Experience

Bell Solutions - Lincoln, NE

• United States
• Think Tanks
• 1 - 100 Employee

• CFO

  • Feb 2022 - Present

  Providing high level bookkeeping oversight and financial services to entrepreneurs and small businesses. Providing high level bookkeeping oversight and financial services to entrepreneurs and small businesses.



Lancaster Event Center

• Controller & HR Director

  • Feb 2021 - Feb 2022



Atrium Hospitality

• United States
• Hospitality
• 1 - 100 Employee

• Accounting Controller

  • Feb 2019 - Feb 2021

  Prepare financial statements, business activity reports, and forecasts; Supervise employees; Oversee the accounting, audit, and budget departments on site; General Ledger reconciliation; Monitor AR collections; Monitor cash flow and oversee cash/check handling; AP entry; Month end closing procedures; Work with auditors. Utilize Sage 300, Birchstreet, OnQ PMS, Micros, and multiple Credit Card platforms and other various software applications. Prepare financial statements, business activity reports, and forecasts; Supervise employees; Oversee the accounting, audit, and budget departments on site; General Ledger reconciliation; Monitor AR collections; Monitor cash flow and oversee cash/check handling; AP entry; Month end closing procedures; Work with auditors. Utilize Sage 300, Birchstreet, OnQ PMS, Micros, and multiple Credit Card platforms and other various software applications.



State of Nebraska

• Government Administration
• 700 & Above Employee

• Temporary

  • Aug 2018 - Jan 2019



Martin Robotics

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Director of Sales

  • Apr 2014 - Jul 2018

  Personally generated $3.6M in sales during 2016-17; successfully introduced 3 new products to market; conceived and executed multi-channel marketing campaigns through direct management of business WordPress website, Google AdWords, Facebook, MailChimp, direct mail, direct contact and tradeshow attendance; created a cold leads database of +3,500 discrete entries in MS Excel; selected and implemented online CRM & quoting tools; maintained direct relations with customers, removed roadblocks, provided assistance as needed in a value-added manner; collaborated with Production & Service depts.; prepared forecasts & budgets.



Planet Earth Distilled Drinking Water

• United States

• General Manager

  • Apr 2013 - Apr 2015

  Successfully negotiated an approx. $.5M merger with Culligan of 2,500 client accounts; streamlined operations resulting in a 25% workforce reduction; actively managed 2,000 Lincoln area accounts, including driver management & routing, AR collections, purchasing, fleet management, safety, and scheduling of 8-10 direct employees; Periodically audited secondary location records; analyzed projected vs actual income & expenses; engaged in internal loss prevention; ran bi-weekly payroll for an average of 10 employees through QuickBooks; prepared and filed local, state, and federal tax forms, safety & health dept. forms.



Martinstill Corp.

• United States
• Machinery Manufacturing

• CFO

  • Jun 2005 - Apr 2015

  10 years of tax return generation in conjunction with CPA; financial statement generation & analysis including cash flow, P&L, Balance Sheet for internal & external use; generation & analysis of various key business factors including debt ratio, budget variance, & trend analysis; capital expenditure evaluation and financing- include purchase of various CNC machines (ex. Amada $750,000 laser, 4 Haas VMC’s & Lathes approx. $75,000-$150,000 each); worked with executive level peers in developing strategic plans to fulfill shareholder goals and coordinated with departmental level heads to develop tactical implantation methods; corporate record keeping including board meeting minutes recording, shareholders meeting notifications and minutes recording, logical filing of other required documents; developed policies designed to mitigate corporate liability while balancing practical implantation- such as employee handbook, safety training, drug testing, performance evaluation & company vehicle usage policy; performed direct interaction with company CPA, attorney, banker and government officials. Continued HR Director duties.

• HR Director & Controller

  • Aug 2003 - Jun 2005

  HR: Performed bi-weekly payroll for 12-49 shop employees, including hours verification, child support, 941N’s, 941’s, W2’s, Unemployment filings; benefits administration including evaluated & selected employee benefit plans balanced between Company financial prudence & benefit to maximum % of employee population, day-to-day administration of benefits including direct employee interaction; hiring and firing procedure development including candidate pre-screening test, interviewing, & termination supervision with direct managers; mitigated grievances; Successfully defended against 2 wrongful termination claims over 12 years.Accounting: Managed AP/AR clerk, spot checked entries & reconciled statements, authorized payments & signed checks; reviewed inventory records for accuracy and worked with departmental heads to ensure timely completion of physical inventory counts, maintained WIP; reconciled 3-5 bank statements monthly; reviewed & reconciled credit card statements; used GAAP to guide necessary journal entries; reconciled amortization tables with book balances for loans; reviewed accounts for irregularities & anomalies, corrected as needed; prepared financial statements for review; performed special projects as assigned, such as cellular carrier selection.

• Purchasing Manager

  • Jun 1999 - Aug 2003

  Prepared raw material and component parts purchases in a manner most cost effective & efficient for the company; worked with an internal programmer to develop a proprietary ERP & inventory control as un upgrade from an MS Excel based system; Worked daily in MS Access; saved tens of thousands of dollars re-sourcing dozens of parts & negotiating vendor discounts; worked with accounting to open vendor accounts and maintained relationships; acquired working knowledge of pneumatics, motors, pumps, valves, fittings, fasteners, electronics, metals, plastics, & rubbers; assigned internal part numbers & categorized appropriately; received & shelved parts; pulled parts for assembly kits; performed physical inventory; engaged in loss prevention & tracking; maintained orderly tidy parts room.