Controller

• Mar 2023 - Present

$53 million Grading, Paving, and Concrete Subcontractor $53 million Grading, Paving, and Concrete Subcontractor

Chief Financial Officer

• Oct 2020 - Feb 2023

My mandate was to prepare the finance and back office functions for an ownership transition. When the time came, I provided evaluation of multiple offers and supported negotiations with the venture capital firm. The final valuation was $20 million more than anticipated in 2020. Alliance is now on track to be a $35+ million provider of plumbing and HVAC services to the multi-family marketplace in 2023. My mandate was to prepare the finance and back office functions for an ownership transition. When the time came, I provided evaluation of multiple offers and supported negotiations with the venture capital firm. The final valuation was $20 million more than anticipated in 2020. Alliance is now on track to be a $35+ million provider of plumbing and HVAC services to the multi-family marketplace in 2023.

Chief Financial Officer

• Aug 2019 - Sep 2020

Sr. Contoller

• Feb 2017 - Jul 2019

Land development and master planned community accounting with projects in Arizona and Idaho, including a $1 billion+ project in Wickenburg, AZ and a $75 million+ project in Scottsdale, AZ. Land development and master planned community accounting with projects in Arizona and Idaho, including a $1 billion+ project in Wickenburg, AZ and a $75 million+ project in Scottsdale, AZ.

Principal Consultant

• Jun 2016 - Feb 2017

Consultancy focused on improving back office processes in the construction environment. • Reconcile and repair database inconsistencies between accounting and project management software for large insurance contractor. Design procedures and reconciliation processes to eliminate future errors. • Identify job setup and data conversion errors that fed the work-in-progress schedule for a mid-sized maintenance services contractor. Reconciled vendor modifications to insure accuracy of the data corrections. • Created monthly, large job work-in-progress reporting using an automated upload into an Excel workbook from construction centric ERP software. The new process reduced monthly job review time by one week. • Created interactive monthly job review process of over 3,000 jobs across five divisions for insurance restoration company. Show less

CFO

• Feb 2012 - Apr 2016

The Anderson family owns six construction related companies with combined revenue of $189 million. The companies operate in the General Construction, Electrical Utility Maintenance, Insurance Restoration, and Design markets. The combined companies hold licenses in 30 US States and two Canadian Provinces. • Salvaged troubled software implementation while maintaining daily accounting functions. • Worked with procurement department of central California utility client regarding contract interpretation resulting in over $600,000 reduction in rebate paid. • Evaluated unit pricing with Southern California utility client. Client agreed with evaluation which increased projected profits in excess of $500,000. • Maintained staffing levels during a 25% increase in job volume through streamlining processes and efficient use of the new software. Show less

MBA Student and Enrollment Counselor

• Nov 2009 - Feb 2012

MBA studies focused on global management. Graduated in August 2011 with 3.92 GPA. Counsel bachelor and master level students on enrollment process; support students during the transition to full-time student statues, provide continuing support to graduation. Developed formula to report on phone usage activity ratios, the reporting resulted in a 28% increase in activity and allows management to project future enrollments based on current activity. MBA studies focused on global management. Graduated in August 2011 with 3.92 GPA. Counsel bachelor and master level students on enrollment process; support students during the transition to full-time student statues, provide continuing support to graduation. Developed formula to report on phone usage activity ratios, the reporting resulted in a 28% increase in activity and allows management to project future enrollments based on current activity.

Entrepreneur

• Aug 2002 - Jan 2009

Two companies were started over the last several years. Quickbeam was an insurance restoration contractor. Superior Walls was a pre-cast basement contractor. 17 months were spent as the controller for DL Withers Construction between the startups. DL Withers was a $400 million general contractor. • Built revenue stream to $100,000 per month within 12 months at Quickbeam. • Maintained average gross margin in excess of 30% at Quickbeam. • Improved management and forecasting of a $25 million investment portfolio at DL Withers which resulted in a 50% increase over budgeted interest earnings. • Streamlined the monthly process at DL Withers resulting in a 15 day reduction in month end close. • Prepared business plan and negotiated the franchise agreement with Superior Walls of America. • Negotiated a $400,000 SBA loan package at Superior Walls of AZ. Show less

Chief Financial Officer

• Nov 2000 - Jul 2002

An $80+ million general building and general engineering contractor • Reduced month end close from 45 to 8 business days. • Identified and eliminated drastic fluctuations in monthly financial statements by working with the operations staff to develop effective job profit reporting and tracking. • Cut year-end audit time in half. • Evaluated profitability and effectiveness of Las Vegas operations. Recommended closing the office. • Managed IRS audit covering three previous years with minimal disruptions and adjustments. • Audited a sub-contractor’s T&M billing resulting in a $200,000 reduction in amount billed. • Developed and implemented monthly electronic reporting package for owner. • Set up an investment program that doubled interest income during a down market. • Cleaned up an improper Timberline implementation while maintaining monthly reporting. Show less

Chief Financial Officer

• Jul 1997 - Nov 2000

A $100+ million electrical and special systems contractor • Prepared due diligence reporting for the merger with Building One Services. • Performed due diligence review for proposed purchase of four acquisition targets. • Negotiated release of personal guarantees from the $4,000,000 bank line of credit. • Negotiated release of personal guarantees from the $25,000,000 bonding program. • Managed an accounting and administrative staff of 16. • Cut month end reporting time in half. • Developed a monthly PC based reporting package for managers of 19 divisions across three companies, including updated year-end projections. The package also consolidated operations, with appropriate intercompany eliminations, for executive management. • Qualifying party on the general contractor license. Show less

Vice President of Finance/CFO

• Jan 1994 - Sep 1996

A $75 million commercial general contractor specializing in the high tech industry • Developed budget and forecast models. • Managed an accounting and administrative staff of ten. • Issued and reported on multi-company financial statements. • Increased investment earnings 100%. • Negotiated $1,000,000 line of credit. • Participated in negotiations for a new Intel contract. A $75 million commercial general contractor specializing in the high tech industry • Developed budget and forecast models. • Managed an accounting and administrative staff of ten. • Issued and reported on multi-company financial statements. • Increased investment earnings 100%. • Negotiated $1,000,000 line of credit. • Participated in negotiations for a new Intel contract.