KEY HIGHLIGHTS13.25% Reduction in Audit Fees (while implementing ASC 606)10.00% Reduction in P+C Insurance Premium while adding coverageSimplify and improve monthly F.S./WIP reporting28.75% Reduction in Annual Software licensing on ERP systemDevelop IT Incident Response Plan, Implement Dual Factor AuthorizationDevelop Crisis Management PlanDevelop Attendance/Equipment/Licensing tracking system + protocolDev. Onboard/Offboard ProcessImprove Work In Process ReportingDevelop COVID-19 Project Site Protocol PolicyCo-Develop Employee HandbookOversee Implementation DFA/Sharepoint/OneDrive/RansomwarePPP LoanIncrease LOC by 25%LOC: Demand to Committed

Report to the CEO and the President as a key member of the senior leadership team working collaboratively with the team as a trusted advisor. Act as the steward of the company’s financial resources, a partner in the strategic direction of the company, a team leader delivering operational excellence in finance and an influencer driving process and system enhancements throughout the organization.Responsible for aligning business and finance strategy to drive profitability and growth for the organization. Provide strategy and guidance for mergers/acquisitions and short/long term investments and for the company. As steward of the company financial resources, I am responsible with protecting the vital assets of the company, ensuring compliance with regulations and driving financial best practices. I am also responsible for effectively communicating the financial results and forecasts to the senior leadership team. Additionally, I am responsible for the ongoing development and monitoring of control systems designed to manage value and risk throughout the organization.KEY HIGHLIGHTSSecured SBA 504 loan Financial lead on sale on 100% ESOP transaction Acquisition due diligence (did not close)Increase Line of Credit by 67%Increase volume discounts 541%Instituted 5 day and 8 week cash flow forecastingManaged Use tax auditInstituted use tax reporting/processes/proceduresRestructure Project Administration savings >$200kWorker's Comp savings>$200kHealth insurance captive saving >100k/yearImprove collections by 25% Improve monthly costs in excess of billing401k conversionImprove monthly fin. reports-Adding Key Performance Indicators (KPI's), Narrative and data visualizationReview debt agreements, monitor covenants, educate key leaders on covenantsCreate master subcontractReview all proposed changes to subcontractsEstablish/report on Key MetricsEstablish 24 month rolling forecastManage annual auditImprove internal controlsImprove financial reporting

Day to day oversight of Finance, Information Technology, Business Development, Public Relations, and Risk Management. Partner with others regarding Quality Assurance, Legal, and Safety. Contribute to Strategy & Planning, M&A activity, JV's relationships, VC/Capital Raising, Business Alliances, International Business, Key Staff Recruiting, Educational and Mentoring Programs. Act as an Industry liaison.FINANCEImprove overall financial strength 51% (as measured by z-score)Restructure Finance DepartmentImprove DSO by 43 daysDecrease SG&A costs 24% as a percent of revenue Create cross training initiativeExpand accessibility of data to other departmentsImprove internal customer service2013 Boston Business Journal CFO of the yearHUMAN RESOURCESInstitute Individual Development Program for all employeesRecruit and retention strategiesImplement bi-annual performance reviewDevelop employee satisfaction and engagement surveysOversee streamlining of on-boarding processOversee development of job descriptionsOverhaul Employee ManualBUSINESS DEVELOPMENT (9/2012)Develop annual Sales PlanDevelop and measure BD activities - “Best Practices” Bid opportunities increased by 207% Increased backlog by 241%Restructure compensation planCreate Company wide referral programDevelop/implement client satisfaction surveyStreamline CRM systemPUBLIC RELATIONS (6/2012)Manage PR/coordinate messaging w/ marketingEstablish target publications/frequency criteria Increase frequency in local and national major trade press Formalize Blog incentive programINFORMATION TECHNOLOGYOversee conversion to the cloudDisaster recovery planElectronic usage policyCROSS OPERATIONSImprove subcontractor pre-qualification processOversee development of Operations manualTraining – “Networking with a Purpose”Training - "Finance 101"

Partner in the largest US firm providing CFO services to emerging growth and mid-market comp at B2B CFO®Worked with a variety of clients with revenues of $50 million or less on strategic initiatives, operational excellence, revenue growth, cost cutting, reorganizing, restructuring and raising capital. Clients included commercial construction, development, food manufacturer, non-profit, service oriented roll-up etc. Greater Atlanta Area

Day to Day Financial Management, Budgeting and Capital Planning, Risk management and Insurance, Benefits Administration, Personnel Policies, Contract Negotiation, Professional Services Management and Internal Infrastructure. Highlights include:Improved financial procedures in regards to revenue recognition and month end closing resulting in timely and accurate financial statements (this was a problem with my predecessor) Model and Forecast extensive organic growth/acquisition plan resulting in $15M Private Equity investmentSuccessfully managed Financial and Legal Due Diligence for timely closing on PE investmentSuccessful acquisition/integration of Video production companySuccessful acquisition/integration of Public Relations firmSuccessful integration of organically grown new officeImproved cash flow by reducing DSO from 80 to 38 days

Responsible for all financial reporting, forecasting, cash management, surety and risk management, banking and investment, accounting information systems, and benefit administration for privately held commercial contractor specializing in roofing construction. 110 Employees with projects ranging from $100K to $3M. In addition company operated an extensive service department.Highlights:Engineered complete and successful financial turnaround of company. Company was in financial distress upon my arrival. Despite bank LOC at limit I avoided defaulting on all debt while keeping company solvent Renegotiated most vendor payables including a $1.25M repayment over 15 months with largest supplierSet and enforced performance standards for all administrative personnel terminating and replacing non performers when neededRenegotiated rebid most SG&A contractsInstituted procurement controls and procedures on direct costs, cap ex, SG&A, and employee expensesModeled workflow and succesfully integrated paperless software for AP/AR/PR and HR functionsInstituted billing, credit and collection procedures moving DSO from 90 days to 35-45 day rangeUpgraded fleet via lease finance agreements saving over 50k a year in repairs/towing and lost timeReduced cell phone costs by 40k/yearUpgraded IT infrastructure including server replacement and consolidationAdded Barracuda internet monitoringImplemented backup policies and procedures, keyless access entry time sheetRevamp hiring policies regarding drug testing, criminal background review and E-verify documentationOversaw the implementation of HRIS and CRM systemsImplemented bar code scanning asset tracking systemImplemented EFT/ACH for Payroll and Accounts Payable

Responsible for all financial reporting, forecasting, cash management, surety and risk management, banking and investment, accounting information systems, and benefit administration for privately held commercial contractor specializing in retail construction. Projects range from $100K to $15M with typical project size of 2-3M. Company works primarily in the South East. Establish financial consolidation and reporting of multiple LLC real estate investments. Highlights include:Upgraded telecom system to include unified messaging and VOIPReduced local and long distance phone service by 40% Consolidation and reporting of multiple LLC real estate investments

Responsible for all financial reporting, forecasting, cash management, surety and risk management, banking and investment, accounting information systems, and benefit administration for three privately held commercial contractors. Projects range from $400K to $40M with typical project size of 12-15M. Company works primarily in New England, New Jersey and New York.Highlights include:Negotiate multi-million unsecured credit facilitySplit company into three distinct operating entitiesReduced General Liability by 40% (>$200k)Coordinated Mold Management PlanReduced Long distance costs by 55%Implemented Section 125 Plan (savings 60k)Trained and educated staff on features of Timberline Accounting softwareUsed ODBC interface in conjunction with Timberline Software to generate WIP schedules, forecasting models, budgetary analysis and ad hoc financial reports in Excel

Responsible for all accounting and information systems for privately held union contractor. Projects range from $35K to $26M with typical project size of $10M. Company worked primarily in New England and New York.Highlights:The company was financial crisis when I arrived. While client overbillings were financing the company, incorrect project forecasts were failing to recognize impending losses and materially significant estimating mistakes on bonded projects were looming as projects completed. Re-established lapsed line of credit with financial institution.Negotiated a reorganization plan with Surety (AIG)Participated in negotiating Surety completion of bonded workCarved out non bonded work into separate entity (Cellular Tower contractor) creating a viable exit strategy for CEO All Cash Management functions in crisis environmentEstablished a Section 125 Plan to lower company payroll costs.Renegotiated or changed vendors on SG&A contracts and agreements reducing overhead by 10%

Responsible for all accounting and information systems for privately held merit shop contractor that provides construction management and design-build services. Projects range from $100K to $10M and average $2-4 M. Duties include preparation of financial statements, cost accounting, cash management, budget/cash flow and variance/ratio analysis, and sales and payroll tax preparation, and all benefit plan administration.Successfully implemented software conversion from Versyss to Timberline.Designed and implemented improved Accounts Payables system.Successfully implemented system conversion from UNIX to Windows 95.Initiated redesign of workflow assignments among office personnel.

Controller for Mechanical Contractor