● Perform Due Diligence for M&A transactions in HVAC & Plumbing space ($5M+)● Raise capital & funding in corroboration with PE & VC partners● Contract negotiations and org formation● Post acquisition operational management & guidance for scaling● Greenfield new lines of business in various markets● Conduct technician / sales training & implement processes● Implement marketing strategy at brand and regional levels● Onsite assistance / coaching to develop mid level managers● Numerous ServiceTitan implementations at the Enterprise level● Custom API integrations to automate functions that cannot be performed by ServiceTitan

● Hired, trained, coached & directed accounting, dispatch, CSR teams and 6 managers/supervisors● Negotiated contracts with vendors resulting in rebates, credits, price holds & co-op for the company● Implemented dispatch walk off process & priority system resulting in higher avg tickets & conversion● Automated a majority of interoffice processes & payroll using MS Teams, PowerAutomate & PowerBI● Transitioned centers to platforms for review management, fleet management, & personality analysis● Executed operational adjustments resulting in 40% margin increase for plumbing service & install● Implemented new comp plans resulting in higher margins and more technician accountability● Implemented Divvy to automate expense reports & eliminate data entry for credit card transactions● Managed & led HVAC Sales to 48% average leasing conversion and 26% increase in YoY ASP● Oversaw a $3M Adjusted EBITDA company turnaround in 13 months with 30% less employees YoY● Transitioned HVAC Sales/Install to High Efficiency Equip. & maintained 98% HE as a % of sales● Managed multiple equipment/material consignments of over $2M with no shrinkage or overages● Communicated extensively with CSR, Dispatch, Marketing, Management, Install, & Tech teams● Interacted frequently with service orgs such as Nexstar and mentored contractors in Service Nation● Identified opportunities for efficiency within existing customer facing processes & executed change● Implemented new handbook/driver/safety policies reducing work accidents from 17 to 2 in one year● Documented policies and procedures to be adopted across platform companies for Granite Comfort● Altered technician/plumber training process leading to higher avg tickets, conversion rates & sales● Implemented new technician processes leading to 330% increase ($1M) in IAQ sales YoY● Implemented changes to leasing model to allow leases of partial systems, mini splits & accessories

● Consistently achieved budgeted goals for HVAC Sales, Install, Leasing & corresponding expenses ● Successfully completed extensive yearly internal audits by BDO on company financials & processes● Completed yearly budgets consisting of 12 departments and 8 revenue lines for 2 centers● Presented monthly/yearly financials/KPIs; Q&A with corporate team on results & strategies

- Trained and supervised accounting team; Completed weekly payroll, reconciliations & JEs- Maintained & bid GL, W/C, Auto, Umbrella & Cyber insurance policies as well as fleet vehicles- Oversaw transition & trained office staff for new accounting & dispatch software- Developed and maintained internal policies & procedures regarding accounting, software & values- Successfully transitioned company into full PCI DSS compliance- Performed internal audits & assisted in GL audits for insurance purposes- Implemented cloud scanning for all AP, AR & contracts eliminating paper usage & overhead- Implemented procedures to decrease comp/auto claims from 10 to 1 in two years- Oversaw budget/forecast preparation and provided in depth analysis of expense/COGS accounts

- Performed daily cash deposits, tax reconciliations, and made journal entries- Communicated extensively with vendors and guests regarding billing, A/P, A/R, and reservations- Managed new hire onboarding, benefit enrollment, background checks and HR documents- Trained/supervised accounting clerk, front desk staff, and night auditors- Completed semimonthly payroll and end of month reconciliations for properties- Maintained spreadsheets to track incentives, shortages, expenses, and labor variance- Assisted with internal financial audits, Hilton QA audits and aided GM in budget preparation- Worked alongside GM to ensure both properties achieved flex-flow & profitability- Worked with Assistant CFO to implement new pay card system for employees- Traveled to other company properties to train management & operations staff

- Entered/paid bills, reconciled statements/reports, made journal entries, and accrued taxes/interest- Trained and supervised bookkeepers; implemented efficient internal controls- Extensive interaction with vendors, call center staff and upper management- Counted and deposited cash, checks; initiated wire transfers and resolved customer complaints- Communicated frequently with salesmen regarding accounts, sponsorships and donations- Prepared revenue trend/commission trend spreadsheets using Excel for management

- Led prospective students and families on tours of campus, serving as the face of the University- Handled phone calls and answered detailed questions about Louisiana Tech- Gained experience in public relations and in communication- Selected in a highly competitive environment to represent the 11,000 student body- Selected to organize and speak at large student/family recruiting events