GBC Food Services is a wholly owned, privately held company best known for its operating companies Yummi Sushi, Supreme Service Solutions, Supreme Cut Produce, and Supreme Deli. We partner with upscale supermarkets, hotels, cafeterias, and universities and provide highly trained chefs who prepare delicious cuisine conveniently delivered with the freshest ingredients and best quality foods available. Customer satisfaction is our number one priority. Over the last 6 months GBC Food Services expanded to include Xoomi, a ghost kitchen, that provides delivery services for assorted Sushi with high end packaging; great for gifts in Dallas area.

I founded 217 Consulting Services to serve small businesses by providing Finance & HR expertise the would be otherwise not available at their budget and stage of development. Services include accounting/HR oversight, M&A support, system & process transformation, and business launch support. In short…I solve problems for entrepreneurs!

As the VP of Finance & Administration, I served as the Chief Financial Officer and the VP of Human Resources.Led through a 67% growth period and then through the Covid-19 pandemic response.Key participant in developing and executing an enterprise transformation plan that included:• Creation of a Product Council to guide the R&D product development roadmap,• Inventory & manufacturing management system,• Transition company focus from hardware product to software technology focused solutions,• Administrative process evolution including customer onboarding, contracting to billing, authority matrix, corporate technology ecosystem,• Nationwide corporate travel, credit card, and expense reporting automation.Modernized Human Resources and Payroll functions via implementation of software and outsourced solution to provide automated time keeping, onboarding, performance management, record retention and benefit management solutions.Developed and executed cost control strategies to bring a projected $3M cash burn to cash flow neutral.

Paradigm Tax Group is a national consulting firm specializing in providing taxpayers of commercial, industrial, multi-residential, and special purpose properties with full-range property assessment and tax management services.As Corporate Controller at Paradigm I was responsible for the overall leadership and development of Accounting team. We delivered accurate reporting to the private equity investors, advised executive management, improved and automated processes, and supported field operations through strategic improvement initiatives. I was responsible for the company's annual GAAP audit, multi-state and federal tax and compliance, multi-state payroll, treasury, and Human Resources during changes in that department's leadership.

Providing strategic planning and analysis as well as leadership to the Accounting, Finance and HR staff at Tidel. Responsible for budgeting, forecasting, and financial reporting. •Created an analysis and reporting process to provide and track needed intelligence into the gross margin impact of the monthly product and customer mix. Presented the profitability analysis of specific customers, product lines, and configurations monthly to executive management.•Reporting and analysis tools were key to managing 100% revenue growth, 6-point improvement of gross margin, and 10-point improvement of operating margin. •Designed and owned tools and processes used for the company’s weekly / monthly forecasting process.•Created PowerPoint presentations containing the monthly financial reporting package and wrote the detailed management discussion & analysis document. •Created financial components of the quarterly/semi-annual Board of Director and Private Equity presentations, and annual budget presentations. Created monthly bank reporting package distributed to the company’s debt partners. Participated in monthly financial review with Graham Partners and the Board of Directors. •Interim management and oversight of Payroll and HR functions while searching for a qualified HR Executive. Guided payroll and benefit decisions in an ongoing capacity. •Led two direct, two indirect reports; mentored the Assistant Controller into Controller role.

As a principle with Visionary Consulting Services I provide strategic, financial, and accounting guidance to a variety of small and mid-size businesses. Examples include acting as interim CFO, financial and cash forecasting, profitability analysis, and systems evaluation, design and implementation.Key projects / roles included o Interim CFO/Controllero Strategic business planningo Forecast and budget modelingo Audit preparationo Systems & process analysiso Year-end accounting guidance

OnSiteRX provides a pharmacy solution to long term care and skilled nursing facilities that marries an Automated Dispensing Machine with a unique software management system to reduce pharmaceutical costs and dispensing inefficiencies.•Developed accounting processes, controls, financial reporting, forecasting and analysis procedures.•Managed critical cash flows in a growth mode environment. Forecasted cash flow and communicated cash needs analysis to company executives and bridge financing partners. •Worked with company management and investment bankers to create a detailed five-year growth strategy and financial forecast model.•Analyzed results from multiple pharmacy operations to identify inefficiencies and operating weaknesses. Identify key operating metrics such as revenue/cost per patient bed serviced. Built a pharmacy cost model calculating sunk cost to open a new pharmacy and build to profitability.

•Created a detailed five-year strategic growth model for use in the company’s successful USDA loan application. Modeled customer acquisition cost, efficient staffing level for field technicians, and profitability points for tower lease arrangements. Applied tower profitability model to company’s existing tower contracts to identify underperforming markets for targeted marketing or network restructuring.•Created tools and processes to forecast and manage cash flow. Delivered regular communication cash needs analyses to CEO and primary shareholders. •Developed effective accounting processes and controls. Designed financial reporting package and communicated results to company’s executives and investors.•Financial due diligence of corporate acquisition targets. Led an acquisition of a small, local firm.

• Reported to COO and had full management responsibility for Corporate Accounting, Treasury, Financial Reporting and Payroll functions.• Managed cash flow utilizing an asset based revolving line of credit to fund over 100% revenue growth.• Worked with 5 operating partnerships’ executives and directors to identify and evaluate key performance indicators. Established tracking and reporting processes to evaluate performance.• Designed new financial reporting package to improve clarity and usability of reports based on design input and feedback from executive management. Presented financial results to company executive meeting with analysis of key metrics and performance against budgeted goals.• Strict attention to cash forecasting and reporting including weekly meetings with Executive team to report and plan cash flows. Created a cash forecast model to accurately predict cash receipts based on each company’s individual average DSO, new sales, and impact of the company’s LOC.

• Managed Corporate Finance department for health insurance services company. Multiple operating entities included claims administration, employee benefit third party administrator, pharmacy benefit management, and managed care companies.• Hired, trained, led and developed a staff of twelve. Reduced staffing 25% while reducing month-end close process by 15 days and improving management information products to satisfy internal customers.• Managed financial reporting, analysis, budgeting and projections for multiple companies and departments.• Improved communication and relationship with internal customers by providing excellent customer service.• Ran daily cash management activities and preparation of monthly cash forecasts, maintaining a 95% accuracy rate thus relieving a shrinking cash flow situation.• Coordinated all audit and tax functions with independent accounting firm. Completed three “clean opinion” audits in seven months, all with no material audit adjustments. • Performed and coordinated due diligence efforts related to an acquisition, sale of subsidiary and a sale of parent and subsidiaries.Held Assistant Controller and Senior Financial Analyst role before being promoted into Controller position.