Brad Lambert Email & Phone Number

Westerville, Ohio, Us

Served as a strategic business partner to CEO and executive board in implementing vision, mission, and culture as key member of the senior leadership team. Oversaw P&L for entire organization, as well as $25 million operating budget. Provided direction and leadership in areas of strategy/planning, investment analysis, modeling, scenario planning, financial accounting, and business improvements. Manage all aspects of IT, HR, Inventory, and Accounting while overseeing 21 employees. Served as company treasurer.Oversaw global supply chain, with accountability for $130 million in inventory purchases annually. Researched and developed new lines of business. Directed investment strategy, including mergers and acquisitions, capital reserves investment, and banking relationships. Negotiated debt rates, covenants, terms, and treasury management fees. Serve as ESOP administrator. Managed self-funded health insurance plan and property/liability/casualty insurance plans; negotiated healthcare contracts. Accountable for contract review, execution, and compliance; supervised audit process to ensure regulatory compliance. Oversaw HR function, including recruiting and policy development. Coordinated/implemented internet security strategy and maintain company website.Select Highlights:➜ Orchestrated accounting and finance strategies that eventually led to debt-free balance sheet.➜ Developed and implemented cash management and expense reduction strategies that increased share value. Utilized dynamic routing to reduce service model expenses, reducing deliveries to once daily.➜ Increased cash flow by millions of dollars per year by increasing inventory turns, negotiating improved accounts payable terms, selecting better vendors, and amending ESOP plan to reduce annual payouts.➜ Turned around performance in areas of IT, Inventory, and HR after only 6 months in role. Implemented sound management practices that focused on performance accountability continuous improvement.

Orchestrated startup and managed construction/staffing of new first-of-its-kind facility that produces algae oil, petrochemicals and nutraceuticals. Directed fiscal functions involving accounting, finance, fundraising, budgeting, purchasing, HR, IT, operations, procurement, and project management. Created/oversaw $10 million annual budget. Managed organization P&L.Directed all aspects of accounting and reporting, including general ledger, forecasting, audits, internal controls, compliance, and payroll. Led and managed all merger, alliances, partnerships, and market development efforts. Generated daily, weekly, monthly and yearly financial reports that included cash management, forecasts, P&L, balance sheet, and cost centers. Crafted internal controls. Developed treasury management and investment vehicle strategy for company proceeds. Handled Workers’ Compensation claims process for Ohio and Texas. Negotiated health, liability, and property insurance contracts.Presented financials and strategic vision, long-term budget projections, and fundraising plans to board of directors. Initiated global sourcing of products. Managed inventory using FIFO method. Ensured compliance with FDA guidelines. Negotiated contracts involving investors, employees, vendors, customers, and investment banks. Solicited investments from individuals and venture capitalists. Developed business KPIs and performance metrics. Secured construction permits and researched/hired contractors. Managed company public relations. Held positions that included Board of Directors member, treasurer, secretary, and company officer.Select Highlight:➜ Successfully established coalition consisting of city Department of Development, mayors, senators, members of Congress, and federal Department of Energy (DoE), Department of Agriculture (DoA), and Department of Defense (DoD) to ensure start-up success. Orchestrated federal and multi-state venture to solicit contracts and grant money with DoE, DoA and DoD.

Presided over building of first-of-its-kind refinery with capability of producing “green” motor oil as part of major transition. Directed and oversaw company financial activities, directed preparation of financial reports/summaries, and created forecasts predicting future growth. Developed and managed $25 million annual budget. Engaged in P&L management, fundraising, budgeting, and project management. Directed accounting functions, including CPA management and audit process oversight. Developed accounting system internal controls and coordinated with accounting form to conducted multiple audits.Led mergers, acquisitions, divestitures, joint ventures, strategic alliances, partnerships, and new market development initiatives. Managed property acquisitions. Negotiated contracts with banks, attorneys, vendors, and customers. Developed company HR and recruited employees. Ensured compliance with regulatory agencies.Select Highlights:➜ Established new entity (Heartland Refinery Group, LLC), acquired land to support construction of 2 office buildings and oil refinery, and acquired piece of land with rail spur for oil transportation. - Secured support letters from federal/state/local agencies and petitioned for grant money and government loans, in addition to bank financing. Orchestrated transition from warehouse to new corporate offices.- Orchestrated federal and state lobbying efforts in Washington, D.C. to secure contracts and grant funds.- Created high-pay green jobs for community and generated $25 million in construction business for local contractors. Managed employees in 3 states and recruited/hired 40 employees for new facility.- Forged coalition that included Heartland Refinery Group, Ohio’s Department of Development, current and former mayor of Columbus, members of Congress, and senior associates Department of Energy and USA Energy Advisors.➜ Negotiated the sale of Heartland Petroleum and Heartland Refinery, producing 100% ROI.