with progressive experience driving the performance and profitability of innovative organizations
proven leader in Public and Private Equity-backed companies with the ability to drive focused results while staying agile. Unique ability to simplify the complex all while building cross-functional relationships.
sees the big picture, conceptualizes solutions, drives execution, and delivers results.
Project Manager for ERP selection and implementation team for Accounting, Finance, and Inventory groups. Led the implementation and integration of NetSuite
Engaged vendors and negotiated contract terms to help control recurring costs in all aspects of the company
Created and maintained 5-year budget and forecast to project out all revenues and expenses over time
Assisted Executive leadership team in securing funding in excess of $10 million from individual and institutional investors, helping to fund Spacee through its pre-revenue stages of development
Led a team that analyzed the implementation of self-service kiosks at major retailers that increased sales, created higher margins, and grew revenues by $5-$10 million over 3-5 years
Worked in partnership with Sales and Operations teams to manage vendor relationships through the pandemic, resulting in savings of over $1 million monthly
Built full ROI model to evaluate comprehensive tool rental center implementation in grocery stores that could generate an additional $20 million in revenues annually
Collaborated with the CFO and Treasury Manager on a weekly cash flow forecast to help with budgeting and forecasting, as well as purchasing decisions for the Operations and Executive Leadership teams
Created monthly financial reporting for the Board of Directors and banks
Provided key financial analysis that supported new vendor supply contracts that reduced expenses by $3 million annually
Lead financial analysis to switch primary renal medications for patients, resulting in a $15 million EBITDA increase annually
Created monthly, quarterly, and annual financial reporting decks for the Board of Directors, as well as banks and PE Partners
Implemented NetSuite ERP system
Built new COA and reporting structure for the company
Lead team to build out full projection and ROI model to introduce self-service kiosks into grocery stores
Built and presented model to Executive team, showing the increase of margins and $5-$10 Million in additional Revenue.