As a seasoned Finance Director with over 15 years of experience in delivering high-impact financial solutions, I specialize in transforming financial operations for growth-focused organizations. My expertise spans strategic financial planning, risk management, and performance optimization.Operating as an independent contractor, I bring a unique blend of flexibility and in-depth industry knowledge, enabling me to tailor my approach to meet the specific needs of each client. My track record includes successfully leading finance teams, implementing robust financial controls, and driving profitability through meticulous financial analysis and strategic initiatives.I thrive on challenges and excel in dynamic environments, leveraging my skills to deliver sustainable financial growth and operational excellence. Let’s connect to explore how I can help your organization achieve its financial goals.Core Competencies:• Strategic Financial Planning• Financial Analysis & Reporting• Budgeting & Forecasting• Risk Management• Performance Optimization• Team Leadership & DevelopmentIndustries Served:• Software as a Service (SaaS)• Franchising• Financial ServicesLooking forward to connecting and collaborating on your next financial project.

• Provide leadership and guidance to a high-performing accounting and finance team, fostering a culture of excellence, collaboration, and continuous improvement.• Develop and execute financial strategies aligned with organizational objectives, promoting growth, resilience, and innovation through insightful analysis, informed decision-making, and effective risk management.• Manage and direct all revenue related activities: contracts, recognition (ASC 606/ASC 842), accounting, systems, and tools for a SaaS/HaaS company with gross annual revenues of $22MM and annual contract value of $28MM. • Partner with diverse teams across the organization, including operations, sales, marketing, and technology. Harness financial insights to drive continuous business process improvement, informed decision-making and align strategies for collective success.• Establish and maintain policies, procedures, internal controls, and systems to ensure compliance with contractual obligations and reporting standards.

• Lead finance and accounting operations for a franchisor with 90+ locations, network sales of $85MM+.• Capital budgeting, forecasting, strategic financial planning, and analysis across multiple entities with double digit growth annually and total revenues of $10MM+.• Collaborate extensively with executives and business unit leaders on margin improvement and cost savings initiatives increasing profitability.• Streamline financial operations through automation and digitalization to ensure efficiency and accuracy.• Develop and manage key performance indicators to create alignment horizontally and vertically.• Manage third party entities to ensure annual reporting requirements are met to include the Franchise Disclosure Document, audited financial statements and tax returns.• Create, build, and lead projects geared toward innovation and scalability.• Manage vendors and negotiate contracts resulting in cost savings at the macro and micro levels.• Provide analysis of potential risk factors (internal and external) and provide a plan for mitigation.• Create and implement a training program that is accessible to 90+ businesses nationwide.• High level oversight of Human Resources to include payroll, interviewing, on-boarding, and separations.• Develop and lead the emergency action plan as it pertains to the global pandemic: navigating various legislation, obtaining financial assistance, adjusted forecasting, developing, and implementing policies and procedures across the nation and created a corporate assistance program for associated small businesses.

• An integral part of the decision-making team for any loan exceeding $250M.• Effectively interpret financial statement data across various industries to understand the credit worthiness of commercial borrowers.• Risk management and mitigation of a $30M portfolio.• Build and maintain highly effective working relationships with both internal and external stakeholders.

• Analyze business customers’ cash flow to tailor solutions through the bank’s product suite• Manage the product implementation process from inception to completion• Build and maintain highly effective working relationships with both internal and external stakeholders to ensure great customer service throughout each transaction• Create strategic workflow processes that improve efficiency and synergies across the organization

• Provide high quality, dependable customer service to existing and potential customers• Complete financial and risk analysis to underwrite and administer various type of loans, including commercial, consumer and agricultural• Effectively manage a $17M portfolio; familiarize with existing customers, maintain growth and minimize potential losses

• Supervise, train, and motivate staff to drive bank revenue• Complete financial and risk analysis to underwrite and administer loans• Work to build meaningful relationships with clients to aid in capturing full banking relationships• Comply with banking regulations to ensure the bank’s compatibility with government standardsSuccessful completion of Management Trainee program

• Worked as part of a team that consistently led the nation in production• Prospected and marketed to new clients in turn acquiring new business• Oversaw existing business including research of investment options, maintenance of client portfolios, preparation of client reviews, trade processing, and investor education • Analyzed current business processes resulting in implementation of new and innovative means of doing business which improved service, reduced time and led to synchronization across the nation• Charged with the reorganization and training of a restructured branch that resulted in successful operation during and after the transition period• FINRA Series 7 General Securities Representative Examination • FINRA Series 63 Uniform Securities Agent State Law Examination

• Led operations within the facility including: supervising, public relations, cashiering, conducting monthly staff trainings, and performing administrative operations such as payroll and scheduling• Discovered the importance of management within an organization and how to effectively lead operations