Serves as the principal organization leader driving the health and growth of the industry-leading logistics enterprise. Plans, develops, and implements policies and objectives aligned with the overall mission and goals. Provides hands-on leadership, strategic direction, and operations management with a focus on business development. Executes and leads world-class strategies to advance the enterprise to the next stage of growth. Owns P&L, organization restructure, and implements tactics to generate revenue, growth, and profitability.•Driving force overseeing a pivotal transformation of an underperforming company into a thriving organization by implementing leadership, direction, and vision.•Leverages deep knowledge and best practices to accelerate change through cost savings, efficiencies, and quality talent transitioning a losses in 2019 and 2020 into multi-million profits in 2021 and 2022. •Oversees business development efforts of the sales team ensuring customer relations are strengthened and nurtured.•Forges strategic relationships with key stakeholders promoting trust and communication to support organizational growth.•Created and oversees the entire development team, modified pricing strategies, and enhanced service quality delivering a 30% boost in volume and a 50% surge in revenue.•Trailblazer defining roles and responsibilities, implementing procedures to propel consistency, and building a strong team.•Cultivates a positive, collaborative culture infused with accountability, communication, and professionalism improving employee engagement and morale.•Manages 7 direct reports and a total team encompassing 45 professionals driving best practices and high performance to move the organization forward.•Maintains a sharp vision of emerging trends positioning the organization as an industry leader in a highly competitive landscape.

Executed a full revitalization of the strategic finance, accounting, product costing and HR functions for a leading premium lifestyle brand.•Actively manage daily/monthly/annual cash flow, financial models•Streamlined monthly/quarterly forecasting, strategic planning•Implemented new HR platform to integrate with payroll platform and benefits carriers•Restructured team to accelerate performance and efficiently drive the financial initiatives in the organization•Created and documented accounting processes, updated costing process and informed pricing strategies•Restructured and restated company financials for years prior, updated forecasts with changes and reshaped financial strategy.•Created internal financial reporting processes to key stakeholders, departmental and location budget/actuals,•Established strong relationship with auditors; completed balance sheet reviews, annual company and 401K audits, annual audit schedule to limit interruption to everyday organizational goals, prepared financial data for tax filings•Evaluated current inventory, Ecommerce, POS and financial systems and recommended and implemented necessary changes to platforms and necessary personnel upgrades to successfully manage and maintain systems moving forward

Performs as a trusted advisor and business partner providing stellar leadership and guidance to small businesses. Delivers world-class management advisory services including financial management, planning, analysis, reporting, and executive and operational business consulting to support impactful growth, revenue, and profitability.•Provides strategic financial, operational consulting services and coaching on various business decisions such as acquisitions, process improvements, and technology solutions.•Identifies opportunities and risks, provides scalable solutions, and executes strategy to achieve business goals.•Utilizes strong technology and operational experience to introduce proven SMB solutions, ERP systems, automation platforms and process improvements to increase efficiency and accelerate success.•Financial Statement creation, modeling and analysis for financing, audit and acquisition preparedness.

Created the strategic finance, accounting and HR functions for an international leadership training and event organization including full accounting system transition, establishment of budgets, financial reporting to CEO and board, cash management and forecasting, strategic planning, and financial modeling.•Defined and implemented new accounting ecosystem in Q1 2017 as brand was created via a sale from parent company including creation of Chart of Accounts, organizational budgets, conversion to new payroll system, vetting of benefit plans, integration of new merchant systems, and development of accounting procedures•Financial Reporting – Provide full financial reporting packages to management including budget variance analysis, cash flow evaluations and sales projections on a monthly, quarterly, and annual basis as well as ad hoc reporting as required•Budget & Cash Forecasting – Creation and tracking of project budgets, forecasting of project and G&A revenue and expenses, and cash funding options via advanced Excel models•Financial Modeling – Creation and maintenance of short-term and long-term funding and revenue models•Strategic Planning & Goals – Developed strategic goals with Leadership Team for individual projects and 1/3/5 year goals•Key Performance Indicators – Collaborated with department leads in Business Development, Operations, Production and Leadership to compile and analyze data in an effort to create KPIs by department to evaluate revenue and cost drivers•AP and AR Management - Supervision, processing, and collection of Accounts Payable and Accounts Receivable 2/2019 – Present•Contract review and execution of vendor, sponsor and licensing agreements•Manage benefits plans including annual audits of 401k, General Liability, FSA, Healthcare, Dental•Perform bank account reconciliations, merchant account reconciliations, maintain general ledgers, sales tax filing and provide reporting for filing annual tax returns all in compliance with GAAP

Manage more than $50 million annually for rebates and commissions across 100+ contracts at more than 120 locations in 3 countriesAs an improvement process, collaborated with IT in the creation of an automation tool for a more efficient process to accrue, pay, and analyze accounts for rebates and independent sales representativesCommunicate with Sales and Operations to understand the intent and expectation of the business, distribute essential information within and across divisions.Lead quarterly review of accrual balances and provide reporting to division management on any changes needed.

Process improvement – I have created new and retooled existing processes providing substantial time savings, increasing the accuracy and timeliness of internal and external reporting, train colleagues how to effectively use new processes. The hundreds of hours saved each month have allowed our team to meet the demand of our internal and external customers and expand our role within the organizationAudit requests – served as a member of the audit review team fulfilling quarterly SOX requirements and other assorted requests as necessaryContracts – Review contracts and distribute essential information within the division, facilitate contract approvals and status

Account reconciliations – 25 single unit, 2 large banks, Franchise invoices reconciliations and collectionMultiple closeout reconciliations and reviews: Rent and Royalty based on franchise sales, Opening offset credit review for new units, Flight cost allocation entries, Standard accrual reviews, Maintenance and Repair account review for district and division managers, Subsidiary and franchise clearing account reconciliationsJournal entries for cash receipts, deposit advices, rebates, rent and royalty weekly and true-up revenue, unit charge-outs

Managed accounting department operations including oversite of two accounting clerks Responsible for cleanup and creation of accounting processes, organization of inventory items, properly utilizing software to reduce processing time, assist in work flow and refining of warehouse procedures to accommodate company growthMonitored all customer accounts, collected outstanding AR, and reconciled receivables for customers utilizing AR FundingManaged AP, submitted payables and ensured timely payment Analyzed sales trends and constructed forecast for ordering of finished and raw goodsMaintained communication with vendors regarding quality of product, change in production methods, credits/invoicesEnsured Bill of Materials for all US products were accurate; created new BOMs for new product lines and custom itemsCoordinated transition of operations from strictly distributor based model to include U.S.-based manufacturingWorked with consultant to implement Fishbowl Inventory module with QuickBooks Enterprise