Experience

Sunny Sky Products

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

• Chief Financial Officer

  • Jun 2023 - Present



Verdant Specialty Solutions

• United States
• Chemical Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2022 - May 2023



PSS Industrial Group

• Houston, Texas

• Chief Financial Officer

  • Sep 2014 - Jan 2022

  PSS Industrial Group is a leading value-added specialty distributor serving the energy market. Diverse product and service offering to the Upstream, Midstream, Downstream and Industrial markets with annual revenues of $250 million and strong EBITDA margins. Private Equity backed, growth-oriented company.  Lead and develop the Finance and Administrative functions of 25 people encompassing Controllership, Business Decision Support, Strategic Planning, Financial Planning & Analysis, Financial Reporting, Business Intelligence, Investor Relations, Treasury, Risk Management, Mergers & Acquisitions, Legal, Human Resources and Benefit Management.  Responsible for preparing and presenting monthly and quarter reporting to stakeholders including the Board of Directors, Executive Leadership Team and Lenders.  Completed four acquisitions of strategic add-on product and service offerings. Completed full business case analysis. Responsible for full due diligence process, managed the closing process and subsequent matters. Completed the successful post-acquisition integration.  Established strong cross-functional relationships. Responsible for implementation of operational reporting to drive key performance management.  Raised Senior Credit Facility, Responsible for prepare & present to Rating Agency Presentation and Confidential Information Memorandum including 5-year model. Completed follow-up banking diligence.  Developed key strategic initiatives with operational leaders, including quantification of targeted growth and investment thesis. Continuous progress management and action plan evaluation.  Implemented Corporate Performance Management system and Power BI  Integral in managing significant periods of growth and downturns in business as a result of related commodity price movements.  Implemented working capital management initiatives reducing day’s sales outstanding by 15 days, improving DPO of 5 days. Maintained strong liquidity levels through the business cycles. Show less



Haas Group International

• United States
• Chemical Manufacturing
• 100 - 200 Employee

• Chief Financial Officer

  • Mar 2011 - Mar 2014

  Haas Group International is the largest independent Specialty Chemical Supply Chain Management and Distribution Company concentrating on Aerospace & Defense and Automotive industries, with global operations in 21 countries. Until a recent sale transaction, Private Equity backed. Integral part of the Executive Leadership team managing a global finance function encompassing Controllership, Business Decision Support, Strategic Planning, Financial Planning & Analysis, Financial Reporting and Treasury. Transformation of finance function to a key asset central to the success of the business. Established regional functional organization, transitioning from a decentralized function with inconsistent policies and procedures to a compliant, cohesive centralized function, with a strong management team encompassing a wide range of skill. Sale Transaction. Developed and prepared the five year forecast with detailed projections and all supporting documentation. Managed the due diligence process, preparing and presenting to potential buyers with requested information in a timely manner. Led numerous meetings with potential buyers and their respective advisors regarding all aspects of the business and financial information. Successfully raised external financing. Responsible for preparing Confidential Information Memorandum, ‘Roadshow’ presentation with CEO and Private Equity sponsor, follow-up banking diligence meetings with syndicated banks. Acquisition of an International target. Responsible for identifying the target and preparing business case analysis, managing due diligence, financing and closing of the acquisition. Successful post acquisition integration with the existing entity, including financial system conversion. Established strong cross-functional relationships to ensure the finance team was supporting operations fully and providing the decision support need to develop detailed strategic plans and monitor progress. Show less



Haas TCM

• Chemical Manufacturing
• 100 - 200 Employee

• Senior Manager - Finance and Accounting

  • Jun 2010 - Mar 2011

  Responsible for financial planning and analysis including preparation of all reporting including monthly Executive and Board reports as well as the quarterly Board Meeting materials. Responsible for the complete overhaul of the Board Materials and internal reporting to include key business analysis and metrics with full commentary. Also provided technical accounting support for complex transactions. Responsible for financial planning and analysis including preparation of all reporting including monthly Executive and Board reports as well as the quarterly Board Meeting materials. Responsible for the complete overhaul of the Board Materials and internal reporting to include key business analysis and metrics with full commentary. Also provided technical accounting support for complex transactions.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Manager, Audit

  • Sep 2008 - Jun 2010

  Senior Audit Manager in the Consumer and Industrial markets practice of KPMG’s Philadelphia Office. Responsible for the daily management and execution of financial statement audits for a variety of public and private companies. Responsibilities include:Budgeting, scheduling of resource, monitoring, negotiating fees, planning and executing audit tasks, resolving audit and accounting issues and preparing and delivering financial statements to meet specified deadlines.Primary contact for senior client personal. Preparation and delivery of various presentations to client management and internal client teams. Identification and communication of business improvement and internal control recommendations.Client base included Sonepar/Hagemeyer, IKON a Ricoh Company, Doorman Products and Johnson MattheyBusiness development activities, including initial meetings and preparation of proposal documentation. Show less

• Senior Manager - Global Services Center

  • May 2006 - Sep 2008

  Separate rotation with Global Services Center (GSC). The GSC is responsible for the development of KPMG’s audit methodology and enabling tools for 40,000 KPMG professionals around the globe. My responsibilities and achievements included:Project manager responsible for annual update of the KPMG Audit Manual. Preparation of material, coordination of international review, preparation of analysis, and coordination of IT team. Liaison between business users and KPMG’s Department of Professional Practice and Office of General Counsel. Presentations and reports for KPMG global leadershipProject manager for a number of developments and maintenance of KPMG’s global and US audit methodology including development of enabling IT tools. Key project was the development of proprietary software to enable ‘smart audit documents’ allowing efficient and effective scaling of methodology in the field reducing audit costs while maintaining thorough risk management and compliance. Show less

• Manager

  • Sep 2003 - May 2006

  Audit Manager in the Consumer and Industrial markets practice of KPMG’s Philadelphia Office. Responsible for the daily management and execution of financial statement audits for a variety of public and private companies. Client base included Subaru of America, Airgas, ARAMARK and Johnson Matthey



KPMG UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Assistant Manager

  • Sep 1998 - Sep 2003

  Started career with KPMG’s Owner Managed Business Audit Department in the Birmingham, UK, providing audit, tax and advisory services to various privately held clients. Started career with KPMG’s Owner Managed Business Audit Department in the Birmingham, UK, providing audit, tax and advisory services to various privately held clients.