Job Specific Skills: EOS Integrator ◊ P & L Responsibility ◊ Acquisitions ◊ Financial Modeling ◊ Industrial Real Estate ◊ Project Management ◊ HR & Payroll

One Source was a dedicated occupational medicine clinic serving clients in NE Oklahoma and surrounding states since 2005. My role was to grow the business and manage the operations of the clinic, including HR, accounting, IT, inventory, and facilities. We completed a successful exit in June 2023.◆ Achieved 26.5% sales revenue growth and 253% increase in net income YOY 2021-2022 via detailed analysis of past results, market research, and strategic modeling of targeted price increases. ◆ Increased sales revenue through May 2023 by 24.4% and net income by +7.3% YOY through consistent efforts to enhance the customer experience for both clients and patients.◆ Minimized expenses to 3.54% YOY 2021-2022 and reduced headcount by 1 FTE through streamlining and digitizing workflows.◆ Worked with ownership to negotiate and complete a transaction with an EBITDA multiple of 7.5 compared to previous attempts in which the highest EBITDA multiple proposed was 4.0.◆ Realized significant efficiencies and effectiveness as an organization through the digitization of several workflows resulting in higher client satisfaction and retention rates.Job Specific Skills: Financial Management ◊ Revenue Management ◊ Practice Management ◊ HR Management ◊ Payroll Administration ◊ Inventory Management ◊ Lease Negotiations ◊ Practice Management Software ◊ Client Relations ◊ Employee Relations

Global Holdings is a financial technology (fintech) company providing account management services to the debt settlement industry as a dedicated service provider to consumers and their sponsors. As VP of Operations, I was responsible for 4 departments with 120+ employees and an $11MM annual budget.◆ Led project to analyze market opportunities and develop relevant, effective product offerings and pricing for customers. Within 3 years, the result was an annual increase in revenue of more than $5MM.◆ Completed annual vendor reviews to ensure compliance and price competitiveness, and effectively negotiated cost savings of $1MM annually for courier services.◆ Guided Operations through payment transaction growth of 500% from 2014 to 2019 by leveraging technology and improving processes, with staff level growth of less than 80% over the same period.◆ Led the Operations team through a strategic redesign and automation of workflows in New Accounts resulting in the ability to process an increase of 140% in applications per month utilizing 60% fewer FTEs.◆ Co-leader on the executive team in researching and evaluating trends in payment methods and technologies, then developing plans to strategically incorporate them into existing systems and processes. ◆ Led resource planning efforts to successfully navigate the growth of Operations departments from 36 to 116 employees within 18 months.◆ Initiated and provided project oversight to implement a ticketing system that significantly reduced the number of emails to/from customers and provided accountability for issue resolution.◆ Performed extensive data analysis to develop and implement key performance metrics for each department using system-generated and Excel data. Job Specific Skills: Fintech ◊ Payment Processing ◊ Compliance ◊ BSA ◊ Customer Identification Program (CIP) ◊ Policies & Procedures ◊ Account Reconciliations ◊ Courier Services ◊ Company Support ◊ Customer Experience ◊ LexisNexis

Atlantis Plastics’ Linear Stretch Films division was a multi-state manufacturer of world-class polyethylene-based stretch films for the packaging industry. The company was acquired by AEP Industries Inc. (NASDAQ: AEPI). My role involved leading process improvement initiatives and the Pricing department within the Linear Stretch Films division.◆ Managed the Pricing department’s budget, policies, procedures, and personnel to ensure the accuracy of pricing information entered in the ERP system and communicated to the marketplace.◆ Worked with executive management to develop regional sales plans in the US and Canada using historical data and industry forecasts and to establish performance measures for Sales personnel. ◆ Administered sales compensation plans and reported results to key stakeholders. ◆ Led cross-functional teams in evaluating business processes, designing, and implementing solutions, and measuring performance. Areas of impact include Customer Service, Pricing, Accounting, and Sales.◆ Forecasted monthly sales margins utilized in our P&L analysis, completed month-end account reconciliations, and approved customer credits.

Fintube Technologies was a leader in heat transfer technologies providing highly engineered products to a wide range of industries where high-performance heat transfer equipment is required. After leading a successful ERP selection and implementation, I managed the information systems department which supported locations in Oklahoma and Mexico. ◆ Negotiated and managed outsourcing agreements to provide IT services company-wide, which resulted in annual savings of $115K during an economic downturn while maintaining established service levels.◆ Directed several high-profile projects including major upgrades to network equipment, desktop PCs and servers, upgrades to the J.D. Edwards OneWorld ERP system, a data collection system selection and implementation, and an EDI system implementation. ◆ Led company-wide software selection and implementation projects for the company’s four distinctive manufacturing modes covering make-to-stock, make-to-order, configure-to-order, and engineer-to-order.◆ Chaired the Software Selection Committee and directed Fintube’s ERP Software Selection Project, resulting in a recommendation for JD Edwards that was presented to and approved by the CEO.Job Specific Skills: Information & Systems Planning ◊ ERP Software Selection ◊ Oracle's JD Edwards OneWorld ERP System ◊ Mixed-Mode Manufacturing ERP Software ◊ Configurator ◊ Systems Integration ◊ Data Collection System ◊ JIT Inventory

Arthur Andersen was a Big 5 accounting firm providing audit, tax, and consulting services to corporations across the globe. As a Senior Consultant, I had project management responsibility for engagements in various industries including manufacturing, oil and gas, non-profit, and telecommunications. Job Specific Skills: People, Process, & Technology Framework ◊ Needs Analysis ◊ Gap Analysis ◊ Systems Assessment ◊ Software Selections ◊ Software Implementation ◊ Process Mapping ◊ Documentation ◊ Operational Improvement Assessments