Experience

ProCFO Partners

• United States
• Business Consulting and Services
• 1 - 100 Employee

• CFO | Principal

  • Mar 2023 - Present

  Woodstock, Illinois, United States



Domestic & General

• United Kingdom
• Financial Services
• 700 & Above Employee

• Vice President of Finance, MI & Service

  • Nov 2021 - Aug 2022

  Schaumburg, Illinois, United States • Built out US Finance and Service teams as business scaled from $0 to $500K monthly revenue. • Established finance processes and helped build systemic reports to manage day to day Finance Operations. • Prioritized system development to aid in scale up of operations to support future growth. • Analyzed operational performance and efficiency to identify trends in plan cancellations and credit card payment failures. • Oversaw all financial operations in the U.S., including budgets… Show more • Built out US Finance and Service teams as business scaled from $0 to $500K monthly revenue. • Established finance processes and helped build systemic reports to manage day to day Finance Operations. • Prioritized system development to aid in scale up of operations to support future growth. • Analyzed operational performance and efficiency to identify trends in plan cancellations and credit card payment failures. • Oversaw all financial operations in the U.S., including budgets, tax, forecasting, and accounts payable and receivable. • Effectively improved the efficiency of credit card payment processing to drive an improvement in plan retention rates and a revenue lift of $350K on $25K in spend annually. • Developed outlooks based on loss models and expected revenue and cancellation curves to aid in forecasting both short term and long term. Show less



Innovation Group North America

• United States
• Insurance
• 200 - 300 Employee

• North American CFO

  • Apr 2018 - May 2021

  Greater Chicago Area • Completed in-depth analyses of risks to control company profile, enhance systems and track legal concerns. • Developed future financial plans to support company objectives. • Set and monitored effective financial policies. • Analyzed operational performance and efficiency to identify and implement cost reduction initiatives and process improvements. • Oversaw all financial operations in the U.S., including budgets, payroll and accounts payable and receivable. • Upskilled and… Show more • Completed in-depth analyses of risks to control company profile, enhance systems and track legal concerns. • Developed future financial plans to support company objectives. • Set and monitored effective financial policies. • Analyzed operational performance and efficiency to identify and implement cost reduction initiatives and process improvements. • Oversaw all financial operations in the U.S., including budgets, payroll and accounts payable and receivable. • Upskilled and professionalized finance team into value added business partner focused team. • Implemented several processes to improve business partnership, including 13 week cash forecast, weekly flash vs. budget, full year forecast, weekly KPI reporting, and monthly business reviews. • Monetized accounts payable function through use of virtual cards bringing rebates of $1M annually. Show less



GVW Parts

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• CFO

  • Apr 2015 - Apr 2018

  Rolling Meadows, Illinois, United States • Oversaw all finance, accounting, and IT functions for the company, including, but not limited to FP&A, Reporting, A/P, A/R, Tax, Cash Management, and Credit Insurance. • Led business transformation process within our Distribution Roadmap and set goals and objectives around performance and timing leading to a 10% sales improvement and reduction in freight expense. (Approx $500K in EBITDA annually) • Instituted daily, weekly, and monthly scorecards to drive improved sales performance and… Show more • Oversaw all finance, accounting, and IT functions for the company, including, but not limited to FP&A, Reporting, A/P, A/R, Tax, Cash Management, and Credit Insurance. • Led business transformation process within our Distribution Roadmap and set goals and objectives around performance and timing leading to a 10% sales improvement and reduction in freight expense. (Approx $500K in EBITDA annually) • Instituted daily, weekly, and monthly scorecards to drive improved sales performance and reduce costs. • Upgraded talent in the finance department and reduced payroll dollars by automation and streamlining of processes and reporting. • Streamlined process to eliminate 4 days from close process. • Instituted new sales commission programs to improve predictability of expense and drive sales growth. • Manage KPI process and scoring through tracking of initiatives. • Lead monthly Board meeting with HoldCo driving discussion on performance and opportunities. • Oversee implementation and discovery processes for new ERP. Show less



Sears

• United States
• Retail
• 700 & Above Employee

• Director, Finance

  • Aug 2012 - Apr 2015

  Hoffman Estates, IL 02/14 - 04/15 • CFO/COO for Replacement Parts business ($300MM Revenue), with full P&L responsibility, and responsibility for Finance, Pricing, and Business Analytics for the business. Acting GM from Jan 15 - Apr 15 • Drove incremental profit of $5MM in 2014 through pricing activities. • Improved profit by $5MM through actionable analytics involving call center efficiencies and distribution costs. • Key decision maker on real estate strategy in driving increased profit of $2MM in… Show more 02/14 - 04/15 • CFO/COO for Replacement Parts business ($300MM Revenue), with full P&L responsibility, and responsibility for Finance, Pricing, and Business Analytics for the business. Acting GM from Jan 15 - Apr 15 • Drove incremental profit of $5MM in 2014 through pricing activities. • Improved profit by $5MM through actionable analytics involving call center efficiencies and distribution costs. • Key decision maker on real estate strategy in driving increased profit of $2MM in 2014. • Created Business Analytics team to improve P&L analytics and drive actionable business changes to improve profit. • Reduced distribution expense by $3MM through identifying key areas of waste inside the network. 08/12 - 02/14 • Lead finance partner for replacement parts, extended warranties, and call center businesses. • Streamlined FP&A process for each business and created 18 month rolling forecast process. • Drove improved profit of $4MM through call center cost reductions by driving key metrics, such as, average handle time, average speed to answer, occupancy rate, service levels, and contact rates.

• Business Finance Manager

  • Jun 2009 - Aug 2012

  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals. • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs. • Drove cost reduction efforts of $2MM in 2011 through improved visibility and analytics of call center payroll efficiency by driving key metrics (Average Handle Time, Cost per Contact, Service Levels, etc.).

• Sr. Financial Analyst

  • Aug 2006 - Jun 2009

  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts. • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends. • Developed business cases around call center outsourcing ($4MM savings) and VOIP conversion ($8MM savings) • Consolidated financial data and materials for key leadership meetings. • Monitored and analyzed financial, statistical and operational data trends.



Terlato Wine Group

• Financial Analyst

  • 2005 - 2006



Invensys Controls

• Forecast Analyst

  • 2004 - 2005



Chase

• Accounting Specialist

  • 2002 - 2004