Experience

Molekule

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2020 - Present

  Palm Beach Gardens, Florida, United States AeroClean Technologies, an air hygiene technology company, and Molekule, a market leader for premium air purifiers, have merged. The combined publicly-traded company, moving forward as Molekule Group, Inc. (Nasdaq: MKUL), will have the largest range of proprietary and patented, FDA-cleared air purification devices to address the rapidly growing global air purification market.



KLX Energy Services

• United States
• Oil and Gas
• 500 - 600 Employee

• Consultant to KLX Energy Services

  • Jul 2020 - Sep 2020

  Retained by KLX Energy Services subsequent to the merger with Quintana Energy Services to transition the corporate functions to the successor corporate team in Houston, TX

• Vice President - Corporate Development, Financial Reporting and Internal Controls

  • Sep 2018 - Jul 2020

  Wellington, FL Formerly served as the Senior Director, Corporate Development, Financial Reporting & Internal Controls at KLX Inc. before the Company spun off its energy services group to form KLX Energy - (Nasdaq: KLXE), a leading U.S. onshore provider of value-added, mission critical oilfield services focused on completion, intervention and production activities for the most technically demanding wells through 35 facilities located in the major shale basins. Responsibilities and achievements… Show more Formerly served as the Senior Director, Corporate Development, Financial Reporting & Internal Controls at KLX Inc. before the Company spun off its energy services group to form KLX Energy - (Nasdaq: KLXE), a leading U.S. onshore provider of value-added, mission critical oilfield services focused on completion, intervention and production activities for the most technically demanding wells through 35 facilities located in the major shale basins. Responsibilities and achievements include: Public company spin-off with responsibilities including meeting with analysts and bankers to establish KLXE as a stand-alone public company - develop investor and analyst presentations to increase the presence of the company, develop an M&A strategy identifying accretive, complementary and synergistic product lines. Deal sourcing, valuation, negotiation and integration on 3 acquisitions for >$250 million; public company merger with a peer oilfield services company. Evaluation of financing alternatives leading to drafting of an offering memorandum and issuance of $250 million of bonds Investor relations - including ownership of the quarterly earnings release process (draft press release, investor presentation, script, and Q&A), managing communications with investors and analysts, assisting with peer bench marking, and related activities. FP&A - including operational functions such as forecasting, development of executive flash reports, and general quarterly review packages.



KLX Inc.

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Senior Director - Corporate Development, Financial Reporting and Internal Controls

  • Jul 2017 - Sep 2018

• Director, Financial Reporting & Internal Controls

  • Dec 2014 - Jul 2017

  Wellington, Florida Formerly served as the Director, Financial Reporting & Internal Controls at B/E Aerospace before the Company spun off its aerospace solutions and energy segments to form KLX (Nasdaq: KLXI) - one of the world’s leading distributors and value-added service providers of aerospace fasteners and consumables and a provider of mission-critical products and services to U.S. oil and gas companies with international operations and revenues of ~$1.8 billion prior to the sale of the aerospace segment to… Show more Formerly served as the Director, Financial Reporting & Internal Controls at B/E Aerospace before the Company spun off its aerospace solutions and energy segments to form KLX (Nasdaq: KLXI) - one of the world’s leading distributors and value-added service providers of aerospace fasteners and consumables and a provider of mission-critical products and services to U.S. oil and gas companies with international operations and revenues of ~$1.8 billion prior to the sale of the aerospace segment to Boeing for $4.25 billion and spin-off of KLXE.  Preparation of detailed financial models presented to senior leadership to assess potential earnings accretion of prospective acquisitions.  Identification of acquisition targets with complementary core competencies and financial metrics, discussions with their management team and coordination of efforts to acquire the business.  Leadership of all aspects of the acquisition process including negotiation of the letter of intent, development and management of the due diligence team and process, review and negotiation of the legal agreements and post-acquisition integration and support.  Transitioned seven disparate energy companies onto a single control framework.  Key leader of a >$200 million international aerospace acquisition from negotiation through integration.  Key member of the revenue recognition team responsible for partnering with each of the businesses to assist in performing the analysis required to implement the new revenue recognition standard.



B/E Aerospace

• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Director, Financial Reporting & Internal Controls

  • Aug 2013 - Dec 2014

  Wellington, Florida B/E Aerospace (Nasdaq: BEAV) was one of the world’s leading manufacturers of aircraft cabin interior equipment with principal manufacturing and distribution facilities across North America, Europe and Asia and generating revenues of ~$3.5 billion at the time of the KLX spin-off and before its ultimate sale to Rockwell Collins for $8.3 billion.  Performed due diligence and purchase accounting for ten acquisitions in ten months with combined transaction values of ~$1.2 billion.  Led… Show more B/E Aerospace (Nasdaq: BEAV) was one of the world’s leading manufacturers of aircraft cabin interior equipment with principal manufacturing and distribution facilities across North America, Europe and Asia and generating revenues of ~$3.5 billion at the time of the KLX spin-off and before its ultimate sale to Rockwell Collins for $8.3 billion.  Performed due diligence and purchase accounting for ten acquisitions in ten months with combined transaction values of ~$1.2 billion.  Led the finance and accounting aspect of the company’s spin-off by preparing carve out financial statements, coordinating a three-year audit of the carve out entity, partnering with the company’s investment bankers and legal team to issue an offering memorandum and roadshow deck to raise $1.2 billion of bonds and issuing the Form 10 to support the creation of a new public company. Responsible for all external financial reporting obligations to the SEC and countries with statutory requirements, Sarbanes Oxley compliance, due diligence and integration for acquisitions, and coordination of the external audit.  Managed the Company’s risk assessment and scoping activities in connection with the SOX compliance program.  Researched and prepared memos on technical U.S. and foreign financial accounting issues, including purchase accounting, revenue recognition, foreign currency, intercompany transactions, and other complex accounting topics.  Performed the company’s annual goodwill and intangible asset impairment analysis by preparing financial models and analysis and coordinating with specialists and external auditors. Show less



Oxbow

• United States
• Oil and Gas
• 300 - 400 Employee

• Assistant Controller - Sulphur Business Line of Business Controller

  • Jul 2012 - Aug 2013

  Managed the global accounting, monthly close process/reporting, and budgeting for the company’s newest line of business with over $1 billion in revenues while managing a team spread over three different countries.  Transitioned the accounting function from a remote office to corporate headquarters resulting in cost savings, increased quality of reporting, and enhanced visibility into global operations.  Directed a software, Hyperion and internal management reporting implementation… Show more Managed the global accounting, monthly close process/reporting, and budgeting for the company’s newest line of business with over $1 billion in revenues while managing a team spread over three different countries.  Transitioned the accounting function from a remote office to corporate headquarters resulting in cost savings, increased quality of reporting, and enhanced visibility into global operations.  Directed a software, Hyperion and internal management reporting implementation .  Developed a financial model for annual goodwill impairment testing reducing costs.

• Assistant Controller - Coal Line of Business Controller

  • Sep 2011 - Aug 2013

  Led accounting, reporting and budgeting for the company’s coal mining and marketing business, a business segment with over $250 million in revenues and over 400 employees.  Led coal LOB transition from legacy systems to Oracle ERP and HFM.  Key asset to the tax and commercial departments to restructure the international coal marketing platform and develop transfer pricing policies.

• Accounting Manager - Fuel Grade Line of Business

  • Aug 2010 - Sep 2011

  Produce monthly financials, flash and executive analysis for a $1 billion dollar international segment of the business while serving as the primary financial and business resource to identify trends and analyze results for key executives.  Established inventory impairment and inventory and revenue cutoff procedures to address pre-existing audit issues resulting in no audit findings.  Preparing statutory financial reports for a foreign entity.  Cross-functional resource in the tax… Show more Produce monthly financials, flash and executive analysis for a $1 billion dollar international segment of the business while serving as the primary financial and business resource to identify trends and analyze results for key executives.  Established inventory impairment and inventory and revenue cutoff procedures to address pre-existing audit issues resulting in no audit findings.  Preparing statutory financial reports for a foreign entity.  Cross-functional resource in the tax, treasury, legal, and commercial departments. Lead accounting resource on a business development initiative and presentation to the company’s CEO.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Manager

  • Jan 2006 - Aug 2010

  Senior audit professional promoted to manager before leaving to pursue other interests. Served clients ranging from small private companies to large public companies, I was responsible for managing engagements from the planning phase through issuance of financial statements while working in a team environment to meet client expectations, create efficiencies, and foster a culture of growth and learning always maintaining the highest standards of integrity and quality.