Experience

Quest Analytics, LLC

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Senior Finance Manager

  • Oct 2018 - Present



JKP Consulting, LLC

• Kansas City, Missouri Area

• Principal/Strategic Advisor

  • Jan 2017 - Oct 2018

  Consultancy specializing in executive-level guidance to entrepreneurial and growing businesses. Serves in an advisory capacity, providing expertise in organizational design, financial/tax structures, and multisite operations. Recruited by Chairman of software company to lead formation of multinational private family office and support transition of 96-member team and philanthropic efforts to new structure following sale. Responsible for all U.S.-based HR activities. Partnered with in-country legal/accounting/tax experts; project-managed creation of companies, budgets, financial structures, banking relationships, benefit plans, transfer pricing models, and websites in U.S., Asia, Europe, Africa, and South America. Key role in assembling board of directors. Negotiated purchase and sale of commercial property in the U.S. Show less



MachineryLink

• Director of Planning & Sales Operations / Director, Sales Operations

  • Jun 2013 - Dec 2016

  Venture-backed company specializing in machinery leasing, data analytics, and other incubating businesses for B2B/B2C agricultural market.Director, Planning & Sales Operations, January 2016 – December 2016Promoted to take on additional accountability for planning, scheduling, and logistics of largest combine fleet in North America with 600 customers across U.S. and Canada. Concurrently provided financial support to sales organization. Managed team as well as relationships with logistics/transportation and CRM contractor organizations.As company growth strategy shifted toward sister software/technology company, devised and implemented models to optimize utilization of equipment at the lowest cost while improving revenue per unit.Put KPIs, processes, and calendars in place to improve efficiency and ensure fulfillment of customer requirements.Provided input into and analysis of fleet composition and acquisition strategy in alignment with demand forecasts.Developed and utilized customer performance index to right size customer base and effectively manage contracts as company divested business. Director, Sales Operations, June 2013 – January 2016Advanced to leverage financial expertise and manage team in support of 30-member indirect/direct sales organization while managing all customer contracts, CRM reporting/training, negotiations, program development, and monthly payroll.Developed revenue budgets and forecasts. Monitored and reported on sales results. Consulted with VP of Sales in identifying and propelling opportunities (i.e., pricing/promotional strategies) that produced highest revenue per unit in company history.Designed and implemented new simplified sales commission structure that improved productivity and employee retention.Launched and led weekly one-hour CRM training session with each sales team member. Provided input that influenced design and functionality of CRM and other support systems. Show less

• Contract Accounting Manager

  • Oct 2007 - Jun 2013

  As company experienced rapid growth, selected to lead revenue-related accounting functions, contract administration, pricing analysis, lease equipment modeling, general ledger month-end close, financial statement preparation, and reporting. Managed Contract Administrator, Revenue Accountant, and Senior Accountant.Quickly evaluated accounting practices and made improvements in alignment with GAAP standards.Developed and reported on weekly revenue, billing, and cash flow metrics for senior leadership.Overcame equipment sourcing constraints by spearheading design and implementation of new equipment-sharing platform. Automated manual sales contract process. Eliminated subjective pricing/discounts, improved accuracy, reduced processing time, increased revenue recognition, ensured integration with CRM system, and delivered significant bottom-line impact.Prepared sales and use tax filings for 28 states and Canada. Prepared audit request reports and schedules. Show less



CenturyLink

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Process Specialist/Accounting Supervisor

  • Nov 2006 - Oct 2007

  Nation’s largest independent local exchange carrier in the U.S.; $6B in annual revenue; acquired by CenturyTel in 2009. Following 2006 spin-off of Sprint Nextel local phone division into Embarq, recruited into a project cost accounting position supporting Engineer, Furnish & Install division. Quickly promoted to Process Specialist for Accounting Operations division. Drove development, re-engineering, and implementation of processes that more effectively synthesized operations with sales objectives. Created and distributed reporting on margin analysis, labor utilization, and productivity. Led general ledger component of new ERP implementation. Identified opportunities to simplify system design while improving output. Gained buy-in of staff and stakeholders to drive significant change in legacy processes. Conducted training of new policies and procedures for 100+ company accountants. Show less



Advantage Services

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

• Accounting Manager

  • Aug 2003 - Oct 2006



Birch Communications

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Line Cost Manager

  • 2000 - 2003

  Responsible for entire accounting function pertaining to cost of sales, including internal and external reporting functions, product cost reporting and analysis, vendor management, and systems design and enhancement. Responsible for entire accounting function pertaining to cost of sales, including internal and external reporting functions, product cost reporting and analysis, vendor management, and systems design and enhancement.