Privately held, multi-national corporation with 35,000+ employees and revenue exceeding $5.7B. Business is primarily managing vegetation around power lines and with complimentary services, including construction and engineering.Created, designed and stepped into this new role to provide institutional knowledge to incoming CFO and financial team. Responsible for oversight of financial reporting, revenue accounting, treasury, tax, cost accounting, accounts payable, and accounts… Show more Privately held, multi-national corporation with 35,000+ employees and revenue exceeding $5.7B. Business is primarily managing vegetation around power lines and with complimentary services, including construction and engineering.Created, designed and stepped into this new role to provide institutional knowledge to incoming CFO and financial team. Responsible for oversight of financial reporting, revenue accounting, treasury, tax, cost accounting, accounts payable, and accounts receivable. Four direct reports and a total team of 76.- Successfully transitioned new CFO while safeguarding the company’s financial position. Maintained cohesion among new and legacy employees, promoting opportunities for career progression.- Engineered the restructuring of $40M in intercompany debt of Asplundh’s $160M Australian subsidiary.- Successfully moved $100M from letters of credit to back-to-back surety over the last two years, lowering costs and increasing capacity of Asplundh’s revolving credit facility.- Added JP Morgan as part of company’s banking syndicate, providing the company with access to their investment banking arm. Show less

Named as successor to outbound CFO. Closed initial round of private-equity funding and managed financial relationship with PE partners while upgrading financial reporting to meet needs of investors and newly-configured Board. In addition to overseeing all financial operations (reporting, audits, treasury, tax, FP&A, shared shares), spearheaded all diligence and M&A efforts for the company. Served on the Executive committee of LLC, chaired the investment and admin committees of the profit… Show more Named as successor to outbound CFO. Closed initial round of private-equity funding and managed financial relationship with PE partners while upgrading financial reporting to meet needs of investors and newly-configured Board. In addition to overseeing all financial operations (reporting, audits, treasury, tax, FP&A, shared shares), spearheaded all diligence and M&A efforts for the company. Served on the Executive committee of LLC, chaired the investment and admin committees of the profit sharing/401K plans, and was a permanent guest of the Compensation and Audit committees. Served as a Director on ~60 operating subsidiaries. Six direct reports with a total team of 88.- Navigated three major transactions including the sale of a minority equity stake to CVC Capital Partners in 2017, the consummation of a $2B dividend recapitalization in 2020 and addition of a fourth relationship bank, and the sale of an additional equity stake to the Carlyle Group in 2020.- Initiated and executed interest rate swap agreements with each of the relationship banks to hedge 60% of the $2B in variable debt incurred as a result of the dividend recap. The 2021 hedge transactions locked in the 1.21% interest rate, saving $40M+ of interest expense in 2023 alone.- Closed on 13 acquisitions, adding ~$300M of revenue while continually assessing new opportunities.- Built out the M&A department (four positions) and the FP&A function (five positions).- Maintained $600M+ bonding program with Travelers by highlighting present results and future forecast, including the build-up of equity after the $2B dividend recap. Show less

Promoted to role as part of the assessment process for consideration to become CFO. Assumed shareholder involvement (stock transactions, valuations, S Corp tax considerations) in addition to corporate controller responsibilities (until hired new Corporate Controller in fall of 2016). Having no dedicated M&A department, expanded role in acquisitions. Three direct reports with a total team of 68.- Directly involved in all phases of sale of portion of the business to private… Show more Promoted to role as part of the assessment process for consideration to become CFO. Assumed shareholder involvement (stock transactions, valuations, S Corp tax considerations) in addition to corporate controller responsibilities (until hired new Corporate Controller in fall of 2016). Having no dedicated M&A department, expanded role in acquisitions. Three direct reports with a total team of 68.- Directly involved in all phases of sale of portion of the business to private equity.- Restructured the entity by creating an S Corporation holding company—one of the largest in the U.S. with over 500 shareholders—and converted the legacy operating company to an LLC to effectuate the first equity transaction. Orchestrated required buyout of the ESOP (a previous shareholder).- Closed on six transactions during this period, mostly in the commercial landscape space, adding $110M of revenue. Show less

Reported directly to the CFO. Responsible for financial reporting and field accounting, internal audit, taxes, accounts payable, accounts receivable, overheads/cost accounting. With no dedicated M&A department, also involved in all acquisitions and dispositions. Six direct reports with a total team of 65.- Led the company’s first ERP deployment moving from a mainframe system to PeopleSoft.- Successfully closed on 10 acquisitions with revenues totaling $270M.- Directly… Show more Reported directly to the CFO. Responsible for financial reporting and field accounting, internal audit, taxes, accounts payable, accounts receivable, overheads/cost accounting. With no dedicated M&A department, also involved in all acquisitions and dispositions. Six direct reports with a total team of 65.- Led the company’s first ERP deployment moving from a mainframe system to PeopleSoft.- Successfully closed on 10 acquisitions with revenues totaling $270M.- Directly involved with financial due diligence and legal calls/purchase agreements/disclosure schedules in the sale of five businesses.- Led creation of a Rabbi Trust around the assets and liabilities of non-qualified profit-sharing plan. Show less

Responsible for financial reporting, including monthly Board of Director packages and external financial statement audits. Also responsible for field accounting, including reviews of work-in-process accounts and closing of regional P&Ls monthly for over 125 profit centers. Led financial due diligence on the acquisition and subsequent integration of a $30M business. Worked directly with the CFO to successfully close on a $200M A/R securitization facility and a $150M private placement facility… Show more Responsible for financial reporting, including monthly Board of Director packages and external financial statement audits. Also responsible for field accounting, including reviews of work-in-process accounts and closing of regional P&Ls monthly for over 125 profit centers. Led financial due diligence on the acquisition and subsequent integration of a $30M business. Worked directly with the CFO to successfully close on a $200M A/R securitization facility and a $150M private placement facility. Three direct reports with a total team of 10. Show less

6+ years of progressive Big 4 auditing experience culminating in two busy seasons as an Audit Manager. A mix of private and public company client base, primarily in the manufacturing, chemical, and services lines of business (e.g., FMC, MAB Paints, Philadelphia Phillies, AstroPower).Served as a college recruiting manager, successfully recruiting college interns and soon-to-be graduates to join KPMG. Also served as national audit trainer, training first-and second-year audit staff in… Show more 6+ years of progressive Big 4 auditing experience culminating in two busy seasons as an Audit Manager. A mix of private and public company client base, primarily in the manufacturing, chemical, and services lines of business (e.g., FMC, MAB Paints, Philadelphia Phillies, AstroPower).Served as a college recruiting manager, successfully recruiting college interns and soon-to-be graduates to join KPMG. Also served as national audit trainer, training first-and second-year audit staff in Chicago and Atlanta. Consistently ranked as a top performer among peers. Show less