I am a strategic partner with small businesses, providing insight and focus into their financial operations◾ Month end close, assessment, and packaged reporting◾ Formal forecasting, planning, and budgeting processes◾ Strategic AR, AP analysis◾ Cashflow planning and projections◾ Business transition, succession planning◾ New market and vertical integration assessments◾ Equity partnership additions◾ Growth funding solutions◾ Leveraging new debt, refinancing old debt assessments◾ Focused work ON your business, freeing you to work IN your business

Nationally acclaimed coffee roaster with 4 retail locations, 60 employees and 10% growth trajectory Responsible for all financial oversight, HR and business operations supporting the growth of the organization, including; • Budgeting, FP&A, forecasts, cash flow analysis and risk management• Month end close and reporting• Growth strategy development, implementation and attainment • Created, implemented budgets for 6 departments and 3 entities • Created, implemented new invoicing and AP procedures to improve cash flow and increase NOI by 2%• Created, implemented collections process, recovering $225k+ • Researched, designed, implemented employee benefits package, including compensation and review process• Lead and mentor management team• Act as liaison between owners, employees, vendors and customers

Award-winning, rapidly growing design + build firm with eight affiliated entities in Southern Maine. 75 employees and 50% growth trajectoryResponsible for complete financial oversight of nine distinct small business entities, including all AR, AP, COGs, payroll, budgeting, FP&A, asset tracking, CapEx and associated reporting• Created, implemented budgets for each entity, including departmental budgets at Barrett Made• Implemented new invoicing and AP procedures to improve cash flow and avoid using line of credit while increasing average operating bank account balance by 20%• Created, implemented collections process, recovering $200k• Created, implemented month end close schedules and associated reporting packages• Created, implemented synergistic performance dashboard encompassing all entities• Introduced, initiated EOS (Entrepreneurial Operating System) implementation• Initiated, applied for, won 2021 Inc. 5000 ranking and Maine Best Places to Work award

Regional long-term care pharmacy serving 7,000 residents at 125 assisted living communities, licensed in 15 states.Responsibilities include managing all facets of finance and accounting, including financial reporting, cost accounting, AR, AP, fixed assets and account reconciliation. Prepare budgets, financial statements, KPI's and cash flow projections on a monthly, quarterly, and annual basis. Provide financial solutions to enable and support a 20% annual growth trajectory.o Design, implement new billing workflows to smooth cash flow and eliminate need for line of credito Design, implement new AR process to improve collections 6% and reduce bad debt by 50%o Research, negotiate and implement new $60m, 36-month primary drug wholesaler agreement, improvinggross margin by 80 basis pointso Select, vet, and implement new financial forecasting softwareo Design, implement cash forecasts and days cash on hand projectionso Manage purchasing to improve gross margin by 50 basis pointso Streamline operating expenses to increase NOI by 2%

Guardian Pharmacy- third largest long-term care pharmacy in the country with 36 locations serving 120,000+ patients annually and revenue of $600m+Responsible for local business planning and P&L to serve 4,000 patients at 120 communities with a staff of 80 employees and annual revenue of $20m. Responsible for all AR, AP, COGS, gross margin and EBIDA performance and analysis via monthly, quarterly and annual presentation to C-suite and board. Design, implement new workflows to reduce overtime by 20% Design, implement new aging process to reduce DSO 10% and uncollectable accounts 35% Design, implement culture project to boost employee engagement and productivity and reduce turnover Design, implement visual management boards measuring performance by department, increasing overall productivity 15% Participate in ongoing audits and preparation for corporate IPO Oversaw, directed pharmacy acquisition effectively doubling operations including patient count, employee count and physical facility size

MedBridge Healthcare- sleep disorder testing and therapy provider with 140 locations nationwide serving 150,000+ patients annually and revenue of $200m+Operations Manager, Revenue Cycle Atlanta, GA Aug 2015- Feb 2017Broad oversight and analysis of all revenue and operational related processes and procedures in the durable medical equipment (DME) silo of the organization. Responsible to identify, fix and capture preventable revenue adjustments Design, implement preventable revenue write-off reduction initiative, decreasing preventable revenue write-offs by $400k+ annually Design, implement best practices for Medicare billing procedures to minimize interruptions and loss in billing cycle, recovering $500k+ of revenue annually Design, implement patient continuum of care procedures facilitating relationships between diagnostic, therapy and compliance silos and capturing $200k+ in revenue annually Initiate, facilitate and maintain strategic communication across organizational silos, including stakeholders from the C-suite to non-exempt branch associatesOperations Manager, Diagnostic Services Atlanta, GA Aug 2014- Aug 2015Responsible for cultivating and maintaining major client relationships and maximizing revenue potential Design, implement client revenue cycle management program, minimizing non-collectable revenue Design, implement inventory management program, minimizing loss and shrinkage Design, implement client relationship dashboards and trends

Sears Holdings Corporation, Home Services- nationwide provider of home improvement and appliance repair servicesDistrict Technical Manager Atlanta, GA Dec 2010- Nov 2011Responsible for recruiting, hiring, mentoring and managing teams of 20-30 HVAC service technicians, districtP&L statement, financial analysis and forecasting demand Promoted to roll out new HVAC businesses in Atlanta, Birmingham and Charlotte Achieved top ten ranking nationally in quality performance and customer service metricsMarket Manager Atlanta, GA Nov 2008- Dec 2010Responsible for recruiting, hiring, mentoring and managing teams of 40-50 service technicians in Georgia,market P&L statement, financial analysis and forecasting demand Achieved 10% volume growth, developed best-in-class customer relationships Assisted in operational turnaround program, increasing productivity by 10% Implemented new customer service initiatives, increasing customer satisfaction 15 basispoints

FedEx Home Delivery- second largest package delivery provider in the countryOperations Manager Cape Cod, MA Feb 2007- Feb 2008Sole operator of distribution terminal, responsible for recruiting, training and mentoring new management team, 30+ independent contractor drivers, district P&L statement, financial analysis and forecasting volume Achieved highest ranking small distribution terminal award 2007 Achieved 11% volume growth while maintaining 93% on time serviceService Manager Augusta, ME Aug 2005- Feb 2007 Responsible for achieving and maintaining 95%+ on-time service metric Taught FedEx Safe Driving School