As the CEO of Custom Home Exteriors, I lead with a vision of growth, integrity, and service excellence across the Southeast U.S., covering North Carolina, South Carolina, and Virginia. With a deep commitment to developing the next generation of leaders, I work closely with our team to expand our market presence while maintaining the highest standards in customer service.

I help companies make sense of their financial health by deploying a 360 review of accounting, FP&A, HR, IT, legal, and strategic objectives. I also act as interim CFO or fractional CFO depending on the business needs.

• Collaborate with the CEO in setting and driving organizational vision, operational strategy, and hiring needs• Translate strategy into actionable goals for performance and growth helping to implement organization-wide goal setting, performance management, and annual operating planning• Oversee company operations and employee productivity, building a highly inclusive culture ensuring team members thrive and organizational outcomes are met• Ensure effective recruiting, onboarding, professional development, performance management, and retention• Recruit, interview, and hire all finance, admin, risk management, human resource, IT, and safety staff as required.• Evaluate departments and make suggestions for automating processes and increasing working efficiency.• Provide insight and recommendations to both short-term and long-term growth plan of organization.• Communicate, engage and interact with Board of Directors, CEO, and Executive Leadership Team.• Serve as a key member of executive leadership team and round table discussion panel• Interact with and bring departments into line with Board of Directors’ plans, initiatives and recommendations.• Secondary role of CTO

*Leading Finance and Administration teams while helping operations become more lean and efficient through project reviews and automation. *Overseeing the ESOP reporting and success in cash planning *Manage all monthly finance, tax, and governmental reporting and compliance*Strategic Planning committee member*Monthly Financial and Operations report to the Board of Directors*Systems integration planning

Leading Finance, HR, IT, & Administration across the US and Canada in providing timely, accurate, and seamless services and support to TEP employees/shareholders/board of directors and to our customers across the globe.* Successfully lead M&A team and processes to close* Recruited FTEs and temps including an HR Director, Controller, Staff Accountants, AR/AP Specialists, IT personnel and key positions needed to implement KPI dashboards for the first time, convert operations to accrual accounting and complete all financials. * Identified billing errors of $500Ks+ and worked with department leadership to resolve them. * Successfully drove project to completion, closing the books for the first time in the company’s history < 45 days and completing all required reports < 60 days. * Troubleshot operations to identify areas of underperformance, implementing procedures to ensure GAAP compliance as well as resolved problems with the 401k and benefit plans. * Chaired inter- and intra-departmental meeting to streamline workflow, improve communication and set aggressive yet realistic production goals per position. * Gained consensus on need for accurate forecasting, establishments of operational KPIs and weekly targets.

Recruited to take on multiple start-up tasks including establishing HR, IT, business, budget and operational systems – particularly accounting and finance functions for Asia, Europe, Latin America, and Australia. * Led high impact presentations of company services to prospective investors as well as the government of India. * Supported demonstrations to the EU, India BJP Party, and World Trade Org. for possible $250M+ contracts. * Reviewed forecasts and metrics to properly allocate department budgets. * Analyzed start up proposals and plans to ensure compliance with corporate vision and overall business strategy.

Gained valuable non-profit/multi-cultural experience working for a recently created organization dedicated to children’s safety, health and educational development in the Dominican Republic. * Partnered with 13 international groups < 12 months of tenure, presenting the organization’s mission and vision. * Analyzed operations to advise on cost reduction, efficiencies and growth strategies. * Integrated better processes and procedures such as fund accounting. * Utilized HR skills to train up to 30 new staff and aid in succession planning. Migrated key positions to DR natives, reducing costs, improving communication and enabling a better understanding of local issues. * Championed increased autonomy for various positions while establishing meetings to benchmark KPIs, boost accurate metric reporting and accountability.

Supported the Founder and CEO for this manufacturer’s rep specializing in commercial/industrial heating, ventilation and HVAC markets of the Carolinas. Reengineered all financial recording and reporting processes. Worked directly with key shareholders on successfully reducing taxes. * Realized $100K+ in tax refunds after auditing financials back to 2005.* Implemented cost savings including a 40% savings by outsourcing IT functions, reduced need for 3 FTEs ($200K+ savings), and 10% savings after negotiating with insurance providers (most companies were suffering a 20% increase at this time). * Reduced receivables by over 15 days reducing needed capital* Reviewed line of credit and banking relationships, successfully negotiating better terms with a new institution.* Analyzed marketing to advise on opening a new territory in South Carolina currently bringing in $8M. Troubleshot operations and advised on changes across 7 regional offices. * Identified cutting edge sales/financial software that helped to enable a forecasted 30% growth rate. * Leveraged previous C-Level experience to mentor the incoming CEO in strategic leadership, organizational tactics and general development. Recruited and hired the VP of Sales.

Acted as primary accounting/financial manager for the entire division.* Promoted continuously to areas of increased responsibility. * Spearheaded financial reporting, preparing tri-annual budgetary and forecasting plans* Supported the President during monthly budget/forecasting calls. * Made certain statements comply with GAAP, tax laws, and SOX. * Trained leadership on corporate standards of excellence, daily policy, compliance and reporting issues.

Oversaw AP, journal entries, GL, and support month end close procedures. Authored the upcoming budget and strategy to meet profitability goals. * Reduced role 60% through streamlining reporting procedures. * Tested upgrades to software, eventually training other divisions on Oracle Financial Management Software. * Produced Excel reports used by key leadership that helped in improving production, data accuracy and forecasting.

Hired by the division to review and prepare monthly financials reported to division, group, and C-Level leaders. Provided relevant data in a user-friendly format for the Division President to prepare the tri-annual financial forecast. * Interpreted mission critical statistical/accounting data in terms of performance against budget. Coordinated and studied feasibility submission packages. * Used business acumen and mentoring skills to initiate a comparative market analysis training program and train Sales Associates. Integrated Oracle Financial Management Software and MS Access DB. * Supported the Division Controller in reports including IS, cash flow, month end closing, SOX, and SEC regulations.

* While earning an MBA, realized student food services was not capitalizing on a potential multi-million dollar market. * Met with the Director Of food Services to detail plans and was hired to implement changes. Eventually oversaw a $2.5M budget and helped bring franchises including a coffee shop, Chick-Fil-A, Quiznos, and others. * Surveyed key demographics to customize product portfolio and ensure customer loyalty and repeat business. * Authored the employee manual and supported growth to 96 FTEs and 50+ part time personnel.