Employee ownership | Financial Literacy | Plan administration and designCorporate governance | Board selection and developmentFinance | Treasury | Contract CFO

Guest teacher in middle and high schools. Students ranged from 5th to 12th grade. Broad range of classes - from economics to art, science to social studies, English to industrial technology. Responsible for classroom management, student engagement, and meeting learning objectives. Have worked in six different districts.

Sales $140M, 400 employees. Global leader in vehicle LED lighting and control systems.SoundOff Signal is an ESOP company, headquartered in Michigan. They are a global leader in vehicle lighting, controls, and electronic warning solutions for police, emergency, and amber markets. Their focus is on innovation and quality to improve vehicle visibility and communication when needed most. Served as plan administrator for KSOP. Handled treasury management, government and tax reporting, business insurance, and shareholder communications. Supervised accounting staff of 9 direct reports from January 2020-October 2022. • Mentored accounting team reviewing work and fostering development.• Worked with cross-functional teams to ensure compliance with government and reporting requirements.• Implemented use of Sovos to track and report state and local taxes.• Successfully transitioned payroll system from ADP to Paylocity, improving HR interface and reporting.• Negotiated business insurance agent selection process, resulting in significant cost and time savings, while improving customer service.

Secretary and Treasurer• Provided financial leadership and insight to the board.• Transitioned board from all internal members to mature board with external board members.• Initiated external directors. Interviewed and recruited external directors.• Maintained company records, including minutes of board meetings.

Sales $28M, 150 employees. GTD is an ESOP company founded in 1946. They design and build high quality metal stamping dies, specializing in complex parts and high strength materials, from structural parts to class A finishes. Supervised accounting, human resources and purchasing team (5 direct reports). Plan administrator for KSOP. Handled financial management, analysis, and reporting, budgeting and projections, treasury management, records management and compliance.• Discovered issue with ESOP plan financing that would have disqualified the plan.• Successfully navigated complete restructuring of ESOP plan financing and design. This included changing service providers to ensure proper guidance and compliance. • Renegotiated ESOP resulting in a principal reduction of $1.3M.• Designed bonus incentive plan that rewarded employees for company performance while funding the payout through the performance increases. • Negotiated 50% reduction in payroll processing costs while improving service and reporting. • Coordinated sell side merger discussions with Tesla.• Stock value increased 10x from 2008, despite economic conditions and limited growth.

$112M Assets, 40 employees. Community bank serving the needs of Greenville and Stanton area. Supervised accounting, operations, security, and information technology. Responsible for financial management, budgeting, treasury and investment management.• Developed and implemented investment, BSA, ALM, information security, fixed asset, and vendor management policies.• Headed the sell side conversion team to successfully implement merger with Isabella Bank. • Audit coordinator for internal, external, and regulatory audits and exams.• Effectively used Profitstars® to manage and forecast interest rate risk.