Experience

Vanguard Companies

• United States
• Packaging and Containers Manufacturing
• 1 - 100 Employee

• Director of Finance

  • Jan 2022 - Present

• Controller

  • 2017 - Present



GAMM Advisors, LLC

• Managing Principal

  • 2013 - 2018

  Kansas City, Missouri Area Founder of consulting firm providing CFO and Controller services and accounting department management to clients across various industries to include start-up ventures, manufacturing, logistics, private equity funds, SaaS and hospitality. Selected Accomplishments: • Built detailed financial models for start-up ventures which identified capital requirements for initial start-up; developed business plans and created investor presentations that led to each venture securing >$1M in… Show more Founder of consulting firm providing CFO and Controller services and accounting department management to clients across various industries to include start-up ventures, manufacturing, logistics, private equity funds, SaaS and hospitality. Selected Accomplishments: • Built detailed financial models for start-up ventures which identified capital requirements for initial start-up; developed business plans and created investor presentations that led to each venture securing >$1M in funding. • Completed back office accounting review providing recommendations resulting in staff re-design, better use of existing technology and improved efficiencies. • Created one-page dashboard to monitor key metrics designed to reduce call center staffing costs from a call center database containing 100k+ records and 30+ Mb of data. • Performed due diligence on several prospective acquisitions including detailed review of cash earnings and assessing significant balance sheet accounts. Developed forecast scenarios with particular focus on forward-looking revenue, capacity, related capital expenditure, earnings, working capital and debt service relationships. • Implemented Intellilink® Spend Management program to replace manual travel and entertainment approval and recording process streamlining the expense reporting process for better efficiency in the accounting department. • Orchestrated additional client services to include: financial reporting and analysis; budgeting and planning; treasury and cash management; back office development and restructuring; internal control assessment and implementation. Show less



The Kincaid Group

• United States
• Transportation/Trucking/Railroad
• 1 - 100 Employee

• Chief Financial Officer

  • 2016 - 2017

  Bonner Springs, KS Lead the Finance and Human Resources Departments comprised of 13 employees. The Kincaid Group consists of six companies that provide transportation, technology and construction-related services. Selected Accomplishments: • Led efforts to bring financial statements up to date and into compliance with GAAP for six companies across two different accounting systems. • Evaluated, negotiated and implemented a new comprehensive HRIS system across six companies to modernize the payroll and human… Show more Lead the Finance and Human Resources Departments comprised of 13 employees. The Kincaid Group consists of six companies that provide transportation, technology and construction-related services. Selected Accomplishments: • Led efforts to bring financial statements up to date and into compliance with GAAP for six companies across two different accounting systems. • Evaluated, negotiated and implemented a new comprehensive HRIS system across six companies to modernize the payroll and human resources interface. • Addressed escalating staff turnover by fostering a team-based, collaborative environment. Built a strong, multi-disciplined Finance Department from a team of five to 10 members to position the organization for growth. Show less



Pella Products of KC, Inc.

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Vice President of Finance

  • 2001 - 2013

  Kansas City, Missouri Area Managed Accounting, Human Resources and Information Technology Departments and supervised a staff of three. Served as a business advisor to the President/Owner. Selected Accomplishments: • Championed the formal annual budget and planning process to evaluate monthly results against plan, collaborated across senior leadership team. • Designed a significant portion of the accounting, control, risk management and reporting structure in place to support the Company’s operational and… Show more Managed Accounting, Human Resources and Information Technology Departments and supervised a staff of three. Served as a business advisor to the President/Owner. Selected Accomplishments: • Championed the formal annual budget and planning process to evaluate monthly results against plan, collaborated across senior leadership team. • Designed a significant portion of the accounting, control, risk management and reporting structure in place to support the Company’s operational and financial capabilities. • Negotiated with business insurance provider and landlord to reduce costs saving the company 15% annually. • Re-negotiated banking covenants which provided a more flexible payback schedule to better manage cash flow during periods of rapid growth. • Successfully led the implementation of a new proprietary order management system resulting in streamlined internal processes, increased accuracy of inventory and enhanced customer satisfaction. • Conducted an internal review of workman’s compensation classifications and successfully negotiated with insurer to reclassify employees resulting in a 25% annual premium savings. Show less



Pella Corporation

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

• Manager of Direct Sales Competitive Improvement and Business Development

  • 1999 - 2001

  Pella, Iowa Managed all aspects of distributor ownership transitions to include identifying future owner candidates, reviewing business plans and valuing distributorships for this 6,000+ employee manufacturer of wood windows and doors. Developed markup and cost structure targets for distribution within each market segment and directed the continuous improvement efforts of Pella’s 60+ distributors through use of kaizen teams, leading 7 training events a year.

• Credit Manager; Internal Auditor; Supervisor of Corporate Accounting

  • 1993 - 1999

  Pella, Iowa Supervised $40M in credit risk to domestic and international distributors and national retail accounts. Orchestrated year end external audit and reported to Board of Directors on results of annual internal audits. Managed the preparation of monthly consolidated financial statements to executive management, Board Members and Shareholders.



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• In-Charge Auditor

  • 1988 - 1992

  Des Moines, Iowa Area Worked as a CPA, providing audit, review and tax services to clients. Performed analytical and control process review, GAAP reporting, as well as individual and corporate tax preparation. Partnered closely with client owners, managers and staff, providing consulting services, as part of an entire RSM McGladrey client team.