Chief Financial Officer

• Apr 2021 - Present

President

• Mar 2019 - Nov 2020

IPL Macro (formerly Macro Plastics, Inc. acquired in 2017) is the worldwide leading manufacturer of sustainable bulk plastic packaging and flooring products.After spending most of my career in finance I stepped into a role as President of the IPL Macro division. I focused on creating a collaborative environment with a clear company vision that was effectively communicated and executed at all levels. Working closely with the Leadership Team we developed and implemented creative initiatives to grow the company while driving fiscal responsibility.Executed growth initiatives such as:• Kicked off Inside Sales organization, building a sales pipeline to over $3M in less than 1 year. • Developed and expanded strategic partnerships to utilize their sales infrastructure to sell our proprietary products improving sales by $3M during COVID.• Launched reengineered next-generation technology of our top selling product which improved product performance and increased margins by 10%.Reduced annual costs by 20% through realigning manufacturing shifts and restructuring SG&A organization. Show less

Chief Financial Officer (7yrs) / Controller (3yrs)

• Jul 2008 - Mar 2019

During my time as CFO and Controller my emphasis was on setting up procedures, systems, and the capital needed for the company to expand, as we nearly tripled in size during this time. I built an accounting team that was lean and proficient with best-in-class procedures to service other departments with financial analysis and value-added service. Presented to the Board annual strategic plans and regular financial updates.• Key leader in 2017 sale of company for acquisition price of $150M at over 9-times EBITDA multiple (above industry average). Prepared sales document, presented to potential buyers, oversaw due diligence process, negotiated sales price and contractual terms.• Restructured banking arrangement increasing debt financing over $20M and operating line to $12M with flexible covenant terms at highly competitive rates.• Led the purchase and post integration of multiple acquisitions.• Set up Sarbanes Oxley controls and divisional reporting requirements for IPO in 2018.• Over this time I also managed Operations, IT, and HR. Show less

Finance Manager

• Jul 2006 - Jun 2008

The majority of my time at J&J was as the acting Financial Controller where I managed a department of 12 employees. Right before I joined the organization the finance department consolidated from two locations to one and simultaneously went through an ERP system conversion. It was a turnaround situation, where over my two-year employment, I contributed to substantial improvements made in reporting, financial processes, and controls. • Through restructuring and process improvement reduced headcount in the finance department by two resulting in cost savings of $200K annually. • Revamped financial reporting process with new upload templates and improved procedures reducing reporting work hours by 80% while improving accuracy. • Implemented internal controls, including test scripts and corporate reporting, for Sarbanes Oxley compliance. Obtained passing grades each quarter reported. Show less

Sr. Manager, Sales Ops (2yrs)/ Finance Manager (2yrs)/ Sr. Financial Analyst (2yrs)

• Mar 2000 - Jul 2006

I was part of an exciting high-tech environment experiencing high growth organically and through acquisition. Most of my experience was centered around financial and operational support for the sales and revenue side of the business where I led and participated in various projects that created the infrastructure and financial acumen to realize growth. • Developed FP&A role and dashboard reporting process along with quarterly review template presented to CEO and CFO. The quarterly review template was recognized by the SVP of Sales and CFO as one of the best packages ever presented. • Created procedure for running unfulfilled orders and sharing with cross-functional team focused on fulfillment, improved annual revenue by $4.5M or 1.5%. • Revamped commission reporting process from six sources to one CRM. This improvement provided real time feedback to reps improving reporting by two months and increasing accuracy. Show less

Financial Analyst (1yr) / Internal Auditor (3yrs)

• Jun 1996 - Mar 2000

Great job for building a foundation to start my career. Gallo was vertically integrated, and at the time larger than their five largest competitors combined, this enabled a great auditing experience within a variety of aspects of the business. Financial audits qualified for CPA audit hour certification, in addition we performed operational audits, this experience was unique and can’t be found at most public firms. Gallo was extremely focused on training and giving employees the tools needed to be future leaders. • First to lead audit using online auditing program enabling work to be performed in-office with improved efficiency, this removed audit field days and saved travel expenses. • Implemented costing and pricing system for Gallo printing company to enable them to compete and price products externally as well as in-house. • Led collaborative effort with other Financial Analysts to develop best practice procedures and templates to upload budgets and forecasts. Show less