Bio
Credentials
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Certified Public Accountant
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Information Technology Infrastructure Library (ITIL) Foundation Certified
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Experience
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Pritchard Companies
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Iowa, United States
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Chief Financial Officer
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May 2020 - Present
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Iowa, United States
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Interim Chief Financial Officer
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Aug 2019 - May 2020
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Titan Pro SCI, Inc.
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Clear Lake, Iowa
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Chief Financial Officer
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Oct 2015 - Aug 2019
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Clear Lake, Iowa
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Executive Vice President | Chief Financial Officer (CFO)
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2014 - 2015
• Astute direction of the overall finance and accounting, strategic operational effectiveness from design and implementation, business analytics, legal, and internal information technology (IT) activities• Keen supervision of various IT driven initiatives delivered through diminished IT administrative costs, including conversion of core internal business applications to SaaS model• Efficient fulfillment of legal representative role for the company on all registered foreign branches and corporate contracts• Hands-on engagement in customer contract negotiations with regards to large customer revenue deals• Execution of company’s retirement plans administrator responsibilities, including the Employee Stock Ownership Plan (ESOP) repurchase liability forecasts and business valuation activities• Substantial contribution in the successful contract negotiation and acquisition of $3M worth of IP assets and operational integration• Oversight of all aspects of $3.4B Global IT Company original equipment manufacturer (OEM) contract renewal resulting in 1/3 of annual revenue of the company
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Interim Chief Executive Officer (CEO)
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2014 - 2014
• Close monitoring of company’s consistent alignment with TeamQuest's Core Values and within the policy framework established by the Board of Directors• Administration of overall development and execution of strategic and annual planning efforts as well as operating objectives in order to drive consistent company growth and shareholder value
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Executive Vice President | Chief Operating Officer (COO) | Chief Financial Officer (CFO)
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2006 - 2014
• Coordination of the entire finance and accounting and strategic operational effectiveness with focus on design and implementation as well as business analytics, legal, and internal IT activities• Active participation in negotiations on large customer revenue deals while serving as the company’s executive management ambassador during trade shows and customer site visits• Provision of keen leadership to different procedures related to reporting and streamlining organizational performance metrics which involved the company’s annual business plan and three-year business plans• Implementation of comprehensive assessment on diverse options for business expansion, including third-party partnerships and acquisitions• Obtainment of designation as the legal representative on all registered foreign branches and corporate contracts• Driving force to key efforts in completing contract negotiation and acquisition of $10M IP asset purchase and operational integration• Strategic direction of direct sales from Americas and Asia Pacific, as well as OEM revenue from Global IT market partner
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Chief Financial Officer (CFO)| Director of Special Projects
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2000 - 2006
• Proactive headship of various operations including finance and accounting, planning and legal, human resources, and other administrative support tasks• Institution of operating policy and methods in support of the strategic and business objectives• Performance of extensive evaluation on each function’s progress as compared to performance objectives• Impartment of recommendations to other executives and managers with regards to appropriate usage of specialized services and administrative requirements according to professional, state, or federal regulations• Integral role as member of Senior Management Committee, as well as the chief financial officer, responsible for company’s corporate affairs• Instigation of royalty case settlement with OEM partner resulting in $50M revenue agreement and stock retirement • Significant input in the successful transition of the company from C Corporation into a Subchapter S Corporation while initiating the implementation of ESOP ownership structure• Establishment and management of TeamQuest Foundation to provide IT grant awards for non-profit operations• Successful election to the TeamQuest Board of Directors
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McGladrey LLP
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Mason City, IA
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Senior Manager | Certified Public Accountant (CPA)
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1982 - 2000
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Mason City, IA
• Delivery of superior services to different industries including banking, software development, construction, manufacturing, agriculture, government, retail, healthcare, insurance, hospitality, and non-profit organizations.
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Education
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1980 - 1982University of Iowa
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1978 - 1980North Iowa Area Community College
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Industry Focus. “Financial Services”
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