KEY ACCOMPLISHMENTS

Reduced month-end close process by 55 days, slashed costs 50%, and surged efficiency 66% by reengineering accounting, finance, and payroll, and fusing treasury and cash management functions.

Captured over $500K annually in unbilled revenue by analyzing fluctuations and discrepancies in daily job reports.

Crystallized management investment decision-making by implementing processes to capture total job costs.

Completed integration and implementation of existing ERP system, mitigated risk, time, and cost-savings.

Uncovered and shut down ongoing payroll fraud through segregation of duties and internal controls.

Generated savings opportunities of over $500K through state sales tax negotiations.

SUMMARY OF QUALIFICATIONS

Business Growth

Mergers and Acquisitions

Financial Reporting

Strategic Planning and

Execution

Turnarounds

Change Management

Treasury Management

Process Optimization

SOX, Audit, Tax Compliance

Budgeting and Forecasting

“Big 4” Audit

INDUSTRIES

Oil and Gas Logistics

Manufacturing

Mechanical Services

Financial

Mortgage Banking

Commercial Real Estate

Hospitality

KEY ACCOMPLISHMENTS

Completed and integrated multiple acquisitions totaling $400M+ in revenue across multi-site businesses.

Refinanced an $80M+ ABL facility, managing all banking and lender relationships including covenant reporting and tracking.

Led financial and operating committee reviews, long-range strategic planning, and go-to-market preparation for private equity–owned portfolio companies.

Served as primary liaison with investment banking groups during sell-side processes, developing Confidential Information Memoranda (CIMs) and management presentations.

Built and managed long-range financial models, annual budgets, and rolling forecasts to improve visibility, goal setting, and performance tracking.

Designed and implemented operational planning platforms and internal controls to manage business operations, labor, and cost productivity.

Experienced in GAAP, valuation, and M&A fundamentals; hands-on with treasury, AP/AR, financial planning systems (BPC, TM1, Hyperion, Essbase, Anaplan), and ERP transitions.

Developed multiple company financial models to evaluate capital structure, working capital needs, and valuation.

SUMMARY OF QUALIFICATIONS

Financial Modeling and Business Case Development

Long-Range Planning, Budgeting, and Forecasting

Mergers & Acquisitions and Integration

Go-to-Market Process

Working Capital Analysis and Management

Cash Flow Forecasting and Treasury

Board and Lender Reporting

Financial Assessment and Readiness

Division and Product Line Profitability Analysis

Executive Reporting and Dashboarding

Back-Office Optimization

ERP Transition

INDUSTRIES

Logistics and Supply Chain

Distribution

Manufacturing

Retail

Home and Consumer Services

Industrial Services

Recycling and Waste Management

KEY ACCOMPLISHMENTS

Identified duplicate vendor payments and related party disbursements using IDEA data analytics software. Review led to improved accounts payable process.

Evaluated effectiveness of estimating, billing, equipment usage and cash management functions. Reviewed audit findings with management.

Reviewed system access and functions for compliance with segregation of duties controls.

Completed a review of funds transfer process, evaluated adequacy of internal controls and proposed control enhancements.

Managed business continuity for Division including development and maintenance of plan documentation and planning, coordination and evaluation of annual business continuity exercise.

Achieved a high level of client satisfaction in administering five structured finance transactions with $1.5 billion in collateral.

Closed four new structured finance transactions in six months resulting in significant new revenue.

Identified a control weakness that resulted in implementing a procedure to ensure all accounts were billed in a timely manner.

SUMMARY OF QUALIFICATIONS

SOX, Audit, Internal Controls

Process Documentation and

Improvement

General Accounting

Financial Reporting

“Big 4” Audit

INDUSTRIES

Specialty Construction

Financial Services

Manufacturing