• Interim VP of Finance for private equity owned contract manufacturer in the nutrition and wellness space• Hired to help prepare company for sale and transition to new owners after the sale• Worked closely with PE team, investment bankers, attorneys, and CFO on due diligence, shedules, documentation, and process improvement

• CFO for LaCore’s two manufacturing companies along with their Labs and Logistics companies• Created PO approval process for vendors that significantly reduced raw material inventory and improved cash flow• Oversaw complex billing model for MLM customers that included product sales, factoring, warehousing, freight• Helped evaluate, select, and plan new ERP for use by multiple LaCore companies• Led through extensive plant expansion and capital asset purchases with cash flow management

Provided strategic financial leadership and direction to the organization. Led the Finance, Accounting, Reporting, Treasury, Legal, Risk Management, Tax, IT, and HR functions.• Created and built out FP&A and Accounting functions; P&L responsibility for entire company • Created the HR function and established the offerings of health benefits, insurance, and 401(k) plan• Secured debt/financing through extensive network of banking relationships to fuel hypergrowth• Led relationships with outside legal counsel in areas such as FDA requirements, trademark protection, M&A• Regularly reviewed/authored contracts, agreements, and NDAs• Worked with outside tax counsel to reduce tax liability, maximize charitable contributions, and protect assets• Accomplished acquisition of competitor with successful integration into core business• Doubled production capacity with construction of second manufacturing facility; opened first retail store• Purchased all honey through vast supplier network; negotiated contract terms/pricing for multiple types and source locations of raw product• Transformed insurance policies into complex multi-site, multi-product line, and trucking package• Helped develop and implement a cross-functional strategic planning process (StratOps) for company• Worked with COO to select, plan, and successfully roll out the first ERP system• Owned the Integrated Business Planning (IBP) process that cross-functionally used demand and supply planning to drive company forecasting and planning• Represented finance/legal with Innovation team to bring new CPG products and ideas to market

• Helped owner plan and execute company expansion into additional markets due to rapid growth• Worked with honey suppliers to source bulk honey• Collaborated with store managers to strategically plan sales and marketing

• Provided direction and leadership for the financial operations of two business units totaling $185M in sales• Managed P&Ls, budgeting, forecasting, cash management, and policy implementation for these groups• Prepared reports and presentations that gave insight on financial trends, operational activity, and forecasts• Regularly performed various types of analysis including financial, variance, market segment, headcount, etc.• Involved in regular pipeline/backlog reviews, developed/tracked metrics, analysis of burden/utilization rates• Performed cost analysis for product lines to ensure accurate margins were received• Set partner multipliers, helped design Premium Partner Program, monitored early payment/order discounts• Supervised and controlled the credit and collections process, federal GSA reporting• Created complex management bonus/commission plans and calculated quarterly/annual payments due• Worked closely with Latin America and Canada entities, Schneider subsidiaries (Pelco, SquareD, APC, etc.)

• Created/maintained month-end close and forecast models and supported Operations budget process• Performed financial/variance analysis and made recommendations to senior management• Supplied year over year category walks and associated waterfall charts for management• Prepared productivity, outlook accuracy, service line, and hierarchy reporting• Reviewed high-level JE/input control and Asset Impairment Questionnaires for Sarbanes-Oxley compliance

• Managed financial/variance analysis of P&Ls; analysis of A/R and other significant balance sheet accounts• Reviewed and analyzed submitted operating company budgets; worked with the division president, the vice president of sales to create overhead budgets; prepared for budget review meetings with senior management • Ensured SourceCorp's compliance with Sarbanes-Oxley with testing and working with auditors • Helped implement Hyperion Pillar; worked with operating companies to load budget/forecast in Pillar• Assimilated an acquired company; developed M&A holdback and earnout calculations for the acquired company• Prepared for and helped with the divesture of six operating companies, including extensive compiling of data, creating schedules and complying with potential buyers' requests for detailed information• Reviewed/booked fixed asset transactions; calculated/filed monthly sales tax return, tax questionnaires• Financial modeling

• Served as financial coordinator for $18 million Strategic Service Unit and $70 million Local Support Relief Unit• Provided analysis reporting - budget to forecast to actual for relief, expense, and headcount• Developed budgets; performed monthly/quarterly close, forecasting processes for unit management • Served as primary financial coordinator and intermediary for managers and analysts of several regions and contracts including EDS Mexico, EDS Canada, Xerox, and third-party vendors• Accounting, accounts payable