Experience

Aegis Protective Services

• United States
• Security and Investigations
• 100 - 200 Employee

• Director of Planning and Strategy

  • May 2021 - Present



Apex Supply Chain Technologies, LLC

• United States
• Information Technology & Services
• 1 - 100 Employee

• Director of Financial Planning and Analysis

  • Apr 2015 - Sep 2020

  Raised debt fundingPrepared and presented monthly board packageDeveloped subscritption programLed finacial portion of diligence for divestitureLed sale-leaseback diligenceLed M&A valuation and diligence,

• Manager of FP&A

  • Feb 2013 - Apr 2015

  Built FP&A teamDefined and implemented annual budgeting and quarterly forecasting processDesigned and implemented Epicor budgeting softwareCreated monthly financial reports, analysis and reporting package



The Camelina Company

• Cincinnati, Ohio Area

• Director of Operations

  • Mar 2012 - Feb 2013

  Generate second round of equity funding for commercial scaling Develop and execute a commercial scale business plan and associated reporting and metrics Develop and maintain relationships with logistics providers, negotiate rates based on forecasted performance Generate second round of equity funding for commercial scaling Develop and execute a commercial scale business plan and associated reporting and metrics Develop and maintain relationships with logistics providers, negotiate rates based on forecasted performance



Axcess Financial

• United States
• Financial Services
• 200 - 300 Employee

• Manager of Forecasting, Planning, and Analysis

  • Sep 2007 - Apr 2012

  Part of leadership team that issued a $200M public bond offering, created a 5 year forecast, ratings agency and sales presentations, and developed and wrote the MD&A and other significant portions of the Offering Memorandum Led the selection and implementation of Cognos planning software, including the RFP process and management of system design and implementation Developed a new forecasting process by channel for income statements, balance sheet, cash flows, and liquidity Created a new reporting package and strategic recommendations for annual Plan and monthly forecast iterations Coordinated multiple product analyses with operations management, leading to record years of revenue growth Developed, presented, and implemented cost management strategies that allowed the company to avoid credit default Show less



United Parcel Service

• Cincinnati, OH

• District Risk Manager

  • May 2005 - Sep 2007



UPS

• United States
• Truck Transportation
• 700 & Above Employee

• Revenue Forecasting and Analysis Supervisor

  • May 2003 - May 2005