Greater St. Louis
Strategic and tactical leader accomplished in elevating bottom-line results in private equity and Fortune 100 companies. Trusted partner on cross-functional leadership teams, collaborating on planning and execution to move companies forward. Engaging team leader and mentor skilled at improving processes, orchestrating complex initiatives, and instilling best practices. Talent for conducting root cause analysis and solving complex problems. Record of driving millions of dollars in annual cost savings, profitable growth, business evolution, and operational excellence. Strategic Planning | Mergers & Acquisitions | FP&A Oversight | Analysis & Reporting | Internal Controls Metrics/KPI | Capital Expenditures | P&L Management | Budgets & Forecasts | IT Solutions | M&A Accounting Standards | Cash Management | Banking Relationships | Treasury | Risk Management As a Consultant, I help business owners transform performance, unlock growth, and maximize enterprise value. My consulting approach combines hands-on operational expertise with strategic financial guidance, ensuring measurable results within accelerated timelines. Can be reached at [email protected] Cell: (314) 606-7956
At R&S, I partnered with ownership to deliver a full-scale turnaround: • Increased sales by 80% in 12 months by reducing backlog and driving production throughput. • Improved EBITDA by 44% through process optimization and efficiency gains. • Implemented new source of funding to improve operational cashflow and productivity. • Successfully guided ownership through a sale of the company to a capital investor, positioning the business for long-term success. I specialize in: • Revenue growth through operational efficiency • Profitability improvement (EBITDA focus) • Backlog reduction & throughput acceleration • Exit planning & investor readiness • Strategic advisory for ownership and leadership teams My mission is simple: help owners achieve both performance breakthroughs and successful exits.
Senior Financial position for $20M+ division of Pivot International. Responsible for P&L, Cash Management, Audit and overall financial responsibility. ▪ Consolidation and Financial Oversight for locations in US, Mexico, China and Taiwan. ▪ Improved monthly consolidation from 12+ days to 7 days. ▪ Delivered consistent 95%+ current on all outstanding trade receivables.
Led financial reporting, internal controls, cash management, audit, treasury, and banking functions for privately held $500M+ innovative tooling solutions company. Directed team of 50+. Engaged with public accounting firm on audit, tax, and consulting projects. Assisted owners/execs with strategy, estate planning, profit distribution, and stock ownership. ▪ Achieved zero disruption to cash flow/liquidity while navigating challenges (Covid, grounding of major supported product in Boeing 737 Max); attained over 10% pre-tax profit improvement as sales dipped 30% at height of crisis. ▪ Accelerated month-end close from 15 days to 4 days; identified and implemented process improvements. ▪ Reduced DSO from 75+ days to under 60 with 50%+ drop in overdue accounts receivable (A/R). ▪ Strategized with C-suite and executed major change and cost savings initiatives, including headcount optimization. ▪ Led banking relationships and contracts; negotiated $500K annual savings on asset-based lending (ABL). ▪ Partnered on Steering Committee to plan migration to Cloud-based ERP solution aligned with business needs.
Owned FP&A, financial controls, cash management, M&A activities, IT oversight, and purchasing for $60M manufacturing company. Collaborated with private equity ownership firm on financial management. ▪ Led due diligence and financial analysis to close 2 acquisitions, including directing acquisition integration; increased EBITDA 0.5% in first 12 months post-acquisition. ▪ Asked to step in and fix inventory management and turnover performance to boost profitability; revamped Purchasing department and corrected root causes of issues (stockouts, inventory bloat, on-time delivery). ▪ Managed outsourced IT, ensuring proper cross-functional IT support and efficient business systems.
Integral partner to private equity group in transitioning business from privately-owned company ($50M LPG & NH3 equipment manufacturer) to new platform in portfolio of holdings. ▪ Delivered critical financial leadership, including financial reporting and cash flow, while managing relationships with multiple lending organizations to finance and successfully execute deal.