Director of Finance

• Oct 2022 - Present

Controller

• Sep 2020 - Sep 2022

Responsible for the monthly financial close process and preparation of financial reporting for the Owen Family of Companies (Owen Equipment, Blaze Equipment, and Cal-Line Equipment). Owen Family of Companies sell, rent, and provide aftermarket parts and service for specialized equipment in the municipal infrastructure, utility, and vegetation management industries. - Oversee and participate in training and development of accounting team - Lead ongoing accounting and operational process improvements - Facilitated accounting integration and prepared opening balance sheet for two acquisitions in 2021 - Helped manage and prepare reporting and schedules for due diligence process resulting in sale of Owen Family of Companies to new private-equity investor group - Automated Trial Balance, Balance Sheet, and P&L Reporting, resulting in significant time savings achieved during both month-end close and financial reporting processes - Designed and implemented monthly reporting package for new investor group - Assist CFO with annual budgeting and ongoing forecasting activities

Development Controller

• May 2017 - Sep 2020

This role serves as the financial resource for TEC Equipment’s construction division. It also directs the financial activities for the ownership group's real estate holdings company. Responsibilities include the close, compilation, and reporting of the financial statements and managing compliance for the construction and real estate activities. - Led successful implementation of ERP system (Yardi) including commercial and construction modules - Streamlined financial statement reporting for real estate holdings company by one month - Created new operational and monthly financial reporting packages - Designed and documented new procedures and controls for construction division - Collaborated with sales and executive teams to implement new company‐wide procedures - Consistently used as a resource to assist with and develop new operational reporting in Excel - Project lead for implementation of project management tool (Asana)

Business Assurance Senior

• Jan 2013 - May 2017

- Evaluated the impact of new accounting pronouncements and counsel clients through implementation - Facilitated engagement planning and execution and closely managed budget to actuals - Acted as point of contact between client and engagement team - Directed and monitored staff from multiple engagements simultaneously - Participated as training leader for seniors and staff on new technical accounting areas - Created specialized financial reporting tool for aerospace manufacturing client

Grounds Assistant

• Jun 2011 - Dec 2012