President

• Oct 2022 - Present

Chief Operating Officer

• Jan 2022 - Oct 2022

Chief Financial Officer

• Apr 2017 - Jan 2022

Chief financial executive with direct oversight and responsibility for the company’s accounting,finance/treasury, supply chain management, human resources, legal, and information technology functions. - Professionalized the accounting and finance functions by using my SOX / internal-control background. Successfully scaled policies and procedures seen at the Fortune 500 level to meet the needs of the business.- Developed the annual budgeting process and monitored performance against established targets. This included the development of weekly flash reporting to key members of management and the board.- Negotiated favorable terms with financial institutions to renew the company’s secured line of credit. Separately reduced the company’s outstanding liability on a subordinated note by 30% during tenure.- Successfully applied for fully forgiven PPP loans. Also restructured the company’s subordinated note by utilizing the Main Street Lending Program, effectively reducing our outstanding debt interest by 9% annually.- Led efforts to identify and implement a third party ERP solution with a core focus on increasing operational efficiencies and entity-wide communication.- Developed and implemented HR initiatives such as performance management tools, the annual review processes, recruiting policies and procedures, and the identification and review of employee benefit programs. Focus on implementing defined culture, increasing employee retention, solidifying a written employee handbook, and responding to applicable governmental agencies as needed.- Reviewed and negotiated all key customer purchase orders / supply agreements, standardized the mechanic's lien calendar and process, and led legal actions in both plaintiff and defendant roles.- Supply chain management included purchasing, vendor management, receiving and internal material handling, as well as establishing strategic supplier relationships.

Senior Manager

• Sep 2008 - Mar 2017

2008 - 2013 located in Kansas City, MO (Associate & Senior Associate) - Specialized in financial services and technology industries and served as a key contributor on audit engagements for both Fortune 500 and private clients. Member of the senior associate market development group and diversity inclusion council. 2013 - 2017 located in Monroe, LA (Manager and Senior Manager) - Recruited to this office as the lead manager / senior manager of KPMG's blue-chip client in the technology and telecommunications industry. Led a core team of approximately 15 CPAs on the audit as well as cross-functional management of tax and advisory professionals. - Performed review and audit procedures for numerous 10Q/K filings, debt offerings, M&A transactions, carve-outs, and subsidiary reports.

Intern

• Mar 2006 - May 2008