CFO for Energy Consulting Company (ePM)CFO for Local Dinnerware SupplierTreasurer for Local Energy Marketer and Suppler (ClearResults Inc.)Financial Planning and IT ConsultingFinancial Forecasting; Strategic Planning; Sales, Cost and Portfolio Analysis; Develop Financial and IT Reporting Tools; IT Systems Planning and Analysis;

Business Development ActivitiesProvided analysis of all new business ventures and acquisitionsNew acquisitions generated additional $30 million of revenuePerformed successful due diligence of several acquisitionsCollaborate with CEO, CFO and Private Equity Group in developing Financing StrategySecured debt financing and equity capital for seven acquisitions Worked with lender to define credit Agreement; Negotiated rates and covenantsSecured $15 million of Debt for New Acquisitions Developed Financing Strategies for 2007 through 2012Coordinated Strategic Planning - 2007 through 2009Developed business plans for all business unitsCash Management and ForecastingProvided weekly updated cash reports and forecasts for senior staff

Helping Chief Financial Officer architecting new financial reporting system.

Due Diligence of Mergers & Acquisitions Assisted CEO and CFO in Due diligence of $300M merger with main competitorPerformed valuation analysis and ROI of prospective acquisitions and partnershipsPrimary contact with M&A investment bank Assisted CEO and CFO with HealthTronics' Strategic Planning Created Business Plans of New EntitiesCreated Business Plan for various partnership ventures and Specialty Vehicle Service Center DivisionIncluded market analysis, implementation and operating plan, and financial forecast Assisted CFO in Refinancing of Bonds and Negotiation of Credit Compliance Agreements Re-financed $130M Loans to save $3M per year; successfully re-negotiated terms of line of creditDeveloped 2002 - 2006 Strategic Plan and Financial Forecast; Collaborated with Operations ManagersPerformed budget analysis, including variance analysis and partnership ownership structure analysis Developed Long-Term Financial ForecastsProvided Board of Directors with Quarterly Financial Analysis Assisted CEO and CFO with Investor RelationsAssembled 2001 - 2005 Annual Reports; Collaborated with designer

Member of team that analyzed and improved inventory flow for Applied MaterialsIdentified $10.3 million of savings per year through streamlining inventory processIdentified $1.2 million of idle inventory to be converted into sellable merchandise

Assisted CFO and Budget Coordinator in developing annual budgetWrote revenue and expense budget document; presented to and approved by the Board of DirectorsDeveloped written budgetary policies and procedures: trained management on policies and proceduresPerformed cost/benefit analysis of capital project requestsPerformed economic research to forecast sales tax revenue and investment incomeAssisted executive staff in developing and writing Strategic PlanCollaborated with all department managers to develop department business plan and ensured that it tied to Strategic PlanImproved financial efficiencies - FY1999 and FY2000 expenses came in under budgetCost allocation modeling resulting in identification of inefficienciesCollaborated with mangers to change business processes to improve operational efficienciesPresented financial and operational analysis to Board of Directors on monthly basis

Performed financial modeling and forecasting for airport construction projects ($585 million), resulting in the following:Budget guide for ten yearsEnsured that the airport had proper reserves for debt service coverageUsed to negotiate and develop annual rates and charges for the airlinesAnalyzed bond issuance and bond debt service for airport financingFinancial modeling and monitoring of all construction contracts to ensure that projects were under budgetSuccessfully led team of professionals to evaluate alternatives of parking lot management contract Saved $1.8 million and made parking lot management more efficient by evaluating outside concessions contract and changing it to internal management