At A&M, provide support to Private Equity clients by developing financial transparency into the operations of their portfolio companies, including identifying and implementing performance improvement initiatives across a wide range of industries. Recent Client Engagements include:- Served as Interim/Project Controller for Client's involvement in 'Operation Warp Speed' in support of the US Government initiative to distribute COVID-19 Vaccines. Developed Project Budget and worked daily with CEO/COO to manage financial impacts of a complex/rapidly changing Supply Chain - Including the fast-track construction of a new manufacturing facility to supply cold-temperature packaging for Vaccine shipments that resulted in the doubling of client’s revenue from ~$100M to $200M- Lead Client Engagement to develop financial transparency into Product / Customer profitability for a Frozen Food Distributor. Identified areas of complexity that drove increased operational cost and developed pricing tool to adequately charge customers based on complexity of order fulfilment, resulting in 20% EBITDA Improvement- Other notable Client Engagements include developing network optimization strategy that led to footprint consolidation for a ~$1B Air Ambulance Operator (~$70M EBITDA Improvement), Implemented Cost Take-Out strategy for ~$1.8B Publicly Traded Home-Products Company to right-size cost structure in response to COVID-related Revenue Decline (~$45M Cost Savings) and development of EBITDA improvement plan for national Data Center Operator to ensure debt covenant compliance. Additionally, supported numerous Private Equity clients with pre-acquisition operational due diligence to identify and quantify synergy / cost savings opportunity for potential acquisition targets

Full FP&A Responsibility for outbound freight and reverse logistics of a ~$4B multi-channel retailer. Lead the identification and implementation of several EBITDA improvement initiatives, including:- Identified & implemented improvements to the dropship reverse logistics program, resulting in a $1.1MM annual increase in customer charges that brought sustained profitability to a loss-making business unit- Delivered freight cost savings of $1.4MM annually by identifying opportunity to shift additional outbound package volume to UPS’ Surepost <1Lb service

Medical Services start-up with pharmacies & laboratories in Texas and Louisiana with annual revenues of $25MM. Lead several initiatives to implement standardized finance/accounting processes to develop a platform for sustainable growth, including:- Lead initiative to outsource all medical billing to off-shore third-party provider that resulted in 100 Day Improvement to DSO and provided ability to quickly scale cash collection process for a growing business- Converted business from cash-based revenue recognition to accrual based method- Lead business to first ever Close Process that allowed for accurate reporting of company financials to investors- Utilized claims/billing data to identify focus areas for profitable revenue growth

Leading North American construction products distributor with $800MM in annual revenues.- Lead initiative to Identify and Implement ~$500k in annual EBITDA improvement on $30MM in direct spend during an inflationary period in the building materials industry through strategic sourcing initiatives and supplier consolidation- Conducted RFP’s & RFI’s, analyzed spend data and performed TCO analysis on suppliers.- Assisted the Director of Supply Chain in managing an additional $140MM of direct spend by setting up supplier purchase tracking dashboards and coordinating year-end buys to hit established rebate targets

- Identified and implemented in-bound freight initiative that took underutilized assets and re-deployed them to haul in-bound gypsum board that resulted in net cost reduction of 3-5% in several key markets- Performed detailed market share study of customers & suppliers in all major North American cities that identified specific opportunities to grow our business- Ad-Hoc reporting in Excel, Access and Tableau to update business leaders on procurement & fleet spend

- Lead annual budgeting process in 10 locations throughout Eastern Canadian region- Completed detailed distribution analysis across region that assisted management in deciding to consolidate 2 branch locations to realize an annual EBITDA benefit of $450k- Managed roll-out of GPS system across Canadian fleet (200 units)

- Assisted Regional Finance Manager in building budgets & capital expenditure plans- Regular updating of operational scorecards with KPI’s

• Summer Job; Delivery of building materials to construction sites across southern Ontario