Experience

EMSAR - Equipment Management Service and Repair

• United States
• Medical Device
• 100 - 200 Employee

• Chief Financial Officer

  • Nov 2023 - Present

  EMSAR is an Industry leading Biomedical Services Platform delivering tailored solutions throughout the healthcare ecosystem. We believe that every device must function at its very best because behind every device there is a patient in need and a family that hopes EMSAR is an Industry leading Biomedical Services Platform delivering tailored solutions throughout the healthcare ecosystem. We believe that every device must function at its very best because behind every device there is a patient in need and a family that hopes



Zephyr Solutions, LLC

• United States
• Chemical Manufacturing
• 1 - 100 Employee

• Vice President, Finance and Corporate Controller

  • Aug 2021 - Nov 2023

  𝗗𝗥𝗜𝗩𝗘𝗦 𝗘𝗫𝗖𝗘𝗟𝗟𝗘𝗡𝗖𝗘 𝗔𝗖𝗥𝗢𝗦𝗦 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 & 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗜𝗡𝗙𝗥𝗔𝗦𝗧𝗥𝗨𝗖𝗧𝗨𝗥𝗘𝗦 Oversees financial governance and infrastructure of the $MM PE-backed, asset-light industrial gas logistics supply chain supplier. Partners with the CEO, CFO, Sales, and Procurement executives on strategic initiatives and operational infrastructure to enhance the company’s financial position. 𝗔𝗖𝗛𝗜𝗘𝗩𝗘𝗠𝗘𝗡𝗧𝗦 • Yielded improvement in YoY EBITDA; helped set… Show more 𝗗𝗥𝗜𝗩𝗘𝗦 𝗘𝗫𝗖𝗘𝗟𝗟𝗘𝗡𝗖𝗘 𝗔𝗖𝗥𝗢𝗦𝗦 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 & 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗜𝗡𝗙𝗥𝗔𝗦𝗧𝗥𝗨𝗖𝗧𝗨𝗥𝗘𝗦 Oversees financial governance and infrastructure of the $MM PE-backed, asset-light industrial gas logistics supply chain supplier. Partners with the CEO, CFO, Sales, and Procurement executives on strategic initiatives and operational infrastructure to enhance the company’s financial position. 𝗔𝗖𝗛𝗜𝗘𝗩𝗘𝗠𝗘𝗡𝗧𝗦 • Yielded improvement in YoY EBITDA; helped set the framework to achieve total EBITDA growth of +120%. • Overhauled financial structures and functions, resulting in a triple-digit percent improvement of working capital and reduced SG&A. • Identified working capital improvements; streamlined transactional tracking, and cut invoice turnaround time by 50%. • Implemented EDI with large suppliers; standardized financial guardrails on pricing, costs, inventory, and deliverables serving thousands of customer locations nationwide. 𝗛𝗢𝗪 𝗜 𝗗𝗢 𝗜𝗧 • Oversees $MM operating budget and 10+ finance team serving the U.S. and Canada, including 13-week cash forecast, audit, taxes, treasury, and forecasting. • Built out new operational model for all financial functions; standardized financial and operational processes. • Developed KPI reporting on item-level and customer-level margins/pricing. • Identified customer fulfillment gap; implemented Proof-of-Delivery system for real-time delivery tracking, reducing back-office cost and achieving a competitive edge in the marketplace.

• Corporate Controller

  • 2021 - Nov 2023

  𝗣𝗥𝗢𝗙𝗘𝗦𝗦𝗜𝗢𝗡𝗔𝗟𝗜𝗭𝗘𝗗 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗖𝗔𝗣𝗔𝗕𝗜𝗟𝗜𝗧𝗜𝗘𝗦 & 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 𝗜𝗡𝗧𝗘𝗚𝗥𝗜𝗧𝗬 Spearheaded financial business transformation to maximize earnings, including the turnaround of net working capital and partnering with operational leadership to analyze and improve margins and EBITDA. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Offloaded consultant management cost; implemented lower-cost financial transaction processing. • Saved 3% EBITDA annually; secured data entry… Show more 𝗣𝗥𝗢𝗙𝗘𝗦𝗦𝗜𝗢𝗡𝗔𝗟𝗜𝗭𝗘𝗗 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗖𝗔𝗣𝗔𝗕𝗜𝗟𝗜𝗧𝗜𝗘𝗦 & 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 𝗜𝗡𝗧𝗘𝗚𝗥𝗜𝗧𝗬 Spearheaded financial business transformation to maximize earnings, including the turnaround of net working capital and partnering with operational leadership to analyze and improve margins and EBITDA. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Offloaded consultant management cost; implemented lower-cost financial transaction processing. • Saved 3% EBITDA annually; secured data entry team reorg to install ground-up processing. • Improved DSO and DPO by +20%; re-negotiated terms with suppliers and customers. • Aided in YoY margin declines; aided in enhanced reporting to shed unprofitable business and price/cost strategies. • Shrank operating results from 60 to 8 days, improving the company’s reaction time to economic trends. 𝗛𝗢𝗪 𝗜 𝗗𝗜𝗗 𝗜𝗧 • Professionalized key business operations, including finance payroll, H.R., audit, taxes, insurance, inventory/supply, and banking relationships. • Transformed audit from ‘concern’ to ‘achievement’; established metrics on net working capital and margins. • Designed the blueprint for business process integrity, yielding significant cost savings.



Sweeping Corporation of America

• United States
• Environmental Services
• 100 - 200 Employee

• FP&A, Financial Reporting, and Accounting

  • 2019 - 2021

  𝗙𝗣&𝗔 𝗟𝗘𝗔𝗗𝗘𝗥𝗦𝗛𝗜𝗣 & 𝗣𝗥𝗜𝗩𝗔𝗧𝗘 𝗘𝗤𝗨𝗜𝗧𝗬 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 Oversaw FP&A, corporate accounting, treasury, and tax for the nation’s largest sweeping company in 20+ states and $MMM in revenue. P.E. sponsor executed an aggressive roll-up strategy, acquiring 20 companies in 3 years. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Led FP&A on $MMM sell-side diligence, QoE management presentation, and buy-side post-acquisition. • Created financial models for acquisition targets in relation… Show more 𝗙𝗣&𝗔 𝗟𝗘𝗔𝗗𝗘𝗥𝗦𝗛𝗜𝗣 & 𝗣𝗥𝗜𝗩𝗔𝗧𝗘 𝗘𝗤𝗨𝗜𝗧𝗬 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 Oversaw FP&A, corporate accounting, treasury, and tax for the nation’s largest sweeping company in 20+ states and $MMM in revenue. P.E. sponsor executed an aggressive roll-up strategy, acquiring 20 companies in 3 years. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Led FP&A on $MMM sell-side diligence, QoE management presentation, and buy-side post-acquisition. • Created financial models for acquisition targets in relation to debt covenants and treasury forecasting. • Built the infrastructure to support the consolidation of 10+ disparate financial systems and developed transitional analytic tools. The New Fleet reporting database yielded significant EBITDA improvement. • Supported exit process; liaised with Board/P.E. sponsor and investment bankers on financials and debt model. Show less 𝗙𝗣&𝗔 𝗟𝗘𝗔𝗗𝗘𝗥𝗦𝗛𝗜𝗣 & 𝗣𝗥𝗜𝗩𝗔𝗧𝗘 𝗘𝗤𝗨𝗜𝗧𝗬 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 Oversaw FP&A, corporate accounting, treasury, and tax for the nation’s largest sweeping company in 20+ states and $MMM in revenue. P.E. sponsor executed an aggressive roll-up strategy, acquiring 20 companies in 3 years. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Led FP&A on $MMM sell-side diligence, QoE management presentation, and buy-side post-acquisition. • Created financial models for acquisition targets in relation… Show more 𝗙𝗣&𝗔 𝗟𝗘𝗔𝗗𝗘𝗥𝗦𝗛𝗜𝗣 & 𝗣𝗥𝗜𝗩𝗔𝗧𝗘 𝗘𝗤𝗨𝗜𝗧𝗬 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗬 Oversaw FP&A, corporate accounting, treasury, and tax for the nation’s largest sweeping company in 20+ states and $MMM in revenue. P.E. sponsor executed an aggressive roll-up strategy, acquiring 20 companies in 3 years. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Led FP&A on $MMM sell-side diligence, QoE management presentation, and buy-side post-acquisition. • Created financial models for acquisition targets in relation to debt covenants and treasury forecasting. • Built the infrastructure to support the consolidation of 10+ disparate financial systems and developed transitional analytic tools. The New Fleet reporting database yielded significant EBITDA improvement. • Supported exit process; liaised with Board/P.E. sponsor and investment bankers on financials and debt model. Show less



Supply Technologies

• United States
• Transportation, Logistics, Supply Chain and Storage
• 300 - 400 Employee

• Finance, North America

  • Feb 2017 - Feb 2019

  𝗠𝗢𝗗𝗘𝗥𝗡𝗜𝗭𝗘𝗗 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗜𝗡𝗚 & 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗙𝗨𝗡𝗖𝗧𝗜𝗢𝗡𝗦 Led North American financial consolidation and accounting department transformation for the $500M global supplier of industrial hardware. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Led accounting transformation, realizing 100+ hours of labor efficiency and enhanced reporting. Oversaw 4+ senior analysts and staff accountants. • Developed foreign currency models, using macroeconomic trends to mitigate risks of large… Show more 𝗠𝗢𝗗𝗘𝗥𝗡𝗜𝗭𝗘𝗗 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗜𝗡𝗚 & 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗙𝗨𝗡𝗖𝗧𝗜𝗢𝗡𝗦 Led North American financial consolidation and accounting department transformation for the $500M global supplier of industrial hardware. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Led accounting transformation, realizing 100+ hours of labor efficiency and enhanced reporting. Oversaw 4+ senior analysts and staff accountants. • Developed foreign currency models, using macroeconomic trends to mitigate risks of large P&L variances. • Partnered with Controllers in Mexico on financial, inventory, and foreign currency exchange valuations to ensure year-end close audits. Show less 𝗠𝗢𝗗𝗘𝗥𝗡𝗜𝗭𝗘𝗗 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗜𝗡𝗚 & 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗙𝗨𝗡𝗖𝗧𝗜𝗢𝗡𝗦 Led North American financial consolidation and accounting department transformation for the $500M global supplier of industrial hardware. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Led accounting transformation, realizing 100+ hours of labor efficiency and enhanced reporting. Oversaw 4+ senior analysts and staff accountants. • Developed foreign currency models, using macroeconomic trends to mitigate risks of large… Show more 𝗠𝗢𝗗𝗘𝗥𝗡𝗜𝗭𝗘𝗗 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗜𝗡𝗚 & 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗙𝗨𝗡𝗖𝗧𝗜𝗢𝗡𝗦 Led North American financial consolidation and accounting department transformation for the $500M global supplier of industrial hardware. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Led accounting transformation, realizing 100+ hours of labor efficiency and enhanced reporting. Oversaw 4+ senior analysts and staff accountants. • Developed foreign currency models, using macroeconomic trends to mitigate risks of large P&L variances. • Partnered with Controllers in Mexico on financial, inventory, and foreign currency exchange valuations to ensure year-end close audits. Show less



Heinen's Grocery Store

• United States
• Retail
• 700 & Above Employee

• Corporate Accountant

  • Jul 2015 - Feb 2017

  𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗦𝗧𝗥𝗨𝗖𝗧𝗨𝗥𝗘𝗦 & 𝗠𝗔𝗥𝗞𝗘𝗧 𝗘𝗫𝗣𝗔𝗡𝗦𝗜𝗢𝗡 Finance and accounting for the family-owned grocery business with 22 locations and $MMM in revenue. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Organized financials for a 4-store expansion, including construction, budget, invoice audits, state tax statutes, federal tax preparation, SKUs, real estate, inventory, and sales/margin variances. • Applied analytics to margins; authored/implemented a new inventory shrink tool… Show more 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗦𝗧𝗥𝗨𝗖𝗧𝗨𝗥𝗘𝗦 & 𝗠𝗔𝗥𝗞𝗘𝗧 𝗘𝗫𝗣𝗔𝗡𝗦𝗜𝗢𝗡 Finance and accounting for the family-owned grocery business with 22 locations and $MMM in revenue. 𝗛𝗜𝗚𝗛𝗟𝗜𝗚𝗛𝗧𝗦 • Organized financials for a 4-store expansion, including construction, budget, invoice audits, state tax statutes, federal tax preparation, SKUs, real estate, inventory, and sales/margin variances. • Applied analytics to margins; authored/implemented a new inventory shrink tool, achieving significant savings per year.

• Staff Accountant

  • Jun 2010 - Jul 2015