Wagener, South Carolina, United States
Proven MBA corporate finance executive; master of data analytics in a $130M+ multi-location, high-complexity, matrix organization; extensive M&A experience and investment banking engagement; a demonstrated leader of general ledger accounting, forecasting, strategic planning, and financial modeling
Accountable for GL Accounting, P&L Management and Earnings Reports, Financial and Operational Analysis, Standard Costing, Forecasting, Budgeting, Synergy Modeling, Strategic Planning, Board Level Reporting
01/18-09/22 Established and performed FP&A procedures and controls: Delivered critical, analytical data for 9-11 operating facilities encompassing 150-200 customer accounts and >6,000 production SKUs spanning six end markets and five process technologies Prepared and presented financial and KPI performance results to c-suite executive staff, board of directors, and private equity sponsor Upgraded financial budgeting and reporting tools to shorten results delivery time and improve data integrity Directed M&A growth: Integral to the transformation of a $47M 4-facility business in 2008 to a $130M+ company with nine North American operations in 2022. Identified add-ons; managed due diligence process from legal document writing to financial modeling and data room management; facilitated post-acquisition assimilation plans to integrate newly acquired operations and staff into the Parkway culture Successfully acquired and integrated four facilities from 2017-2019 adding $60M in sales Manager, Business Strategy 05/13-01/18 Spearheaded a robust monthly sales forecast program that improved accuracy to within +/-2% annually Launched annual strategic planning method, training 11 management teams to formulate more effective action plans focused on driving sales growth and profit Enhanced brand awareness with a new website launched in 2016 Developed CIM and presentation materials and organized document flow during multiple sell-side projects including one to a new private equity sponsor in 2015 Sales & Financial Analyst 08/08-05/13 Championed monthly sales forecast activity; trained sales and operations staff to understand, measure, and respond to customer demand Maintained and reported sales pipeline, calculated win percentage, expedited long term growth plans Centralized quoting and instituted a higher margin yet competitive pricing strategy which resulted in sales and profit growth Accomplished first buy-side transaction of two facilities in 2009
Created, populated, and distributed weekly and monthly operational and financial budget variance reporting for 120+ radiation therapy treatment facilities across the US Presented financial trend analysis to physicians and office managers Performed month-end system closes in collaboration with IT Trained in Access to import data from ERP and write queries for analysis and reporting Attended expert level Excel training with Waltz Business Systems to learn more advanced functions such as pivot tables, macros recording, and waterfall charts
Internal Auditor Completed quarterly regulatory audits in accordance to Indiana Gaming Controls, Sarbanes Oxley, and COSO for Slots, Table Games, Poker Room, and Cage, providing recommended corrective action to any variance in procedures Observed surveillance and soft money drop and count process quarterly to ensure proper procedures were being followed Investigated loss prevention risk to prioritize audit review of non-gaming departments including purchasing, inventory, spa, retail, restaurant, hotel, group sales, promotions, guest services, golf, and facility maintenance Staff Accountant Reconciled credit card transactions and main checking account with 9 feeder accounts during month-end close Researched and posted journal entries to balance accounts payable for 20 departments Examined expense budget variances and prepped Directors for monthly review with GM
Measured customer usage to determine if slowed business was due to unseasonably warm weather or loss of market share