Responsible for vendor relationships, purchasing,and inventory management.

Responsible for Accounting, Finance, and Credit following the acquisition of North Coast Electric by Sonepar and subsequent merge with Eoff ElectricConverted general ledger and financial reporting packages to Sonepar standard modelsRestructured Accounting teams to achieve expected synergies per the acquisition modelParticipated in the integration of Eoff Electric Sales and Operations team into the North Coast structure

Reset the strategic vision for the company with a focus on sales growth, process efficiencies, and improved profitabilityRestructured the leadership team, eliminating unnecessary layers for improved decision making and speed of executionRedesigned the logistics model for the company, opening a central distribution warehouse and outsourcing the delivery system to a 3PL provider, creating a consistent and reliable support platform to meet customer needsImplemented a sales planning process with specific goals and actions to drive growth and accountability for resultsSignificantly increased sales and profitability of the company since assuming the role

Managed the logistics, purchasing, pricing, IT, finance, and HR functions for the organizationManaged the strategic planning process and set long-term initiatives for growth and improved asset managementImplemented an e-commerce strategy that resulted in online sales growth of 200% in the first four years of operation Implemented commission plans with a focus on profitability resulting in four consecutive years of margin increases Developed a sales scorecard and review process to coach the team on opportunities and manage expectationsReset the pricing strategy to drive margin growth resulting in profitability improvements for four consecutive yearsSet KPIs and developed analytics for asset management, consistently improving inventory turns and lowering DSOs

Managed the accounting, financial reporting, forecasting, and budgeting processes for the companyRedesigned the FP&A package to simplify, summarize, and improve the quality of the analytics used for decision makingDeveloped cost containment models to reduce expenses and maximize profitability during a business downturnReorganized the accounting, credit, and transaction processing teams and set effective financial processes and controls Implemented a new ERP system (Eclipse) and led the conversion teams for the finance and operational functions

Managed the distribution of financial and business information to public investorsWorked with the CEO and CFO to develop an effective plan to communicate the company strategiesDrafted all press releases, conference call scripts, and Q&A for quarterly public earning releasesReviewed potential acquisition targets, compiling technical and financial information to assess strategic fit and summarizing results for presentation to the Board of Direct

Responsible for revenue recognition decisions under GAAP rules, presenting the results to external auditors Reviewed and approved all sales opportunities to ensure compliance with company financial and legal policiesDeveloped quarterly and annual forecasting processes for orders, shipments, and revenue to manage quarterly resultsDesigned quotation and order approval process workflows used in the ERP conversion to SAPFacilitated the sales planning process for the VP of Sales, assisting in the development of goals and monitoring progressMonitored sales performance and facilitated monthly reviews the account managers and VP of Sales

Implemented SQL based planning and reporting tools to automate client company's FP&A processesAnalyzed existing reporting models and provided guidance to create more efficient processes that could be automated to generate consistent and reliable reportingProvided customer training and support on the system

Managed the financial reporting and analysis of a service organization with $150 million in annual revenues. Developed and monitored financial controls and policies related to the Worldwide Service Group.Coordinated the analysis and adjustments to pricing and cost models for service parts. Developed cost accounting models to monitor variances and profitability.Designed global forecasting and financial review processes for service orders, revenue, margins, and expenses. Re-designed the RMA process to ensure timely returns of defective parts to vendors for warranty reclaim resulting in an annual savings of $20 million in cost of goods sold.Updated service inventory controls and usage models to ensure consistent purchasing decisions and accurate charges for excess and obsolescence.Coordinated and approved all accounting entries, particularly related to revenue, inventory, and warranty reserves to ensure GAAP compliance.

Designed, modeled, and implemented the annual planning process for the company.Developed the management P&L layout and redesigned external and board reporting packages.Designed and coordinated the monthly consolidation process for management reporting.Redesigned the quarterly EPS forecasting process, including standardized forecasting and reporting templates.Created a suite of planning tools to use during the planning process including cost center, business unit, and corporate P&L planning templates.

Coordinated and modeled the annual financial plan for the company, including the development of high level models through detailed P&L statements.Prepared presentation packages to the Board of Directors and senior management for approval of the annual plan.Modeled the impact of two major business acquisitions and successfully integrated the results into the company plan.

Prepared and analyzed quarterly EPS forecasts and presented monthly updates directly to the CEO and COO.Performed ad-hoc analysis and special projects for the VP of Finance as needed.Coordinated the strategic planning process and developed a detailed five-year financial model.Acted as the finance liaison for the corporate G&A and marketing groups through management of the budgeting and forecasting process, expense analysis, and processing all required transactions.

Analyzed monthly results of domestic natural gas production for a business unit with over $400 million in annual revenue and prepared all relevant journal entries.Provided monthly reconciliations of accounts payable and receivable balances for production fields and drove resolution of outstanding issues.Filed all appropriate regulatory documents related to the transportation and sale of natural gas.Provided revenue and expense forecasts of field production to management.