Experience

Soar Energy Solutions
• United States
• Services for Renewable Energy
• 1 - 100 Employee
• Chief Operating Officer

  • Nov 2022 - Present

United Wholesale Lending
• United States
• Financial Services
• 1 - 100 Employee
• Chief Business Officer

  • Nov 2020 - Nov 2022


SBM Management Services, LP

• United States
• Facilities Services
• 700 & Above Employee

• Sr. Director Of Finance

  • Sep 2010 - Nov 2020

  Financially direct and manage company-wide growth pursuits across the U.S. and abroad. Financially manage RFP and RFQ process, as well as existing client contract renewals. Serve as the financial subject matter expert (SME) for major customer presentations and proposal responses. Articulate, defend and justify organizational pricing & cost structure. Assess deal viability & perform risk analysis for all new deals (both domestic & globally). Proficiently utilize and leverage financial modeling, internal bench-marking, sales analytics and market intelligence to support RFP & solutions team. Continuously looking for ways to enhance customer value proposition, improve win rate and grow the business. Manage company-wide sales forecast and commission process. Develop and maintain financial and operational benchmark database. Directly supervise a team of finance managers and pricing analysts. Show less



Solar Power, Inc.

• Renewables & Environment
• 1 - 100 Employee

• General Manager

  • Jun 2009 - Aug 2010

  Managed all phases of Northern CA solar start-up company with full P&L responsibility. Developed and implemented comprehensive business plan to aggressively increase sales and profitability. Hired, trained and supervised multidisciplinary team including nine sales professionals, two construction crews and three managers. Fostered a dynamic and productive work environment. Managed all phases of Northern CA solar start-up company with full P&L responsibility. Developed and implemented comprehensive business plan to aggressively increase sales and profitability. Hired, trained and supervised multidisciplinary team including nine sales professionals, two construction crews and three managers. Fostered a dynamic and productive work environment.



Oldcastle APG

• United States
• Wholesale Building Materials
• 700 & Above Employee

• General Manager

  • Mar 2007 - Jun 2009

  Exercised business savvy and engineering expertise to manage daily business, sales and manufacturing operations. Established tactical direction of company by working with executive and regional management to formulate business strategy. Delivered high-impact sales presentations to existing and prospective customers. Recruited, hired and trained a multidisciplinary 40-member workforce. Planned and allocated financials for divisions with budgets exceeding $20M.

• Site Manager

  • Jun 2002 - Mar 2007

  Managed daily operations of four plants producing $100M in annual revenue. Delivered expert guidance and coaching to a multidisciplinary employee base of 70+ including direct oversight of six managers. Scheduled daily production operations, ensuring alignment of production capacity with sales demand to prevent overstock. Handled multi million-dollar repair, maintenance and overhead budgets. Generated, analyzed and submitted to management monthly financial statements. Facilitated regular business & sales meetings, employee development and training programs. Show less

• Industrial Engineer

  • Jun 2001 - Jun 2002

  Maximized quality, productivity and efficiency by employing leading-edge industrial engineering methodologies. Analyzed and implemented enhancements to workflow processes. Formulated enterprise-wide measurement standards to increase productivity and labor efficiency. Leveraged breadth of statistical and mathematical expertise to calculate efficiency improvements. Initiated capital expenditure requests and constructed financial payback models to assess ROI potential.