous excel based planning system into Business Planning and… Show more - Prepared and managed PLNG’s Annual Budgets, Forecasts and Business Plans (Operating Budget, Capital Budget, Projects) through coordination among seventeen operating departments in Latin America - Developed and improved reporting systems and tools to ensure proper budget management by identifying potential cost overruns in order to comply with shareholder and lender approval requirements - Integrated and upgraded previous excel based planning system into Business Planning and Consolidation (BPC) software - Served as Corporate Governance Director which managed all international shareholder relationships (Europe and Asia) which comprised of all communications, reporting, Advisory Committees and Board Meetings

• Strategic Forecast Analyst

  • Jun 2011 - Jun 2013

   Analyzed the international company’s financial statements, discretionary cash flow and capital budget deficit/surplus  Developed and monitored financial models to independently evaluate project opportunities to optimize capital allocation  Pioneered migration into BPC and managed Annual Budget, Monthly Forecasts, Quarterly rolling forecasts and Long Term Plans



4G Private Equity

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Associate - Private Equity & Venture Capital

  • Dec 2010 - May 2011



SMU Cox School of Business

• United States
• Higher Education
• 100 - 200 Employee

• Student

  • Aug 2009 - May 2011

  MBA Candidate - Class of 2011 SMU Cox Energy Club President Finance & Accounting with Energy Specialization MBA Candidate - Class of 2011 SMU Cox Energy Club President Finance & Accounting with Energy Specialization



Environmental Defense Fund

• United States
• Non-profit Organizations
• 700 & Above Employee

• Climate Corps Fellow

  • Aug 2010 - Dec 2010



Biomass Energy Resources LLC

• Renewables & Environment
• 1 - 100 Employee

• Associate

  • May 2010 - Oct 2010



Estrada

• Financial Services
• 1 - 100 Employee

• Assistant Vice President

  • Feb 2009 - Aug 2009

  - Served as Financial Advisor and number runner for the Dallas Area Rapid Transit Series 2009 $1 Billion Sales Tax Revenue Bonds (Build America Bonds) - Engaged in the Strategic North Texas Initiative (Client Acquisition) - Performed the credit analysis for the City of Arlington, Texas in which the City received a rating upgrade from S&P - Executed multiple refunding financings for major clients on the South Texas Border - Created legal documents such as Official Statements and… Show more - Served as Financial Advisor and number runner for the Dallas Area Rapid Transit Series 2009 $1 Billion Sales Tax Revenue Bonds (Build America Bonds) - Engaged in the Strategic North Texas Initiative (Client Acquisition) - Performed the credit analysis for the City of Arlington, Texas in which the City received a rating upgrade from S&P - Executed multiple refunding financings for major clients on the South Texas Border - Created legal documents such as Official Statements and Master Resolutions - Drafted over 25 Request for Proposals in order to acquire clients across the nation Show less - Served as Financial Advisor and number runner for the Dallas Area Rapid Transit Series 2009 $1 Billion Sales Tax Revenue Bonds (Build America Bonds) - Engaged in the Strategic North Texas Initiative (Client Acquisition) - Performed the credit analysis for the City of Arlington, Texas in which the City received a rating upgrade from S&P - Executed multiple refunding financings for major clients on the South Texas Border - Created legal documents such as Official Statements and… Show more - Served as Financial Advisor and number runner for the Dallas Area Rapid Transit Series 2009 $1 Billion Sales Tax Revenue Bonds (Build America Bonds) - Engaged in the Strategic North Texas Initiative (Client Acquisition) - Performed the credit analysis for the City of Arlington, Texas in which the City received a rating upgrade from S&P - Executed multiple refunding financings for major clients on the South Texas Border - Created legal documents such as Official Statements and Master Resolutions - Drafted over 25 Request for Proposals in order to acquire clients across the nation Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Financial Analyst

  • Jul 2007 - Dec 2008

  - Teamed with senior management to analyze and formulate major capital programs for various municipalities, universities, not-for-profit hospitals, and select corporations permitted to use tax-exempt status - Analyzed clients credit position and present analysis to rating agencies to confirm or improve client’s market ratings - Researched market, tax, legal, public policy, and client specific issues relating to past and future financings - Modeled optimal financing… Show more - Teamed with senior management to analyze and formulate major capital programs for various municipalities, universities, not-for-profit hospitals, and select corporations permitted to use tax-exempt status - Analyzed clients credit position and present analysis to rating agencies to confirm or improve client’s market ratings - Researched market, tax, legal, public policy, and client specific issues relating to past and future financings - Modeled optimal financing strategies to create cheapest cost of borrowing using an array of financial products including fixed rate debt, variable rate debt and derivative products - Executed financial analysis on over 14 live transactions, allowing the trading desk to underwrite nearly $1.5 billion in taxable and tax- exempt bonds - Facilitated over 10 private placements for Southeast clients Show less - Teamed with senior management to analyze and formulate major capital programs for various municipalities, universities, not-for-profit hospitals, and select corporations permitted to use tax-exempt status - Analyzed clients credit position and present analysis to rating agencies to confirm or improve client’s market ratings - Researched market, tax, legal, public policy, and client specific issues relating to past and future financings - Modeled optimal financing… Show more - Teamed with senior management to analyze and formulate major capital programs for various municipalities, universities, not-for-profit hospitals, and select corporations permitted to use tax-exempt status - Analyzed clients credit position and present analysis to rating agencies to confirm or improve client’s market ratings - Researched market, tax, legal, public policy, and client specific issues relating to past and future financings - Modeled optimal financing strategies to create cheapest cost of borrowing using an array of financial products including fixed rate debt, variable rate debt and derivative products - Executed financial analysis on over 14 live transactions, allowing the trading desk to underwrite nearly $1.5 billion in taxable and tax- exempt bonds - Facilitated over 10 private placements for Southeast clients Show less