Experience

eFuse

• United States
• Software Development
• 1 - 100 Employee

• Financial Controller

  • Nov 2022 - Present



Land-Grant Brewing Company

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

• Controller

  • Oct 2018 - Oct 2022

   Secured over $3M in funding from a variety of federal & state programs including the PPP and Restaurant Revitalization Fund during Covid, in turn generating revenue and keeping the business afloat.  Built cash reserves to 700k, by reducing cost with alternative vendors, and price locking brewing supplies in advance.  Negotiation of multi-year, multi-vendor hop contracts and financial analysis on these contracts, resulting in cost savings of $200K, and in addition turned profit by… Show more  Secured over $3M in funding from a variety of federal & state programs including the PPP and Restaurant Revitalization Fund during Covid, in turn generating revenue and keeping the business afloat.  Built cash reserves to 700k, by reducing cost with alternative vendors, and price locking brewing supplies in advance.  Negotiation of multi-year, multi-vendor hop contracts and financial analysis on these contracts, resulting in cost savings of $200K, and in addition turned profit by supplying other local breweries hops they were unable to source.  Negotiated and secured 1 years’ worth of can inventory on hand during a time of major shortages, allowing us to utilize our distribution partner, to drive more revenue in grocery stores.  Helped drive EBITDA to break even during 2020 in which our business was shuttered for multiple months as the result of the COVID pandemic.  Responsible for building & analyzing financial forecast & budget models across multiple business segments including the taproom and distribution, helping to automize and streamline the process so management can have a quick view of financial state of the business at any moment.  Weekly, monthly, & annual demand forecasting for wholesale distribution and taproom.  Created multiple revenue channels including selling over contracted raw materials such as hops and cans which resulted in over 100k in additional revenue  Drove net expenditure savings by over 5% over the last 3 years  Responsible for cash flow planning & analysis on a rolling 13-week basis  Preparation of annual report to shareholders  Analyzing and preparation of monthly executive financial reports and responsible for management of all financial processes within the organization.  Drove and delivered financial targets for 3 consecutive years and contributed to the record-breaking year in 2021 with a great Covid bounce back. Show less  Secured over $3M in funding from a variety of federal & state programs including the PPP and Restaurant Revitalization Fund during Covid, in turn generating revenue and keeping the business afloat.  Built cash reserves to 700k, by reducing cost with alternative vendors, and price locking brewing supplies in advance.  Negotiation of multi-year, multi-vendor hop contracts and financial analysis on these contracts, resulting in cost savings of $200K, and in addition turned profit by… Show more  Secured over $3M in funding from a variety of federal & state programs including the PPP and Restaurant Revitalization Fund during Covid, in turn generating revenue and keeping the business afloat.  Built cash reserves to 700k, by reducing cost with alternative vendors, and price locking brewing supplies in advance.  Negotiation of multi-year, multi-vendor hop contracts and financial analysis on these contracts, resulting in cost savings of $200K, and in addition turned profit by supplying other local breweries hops they were unable to source.  Negotiated and secured 1 years’ worth of can inventory on hand during a time of major shortages, allowing us to utilize our distribution partner, to drive more revenue in grocery stores.  Helped drive EBITDA to break even during 2020 in which our business was shuttered for multiple months as the result of the COVID pandemic.  Responsible for building & analyzing financial forecast & budget models across multiple business segments including the taproom and distribution, helping to automize and streamline the process so management can have a quick view of financial state of the business at any moment.  Weekly, monthly, & annual demand forecasting for wholesale distribution and taproom.  Created multiple revenue channels including selling over contracted raw materials such as hops and cans which resulted in over 100k in additional revenue  Drove net expenditure savings by over 5% over the last 3 years  Responsible for cash flow planning & analysis on a rolling 13-week basis  Preparation of annual report to shareholders  Analyzing and preparation of monthly executive financial reports and responsible for management of all financial processes within the organization.  Drove and delivered financial targets for 3 consecutive years and contributed to the record-breaking year in 2021 with a great Covid bounce back. Show less



Cardinal Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Advisor Pharmaceutical Distribution

  • Aug 2017 - Aug 2018

   Managed $200 M distribution revenue including capital assets, operations, accounting close and financial reporting.  Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations of various accounts.  Drafted and reviewed financial statement compilations before being approved by partners.  Provided timely actuals, forecast and budget data for business partners and corporate management. … Show more  Managed $200 M distribution revenue including capital assets, operations, accounting close and financial reporting.  Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations of various accounts.  Drafted and reviewed financial statement compilations before being approved by partners.  Provided timely actuals, forecast and budget data for business partners and corporate management.  Created presentation formats for monthly/quarterly reviews of balance sheet & profit & loss statements.  Worked cross functionally with management and sales leadership team to identify a cost saving opportunity of $5M amount.

• Senior Accountant Nuclear Pharmaceutical Services

  • May 2015 - Sep 2017

   Responsible for managing NPS capital budget & spend exceeding $12M during fiscal year.  Preparation of Capital Acquisition Requests (CAR’s) for all of NPS segment following regulations of GAAP.  Investigated and resolved discrepancies in a monthly budget while always meeting deadlines.  Helped drive capital spend targets of $12M for consecutive fiscal years.  Accounting responsibilities for entire East Region of NPS exceeding 50 pharmacies and over $30M in revenue … Show more  Responsible for managing NPS capital budget & spend exceeding $12M during fiscal year.  Preparation of Capital Acquisition Requests (CAR’s) for all of NPS segment following regulations of GAAP.  Investigated and resolved discrepancies in a monthly budget while always meeting deadlines.  Helped drive capital spend targets of $12M for consecutive fiscal years.  Accounting responsibilities for entire East Region of NPS exceeding 50 pharmacies and over $30M in revenue  Financial statement analysis of the East Region of Pharmacies monthly  Delivered the entire East Region financial statements on a monthly cadence and created a new template that was utilized across the department for all future statements.  Work cross functionally with Finance, Accounting, & Operations to streamline processes to make sure projects got paid on time and on budget.

• Senior Tax Analyst

  • Dec 2013 - May 2015

   Preparation of various federal tax returns (Form 1120) in various segments including Pharmaceutical Distribution, Nuclear, & Medical totaling over $200M. Preparation of various state and local tax returns in the Pharmaceutical Distribution, Nuclear, & Medical segments  Quarterly government lobbying tax analysis  Depreciation and amortization analysis of fixed assets



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Taxation Staff

  • Dec 2012 - Nov 2013

   Preparation of Individual and Corporate Tax Returns (Forms 1120 &1040)  Quarterly Tax Provision Analysis  Preparation of various state and city tax returns for individuals and Fortune 500 corporations  Worked on a large national project that helped determine fraud detection in relation to the mortgage-backed security crisis in 2008  Worked across multiple states and wide-ranging client base  Tax savings analysis for a multitude of clients both domestically and… Show more  Preparation of Individual and Corporate Tax Returns (Forms 1120 &1040)  Quarterly Tax Provision Analysis  Preparation of various state and city tax returns for individuals and Fortune 500 corporations  Worked on a large national project that helped determine fraud detection in relation to the mortgage-backed security crisis in 2008  Worked across multiple states and wide-ranging client base  Tax savings analysis for a multitude of clients both domestically and internationally  Managed and recorded book to tax true ups  Streamlined preparation and analysis of GL accounting using coding system, resulting in a time savings of 15-20 hours monthly  Reduced entry input by 20%, and decreased error by 30% Show less  Preparation of Individual and Corporate Tax Returns (Forms 1120 &1040)  Quarterly Tax Provision Analysis  Preparation of various state and city tax returns for individuals and Fortune 500 corporations  Worked on a large national project that helped determine fraud detection in relation to the mortgage-backed security crisis in 2008  Worked across multiple states and wide-ranging client base  Tax savings analysis for a multitude of clients both domestically and… Show more  Preparation of Individual and Corporate Tax Returns (Forms 1120 &1040)  Quarterly Tax Provision Analysis  Preparation of various state and city tax returns for individuals and Fortune 500 corporations  Worked on a large national project that helped determine fraud detection in relation to the mortgage-backed security crisis in 2008  Worked across multiple states and wide-ranging client base  Tax savings analysis for a multitude of clients both domestically and internationally  Managed and recorded book to tax true ups  Streamlined preparation and analysis of GL accounting using coding system, resulting in a time savings of 15-20 hours monthly  Reduced entry input by 20%, and decreased error by 30% Show less



FedEx Custom Critical

• United States
• Truck Transportation
• 700 & Above Employee

• Business & Finance Analyst Intern

  • Sep 2011 - Oct 2012

   Analyzed capital budgeting including calculation of NPV, modified internal rate of return, and payback periods  Route optimization in logistics analysis and customer project analysis  Advanced benchmark study of FedEx Truckload Brokerage vs. Competitors  National Account Analysis of a variety of customers  Various projects for each of FedEx Custom Critical product offerings including Air Expedite, Surface Expedite, And FedEx Truckload Brokerage  Analyzed capital budgeting including calculation of NPV, modified internal rate of return, and payback periods  Route optimization in logistics analysis and customer project analysis  Advanced benchmark study of FedEx Truckload Brokerage vs. Competitors  National Account Analysis of a variety of customers  Various projects for each of FedEx Custom Critical product offerings including Air Expedite, Surface Expedite, And FedEx Truckload Brokerage



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Tax Intern

  • Jan 2011 - Apr 2011

  -Worked on a variety of tax projects including: tax credit research for sustainability services, and tax provision work -Preparation of individual tax returns (Form 1040) -Preparation of automatic time for extension for individuals (Form 4868) -Research of various foreign entities in regards to their US Income Tax positions -Preparation of Tax Review Memorandums -Tax credit research for Sustainability Services for a variety of clients -Gained valuable work experience in a… Show more -Worked on a variety of tax projects including: tax credit research for sustainability services, and tax provision work -Preparation of individual tax returns (Form 1040) -Preparation of automatic time for extension for individuals (Form 4868) -Research of various foreign entities in regards to their US Income Tax positions -Preparation of Tax Review Memorandums -Tax credit research for Sustainability Services for a variety of clients -Gained valuable work experience in a professional environment and helped build my professional network base Show less -Worked on a variety of tax projects including: tax credit research for sustainability services, and tax provision work -Preparation of individual tax returns (Form 1040) -Preparation of automatic time for extension for individuals (Form 4868) -Research of various foreign entities in regards to their US Income Tax positions -Preparation of Tax Review Memorandums -Tax credit research for Sustainability Services for a variety of clients -Gained valuable work experience in a… Show more -Worked on a variety of tax projects including: tax credit research for sustainability services, and tax provision work -Preparation of individual tax returns (Form 1040) -Preparation of automatic time for extension for individuals (Form 4868) -Research of various foreign entities in regards to their US Income Tax positions -Preparation of Tax Review Memorandums -Tax credit research for Sustainability Services for a variety of clients -Gained valuable work experience in a professional environment and helped build my professional network base Show less



FedEx Ground

• United States
• Freight and Package Transportation
• 700 & Above Employee

• Package Handler

  • Sep 2007 - Dec 2010

  -Sorting of packages requiring memorization of state and zip code destinations -Loading and unloading of trailers in an expedient manner -Sorting of packages requiring memorization of state and zip code destinations -Loading and unloading of trailers in an expedient manner



Ontario School District

• Maintenance Worker

  • May 2007 - Aug 2008

  Landscaped school grounds, painted and maintenance duties as required Landscaped school grounds, painted and maintenance duties as required



Circuit City

• Technology, Information and Internet
• 700 & Above Employee

• Salesman

  • May 2006 - Aug 2007

  Individualized salesmanship of computerized electronics including computers, televisions, & radios Met Sales Projections Individualized salesmanship of computerized electronics including computers, televisions, & radios Met Sales Projections



Brown Derby Road House

• Bus Boy

  • May 2005 - May 2006