Experience

FLOCK Specialty Finance

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2022 - 1 year 1 month

  Atlanta Metropolitan Area Chief Financial Officer and Member of Board of Directors Brought in by the CEO as a senior executive to operate as the "Right Hand" to the CEO for this high growth business. Tasked with being a hands on financial and strategic leader to help reshape and prepare the Company for future growth. Manage the overall capital structure of the business including the primary advocate for strategic growth planning and capital raising.



Aprio

• United States
• Professional Services
• 700 & Above Employee

• CFO Advisory Services

  • Aug 2022 - Jan 2023

  Atlanta Metropolitan Area Offer interim / fractional Chief Financial Officer (CFO) & Chief Operating Officer (COO) advisory services to small to middle market businesses. Specialize in strategy development, financial and operations executive outsourcing, M&A transactions, integration planning, FP&A, BI implementations, and capital raising.



American Valve, Inc

• United States
• Automation Machinery Manufacturing

• Chief Financial Officer

  • Apr 2018 - Jun 2022

  Greater Atlanta Area Hired by CEO as an executive leader and trusted partner to implement organizational changes in accounting/finance, operations, and overall corporate strategy. Involved in managing all aspects of the Company as a hands-on transformation advocate and strategic advisor focused on improving financial performance (drive to profitability), overhauling operations, and enhancing corporate value. Tasked as the senior finance leader to update policies, modernize processes, and affect changes which… Show more Hired by CEO as an executive leader and trusted partner to implement organizational changes in accounting/finance, operations, and overall corporate strategy. Involved in managing all aspects of the Company as a hands-on transformation advocate and strategic advisor focused on improving financial performance (drive to profitability), overhauling operations, and enhancing corporate value. Tasked as the senior finance leader to update policies, modernize processes, and affect changes which optimized performance and generated procedural efficiencies, introduce technology solutions and process automation, improve morale and establish transparency and trust across business segments that resulted in improved operating performance. Key tasks include: strategy development; accounting (GAAP) and GL management; financial reporting; audit/review oversite; financial analysis (FP&A); treasury management; debt/liquidity administration; modeling/forecasting and budget planning; risk management; recruiting; and directing all HR functions. - Significantly reduced overhead and other SG&A expenses which improved operating margins by over 10% - Led a transaction to refinance existing bank debt with a new ABL facility which netted an incremental $2MM of overall liquidity. Show less



Corporate Finance & Strategy Advisor - self employed

• Corporate Finance and Strategy Advisor | CFO Services

  • Jan 2017 - Dec 2019

  Greater Atlanta Area Value adding thought leader and partner to small and mid- sized businesses ranging from start-up (venture or private equity-backed) endeavors to mature companies. Strategy Consulting: providing small/mid-sized businesses advice on: corporate strategy; investment/acquisition (M&A) planning, analysis, & due diligence; integration; growth initiatives; transaction structuring/financing; marketing/business plan creation; research; and, process improvement changes. CFO Services:… Show more Value adding thought leader and partner to small and mid- sized businesses ranging from start-up (venture or private equity-backed) endeavors to mature companies. Strategy Consulting: providing small/mid-sized businesses advice on: corporate strategy; investment/acquisition (M&A) planning, analysis, & due diligence; integration; growth initiatives; transaction structuring/financing; marketing/business plan creation; research; and, process improvement changes. CFO Services: acting in CFO capacity with responsibility for: modeling; financial analysis (FP&A); banking & treasury (merchant services/credit assessment); debt/liquidity management (covenant compliance); capital planning; cash management; cost cutting & containment; budgeting/forecasting; risk management; and, efficiency creation. Show less



First Advantage

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

• Vice President of Finance and Corporate Treasurer | Global Head of Credit and Collections

  • Apr 2013 - May 2016

  Atlanta, GA First Advantage Corporation is a provider of risk management services including employment background screening, drug testing, skills assessments and fingerprinting services, with offices located in North America, Europe, and the Asia/Pacific region. At the time, company was private equity owned by STG. Brought on by senior management to support the M&A activities of its Private Equity owners, direct banking relationships, and facilitate all treasury, banking, and merchant processing… Show more First Advantage Corporation is a provider of risk management services including employment background screening, drug testing, skills assessments and fingerprinting services, with offices located in North America, Europe, and the Asia/Pacific region. At the time, company was private equity owned by STG. Brought on by senior management to support the M&A activities of its Private Equity owners, direct banking relationships, and facilitate all treasury, banking, and merchant processing integrations for recent acquisitions. Managed all cash forecasting, reporting, capital allocations, and liquidity management across the organization. Served as the primary contact for all corporate banking and rating agency relations and took lead in financial reporting to quarterly Board of Directors’ audit committee. Planned and directed global treasury operations, managed all merchant and payment processing activities while working in close collaboration with in-country finance leaders to guide cash/treasury functions, debt, and liquidity management. Improving Operations: Simplified treasury operations, payment processing and merchant services analysis, consolidated banking relationships, and streamlined processes to minimize stress on various business units. Reduced DSO metrics, trending toward further improvement in 2016 by implementing process changes. Enhancing Financial Performance: Identified and realized millions of dollars in cost savings/synergies from capital expenditures and other major contracts. Optimized management of millions of dollars in monthly cash spend for domestic business, through the creation and implementation of dynamic forecasting model and working capital process management. Show less



SunTrust Robinson Humphrey, Inc.

• United States
• Investment Banking

• Vice President, Syndicated and Leveraged Finance (SLF)

  • Jun 2008 - Apr 2013

  Greater Atlanta Area SunTrust Robinson Humphrey Inc. is a subsidiary of SunTrust Bank. Provides investment banking, M&A, management buyout, recapitalization, private placement, spin-offs and split-offs, Private Equity, IPO, capital structuring, risk management and fairness opinion advisory services. Leveraged more than eight years of credit experience with the Bank of America to help navigate the bank through the early stages of the most severe financial crisis since the Great Depression. Directed all… Show more SunTrust Robinson Humphrey Inc. is a subsidiary of SunTrust Bank. Provides investment banking, M&A, management buyout, recapitalization, private placement, spin-offs and split-offs, Private Equity, IPO, capital structuring, risk management and fairness opinion advisory services. Leveraged more than eight years of credit experience with the Bank of America to help navigate the bank through the early stages of the most severe financial crisis since the Great Depression. Directed all aspects of SLF origination and execution across multiple sectors for corporate (public and private) as well as private equity owned businesses. Served as a Trusted Advisor and Strategic Partner to the Business and the Client: Advised C-suite, private equity principals, senior leaders and management teams, as well as Board of Directors on M&A strategies and planning (including target identification, analysis, due diligence, synergy and cost savings determination and valuations), transaction structuring, capital markets reviews, credit structuring and financial strategy. Teamed with public, private and private equity (PE)-backed firms across Consumer, Retail, Healthcare, Financial Services, Telecom, and Technology (FinTech) including payment and merchant processors industries. Completed financing transactions for acquisitions (M&A), recapitalizations, refinancings and leveraged/workout deals. Executed multiple deals across various sectors, including acquisition financing of $1.3B for consumer client as well as $350M high-yield offering for pharmaceutical company. Show less



Banc of America Securities

• Vice President, Leveraged Finance, Syndicated Loan Capital Markets (SLCM)

  • Jul 2007 - May 2008

  Charlotte, North Carolina Area Banc of Americal Securities, LLC, was an Investment banking subsidiary of Bank of America that merged with Merrill Lynch in 2008, to form Bank of America Merrill Lynch. Transferred by management from Bank of America’s Global Portfolio Management to an expanded role within SLCM. Planned and directed the efforts of four professionals providing support in deal origination, due diligence processes, negotiations and closings representing some of the bank’s most valued middle-market clients.… Show more Banc of Americal Securities, LLC, was an Investment banking subsidiary of Bank of America that merged with Merrill Lynch in 2008, to form Bank of America Merrill Lynch. Transferred by management from Bank of America’s Global Portfolio Management to an expanded role within SLCM. Planned and directed the efforts of four professionals providing support in deal origination, due diligence processes, negotiations and closings representing some of the bank’s most valued middle-market clients. Serving as the Voice and Face of the Bank: Personally, represented the bank facilitating business development through in-person client and investor/lender presentations Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President, Global Portfolio Management

  • 2000 - 2007

  Dallas, TX Bank of America is the second-largest bank holding company in the US and 26th largest company by revenue. Joined Bank of America (BofA) following completion of MBA in 2000. Served as a Senior Analyst thenAssociate In the Global Corporate and Investment Banking (GCIB), Global Portfolio Management before receiving a promotion to VP, Global Portfolio Management in 2005. Initially focused on underwriting for insurance, brokers and finance companies before moving into an expanded role… Show more Bank of America is the second-largest bank holding company in the US and 26th largest company by revenue. Joined Bank of America (BofA) following completion of MBA in 2000. Served as a Senior Analyst thenAssociate In the Global Corporate and Investment Banking (GCIB), Global Portfolio Management before receiving a promotion to VP, Global Portfolio Management in 2005. Initially focused on underwriting for insurance, brokers and finance companies before moving into an expanded role managing 20 large client relationships with a multibillion dollar portfolio of credit commitments. Underwriting Multibillion Dollar Credit Deals: Underwrote bridge loan for acquisition of a large Life Insurance company – the largest bridge loan executed to that point. Additionally, was lead underwriter on a bridge acquisition financing to support Marsh & McLennan Companies, Inc. (MMC) acquisition of Kroll, Inc. Show less



Power Comm Interactive Systems, LLC

• Finance Director| Controller | Analyst

  • 1996 - 1999

  Atlanta, GA Power Comm was a start-up wireless/telecom business that was creating de novo products to remotely read electric, gas and water meters, as well as other ancillary applications. Recruited out of college, as one of original five-person team. Created financial models, collaborated on business plan development and oversaw all financial and accounting functions (payroll, AP, AR, investments, investor relations). Elected to its Board of Directors in 1998. Returned to University in… Show more Power Comm was a start-up wireless/telecom business that was creating de novo products to remotely read electric, gas and water meters, as well as other ancillary applications. Recruited out of college, as one of original five-person team. Created financial models, collaborated on business plan development and oversaw all financial and accounting functions (payroll, AP, AR, investments, investor relations). Elected to its Board of Directors in 1998. Returned to University in 1999 to obtain MBA. Show less