Experience

One Source Communications

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Senior Director of Strategy & Innovation

  • Jul 2023 - Jul 2023

  As Senior Director of Strategy & Innovation I play a pivotal role in leading and managing the successful integration of acquired companies into our organization. This strategic position leverages my extensive experience in mergers and acquisitions, a deep understanding of integration best practices, and the ability to collaborate cross-functionally to achieve seamless transitions. My role is responsible for overseeing all aspects of post-acquisition integration, ensuring the alignment of… Show more As Senior Director of Strategy & Innovation I play a pivotal role in leading and managing the successful integration of acquired companies into our organization. This strategic position leverages my extensive experience in mergers and acquisitions, a deep understanding of integration best practices, and the ability to collaborate cross-functionally to achieve seamless transitions. My role is responsible for overseeing all aspects of post-acquisition integration, ensuring the alignment of processes, systems, cultures, and teams to maximize operational efficiency and drive business growth. Additionally, in this role I help develop the vision and methodologies to review the company’s systems and processes and bring disruptive ideas to the forefront to create a culture of innovation within the company. I champion collaborative review and transformation of the organizations legacy processes and systems while overseeing the resource allocation and budgets.

• Director of Service Delivery

  • Jun 2022 - Jul 2023

  As the Director of Service Delivery I am responsible for the strategic direction of the Service Delivery department as it relates to One Source’s company strategy. Manage North America delivery operations for wireline & wireless services. Provide strategic insight into client acquisition and client retention cycles. Execute comprehensive wireline & wireless network consolidation, modernization & optimization. Establish governance processes that include management… Show more As the Director of Service Delivery I am responsible for the strategic direction of the Service Delivery department as it relates to One Source’s company strategy. Manage North America delivery operations for wireline & wireless services. Provide strategic insight into client acquisition and client retention cycles. Execute comprehensive wireline & wireless network consolidation, modernization & optimization. Establish governance processes that include management reporting, KPIs, value added reporting for internal and external stakeholders. Manage a diverse program portfolio between wireless and wireline services and represent organization at PMO level.



FASTLENDING.COM

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • 2019 - Jun 2022

  I lead strategic planning, operational management and policy development for this Private Equity (PE) Group’s FinTech startup (FASTLENDING.COM). I oversee all operational and administrative functions, including financial strategy, internal controls, procedures, new business planning, human resources, compliance, sales and budget production. I ensure achievement of business objectives and implement best practices across employees and systems. I also direct both internal and external reporting… Show more I lead strategic planning, operational management and policy development for this Private Equity (PE) Group’s FinTech startup (FASTLENDING.COM). I oversee all operational and administrative functions, including financial strategy, internal controls, procedures, new business planning, human resources, compliance, sales and budget production. I ensure achievement of business objectives and implement best practices across employees and systems. I also direct both internal and external reporting, preparing financial reports and analysis for the owners, the Finance Committee, the Audit Committee, the Credit Policy Committee and prospective Line of Credit partners. I consult on all major transactions and review and negotiate contracts (including Partnership Agreements, Operating Agreements and Employment Agreements). I also manage strategic vendor and partner relationships. During my tenure, I have: • Been selected by the owners to ensure strong and sustainable profitability for this key business within their portfolio. I’ve driven the company’s launch into new verticals, built new credit models and transformed the company culture through performance measures and accountability. • Established an effective capital plan to raise senior debt and onboard equity partners. I’ve also formed robust Accounting, Financial Planning & Analysis and Compliance functions. • Developed a comprehensive process for digital lending through an online consumer portal. I continuously improve this process to provide a positive consumer experience and to increase shareholder value. • Automated systems and credit decisions to reduce the call center burden. I created a new credit policy and expanded it across 45 states. • Invested in technology that has significantly reduced our labor and variable costs. Show less I lead strategic planning, operational management and policy development for this Private Equity (PE) Group’s FinTech startup (FASTLENDING.COM). I oversee all operational and administrative functions, including financial strategy, internal controls, procedures, new business planning, human resources, compliance, sales and budget production. I ensure achievement of business objectives and implement best practices across employees and systems. I also direct both internal and external reporting… Show more I lead strategic planning, operational management and policy development for this Private Equity (PE) Group’s FinTech startup (FASTLENDING.COM). I oversee all operational and administrative functions, including financial strategy, internal controls, procedures, new business planning, human resources, compliance, sales and budget production. I ensure achievement of business objectives and implement best practices across employees and systems. I also direct both internal and external reporting, preparing financial reports and analysis for the owners, the Finance Committee, the Audit Committee, the Credit Policy Committee and prospective Line of Credit partners. I consult on all major transactions and review and negotiate contracts (including Partnership Agreements, Operating Agreements and Employment Agreements). I also manage strategic vendor and partner relationships. During my tenure, I have: • Been selected by the owners to ensure strong and sustainable profitability for this key business within their portfolio. I’ve driven the company’s launch into new verticals, built new credit models and transformed the company culture through performance measures and accountability. • Established an effective capital plan to raise senior debt and onboard equity partners. I’ve also formed robust Accounting, Financial Planning & Analysis and Compliance functions. • Developed a comprehensive process for digital lending through an online consumer portal. I continuously improve this process to provide a positive consumer experience and to increase shareholder value. • Automated systems and credit decisions to reduce the call center burden. I created a new credit policy and expanded it across 45 states. • Invested in technology that has significantly reduced our labor and variable costs. Show less



Victra - Verizon Authorized Retailer

• United States
• Telecommunications
• 700 & Above Employee

• Director of Finance – Mergers & Acquisitions

  • 2015 - 2018

  I provided critical Business Intelligence, conducted due diligence and integrated acquired organizations for this Verizon retail partner (Victra, formerly A Wireless). I partnered with corporate leadership to drive strategic planning, forecasting and review processes. I drove innovation analyses, prioritization and influenced decisions while conducting quarterly corporate and divisional reviews of operations and financial performance. I managed the acquisition portfolio and targets. I also… Show more I provided critical Business Intelligence, conducted due diligence and integrated acquired organizations for this Verizon retail partner (Victra, formerly A Wireless). I partnered with corporate leadership to drive strategic planning, forecasting and review processes. I drove innovation analyses, prioritization and influenced decisions while conducting quarterly corporate and divisional reviews of operations and financial performance. I managed the acquisition portfolio and targets. I also developed, analyzed and interpreted key metrics, including overall, early stage, emerging and core business segments of the portfolio. Most notably, I: • Scaled and developed this fully integrated organization up to 1,200 stores across more than 45 states.

• Accounting Manager

  • 2011 - 2016

  I managed the month-end closing, financial reporting and ensured compliance and readiness for audits for A Wireless, a Verizon retail partner. I oversaw multiple systems, including those facilitating operations, accounting and point of sale (POS) transactions. I also directed the daily administration of accounts receivable (A/R), accounts payable (A/P), fixed assets and the general ledger. During my tenure, I: • Led the company through a major acquisition by the RB4 | DB4 Private Equity… Show more I managed the month-end closing, financial reporting and ensured compliance and readiness for audits for A Wireless, a Verizon retail partner. I oversaw multiple systems, including those facilitating operations, accounting and point of sale (POS) transactions. I also directed the daily administration of accounts receivable (A/R), accounts payable (A/P), fixed assets and the general ledger. During my tenure, I: • Led the company through a major acquisition by the RB4 | DB4 Private Equity group and navigated significant store growth. • I performed all due diligence for the 2015 merger and managed multiple acquisitions in 2013 and 2014 that increased our store count by 180%.



Flanders Corporation

• United States
• Environmental Services
• 100 - 200 Employee

• Staff Accountant

  • Jan 2009 - Mar 2011

  Maintained fixed asset subledger and set additions, transfers and disposals for multiple subsidiaries. Analyzed month‐end close and reconciled GL accounts, credit card statements and intercompany transactions. Conducted AR analysis for consolidated AR reporting. Facilitated analytics for buyback programs. Served as Implementation lead for system upgrade and integration module. Maintained fixed asset subledger and set additions, transfers and disposals for multiple subsidiaries. Analyzed month‐end close and reconciled GL accounts, credit card statements and intercompany transactions. Conducted AR analysis for consolidated AR reporting. Facilitated analytics for buyback programs. Served as Implementation lead for system upgrade and integration module.