With over $6 billion in annual sales, Shamrock is the 5th largest food distributor in the U.S. and a leading producer and marketer of dairy products. Recruited to drive growth strategies, transform finance operations, and lead organizational change.Key Achievements:• Designed and recommended a long-term capital allocation strategy to support growth.• Led initiatives to enhance efficiency and scalability of G&A processes.• Implemented RPA and other automations in accounts receivable, achieving $2M in annual savings.• Driving efforts to optimize working capital and improve free cash flow.

Core-Mark Holding Company, a $17B leader in fresh food and broad-line supply solutions, serves 41,000 convenience retail locations across North America through 32 distribution centers. Acquired by Performance Food Group in 2021, Core-Mark reached significant milestones under my financial leadership.As CFO, I steered the company through unprecedented challenges, including the COVID-19 pandemic, regulatory pressures, and acquisition positioning. My leadership contributed to transformative EBITDA growth of 9% annually, a 500% surge in stock value, and a successful $2.5B sale to Performance Food Group. I led the development and execution of growth and profitability strategies, leveraging analytical insight, risk management, and operational excellence.Key Achievements:• Record EBITDA Growth: Realigned cost structures during the pandemic, delivering record profitability.• Enhanced Shareholder Returns: Guided the CEO and Board on an aggressive capital allocation strategy, driving a 500% increase in shareholder value.• Operational Savings: Centralized and automated finance functions, saving $5M annually and reducing redundancies.• Strengthened Capital Structure: Secured a new $750M credit facility, expanding financial capacity from $300M.• Advanced ESG Initiatives: Developed a strategic plan to improve ESG scores and enhance reporting capabilities.• Shared Services Integration: Led the creation of a centralized shared service center, projected to save $3M annually.• Risk Management Optimization: Reduced the company’s total cost of risk (TCOR) by $2M.By transforming Core-Mark's finance and back-office functions, I delivered record growth, improved operational efficiencies, and positioned the organization for long-term success. My expertise spans investor relations, tax, corporate governance, compliance, and risk management, driving sustainable business results in high-growth environments.

Prior to my role as Core-Mark’s CFO, I played a critical role in enhancing the company’s accounting policies, operational controls, and SOX compliance. Tasked with remediating 11 material weaknesses that posed significant risks to the growth of a publicly traded company, I successfully strengthened the financial infrastructure and ensured compliance with regulatory standards.Key Achievements:• Streamlined internal controls, reducing annual audit fees by over 25%.• Delivered $1M in savings through optimized workers' compensation and healthcare reserves.• Spearheaded the recommendation, negotiation, and implementation of an SAP-based finance system.• Accelerated the accounting close process, improved SEC reporting, and resolved four SEC comment letters.• Supported due diligence and led accounting integrations for five successful acquisitions.This foundation of financial discipline and operational excellence paved the way for my promotion to CFO, where I continued driving growth and value creation.

Cost Plus World Market is a nationally recognized specialty retailer generating $1B in annual revenue through e-commerce and 300 brick-and-mortar stores across 34 states. Initially publicly traded, the company transitioned to private ownership during my tenure. As part of the finance leadership team, I played a pivotal role in driving revenue and profit growth during periods of rapid expansion. I ensured SEC compliance, strengthened internal controls, and optimized key financial and operational strategies, including accounting, working capital management, inventory control, and loss prevention.Key Achievements:• Established a SOX-compliant internal control framework, eliminating material weaknesses and reducing costs by 50%.• Negotiated foreign vendor payment terms, improving cash flow by 25%.• Led an inventory shrinkage reduction task force, achieving $2M in savings.• Implemented tax strategies that reduced annual payments by $4M.• Contributed to initiatives in the wine division, driving a $4M profit increase.My leadership supported sustainable growth and profitability while reinforcing compliance and operational efficiency.

Echo Outsourcing (acquired by The Superior Group) was an online provider of talent acquisition services.As CFO, I developed and executed critical business strategies that secured early-stage funding and supported the organization through its start-up phase. I successfully transitioned the company to a profitable, sustainable business model while building its finance and administrative operations from the ground up. Additionally, I established the company’s offshore presence by launching an integrated outsourcing center in India.