Experience

Exterity, LLC
• Computer Networking Products
• 1 - 100 Employee
• President

  • Sep 2022 - Present


Kellermeyer Bergensons Services, LLC

• United States
• Facilities Services
• 700 & Above Employee

• Senior Vice President

  • Feb 2018 - Aug 2022

  • Lead and oversee annual planning process and in year forecasting process • Partners with CEO to manage the operational business plan to maximize productivity, profitability and customer satisfaction levels throughout the Retail • Create and tactfully executive sales strategy for driving growth • Support strategic and operational planning • Updates the company's model risk management strategies and framework, including risk appetite, policies, responsibilities, and operating procedures. • Establish and manage key performance metrics to include net revenue, gross margin, and manage P&L to ensure desired objectives are met. Show less



International E-Z UP, Inc.

• United States
• Retail
• 1 - 100 Employee

• CFO

  • Sep 2013 - Feb 2018

  Trusted member of executive team, collaborating with the Board of Directors to develop, execute, and deliver on organizational strategy and vision to aggressively grow revenue, increase financial strength, and operational efficiency.Drive and influence annual budgets/projections (P&L, BS, and SCF) and monitor results and trends to ensure strategic results. Includes domestic divisions, manufacturing, and international entities. Negotiate and maintain all banking contracts and relationships in U.S., Netherlands, and Hong Kong.Developed and executed plan to terminate a dealer agreement and merge the two businesses.Manage insurance lines, outside auditors, multi-state sales tax, and legal activity (domestic and int'l).Responsible to ESOP and 401(k) plans.Key participant in locating new 130,000 sq. ft. building and obtaining financing ($20M).Involved in developing and manage license agreement.Participative leader responsible for Finance (distribution and manufacturing), IT, Human Resources, Purchasing, and Warehouse teams (Domestic and Global) to operate efficiently and obtain financial and operational goals. Complete oversight of Europe Division including sales (€4.5M), marketing, finance, operations, HR.Project Sponsor on NAV implementation and five other independent software vendors including eCommerce. Show less

• Director Of Finance And Operations

  • Apr 2006 - Sep 2013

  Report to the COO and lead global budget and financial analysis processes while ensuring adherence and improved reporting. Managed finance and operations in all divisions to improve efficiencies and increase cashflow.Prepared monthly domestic and international financials and board package reports for all entities.Managed and timely completed annual audits with zero adjustments.Implemented foreign currency hedging program (€ and ¥) resulting in over $200K in annual savings.Renewed and strengthened banking relations, credit agreement ($8.7M) including SWAP agreements. Managed cash flow and reduce LOC needs through cost containment, increased AP terms, and DSO reduction.Reduced buying cycle 3 weeks with overseas vendors and improved annual Inventory Turnover by 1.5.Implemented inventory control processes including cycle counts, eliminating the need for annual physicals.Optimized warehouse layout and implemented WMS to improve receiving and order fulfillment efficiency and accuracy (94.2% to 99.7%).Project manager in implementing new, company-wide ERP systems (Great Plains). Show less

• General Manager Production

  • Jul 2004 - Apr 2006

  Ownership request to lead the production entity with the goal to streamline processes, improve quality, reduce lead times, errors, and overall costs.Oversaw full $6M P&L responsibility for all functions of custom production operations (50+ EE).Implemented capacity reporting to reduce labor and improve production time by 3 days.Established 2 new manufacturing facilities in Mexico improving gross margin by 31%.Researched and purchased key equipment to increase automation and reduce labor costs by 10%.Negotiated component costs with Korean vendors to reduce finished good cost by 8%.Improved cost accounting process that led to trusted and improved margins and customer pricing.Instituted training programs in production departments to reduce scrap and improve throughput. Show less

• Controller / Operations Manager

  • Mar 1997 - Jul 2004

  Recruited by ownership to report to the CFO and create sound financial and operational processes to support growth. Worked with owner to specifically manage the newly formed Professional Products Division.Reframed and improved monthly and annual financial reports and timing of publication.Collaborated on signing new bank agreement ($10.5M).Progressed Inventory management including collaborating with purchasing to monitor inventory levels.Oversight of all AP, AR, and Payroll in division.Authored customer credit policy that supported all selling channels reducing DSO to less than 30 days.PM for JD Edwards and MAS 200 systems. Show less