Chief Financial Officer

• Jan 2023 - Present

CCK Automations is a private equity-backed manufacturer of Printed Circuit Board Assemblies, Injection Molding Products and custom electrical panels. CCK Automations is a private equity-backed manufacturer of Printed Circuit Board Assemblies, Injection Molding Products and custom electrical panels.

Chief Financial Officer

• Feb 2021 - 2022

Colony Display is a private equity-backed designer, manufacturer, and installer of highly customized displays and fixtures serving some top home improvements and retail companies. As a member of the Executive Leadership Team, I am the senior financial leader for the business and responsible for all finance and accounting activities focusing on Enterprise Performance Management, analytics, KPI development, and improving financial controls and processes. Colony Display is a private equity-backed designer, manufacturer, and installer of highly customized displays and fixtures serving some top home improvements and retail companies. As a member of the Executive Leadership Team, I am the senior financial leader for the business and responsible for all finance and accounting activities focusing on Enterprise Performance Management, analytics, KPI development, and improving financial controls and processes.

Chief Financial Officer (CFO)

• Nov 2018 - 2020

Luminii is a private equity-backed, specification grade, architectural LED lighting manufacturer specializing in highly customizable LED linear lighting solutions. I was the first CFO hired after the private equity acquisition focused on creating the financial infrastructure and foundation needed for this high-growth business. I managed all financial, HR, and IT functions and integrated two add-on acquisitions. Luminii is a private equity-backed, specification grade, architectural LED lighting manufacturer specializing in highly customizable LED linear lighting solutions. I was the first CFO hired after the private equity acquisition focused on creating the financial infrastructure and foundation needed for this high-growth business. I managed all financial, HR, and IT functions and integrated two add-on acquisitions.

Chief Financial Officer (CFO)

• May 2015 - Nov 2018

Reporting directly to the CEO, financial executive responsible for all financial reporting, payroll, audit, tax, treasury, A/P, credit and collections, M&A, FP&A and cost and general accounting for parent and subsidiary companies. Member of Executive Leadership Team, charged with developing and executing strategy and growth opportunities. Responsible to the Board of Directors for periodic formalized reporting and presentation as well as providing the overall internal controls structure. Show less

Director of Operations Accounting

• Jan 2013 - Mar 2015

Led a team of 12 plant controllers, cost accountants, and operations analysts and served as financial partner to the Sr. VP of Operations. Managed financial processes such as cost accounting, inventory valuation, variance analysis, forecasting, budget development, and month-end close for 9-plant manufacturing division. Drove internal controls and Sarbanes-Oxley 404 compliance. Led a team of 12 plant controllers, cost accountants, and operations analysts and served as financial partner to the Sr. VP of Operations. Managed financial processes such as cost accounting, inventory valuation, variance analysis, forecasting, budget development, and month-end close for 9-plant manufacturing division. Drove internal controls and Sarbanes-Oxley 404 compliance.

Director, Financial Planning & Analysis (FP&A) / Internal Reporting

• 2011 - 2012

Led FP&A team and managed multi-departmental and FP&A budgets for the public facility services firm. Directed financial processes for monthly forecasting and annual budget development. Managed creation of strategic plan financial process. Provided monthly financial reporting and analyses to C-level. Led FP&A team and managed multi-departmental and FP&A budgets for the public facility services firm. Directed financial processes for monthly forecasting and annual budget development. Managed creation of strategic plan financial process. Provided monthly financial reporting and analyses to C-level.

Director of Finance, N. America Hand Tools Operations

• Jan 2008 - Jun 2011

Managed finance operations, strategic planning, and FP&A for the hand and power tool manufacturer’s 12 hand tools manufacturing plants in the US and Mexico. Directed 10 plant controllers, budgeting, and financial processes for monthly forecasting, annual budget, financial analysis, cost accounting, and reporting. Presented monthly financial results to Group CFO and President. Drove internal controls and Sarbanes-Oxley 404 compliance. Managed finance operations, strategic planning, and FP&A for the hand and power tool manufacturer’s 12 hand tools manufacturing plants in the US and Mexico. Directed 10 plant controllers, budgeting, and financial processes for monthly forecasting, annual budget, financial analysis, cost accounting, and reporting. Presented monthly financial results to Group CFO and President. Drove internal controls and Sarbanes-Oxley 404 compliance.

Manager Financial Planning and Analysis (FP&A)

• 2007 - 2008

Controller - Mocksville Operations

• 2004 - 2007

Controller, Elkin Facilities

• 2003 - 2004

Operations Accounting Manager

• 2002 - 2003

Cost Accountant, General & Fixed Asset Accounting Supervisor, Corporate Cost Accounting Team Leader

• 1996 - 2002