Manufacturer that designs, markets, supports & assembles product utilized within access control and integrated door security systems, exit devices and alarms, automatic door operators, and exit control locks.

Consulting firm providing an integrated suite of finance, HR and recruiting support, including outsourcing and consulting solutions that improve operational performance and optimize productivity. Provided services for variety of industries including rental equipment, oil & gas downhole sensor manufacturing, pharmaceutical, IT services, and wireless communications.➤ SERVICE DELIVERY➢ Identified over $400k of non-billed rental income through the redesign of accounting processes and controls➢ Created bank pitch deck, engaged multiple banks, and secured banking partner. Initial term funding $2M+ (existing debt refinance + future equipment purchases). Long-term commitment ($4-6M) to fund multiple acquisitions.➢ Prepared, managed & completed first time financial audit (3-year period). Satisfied capital funding requirement.

Manufacturer providing weldment, clean room, design engineering, and contract manufacturing capabilities. Revenue of $50 million and more than 150 employees.Led the Accounting department and redesign of all related deliverables – profitability analysis and financial reporting (internal and external). Integrated process improvement across all functional areas.➤ FINANCIAL MANAGEMENT & PROCESS DESIGN➢ Transformed process and controls surrounding Work Order management to ensure the accuracy of cost flowing through WIP into Finished Goods.➢ Revised cost basis to allow for examination of material margin.

Parent company and two wholly owned subsidiary operating entities, Avant Technology, a manufacturer of memory modules and solid-state drives sold globally and US Technology, a channel distributor of computer peripherals and personal electronics sold into Latin America, with $280 million total consolidated revenue and more than 250 employees.Led financial activities, internal and external reporting, balance sheet engagement, and income statement profitability analysis. Responsible for implementation, maintenance, and ownership of ERP systems. Oversaw Accounting and Information Technology departments.➤ FINANCIAL MANAGEMENT➢ Reduced the issuance of audited financials from year-end from 8 months to less than 2 months by creating a financial environment of daily and monthly reporting for several companies with $280 million aggregate revenue.➢ Simplified approach to reporting internal metrics, financials, and debt covenants by correlating process flows, ERP system management, and GL transaction activity.➤ ACQUISITIONS, INTEGRATION, & COMPANYWIDE PROCESS IMPROVEMENT➢ $2.4 million of cost reductions for an Avant acquisition in payroll, expenses, and procurement costs gained by assimilating operations and finances of an acquisition with $30 million revenue. Integrated Microsoft NAV ERP software.➢ Positioned company to gain 38% EBITDA improvement through transformation and expansion of US-based manufacturing into foreign-based manufacturing. Designed process flows across all functional departments.➤ RELATIONSHIP MANAGEMENT AND STAFF DEVELOPMENT➢ Ensured quality of financial relationship with majority owner, Capital Southwest, a business development company (NASDAQ: CSWC) by handling all financial aspects of the BDC relationship, and creating and presenting at quarterly BOD meetings.➢ Increased employee productivity and reduced audit fees by coaching staff to process and manage transaction flows within various ERP systems.

Financial consulting services provider deploying CFOs and controllers for fractional or project-based assignments. Services Include financial / strategic forecasting, operational financial support, executing, and supporting transactions.Provided ERP selection consulting, defining transaction processes, business requirements, and financial / KPI reporting needs.➢ Created a new service to assist companies in selecting the proper ERP platform by defining transaction processes, business requirements, financial and KPI reporting needs to enable successful management and expansion capabilities.

Directly delivering ERP software, services, and support solutions for manufacturers within regulated industries.Sold services, modifications, and consultation to existing customers by challenging processes and managerial standards.➢ $320,000 revenue earned by creating a new service to expand work post-implementation and challenging processes and managerial standards by offering customization and education.

Two manufacturing subsidiaries wholly owned by All Components with $150 million aggregate revenue and 180 employees. Avant Technology is a manufacturer of memory modules and solid-state drives sold globally. Austin Manufacturing Services is a electronics contract manufacturer.Led financial activities, reporting internal and external, balance sheet engagement, and income statement profitability analysis of the two subsidiaries. Led ERP software selection and implementation projects for both companies.➢ $200,000 and two months of project time saved by designing and directing an Intuitive Manufacturing ERP software implementation to create a platform for sustained growth, data integrity, and operational efficiencies. This knowledge and experience enabled a second implementation utilizing no outside resources.➢ Reduced monthly close time from 61 days to ten days by creating a financial environment of daily and monthly reporting for companies with an aggregate revenue of $150 million.

ASP and remote connectivity VAR with $30 million revenue and 25 employees.➢Led financial activities. Oversaw the accounting and purchasing departments.➢Established financial and operational procedures and controls to determine financial profitability utilizing Solomon ERP➢ Managed cash and vendor community to provide for rapid growth