Chief Financial Officer

• Aug 2023 - Present

Chief Accounting Officer

• Nov 2020 - Dec 2022

As a Chief Accounting Officer, I am overseeing all accounting functions such as ledger accounts, financial statements, and cost control systems. Major Responsibilities: Leading and spearheading all facets of SEC reporting, accounting activities, and Sarbanes-Oxley (SOX)/other initiatives, organizing, updating, and maintaining financial records, analyzing accounts, suggesting required improvements to minimize costs and increase profitability, ensuring adherence of all financial data to… Show more As a Chief Accounting Officer, I am overseeing all accounting functions such as ledger accounts, financial statements, and cost control systems. Major Responsibilities: Leading and spearheading all facets of SEC reporting, accounting activities, and Sarbanes-Oxley (SOX)/other initiatives, organizing, updating, and maintaining financial records, analyzing accounts, suggesting required improvements to minimize costs and increase profitability, ensuring adherence of all financial data to defined rules and regulations, and participating in quarterly meetings by acting as lead presenter with audit committee chair. Key Contributions: • Aligning financial reporting narrative to shift with changes in strategy. • Efficiently managed execution of ASC 842 and our extensive lease portfolio. • Improved funded status and reduction of costs and risks with our single-employer pension plans through investment portfolio rationalization and liability management.

Vice President/Controller

• Feb 2020 - Nov 2020

Director Of Financial Reporting

• Jul 2017 - Feb 2020

Director - FP&A

• Dec 2014 - Jul 2017

During this tenure, I was directing finance professionals and upper management throughout organization on overall planning, monitoring, evaluation, and reporting of financial performance. Main Duties: Overseeing internal and external reporting for management, PE owners, banks, and board of directors on a weekly, monthly, and quarterly basis, managing conversion of banking as well as cash and dept in role of Treasurer, utilizing SQL and Tableau to develop BI platform, and integrating new… Show more During this tenure, I was directing finance professionals and upper management throughout organization on overall planning, monitoring, evaluation, and reporting of financial performance. Main Duties: Overseeing internal and external reporting for management, PE owners, banks, and board of directors on a weekly, monthly, and quarterly basis, managing conversion of banking as well as cash and dept in role of Treasurer, utilizing SQL and Tableau to develop BI platform, and integrating new acquisitions to Safe Fleet's finance organization. Key Accomplishment: • Integrated numerous acquisitions. • Drove the development of new BI platform. • Improved profitability through evaluation of financials and financial metrics. Show less During this tenure, I was directing finance professionals and upper management throughout organization on overall planning, monitoring, evaluation, and reporting of financial performance. Main Duties: Overseeing internal and external reporting for management, PE owners, banks, and board of directors on a weekly, monthly, and quarterly basis, managing conversion of banking as well as cash and dept in role of Treasurer, utilizing SQL and Tableau to develop BI platform, and integrating new… Show more During this tenure, I was directing finance professionals and upper management throughout organization on overall planning, monitoring, evaluation, and reporting of financial performance. Main Duties: Overseeing internal and external reporting for management, PE owners, banks, and board of directors on a weekly, monthly, and quarterly basis, managing conversion of banking as well as cash and dept in role of Treasurer, utilizing SQL and Tableau to develop BI platform, and integrating new acquisitions to Safe Fleet's finance organization. Key Accomplishment: • Integrated numerous acquisitions. • Drove the development of new BI platform. • Improved profitability through evaluation of financials and financial metrics. Show less

Accounting Director/Assistant Controller

• Apr 2013 - Dec 2014

During this period, I was asked for devising and executing new reporting processes for issued public debt on quarterly basis. Major Responsibilities: Formulating 144A offering memorandum and road show deck, guiding/supervising managers and a team of accountants of four divisions, cultivating and nurturing robust client relationships with multiple stakeholders across organizations as well as driving continuous process improvements, and coaching and educating leaders on financial… Show more During this period, I was asked for devising and executing new reporting processes for issued public debt on quarterly basis. Major Responsibilities: Formulating 144A offering memorandum and road show deck, guiding/supervising managers and a team of accountants of four divisions, cultivating and nurturing robust client relationships with multiple stakeholders across organizations as well as driving continuous process improvements, and coaching and educating leaders on financial accounting and reporting policies, procedures and best practices through Watco U courses. Key Achievements: • Decreased closure cycle by 50%, while minimizing turnover through strategic planning. • Enhanced executive communication and departmental deliverable quality and timeliness.

Accounting Manager

• Jul 2012 - Apr 2013

Financial Reporting

• May 2012 - Jul 2012

Senior Financial Analyst

• Apr 2011 - Mar 2012

As a Senior Financial Analyst, I was responsible for monitoring the financial performance and market conditions of organization to create forecasts and facilitate senior management executing tactical and strategic decisions. Main Duties: Producing monthly reports including key metrics, financial results, and variance reporting, preparing materials such as presentations for board and CEO pertaining to procurement of biodiesel businesses, developing internal budgets and models, as well as… Show more As a Senior Financial Analyst, I was responsible for monitoring the financial performance and market conditions of organization to create forecasts and facilitate senior management executing tactical and strategic decisions. Main Duties: Producing monthly reports including key metrics, financial results, and variance reporting, preparing materials such as presentations for board and CEO pertaining to procurement of biodiesel businesses, developing internal budgets and models, as well as models for potential acquisition prospects, and identifying latest opportunities for performance improvement across organization. Key Accomplishment: • Successful IPO. • Secured $40M line of credit from Wells Fargo Capital Finance. Show less As a Senior Financial Analyst, I was responsible for monitoring the financial performance and market conditions of organization to create forecasts and facilitate senior management executing tactical and strategic decisions. Main Duties: Producing monthly reports including key metrics, financial results, and variance reporting, preparing materials such as presentations for board and CEO pertaining to procurement of biodiesel businesses, developing internal budgets and models, as well as… Show more As a Senior Financial Analyst, I was responsible for monitoring the financial performance and market conditions of organization to create forecasts and facilitate senior management executing tactical and strategic decisions. Main Duties: Producing monthly reports including key metrics, financial results, and variance reporting, preparing materials such as presentations for board and CEO pertaining to procurement of biodiesel businesses, developing internal budgets and models, as well as models for potential acquisition prospects, and identifying latest opportunities for performance improvement across organization. Key Accomplishment: • Successful IPO. • Secured $40M line of credit from Wells Fargo Capital Finance. Show less

Audit Senior

• Nov 2010 - Apr 2011

Audited public and private clients Audited public and private clients

Audit Senior

• Jun 2007 - Nov 2010