Incisive Business Consulting is an advisory firm that relentlessly utilizes data driven analytics to help companies understand current performance and identify paths for improvement. Incisive Business Consulting is passionate about helping clients leverage data and analytics to drive superior results.Areas of expertise include:-Financial analysis, budgeting, forecasting, tax planning, and accounting.-Transformation of business data into business intelligence using SQL and MS Office.-Operational analysis and process improvement.

-Responsible for leading the equipment maintenance operations function of the company which encompassed approximately 4,700 tractors, 8,000 trailers, and 6,500 refrigeration units.-Led the development of the business intelligence tools for the maintenance organization which were utilized to improve efficiencies, drive down cost, and measure the results of improvement initiatives.-Collaborated with key leaders to develop strategies for cost reduction as a result of improved tire management, increasing focus on and quality of preventive maintenance programs, implementing more effective safety programs, raising the level of technician training and awareness, and continual process improvement. -Provided oversight of the maintenance portion of an ongoing companywide implementation of a new truck management software system. This includes providing direction and strategic input for custom development of the equipment maintenance module and ensuring that necessary integrations between the maintenance module and other modules (safety, independent contractor settlements, equipment master files, equipment inventory management, payroll, and freight prioritization) are developed and operate properly.-Ensured integrity and validity of ROI analysis in connection with major capital investments.

-Managed financial operations of two operating divisions comprised of 2,200 tractors, 3,600 trailers and approximately $500M in annual revenue.-Partnered with operations teams to perform strategic analysis and drive continuous improvement initiatives.-Collaborated with Operations Managers to develop, update, and track performance to operational budgets.-Directed the compilation and presentation of key performance indicators and detailed operational metrics.-Identified cost savings opportunities that generated savings in excess of $800K annually.-Designed a financial reporting tool that has helped shorten the overall corporate close timeline by 1 day.-Eliminated the need to replace a vacant financial analyst position through automation and streamlining of accounting and financial reporting processes—generating $40,000 in annual savings.-Engineered several Microsoft Access databases providing previously unavailable operational data in a timely and relevant fashion.-Created a month-end reporting template and used it to implement detailed monthly actual vs. budget, actual vs. prior month, and actual vs. previous three month average financial variance analysis.-Automated division specific month-end reporting processes—reducing time required for close activities by 10-15 hours.

Implemented a fuel optimization program saving an average of over $140,000 annually.Identified and established tax planning strategies providing over $100,000 in tax savings for the shareholder.Created detailed budgets and forecasts for use in monitoring the financials results of the company.Developed Microsoft Access databases to automate month-end accruals and quarterly sales tax filings. Managed the month and year-end close processes reducing month-end close processes from 7-10 days down to 3 days.Developed and maintained relationships with key lending institutions and arranged financing for capital acquisitions.Implemented NPV cash flow analysis in deciding among equipment finance structures.Identified and implemented various other cost saving opportunities and operational improvements.Oversaw the day to day accounting, finance, and information technology functions of the company. Responsible for accounting department of 5 people.

Implemented a fuel optimization program saving the company approximately $175,000 in 2008.Identified and implemented tax planning strategies providing over $100K in tax savings for the shareholder.Created detailed budgets for use in monitoring the financials results of the company.Developed Microsoft Access databases to automate month-end accruals and quarterly sales tax filings. Managed the month and year-end close processes. Reduced month-end close process from 7-10 days down to 3 days.Developed and maintained relationships with financing companies and arranged financing for capital acquisitions.Implemented NPV cash flow analysis in deciding among equipment finance structures.Identified and implemented various other cost saving opportunities and operational improvements.Oversaw the day to day accounting, finance, and information technology functions of the company. Responsible for accounting department of 5 people.

Implemented a labor measurement tool resulting in 20K/month of labor savings (20% of total payroll).Designed and implemented a Manager safety incentive program which resulted in over a 50% decrease in worker's compensation claims frequency and over a 75% decrease in total claims dollars. Designed and implemented a Manager safety incentive program which resulted in a 13 point reduction in the Vehicle SafeStat score over the first 10 months of 2009.Oversaw the sales, operations, safety, HR, and compliance functions of the company.Worked with management team to develop a strategic vision and identify opportunities for revenue and business offering growth.Managed all financial reporting obligations of the company to shareholder and outside parties.Continued to perform month-end close and equipment finance functions for Godfrey Trucking.

Performed due diligence in connection with the acquisition of Link Trucking by Godfrey Trucking.Chosen to be Chief Operating Officer of Link Trucking, Inc. in connection with the acquisition of Link Trucking by Godfrey Trucking.Oversaw transition of the management of the company and managed the final financial settlement to the previous ownership.Identified key operational drivers and established processes to collect operational data related to these drivers.Developed a Microsoft Access Database as a tool for gathering information and reporting operational metrics.Improved operational efficiency to increase overall profitability of the company.Managed the modification of accounting practices to get the company in compliance with Generally Accepted Accounting Principles.

Provided business consulting services such as financial forecasting, business valuations, and investment analysis.Reviewed accounting records of closely held businesses and made corrections as necessary.Compiled financial statements in accordance with Generally Accepted Accounting Principles.Provided tax-planning services for S and C Corporations, LLC's, Partnerships, and Individuals.Prepared and reviewed federal and state income tax returns, federal and state payroll tax returns, state sales tax returns, and county property tax returns.

Assisted in the identification and research of various federal and state tax planning strategies.Drafted technical memos in connection with tax planning strategies.Reviewed corporate income tax provisions in connection with the financial statement audits.Prepared federal corporate income tax returns along with various state corporate franchise, income tax, and sales tax returns.Performed financial statement audits in accordance with Generally Accepted Auditing Standards.