Responsible for managing all financial planning and analysis, budgeting and forecasting, management, and business metrics, overseeing Human Resources and IT, cash and banking, tax, treasury, and all general accounting functions for this large family-owned construction specializing in the installation, service and inspection of Sprinkler, Fire Alarm and Security systems, which employs 280 people (140 Union) and with over $70 million in annual revenue.  Provide strategic financial insight to enhance decision making process with regards to internal operational processes and acquisition of assets and compensation.  Supervise a team of nine and a member of the Senior Leadership Team.Key Accomplishments:·        Top (3) Revenue and Net Income years in Company’s history were 2018-2020·        Implemented A/P approval process within ERP system – Discounts taken improved 70% over 2 years·        Created Balanced Scorecard and worked with managers to develop KPI metrics·        Created Cash Management Policy – Over $100k in interest income earned in 2019 vs. $0 prior ·        Implemented new procedures for entering payroll – Reduced the amount of time from 16 hours to 6 hours per week·        Improved IT structure and increased IT security throughout the Company·        Reduced the month end closing process from 10 days to 4 days.

Responsible for managing all financial planning and analysis, budgeting and forecasting, management and business metrics, overseeing Human Resources and IT Departments, cash and banking, tax, treasury and all general accounting functions for this mid-sized manufacturer of showering, plumbing and safety eye-wash products, which employs 100 people. Provide strategic financial insight to enhance decision making process with regards to new product innovation, current production processes, service providers, acquisition of assets and compensation. Supervise a team of ten and serve as the Secretary on the Board of Directors.Key Accomplishments:• Revenue increased 4+% per year over the last two years and Operating Margin increased 26% in 2017.• Key member of Management Team that successfully completed the sale of the Company to new ownership• Assisted in creation and implementation of Strategic Plan and Product Road Map• Created Balanced Scorecard and worked with managers to develop relevant metrics• Successfully negotiated new building lease that will save company over $300k over the life of the lease• Lead successful negotiations with Union employees regarding contract renewal• Created and managed team through selection of new ERP system vendor• Negotiated cost savings reducing operating costs by $50k in first year• Developed and implemented new bonus structure program• Improved IT structure and increased IT security throughout the Company• Implemented annual performance program through ADP• Reduced the month end closing process from 21 days to 7 days.

Responsible for the integrity of the financial information and systems. Trained staff and upgraded financial and administrative infrastructure to meet the requirements of the privately held parent company’s internal audit standards. Provide strategic financial insight to enhance decision making process with regards to new product innovation, current production processes, acquisition of assets and compensation. Consult executive leadership on all key financial decisions and investments. Responsibilities include; financial planning and analysis, budgeting and forecasting, cost accounting, management and business metrics, human resources, cash and banking, tax, treasury and all general accounting functions. Supervise a team of four and serve as the Secretary on the Board of Directors.Key Accomplishments:• Achieved Balance Sheet credibility through establishing accounting policies and procedures• Reduced DSO from 42 to 31, which translates into $1.5M additional collections per month• Created and lead monthly inventory reconciliation process, which has led to significant reductions in inventory adjustments• Increased Internal Audit rating from 67% to 95% in 5 months• Created Balance Scorecard to improve overall company performance and efficiency• Reduced the month end closing process from 5 days to 3 days.• Implemented cross training procedures in order to improve office efficiency

- Provide strategic financial insight to inform decision making with regard to new product innovation, acquisition of assets, compensation and reward programs. Consult with executive leadership and management teams on all key financial decisions and investments. Demonstrate alternatives through sophisticated financial modeling at various risk levels. - Develop, prepare and distribute an elaborate weekly financial dashboard to senior management, which provides revenue and expense metrics, projections against plan and forecast along with insight on what activities/challenges are occurring throughout the Market Access Division.- Review and sign all customer contracts to ensure product pricing is within policy guidelines. Maintain pricing grid and policy guidelines for domestic subsidiaries and work with VP of Sales on creating appropriate discount incentives, bundle pricing, promotion pricing and new product pricing.- Responsible for creating opening balance sheets in accordance with GAAP; created a revenue tracking spreadsheet for subscription model businesses as one was not available and incorporated each business within Corporate’s accounting system. - Performed month end closing procedures, which included bank reconciliation, balance sheet analysis, P&L account analysis and financial reporting for management. Prepared and submitted monthly, quarterly and annual financial statements in accordance with GAAP to the bank.Selected Accomplishments:• Market Access Division revenue has grown at 10%+ and EBITDA have increased 12%+ in 2013.• Developed financial dashboard to enable accurate revenue forecasting, cost management and improved decision making.• Created, implemented and maintain new commission plan for four subsidiaries, which reduced commission cost by $200k.• Reduced the month end closing process from 8 days to 4 days.• Successfully transitioned four subsidiaries from legacy accounting system to Lawson ERP system and became super user.

- Responsible for preparing consolidated financial statements, supporting schedules/footnotes and fluctuation analysis in the MD&A for 10-Q & 10-K filings. In addition, coordinated and worked directly with external auditors during quarter and year-end audits by providing audit schedules with appropriate support documentation and fluctuation analysis. - Created and managed budgeting tool and revenue and expense forecasting process by working with department heads and providing feedback as to performance versus budget.- Performed month end closing procedures, which included bank reconciliation, balance sheet analysis, P&L account analysis and financial reporting for management. Also, supervised the Accounts Receivable and Accounts Payables clerks. - Company moved to Oracle Small Business ERP system. Created the new chart of accounts and business unit structure for the organization. Selected Accomplishments:• Prepared and filed 10-Q and 10-K filings in timely fashion. • Created cash forecasting tool, which enabled company to reduce interest expense.• Successfully led transition to new Oracle ERP system and became a super user.

- Performed month end closing procedures, which included bank reconciliation, balance sheet analysis, P&L account analysis and financial reporting for management. In addition, worked directly with external auditors during quarter and year-end audits by providing audit schedules with appropriate support documentation and fluctuation analysis.- Created and managed budgeting tool and forecasting process for the corporate office by working with department heads and providing feedback as to performance versus budget.- A/P Manager for the corporate office, which included the supervision of three A/P clerks along with reviewing the cash disbursements report to ensure proper invoices were recorded and managing the weekly runs against the cash budget.- Company had 15 external sites where inventory and chemical management existed. Responsible for monthly inventory analysis as well as cost roll-up and analysis and prepared and presented monthly financial data to members of senior management.Selected Accomplishments:• Implemented Concur system to track and budget travel costs more efficiently in order to reduce costs.• Successfully transitioned from legacy accounting system to JD Edwards system and became super user.• Selected to be a member of accounting transition team and responsible for producing financial reports related to M&A.

▪ Managed all credit and collections activities, which included both domestic and foreign accounts. Maintained the existing excellent collection metrics the company possessed through persistent tracking of outstanding invoices as well as managed the letters of credit for all large foreign machine orders. ▪ Company invoiced customers and recognized revenues from machines based on percentage of completion. Created tracking spreadsheet in order to assist in project management, cash flow managements and revenue forecasting. ▪ Performed month end closing procedures, which included bank reconciliation, cash management, balance sheet analysis, P&L account analysis and financial reporting for management and preparing sales tax returns for various states. ▪ Worked directly with external auditors during year-end audit by providing audit schedules with appropriate support documentation and fluctuation analysis.

▪ Performed month end closing procedures, which included bank reconciliation, balance sheet analysis, P&L account analysis and financial reporting for management. ▪ Company was check writing intensive throughout the organization, which included 25 sites nationally. Created an A/P check inventory system for all 25 sites that saved the company money by reducing its check printing costs by combining check orders in order to replenish check inventory levels. ▪ Company wanted to change its depreciation method for internal reporting purposes. Coordinated effort to verify all existing fixed assets throughout the organization, which were managed through spreadsheets and moved the data to FAS and recalculate the depreciation amounts using MACRS as opposed to straight line. ▪ Managed and created weekly A/P check run, which included reviewing the cash disbursements report to ensure invoices were properly recorded and managed the weekly runs against the cash budget.