United States
Senior Finance Leader driving profitable revenue and cost savings through financial modeling, planning, analysis, and strategy. Strength in bringing financial clarity, collaborating cross-functionally, and promoting action on critical business issues. Expertise in the following: - BU & Corporate Finance - Process Improvements - Strategic Planning - Financial Modeling - Budgeting/Forecasting - CFO Support - Project Management - KPI Reporting - Capital Expenditures - Power BI
Supported the General Manager of a newly formed $200M business unit with strategic analysis, forecasting, and budgeting while reporting directly to the CFO. Accomplishments: • Created and delivered the inaugural business review presentation, effectively communicating financial and operational results to the CEO, CFO, and COO monthly, significantly improving clarity on inventory and cash flow. • Supported M&A efforts by developing a P&L and working capital model instrumental in securing a loan for a $50M acquisition, while also utilizing the model to set FY23 Budgets. • Achieved enhanced financial planning and performance by developing the first commercial sales & margin budget for top customers through collaborative efforts with sales operations and dynamic modeling. • Coordinated with the bank as a financial liaison, ensuring the timely completion of field audits and appraisals to meet all loan requirements. • Supported the month-end close process by monitoring entries and transactions against expectations.
Supported the VP of Sales and VP of Marketing by modeling new strategic initiatives, budgeting, forecasting over 200 locations, and creating new executive level presentations, while reporting directly to the CFO. Accomplishments: • Designed and implemented the first Power BI dashboards and reports for sales & marketing. • Led the companywide annual P&L and working capital budgeting. • Revamped forecasting accuracy by creating the first operational model that aligned sales and marketing targets. • Created a new weekly executive business presentation to communicate in-month results that led to faster decision making. • Managed the accounting team which included GL, AR, and AP. Led and supported their efforts to improve accrual accuracy and reduce the number of days to close month-end.
Supported the east area SVP of Operations with revenue of $250M by providing financial analysis, dashboarding, KPI reporting, forecasting, budgeting, and strategic ad hoc modeling. Supervised three financial analysts. Accomplishments: • Partnered with the SVP Operations to model the consolidation of 5 bus distribution locations. • Developed an advanced forecasting & modeling tool using Excel to assess the future state of 44 standalone P&L’s, automating real-time consolidation, and enhancing accuracy. • Integrated accounting and finance for a $30M acquisition by partnering with Operations, Accounting, HR, Corporate FP&A, & Business Development.