Experience

PLTFRM Finance

• United States
• Accounting
• 1 - 100 Employee

• Chief Operating Officer

  • Feb 2023 - Present

  PLTFRM Finance serves as an Outsourced Finance Department for CPG brands, providing CFO services, AR & AP management, bookkeeping, financial modeling & budgeting, and much more. We are relentless about providing financial transparency to help our clients increase profitability via all channels. PLTFRM Finance serves as an Outsourced Finance Department for CPG brands, providing CFO services, AR & AP management, bookkeeping, financial modeling & budgeting, and much more. We are relentless about providing financial transparency to help our clients increase profitability via all channels.



BLOOM

• United States
• Marketing Services
• 1 - 100 Employee

• Chief Operating Officer / Chief Financial Officer

  • May 2019 - Feb 2023

  ● Guide business strategy, operational improvements, and growth for national consumer packaged goods company, with oversight spanning finance, operations, sales, and marketing. ● Inform business planning and product/service development. Directly built/influenced and implemented brand development, operational foundation, and sales platform. ● Leverage financial expertise to align business strategy with risk assessment, sales forecasting, and revenue models that enable effective competition and growth within marketplace. ● Establish performance goals and lead resource allocation. Placed key talent in accounting, project management, and supply chain to identify and fill gaps, creating robust capabilities ● Direct multi-stage strategic planning and budget development. Drive process improvement projects, policy evaluation, and cost reduction initiatives to streamline operational activities. Select Achievements: ● Drove inception through testing and launch of packaging/hardware substitutions expected to yield approximately 5% aggregated annual manufacturing savings. ● Spearheaded selection and implementation of Microsoft NAV ERP system to consolidate reporting across three entities. ● Standardized and negotiated out-of-state licensing deals to facilitate rapid expansion. Launched two new partners in 12 months, with two more planned for 2020. ● Built first financial and cash flow models, budget, sales forecast (static, rolling) and production planning tools. Implemented first innovation calendar to align product planning and launch with strategic goals. Show less



This Saves Lives

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Chief Operations Officer

  • Jan 2018 - May 2019

  ● Joined startup CPG company in year five, driving strategy and operational excellence that optimized efficiency while stimulating scalable growth ● Corrected inventory shortages and led improvements in forecasting, demand planning, vendor selection/negotiation, and supplier sourcing. ● Implemented document control process to effectively track changes in packaging, product development cycle, and formulations. Led rebranding and package changes across SKUs to minimize waste. ● Improved cash flow and budget spend by negotiating new payment terms with vendors, contract manufacturers, and distribution partners. ● Conducted regulatory product and label review to bring all packaging and panels into FDA compliance. Select Achievements: ● Established and maintained 95%+ OTIF score, reduced packaging COGS by 8.5% through tiered pricing structures, and successfully commercialized nine new SKUs across two product categories. ● Onboarded several nationwide distributors and accounts, including Kroger, Albertsons, and Amazon. Drove full distribution into 15K+ Starbucks locations, nationwide. ● Achieved ~25% savings on freight costs and ~40% savings on warehousing by consolidating multiple shipping warehouses and third-party assembly houses. ● Sourced and qualified two new contract manufacturers to support production and new product lines, improving tolling costs by 20%. Show less



GT's Living Foods

• United States
• Food & Beverages
• 100 - 200 Employee

• Vice President of Finance – Consultant

  • Jul 2017 - Dec 2017

  ● Served as in-house consultant focused on financial frameworks and processes. Led compliance activities and was point of contact for banking, audit, tax, and private equity relationships. ● Served as in-house consultant focused on financial frameworks and processes. Led compliance activities and was point of contact for banking, audit, tax, and private equity relationships.



Quest Nutrition

• United States
• Wellness and Fitness Services
• 100 - 200 Employee

• Vice President / Head of Finance & Accounting

  • May 2015 - 2017

  ● Established and developed Finance, Accounting, Supply Chain, and HR functions and leadership teams. Grew F&A team to 19 professionals managing finance, BI reporting, and corporate/plant accounting.● Led analytics projects to improve P&L, manufacturing facility construction, distribution and warehouse requirements, ERP selection and integration, KPI establishment, and benefits negotiation.● Oversaw inventory team for warehouse space that grew from 10K-500K SQFT. Developed SOPs on physical inventory counts, reconciliations, and year-end inventory observation in conjunction with annual financial audit.● Performed margin analysis on each product by sales channel to identify optimal price points, net effect price, and landed costs. Primary point of contact with third-party consultants to drive product efficiencies.● Key contributor to CAPEX project budgets and negotiation/management of agreements with customers, vendors, and leases. Measured throughput, production line efficiencies, and forecasts.Select Achievements: ● Member of leadership team creating/implementing new product development and commercialization processes. Analyzed critical business requirements, identified deficiencies and opportunities, and developed solutions for innovation and cost control. Cultivated strong partnerships with R&D, Sales, and Marketing. ● Spearheaded company transition from spreadsheets to first ERP. Developed workflow, integrated data, and trained production and warehouse teams on the new system.● Influenced transition from in-house manufacturing to third-party manufacturing and distribution to optimize both product and cost. Eliminated bottom-performing 20% of SKUS to enhance production planning and purchasing.● Improved communication between Sales & Operations by implementing S&OP meetings that facilitated planning for new product launches, account additions, and stabilizing inventory-on-hand. Show less

• Controller

  • Jul 2012 - May 2015

  ● Sixth administrative employee of CPG company named second-fastest-growing by Inc. 500, with 57,000% rapid growth and 20x revenue (2011-2014). ● Designed and implemented company strategy to proactively support expansion and scale beyond $400M in sales while successfully navigating increasing demand across people, product, and process.



Awareness Tech

• United States
• Software Development
• 1 - 100 Employee

• Business Analyst

  • Jul 2010 - Aug 2012

  ● Partnered with CEO and COO to establish critically needed accounting controls and procedures. Oversaw business analytics, accounting, and HR in startup environment. ● Initiated creation of procedures to enable business evolution from DTC to SaaS model with multiple resellers. ● Partnered with CEO and COO to establish critically needed accounting controls and procedures. Oversaw business analytics, accounting, and HR in startup environment. ● Initiated creation of procedures to enable business evolution from DTC to SaaS model with multiple resellers.



Heritage Inn & Suites

• Owner

  • Sep 2007 - Jul 2010

  ● Oversaw business operations, leading successful transition of property into self-sustaining business. ● Oversaw business operations, leading successful transition of property into self-sustaining business.



RSM US LLP

• United States
• Accounting
• 700 & Above Employee

• Audit Associate

  • Sep 2006 - Feb 2008

  ● Participated in planning and execution of audit engagements and other attest services such as inventory observations and benefit plan audits for a diverse range of clients. ● Audited financial statements in accordance with U.S. GAAP. Interacted with senior clients and company officers to deliver services and build business relationships. ● Participated in planning and execution of audit engagements and other attest services such as inventory observations and benefit plan audits for a diverse range of clients. ● Audited financial statements in accordance with U.S. GAAP. Interacted with senior clients and company officers to deliver services and build business relationships.