Branch Controller

• May 2022 - Present

HVAC and Plumbing Services HVAC and Plumbing Services

Director of Finance

• Nov 2018 - May 2022

Director of Finance

• Aug 2013 - Oct 2018

- Analyzed operational and customer data to prepare annual general aviation budget. - Facilitated process improvements to increase customer satisfaction and in turn profitability. - Developed operational metrics and scorecards to determine risk and reward. - Created automated dashboards for timely delivery of metrics to management for actionable responses. - Identified issues with monthly financial reporting where historical figures were changing. Developed database to remove these issues and tie out for commission purposes. - Simplified financial presentation for Business/General Aviation management. - Developed pricing strategies that improved overall margin per gallon 33% and success rates on quotes 68%. - Stratified portfolio of customers to determine purchasing traits and value desired by customers. - Assisted Colt CFO with efficacy of foreign exchange hedging prior to being acquired by World Fuel. Show less

Sr. Mgr. Financial Analysis and Planning - Operations

• Apr 2012 - Mar 2013

- Month end reporting - Identified accrual requirements and variances for real-time close. Instructed accounting to coordinate efforts to re-class erroneous entries, identify missing expenses, and check for reasonableness of accounting for the operational expenses of Direct Energy Residential. - Post close - developed reports for variance explanations of monthly and year-to-date from plan across 100+ cost centers within the COO function. Corrected deficiencies in reports and worked with the business unit directors creating reports that succinctly broke down the specific expense items and gave them a business reason for variances from plan. - Provided monthly executive summary to COO of variance by business line. In support of the COO, created Power Point presentation slides to add to the Direct Energy Residential Leadership Team deck for reporting on initiatives and financial reporting. - Identified an issue regarding POR and billing fees -- Correction saved $1.8 million/year in bad debt at a minimum. - Identified an issue with payroll accruals not considering the actual days in a month and a mismatching in the treatment of payroll between Canada and the US not previously known. This allowed for the correct tracking of head count reduction initiatives. - Project Support - Leader for a major project initiative to achieve budget objectives set out at the beginning of the year to "ground the tasks" savings demanded by corporate. - Financial Modeling - worked with all groups within DE Residential to identify potential drivers behind the operational expenses. - Operations support analyst. Show less

Director of Finance - UVAir

• Dec 2005 - Mar 2012

- Created jet fuel pricing model that increased margins 28%. - Designed the first model on a customer level to budget and price based on segmentation criteria for fuel. - Performed a risk assessment to evaluate the impact of internal and external risks. - Evaluated the pricing structure of all products and services to determine the value for the customers by segmentation, classification, customer size, and historical spend to suggest different pricing structures. - Prepared the international and domestic budget with revenues over $1 billion USD. - Created entire process for design and distribution of templates, automating the rollup, and uploading finished budget into ERP system with controls in place to manage payroll and other sensitive information. - Developed first 5 year financial plan with key financial metrics for forecasting bank covenants. - Designed valuation model using discounted cash flows, EBITDA multiples, and times revenues for project evaluation and M&A activity. - Identified macroeconomic indicators in a multi-linear regression model for company forecasts that had a 95.9% coefficient of determination. - Instituted a method for valuing risk inherent in investing in foreign lands using a 3rd party standard and weighting the socio and macro-economic risks as they differed from the US and the US 10 year treasury. - Developed short-term operating cash flow forecasts and measured them monthly against the Treasury’s “check book” results. - Added new metrics (Key Performance Indicators and Financial Performance Indicators) as barometers that allowed for more timely and accurate data and trending for business decisions. - Developed commission plan for sales and bonuses for the company as part of compensation committee which I was instrumental in creating. - Prepared presentations with financial and operational data for the executive officers and board of directors. Show less

Manager Financial Analysis

• May 2001 - May 2005

- Prepared 2.4 billion USD domestic and international budget including the income statement, balance sheet, and cash flow under SAB 101 guidelines. - Designed 5-year financial forecast instrumental in refinancing and/or retiring $4 billion in debt in 4 years. The company had no 5-year forecast prior to my arrival. - Developed presentation of budget and 5-year financial forecast for Board of Directors described by the company CFO and directors as “…some of the best work this company has ever produced.” - Designed analyses/models to determine the best avenues for increasing cash flows, de-leveraging the company, and improving credit quality. Prior to my arrival the company had no means of forecasting changes from implementing its plan to reduce debt and turn-around negative operating free cash flow. Show less

Quality Assurance Manager

• Jul 1999 - May 2001

- Documented and implemented Internal Controls for information technology within COSO framework. - Developed responses for internal and external audits including FDICIA, OTS, and financial auditors. - Developed and wrote information security policy and procedures, new hire policy and procedures, inventory policy and procedures for information technology. - Rewrote requisite adjustments to numerous IT policies and procedures in response to audit and security consultant suggestions and/or questions. Show less

Sr. Financial Analyst

• Apr 1998 - Jul 1999

- Prepared budget for entire company (~$2.6 billion) and reduced time for its preparation by 40%. - Managed $270 million capital expenditures budget, creating purchase orders, preparing analyses, tracking costs, and reporting variances. Developed a scorecard for measuring results versus expectations on larger CAPEX projects. - Made suggestions based on models I developed to improve expected returns on projects. - Created multi-media presentation with the assistance of a production company that resulted in Randall’s acquisition by Safeway for ~$2.4 billion, a 78.2% CAGR for KKR who had purchased 62.5% of the company 3 yrs. prior for $265 million. Show less

Credit Union Department Financial Strategies Manager, VP

• Apr 1993 - Mar 1998

- Constructed models for asset/liability management of customer balance sheets and income statements. - Directed customers’ staffs regarding regulatory and procedural issues, researching topics with the NCUA and FASB. We were prepared for FAS115 at 12/31/93 even though the rest of the industry was not until its delay date of 12/31/94. - Reverse Engineered CMOs and derivative products. - Developed algorithms utilizing Option Adjusted Spread calculations & the forward curve to implement a pricing system for derivatives that priced over 1,600 securities in ~ 4 hrs. - Corrected 3 errors with the Bloomberg swap model which at the time could only handle one investment for one investment. Bloomberg Princeton office coordinated with me to fix the problem. Show less

Institutional Strategist, Assistant VP

• Oct 1991 - Apr 1993

Fixed income broker/dealer with essentially the same duties as at Amherst Securities. The firm was sold to another broker/dealer shortly after my departure. The former head trader moved to Amherst Securities and recruited me. Fixed income broker/dealer with essentially the same duties as at Amherst Securities. The firm was sold to another broker/dealer shortly after my departure. The former head trader moved to Amherst Securities and recruited me.

Staff Accountant

• Jan 1989 - Oct 1991

Local public accounting firm with Dan Hanke a former partner with the “Big 8” public accounting firm Arthur Young as its principal. The firm was originally Hanke & Hanke when I started my career there but merged with Jack Stein’s practice in 1991. - Operated in a senior capacity running assorted audits and preparing tax returns. - Prepared the more in depth analyses including the valuation of core deposits for Savings & Loans and Banks. - Assisted with litigation support, reviewing historical cases and outlining pertinent data for Dan Hanke's depositions and assessment. Show less