Director

• 2018 - Present

OVERVIEW: I planned and directed all work aspects of a consulting firm, managing the full cycles of client engagements. Within client companies, I served as a CFO, COO or CEO depending on the requirements of the organization. I coached and led teams of up to 50, as well as managing 9-figure budgets. CONTEXT: Engagements: (1) Nationwide Chemical Manufacturer – I was brought in as the COO to turn around their operations due to prior management issues; (2) Industrial… Show more OVERVIEW: I planned and directed all work aspects of a consulting firm, managing the full cycles of client engagements. Within client companies, I served as a CFO, COO or CEO depending on the requirements of the organization. I coached and led teams of up to 50, as well as managing 9-figure budgets. CONTEXT: Engagements: (1) Nationwide Chemical Manufacturer – I was brought in as the COO to turn around their operations due to prior management issues; (2) Industrial Manufacturer – I was tasked with stabilizing the company by preparing immediate 13-week cashflows; then, I conducted a full business analysis for M&A preparation; (3) Business Operation – I prepared quality of earnings and developed all sales strategies for a business unit divestiture. HIGHLIGHTS: ☑ Conducted full review of inventory and purchasing management, leading to: 25% reduction in expenditures within the first 30 days; 7% or more potential savings by identifying new vendors and competitive pricing; and million-dollar reduction in annual overtime costs through full operations overhaul at under-performing plants. ☑ Initiated weekly management meetings within 2 weeks for all management and operations to focus on cash management and receivables turnover, leading to a 20% reduction in outstanding receivables. ☑ Enabled the company to pursue financing/strategy on M&A targets by reviewing all company liabilities/assets and submitting strategy reports to senior management. Show less OVERVIEW: I planned and directed all work aspects of a consulting firm, managing the full cycles of client engagements. Within client companies, I served as a CFO, COO or CEO depending on the requirements of the organization. I coached and led teams of up to 50, as well as managing 9-figure budgets. CONTEXT: Engagements: (1) Nationwide Chemical Manufacturer – I was brought in as the COO to turn around their operations due to prior management issues; (2) Industrial… Show more OVERVIEW: I planned and directed all work aspects of a consulting firm, managing the full cycles of client engagements. Within client companies, I served as a CFO, COO or CEO depending on the requirements of the organization. I coached and led teams of up to 50, as well as managing 9-figure budgets. CONTEXT: Engagements: (1) Nationwide Chemical Manufacturer – I was brought in as the COO to turn around their operations due to prior management issues; (2) Industrial Manufacturer – I was tasked with stabilizing the company by preparing immediate 13-week cashflows; then, I conducted a full business analysis for M&A preparation; (3) Business Operation – I prepared quality of earnings and developed all sales strategies for a business unit divestiture. HIGHLIGHTS: ☑ Conducted full review of inventory and purchasing management, leading to: 25% reduction in expenditures within the first 30 days; 7% or more potential savings by identifying new vendors and competitive pricing; and million-dollar reduction in annual overtime costs through full operations overhaul at under-performing plants. ☑ Initiated weekly management meetings within 2 weeks for all management and operations to focus on cash management and receivables turnover, leading to a 20% reduction in outstanding receivables. ☑ Enabled the company to pursue financing/strategy on M&A targets by reviewing all company liabilities/assets and submitting strategy reports to senior management. Show less

CFO

• 2017 - 2018

OVERVIEW: I oversaw all financial functions and activities, managing 7-figure budgets and delivering full budgeting/MD&A presentations to the Board. Leading and coaching a team of 10+, I reported directly to the CEO. In this capacity, I identified multiple assets and targets for divestiture as well as multiple acquisitions, and I worked on deals and negotiations for both. CONTEXT: Company positioned with a large asset portfolio and low operations with the intent to IPO or… Show more OVERVIEW: I oversaw all financial functions and activities, managing 7-figure budgets and delivering full budgeting/MD&A presentations to the Board. Leading and coaching a team of 10+, I reported directly to the CEO. In this capacity, I identified multiple assets and targets for divestiture as well as multiple acquisitions, and I worked on deals and negotiations for both. CONTEXT: Company positioned with a large asset portfolio and low operations with the intent to IPO or be acquired. Brought in to help facilitate a software implementation and prepare the company for an IPO/buyout. HIGHLIGHTS: ☑ Generated 7-figure total in operational savings and potential future liabilities by divesting multiple asset packages. Additionally, acquired 3 different fields that added profitable operations and an upside with future asset exploitation; worked with the Board to capitalize on assets by creating drilling and operations plans. ☑ Brought royalty payments quickly up to date (previously 6 months in arrears) as part of the software conversion that included a push-to-close initiative. Show less OVERVIEW: I oversaw all financial functions and activities, managing 7-figure budgets and delivering full budgeting/MD&A presentations to the Board. Leading and coaching a team of 10+, I reported directly to the CEO. In this capacity, I identified multiple assets and targets for divestiture as well as multiple acquisitions, and I worked on deals and negotiations for both. CONTEXT: Company positioned with a large asset portfolio and low operations with the intent to IPO or… Show more OVERVIEW: I oversaw all financial functions and activities, managing 7-figure budgets and delivering full budgeting/MD&A presentations to the Board. Leading and coaching a team of 10+, I reported directly to the CEO. In this capacity, I identified multiple assets and targets for divestiture as well as multiple acquisitions, and I worked on deals and negotiations for both. CONTEXT: Company positioned with a large asset portfolio and low operations with the intent to IPO or be acquired. Brought in to help facilitate a software implementation and prepare the company for an IPO/buyout. HIGHLIGHTS: ☑ Generated 7-figure total in operational savings and potential future liabilities by divesting multiple asset packages. Additionally, acquired 3 different fields that added profitable operations and an upside with future asset exploitation; worked with the Board to capitalize on assets by creating drilling and operations plans. ☑ Brought royalty payments quickly up to date (previously 6 months in arrears) as part of the software conversion that included a push-to-close initiative. Show less

Senior Vice President - Finance & Operations

• 2016 - 2017

OVERVIEW: SVP, Finance & Operations (2017) VP, Finance (2016-2017) I directed a team of over 7 and reported to both the CFO and CEO. Planning and administering 8-figure annual budgets, I created all reporting and projections for quarterly Board meetings. CONTEXT: I was hired to bring structure and help ensure proper growth for a franchisee of Verizon Wireless with retail stores in 7 states and a franchisor of a home-based services business brand, as well as… Show more OVERVIEW: SVP, Finance & Operations (2017) VP, Finance (2016-2017) I directed a team of over 7 and reported to both the CFO and CEO. Planning and administering 8-figure annual budgets, I created all reporting and projections for quarterly Board meetings. CONTEXT: I was hired to bring structure and help ensure proper growth for a franchisee of Verizon Wireless with retail stores in 7 states and a franchisor of a home-based services business brand, as well as improve the process of reporting to the Board of Directors. Subsequently, within 1 year, I was promoted to oversee financial and operational functions. HIGHLIGHTS: ☑ Facilitated the transfer of more timely information to the Board in order to aid the decision-making process. Developed all budgeting and financial projection packages for reporting to the Board, including detailed market and pricing analysis on the new product line. ☑ Generated mid 6-figure savings in outside legal fees over a 4-month period by stepping in as the SVP of Legal to complete the company’s 50-state Franchise Disclosure Document (FDD). Produced all warranties, service agreements, and other legal documents; reviewed legal documentation for M&A initiatives. ☑ Improved JIT ordering, fulfillment, and response time issues by serving as the SVP of Operations. Show less OVERVIEW: SVP, Finance & Operations (2017) VP, Finance (2016-2017) I directed a team of over 7 and reported to both the CFO and CEO. Planning and administering 8-figure annual budgets, I created all reporting and projections for quarterly Board meetings. CONTEXT: I was hired to bring structure and help ensure proper growth for a franchisee of Verizon Wireless with retail stores in 7 states and a franchisor of a home-based services business brand, as well as… Show more OVERVIEW: SVP, Finance & Operations (2017) VP, Finance (2016-2017) I directed a team of over 7 and reported to both the CFO and CEO. Planning and administering 8-figure annual budgets, I created all reporting and projections for quarterly Board meetings. CONTEXT: I was hired to bring structure and help ensure proper growth for a franchisee of Verizon Wireless with retail stores in 7 states and a franchisor of a home-based services business brand, as well as improve the process of reporting to the Board of Directors. Subsequently, within 1 year, I was promoted to oversee financial and operational functions. HIGHLIGHTS: ☑ Facilitated the transfer of more timely information to the Board in order to aid the decision-making process. Developed all budgeting and financial projection packages for reporting to the Board, including detailed market and pricing analysis on the new product line. ☑ Generated mid 6-figure savings in outside legal fees over a 4-month period by stepping in as the SVP of Legal to complete the company’s 50-state Franchise Disclosure Document (FDD). Produced all warranties, service agreements, and other legal documents; reviewed legal documentation for M&A initiatives. ☑ Improved JIT ordering, fulfillment, and response time issues by serving as the SVP of Operations. Show less

Manager, General Ledger, Accrual & Revenue Accounting

• 2014 - 2016

OVERVIEW: I directed a team of over 8 and reported to the Controller/CAO. Managing budgets for 4 different departments, I contributed to multiple departmental set-ups and provided critical information on strategic matters. CONTEXT: I was hired to drive departmental improvements. Based on my success with this department, I was asked by upper management to take over another established department and create 2 new departments. HIGHLIGHTS: ☑ Created and… Show more OVERVIEW: I directed a team of over 8 and reported to the Controller/CAO. Managing budgets for 4 different departments, I contributed to multiple departmental set-ups and provided critical information on strategic matters. CONTEXT: I was hired to drive departmental improvements. Based on my success with this department, I was asked by upper management to take over another established department and create 2 new departments. HIGHLIGHTS: ☑ Created and implemented a leadership program within the departments to develop the next line of leaders. Set up 3 leaders to direct and take 4 departments forward following departure in 2016. ☑ Inherited and reversed prior history of missed deadlines by creating processes, SOX documentation, and deadline adherence procedures for all departments. Achieved fulfillment of all existing deadlines within 90 days of arrival, as well as all new departments meeting deadlines within 30 days going forward. ☑ Enabled the company to secure additional properties in asset trades by analyzing outside parties’ assets/operations and identifying key metrics that proved the superiority of Eclipse’s assets vs. competitors. ☑ Freed up time for the Legal team to take on more critical objectives by volunteering to take over lease contract review for the entire company. Show less OVERVIEW: I directed a team of over 8 and reported to the Controller/CAO. Managing budgets for 4 different departments, I contributed to multiple departmental set-ups and provided critical information on strategic matters. CONTEXT: I was hired to drive departmental improvements. Based on my success with this department, I was asked by upper management to take over another established department and create 2 new departments. HIGHLIGHTS: ☑ Created and… Show more OVERVIEW: I directed a team of over 8 and reported to the Controller/CAO. Managing budgets for 4 different departments, I contributed to multiple departmental set-ups and provided critical information on strategic matters. CONTEXT: I was hired to drive departmental improvements. Based on my success with this department, I was asked by upper management to take over another established department and create 2 new departments. HIGHLIGHTS: ☑ Created and implemented a leadership program within the departments to develop the next line of leaders. Set up 3 leaders to direct and take 4 departments forward following departure in 2016. ☑ Inherited and reversed prior history of missed deadlines by creating processes, SOX documentation, and deadline adherence procedures for all departments. Achieved fulfillment of all existing deadlines within 90 days of arrival, as well as all new departments meeting deadlines within 30 days going forward. ☑ Enabled the company to secure additional properties in asset trades by analyzing outside parties’ assets/operations and identifying key metrics that proved the superiority of Eclipse’s assets vs. competitors. ☑ Freed up time for the Legal team to take on more critical objectives by volunteering to take over lease contract review for the entire company. Show less

Manager of Accounting

• Oct 2011 - 2014

OVERVIEW: I oversaw the entire department, directing a team of 5 and reporting to the CEO. In this role, I managed 8-figure annual budgets, planned and instituted weekly meetings (reviewing financial projections, cash flow, progress billings, and receivables turnover), and implemented cross-training to ensure operational continuity. CONTEXT: I was brought on board to replace the retiring Controller and implement new accounting software to aid the organization’s transition… Show more OVERVIEW: I oversaw the entire department, directing a team of 5 and reporting to the CEO. In this role, I managed 8-figure annual budgets, planned and instituted weekly meetings (reviewing financial projections, cash flow, progress billings, and receivables turnover), and implemented cross-training to ensure operational continuity. CONTEXT: I was brought on board to replace the retiring Controller and implement new accounting software to aid the organization’s transition from an oil & gas to a construction company. HIGHLIGHTS: ☑ Led the conversion and full system implementation for a new construction software package, including training for accounting team members and developing reporting packages for management. Enabled substantial cost savings by allowing for real-time adjustments with the new data. ☑ Researched, identified, and implemented a brand-new benefits package for 150+ employees. Reduced employees’ monthly costs on similar benefits package (while adding STD, life, and vision coverage) while concurrently saving the company $35 per employee per month. Show less OVERVIEW: I oversaw the entire department, directing a team of 5 and reporting to the CEO. In this role, I managed 8-figure annual budgets, planned and instituted weekly meetings (reviewing financial projections, cash flow, progress billings, and receivables turnover), and implemented cross-training to ensure operational continuity. CONTEXT: I was brought on board to replace the retiring Controller and implement new accounting software to aid the organization’s transition… Show more OVERVIEW: I oversaw the entire department, directing a team of 5 and reporting to the CEO. In this role, I managed 8-figure annual budgets, planned and instituted weekly meetings (reviewing financial projections, cash flow, progress billings, and receivables turnover), and implemented cross-training to ensure operational continuity. CONTEXT: I was brought on board to replace the retiring Controller and implement new accounting software to aid the organization’s transition from an oil & gas to a construction company. HIGHLIGHTS: ☑ Led the conversion and full system implementation for a new construction software package, including training for accounting team members and developing reporting packages for management. Enabled substantial cost savings by allowing for real-time adjustments with the new data. ☑ Researched, identified, and implemented a brand-new benefits package for 150+ employees. Reduced employees’ monthly costs on similar benefits package (while adding STD, life, and vision coverage) while concurrently saving the company $35 per employee per month. Show less

E&P Accountant

• 2010 - 2011

Senior Accountant

• 2008 - 2010

Senior Accountant

• 2006 - 2008