Experience

The Signatry

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2020 - Present

• Vice President of Finance

  • Jan 2019 - Jan 2020

  The Signatry—A Global Christian Foundation-- is a donor advised fund that also serves donors in gifting complex assets such as real estate or closely held business interest gifts. For 18 years, The Signatry has served donors across the country and seen more than $3 billion in contributions. We are family-focused, advisor friendly, and ministry savvy.

• Business and Finance Consultant

  • Jul 2018 - Dec 2018



Verdesian Life Sciences

• United States
• Agricultural Chemical Manufacturing
• 100 - 200 Employee

• Director Financial Planning and Analysis

  • Dec 2014 - Jun 2018

  Verdesian Life Sciences is comprised of six companies purchased over the last two years, including my previous employer, SFP. In this role, I manage and complete the annual budget, develop quarterly forecasts, prepare monthly results analysis and manage marketing programs, including all accounting accruals. Support the sales organization with territory sales results; oversee marketing programs and sales compensation programs. 1) Designed and led the development of the initial financial budget for the new Company 2) Developed daily territory sales reporting system for the Sales organization 3) Designed and implemented a monthly financial package for the CEO, CFO, COO and Board of Directors



SFP

• United States
• Farming
• 1 - 100 Employee

• Finance and Operations Director

  • Dec 2009 - Dec 2014

  Designed and implemented management information including key performance indicators and dashboards for a young, rapidly growing company. Developed processes for operations including new system purchase, implementation and training. 1) Purchased and implemented an automated sales and purchase order and inventory management system. Developed operating procedures and processes2) Designed a sales rep sales incentive program; Designed and implemented territory sales reporting.3) Established management information and analysis for business owners



CenturyTel Communications

• Sr.Director, Financial Planning

  • May 2006 - Nov 2009

  Sr. Director, Financial Planning Led the annual financial budget process for Embarq; prepared quarterly financial forecasts and completed internal and external financial reporting and variance analysis. Designed and prepared financial analysis for new product development investment decisions.  1) Completed the initial budget and a new software solution for the first year of operation for Embarq. Worked with senior management to establish financial objectives for each department in the organization 2) Developed and implemented key performance metrics for the new company 3) Prepared quarterly financial forecasts and developed external Wall Street earnings analysis and call scripts for senior executives  4) Outlined and implemented project level business case guidelines and governance  5) Completed financial forecasts, cash flow and return on investment analysis for new product development. Presented recommendations to senior management 6) Identified and implemented cost structure improvements in a $1B organization to return the organization to meeting budget guidelines 7) Prepared the financial analysis for the sale of the Embarq distribution business segment completed in early 2009 8) Implemented technician productivity measures and a load/price/productivity model for evaluating resource requirements in customer service  9) Directed a new business case for the successful implementation of a technician dispatch software solution that improved customer service and efficiency  10) Developed performance based incentive compensation plan recommendations