Business Manager / Chief Accounting Officer

• Mar 2023 - Present

Family Business Consultant

• Nov 2022 - Mar 2023

** Prepares monthly/annual financial statements, W-2s, 1099s and related reporting for small family businesses. ** Prepares monthly/annual financial statements, W-2s, 1099s and related reporting for small family businesses.

Director of Finance and IT

• Mar 2022 - Oct 2022

** Developed financial, cash flow, and work capital projections to identify trends and opportunities. ** Created pivot tables and dashboard reporting to enable the leadership team to make high-impact decisions for the firm. ** Presented financial results and strategic advice to the board each month. ** Accelerated monthly closing to 1 day; cleaned up numerous financial reports. ** Spearheaded the true-up and correction of prior year 401k compliance testing issues; adjusted payroll… Show more ** Developed financial, cash flow, and work capital projections to identify trends and opportunities. ** Created pivot tables and dashboard reporting to enable the leadership team to make high-impact decisions for the firm. ** Presented financial results and strategic advice to the board each month. ** Accelerated monthly closing to 1 day; cleaned up numerous financial reports. ** Spearheaded the true-up and correction of prior year 401k compliance testing issues; adjusted payroll 401k calculations to include correct components. ** Began work on a hybrid solution with external IT vendor to eventually move all systems to the Cloud. Show less ** Developed financial, cash flow, and work capital projections to identify trends and opportunities. ** Created pivot tables and dashboard reporting to enable the leadership team to make high-impact decisions for the firm. ** Presented financial results and strategic advice to the board each month. ** Accelerated monthly closing to 1 day; cleaned up numerous financial reports. ** Spearheaded the true-up and correction of prior year 401k compliance testing issues; adjusted payroll… Show more ** Developed financial, cash flow, and work capital projections to identify trends and opportunities. ** Created pivot tables and dashboard reporting to enable the leadership team to make high-impact decisions for the firm. ** Presented financial results and strategic advice to the board each month. ** Accelerated monthly closing to 1 day; cleaned up numerous financial reports. ** Spearheaded the true-up and correction of prior year 401k compliance testing issues; adjusted payroll 401k calculations to include correct components. ** Began work on a hybrid solution with external IT vendor to eventually move all systems to the Cloud. Show less

Family Business Consultant

• 2021 - Mar 2022

** Prepared monthly/annual financial statements, W-2s, 1099s and related reporting for small family businesses. ** Prepared monthly/annual financial statements, W-2s, 1099s and related reporting for small family businesses.

Chief Financial Officer

• 2019 - 2021

** Led all finance functions, strategic planning, budgeting, forecasting, payroll, and staff development for $75-$100MM company, with additional responsibilities overseeing IT and HR. ** Collaborated with the COO and other leaders on automation initiatives. ** Implemented initial integration of operations and accounting systems to eliminate duplicative processes. ** Effectively prepared company for a successful external audit. ** Instituted revenue recognition and lease accounting… Show more ** Led all finance functions, strategic planning, budgeting, forecasting, payroll, and staff development for $75-$100MM company, with additional responsibilities overseeing IT and HR. ** Collaborated with the COO and other leaders on automation initiatives. ** Implemented initial integration of operations and accounting systems to eliminate duplicative processes. ** Effectively prepared company for a successful external audit. ** Instituted revenue recognition and lease accounting standards. ** Managed downturn in activity during COVID year and demonstrated leadership required to keep organization profitable. Show less ** Led all finance functions, strategic planning, budgeting, forecasting, payroll, and staff development for $75-$100MM company, with additional responsibilities overseeing IT and HR. ** Collaborated with the COO and other leaders on automation initiatives. ** Implemented initial integration of operations and accounting systems to eliminate duplicative processes. ** Effectively prepared company for a successful external audit. ** Instituted revenue recognition and lease accounting… Show more ** Led all finance functions, strategic planning, budgeting, forecasting, payroll, and staff development for $75-$100MM company, with additional responsibilities overseeing IT and HR. ** Collaborated with the COO and other leaders on automation initiatives. ** Implemented initial integration of operations and accounting systems to eliminate duplicative processes. ** Effectively prepared company for a successful external audit. ** Instituted revenue recognition and lease accounting standards. ** Managed downturn in activity during COVID year and demonstrated leadership required to keep organization profitable. Show less

Contractor/Consultant

• Apr 2019 - Aug 2019

** Served as finance leader during temporary engagements, such as interim Finance Director for Northstar; presented financials to company president and prepared documents for the Board of Directors. ** Handled FP&A, M&A, Fixed Assets, hedge fund reporting, and technical research for Consolidated Container. ** Served as finance leader during temporary engagements, such as interim Finance Director for Northstar; presented financials to company president and prepared documents for the Board of Directors. ** Handled FP&A, M&A, Fixed Assets, hedge fund reporting, and technical research for Consolidated Container.

Vice President & CFO (2012-2018) / Controller & HR Director (2008-2012)

• 2008 - 2018

** Led wide scope including accounting, IT, AR/AP, Risk Management and Payroll; served as the HR Generalist with responsibility for incentive planning, insurance administration and related HR functions. **Upon promotion to C-suite, served on Executive Committee to set strategy for company. ** Developed first-ever employee handbook; created new job descriptions, performance evaluations, and compensation/incentive plans. ** Trained C-suite executives and Board of Directors on budgets… Show more ** Led wide scope including accounting, IT, AR/AP, Risk Management and Payroll; served as the HR Generalist with responsibility for incentive planning, insurance administration and related HR functions. **Upon promotion to C-suite, served on Executive Committee to set strategy for company. ** Developed first-ever employee handbook; created new job descriptions, performance evaluations, and compensation/incentive plans. ** Trained C-suite executives and Board of Directors on budgets, key-performance indicators, and ROI/pricing strategies. ** Raised overall working capital and profitability – moved from operating in debt to nearly $1MM surplus. ** Reduced G&A costs by 30% and lifted EBITDA through process reengineering. ** Increased cash flow by redesigning accounting processes; drastically improved days-sales-outstanding and bad debt. ** Shaved cost by replacing several vendors with new suppliers that offered lucrative pricing. ** Merged three platforms into one new ERP system; collaborated with Sales to create a new CRM platform. Show less ** Led wide scope including accounting, IT, AR/AP, Risk Management and Payroll; served as the HR Generalist with responsibility for incentive planning, insurance administration and related HR functions. **Upon promotion to C-suite, served on Executive Committee to set strategy for company. ** Developed first-ever employee handbook; created new job descriptions, performance evaluations, and compensation/incentive plans. ** Trained C-suite executives and Board of Directors on budgets… Show more ** Led wide scope including accounting, IT, AR/AP, Risk Management and Payroll; served as the HR Generalist with responsibility for incentive planning, insurance administration and related HR functions. **Upon promotion to C-suite, served on Executive Committee to set strategy for company. ** Developed first-ever employee handbook; created new job descriptions, performance evaluations, and compensation/incentive plans. ** Trained C-suite executives and Board of Directors on budgets, key-performance indicators, and ROI/pricing strategies. ** Raised overall working capital and profitability – moved from operating in debt to nearly $1MM surplus. ** Reduced G&A costs by 30% and lifted EBITDA through process reengineering. ** Increased cash flow by redesigning accounting processes; drastically improved days-sales-outstanding and bad debt. ** Shaved cost by replacing several vendors with new suppliers that offered lucrative pricing. ** Merged three platforms into one new ERP system; collaborated with Sales to create a new CRM platform. Show less

Various finance roles

• 1990 - 2008

** First two decades of career were defined by opportunities to showcase skills in accounting & finance, while also demonstrating leadership skills in developing employees to reach their full potential. ** Employers included: ROBERT HALF INTERNATIONAL, Contractor/Consultant (2007 – 2008); LORTZ DIRECT MARKETING, INC., Vice President of Finance (2001 – 2006); INFOGROUP, Large Business Group Controller (1998 – 2001); FIRST DATA CORPORATION, Financial Analysis Manager (1995 – 1998); and HERMAN… Show more ** First two decades of career were defined by opportunities to showcase skills in accounting & finance, while also demonstrating leadership skills in developing employees to reach their full potential. ** Employers included: ROBERT HALF INTERNATIONAL, Contractor/Consultant (2007 – 2008); LORTZ DIRECT MARKETING, INC., Vice President of Finance (2001 – 2006); INFOGROUP, Large Business Group Controller (1998 – 2001); FIRST DATA CORPORATION, Financial Analysis Manager (1995 – 1998); and HERMAN D. WEIST, CPA, Accountant (1990 – 1993) Show less ** First two decades of career were defined by opportunities to showcase skills in accounting & finance, while also demonstrating leadership skills in developing employees to reach their full potential. ** Employers included: ROBERT HALF INTERNATIONAL, Contractor/Consultant (2007 – 2008); LORTZ DIRECT MARKETING, INC., Vice President of Finance (2001 – 2006); INFOGROUP, Large Business Group Controller (1998 – 2001); FIRST DATA CORPORATION, Financial Analysis Manager (1995 – 1998); and HERMAN… Show more ** First two decades of career were defined by opportunities to showcase skills in accounting & finance, while also demonstrating leadership skills in developing employees to reach their full potential. ** Employers included: ROBERT HALF INTERNATIONAL, Contractor/Consultant (2007 – 2008); LORTZ DIRECT MARKETING, INC., Vice President of Finance (2001 – 2006); INFOGROUP, Large Business Group Controller (1998 – 2001); FIRST DATA CORPORATION, Financial Analysis Manager (1995 – 1998); and HERMAN D. WEIST, CPA, Accountant (1990 – 1993) Show less