Corporate Treasurer & Secretary

• Apr 2023 - Present

Vice President Finance

• Oct 2022 - Present

Director of Finance and Accounting

• May 2022 - Sep 2022

Director of Financial Planning and Analysis

• Dec 2021 - May 2022

Over $1B Oil & Gas Cooperative

Chief Financial Officer

• Apr 2021 - Nov 2021

Environmental, Demolition & Salvage services and own 2 Power Plants in Michigan 400 employees & contract laborers -- Over $100MM Environmental, Demolition & Salvage services and own 2 Power Plants in Michigan 400 employees & contract laborers -- Over $100MM

Chair Of The Board Of Directors

• Jul 2016 - Apr 2021

Non-profit -- Aging and Disability services, Council on Aging Consists of 27 Board members 2019 - 2021 -- Board Chair 2018 - 2019 -- Treasurer 2016 - 2021 -- Board Member (27 Board members) Non-profit -- Aging and Disability services, Council on Aging Consists of 27 Board members 2019 - 2021 -- Board Chair 2018 - 2019 -- Treasurer 2016 - 2021 -- Board Member (27 Board members)

Chief Financial Officer | Vice President | Treasurer

• Aug 2015 - Apr 2021

Commercial Real Estate - 19 States and 6.7MM square feet *Financed/Refinanced average of $100MM in 2019 & 2018 including a $34.5MM CMBS deal *Strategically manage and direct the capital structure of the enterprise in support of Regency's goals *Oversee cash flow planning and overall working capital management, as well as Risk Management and Treasury Management functions working in capital markets to arrange various financing structures *Serve as Corporate Lead in annual capital raises to fund aggressive corporate growth strategy *Accurately report to various constituencies of Regency's historical financial results while managing capital planning for development, acquisitions, dispositions, and joint ventures, as well as ongoing operating properties *Arrange and negotiate corporate and property financing, treasury, financial reporting, financial planning, including budgeting and forecasting, financial analysis, tax planning, and tax compliance *Serve in lead role in ensuring effective and timely communication and reporting to the Board of Managers and respective committees, government and regulatory entities, investors, joint venture partners, and lenders *Establish and supervise financial systems, procedures and controls to ensure compliance with best practice and industry standards Show less

Chief Financial Officer | Treasurer | Secretary

• May 2014 - Jul 2015

Koch Enterprise Portfolio Company World's largest Domestic and International Rebuilder of heavy duty, off-road, powertrain components and hydraulic cylinders (Outside of OEMs) - $120MM *Managed credit risk through downturn in mining industry while leading company through overseas joint ventures, as well as through ERP conversion while looking for Director of I/T *Assembled policies and procedures in all areas of responsibility, as well as across the company *Implemented a strategy to improve key working capital components and strengthened internal controls by shifting responsibilities across various departments *Led the Accounting, Credit, and I/T Departments while serving as Treasurer and Secretary of Board of Directors *Successfully altered company perception of surplus and obsolete inventory, as well as management of each Show less

Controller

• Oct 2008 - May 2014

Brenntag AG -- World's largest chemical distributor & Brenntag Mid-South -- Largest operating company - $1.3B in revenues at the time *Managed all financial functions, including reporting, budgeting, forecasting, capital expenditures, cash flow, customer credit, inventory aging, finance, A/R, A/P and I/T *Supervised four (4) direct staff and thirty-six (36) indirect staff *Executed due diligence requirements and complete integration for $40MM acquired acquisition, as well as full integration of $400MM merger of another Brenntag region into Brenntag Mid-South *Attended quarterly board meeting presentations regarding financial review, risk exposure, and working capital review, as well as budget meetings described as "World Class" by Brenntag AG CEO *Presented annual budget to Brenntag North America office, as well as Brenntag Germany CEO and CFO *Assisted in the implementation of various inventory aging reports in order to identify slow moving inventory to increase inventory turns *Reduced DSO to lowest levels in organization history and improved DPO to allow largest differential to ratios between DSO and DPO *Received Exemplary Status on rigorous internal audits *Saved over $200k to reduced annual bank fees by negotiating, eliminating, and bidding out various services Show less

Sr. Financial Analyst & Auditor

• Feb 2006 - Oct 2008

$3B Infant Formula Manufacturer & Other Products *Oversaw all financial aspects related to the U.S. Salesforce, as well as one of the largest P&L impacts (WIC rebates) through projections, budget and strategy plan accuracy involving birth trends and contract language *Audited various states through existing WIC contracts with the company while working on various projects as Finance Lead to determine if early state products were ready to go to market *Received exemplary status on rigorous internal audits *Identified more than $2MM in potential overpayments to states on WIC rebates dating back five (5) years *Recovered over $500k in overpayments to states in WIC rebates Show less

Chief Financial Officer

• 2004 - 2006

$70MM revenue Non-profit organization -- Senior Housing, Head Start, etc. $70MM revenue Non-profit organization -- Senior Housing, Head Start, etc.

Division Controller

• 2000 - 2003

Division headquarters opened in Birmingham, AL Division headquarters opened in Birmingham, AL

Operations & Controls Manager

• Jun 1999 - Oct 2000

Compliance and Financial Oversight over portions of 3 states - IN, KY & IL Series 6, 26 & 66 licenses, Life & Health, P&C insurance licenses Reviewed all sales Prudential went public in 2000 and closed the Evansville parent location Compliance and Financial Oversight over portions of 3 states - IN, KY & IL Series 6, 26 & 66 licenses, Life & Health, P&C insurance licenses Reviewed all sales Prudential went public in 2000 and closed the Evansville parent location

Senior Accountant

• 1992 - 1997

Formerly K Corp - Merged with Kemper CPA Group Formerly K Corp - Merged with Kemper CPA Group