Elementary and secondary charter schools

Treasurer

Second largest food pantry in southern Colorado serving 300 clients. Food pantry operations, fundraising, substitute truck driver, distribution volunteer

Responsible for financial and business operational functions for the 900-member congregation.

Responsible for all financial and accounting operations of this all-volunteer organization that provides temporary financial assistance to individuals in need.

Directed the due-diligence and integration activities for acquired commercial air-conditioning (HVAC) service companies throughout the US and Canada with assistance by national, region and area staff. Activities included: facilities relocation, consolidation of assets, realignments of financial, operational, EH&S and IT functions, and new-employee orientation and training. Performed audit management for Sarbanes-Oxley reviews and service branch financial / operational reviews.· Improved… Show more Directed the due-diligence and integration activities for acquired commercial air-conditioning (HVAC) service companies throughout the US and Canada with assistance by national, region and area staff. Activities included: facilities relocation, consolidation of assets, realignments of financial, operational, EH&S and IT functions, and new-employee orientation and training. Performed audit management for Sarbanes-Oxley reviews and service branch financial / operational reviews.· Improved annual service revenue by $70 Million via eleven acquisitions in the US and Canada.· Published an extensive on-line field service procedures manual available to over 2,500 employees. Show less

Client Firm: UPM-Kymmene, Inc., Westmont, IL – $10 Billion paper manufacturer based in FinlandPerformed cash management and accounting for UPM-Kymmene’s North American operations during a major IT system conversion.· First consultant to receive a performance-based cash incentive bonus from a client.

Client: Man Financial Inc., Chicago – London-based commodities trading firmReorganized procedures in Commissions Payable department · Improved processes, identified $1 Milllion in unrecognized profitsClient: Landmark Incentive Marketing, Inc., Chicago – sales incentive trip packages Client: Agbar Technologies, Inc., Chicago – Barcelona, Spain-based auto emissions test equipment manufacturer

Nationwide project management, including mergers and acquisitions, for the $340 million commercial HVAC service division.· Increased annual revenue by $14 million from the acquisition / integration of eight service and equipment businesses.· Reduced the acquisition integration process from over 90 days to 30 days, minimizing sales downtime.· Supervised and improved the branch audit review process. Reviewed problem branches, resulting in $100,000 or more in savings from reduced… Show more Nationwide project management, including mergers and acquisitions, for the $340 million commercial HVAC service division.· Increased annual revenue by $14 million from the acquisition / integration of eight service and equipment businesses.· Reduced the acquisition integration process from over 90 days to 30 days, minimizing sales downtime.· Supervised and improved the branch audit review process. Reviewed problem branches, resulting in $100,000 or more in savings from reduced branch workload and higher profit margins.· Improved credit-card field accounts payable processes, reducing expense by $30,000 or more.· Promoted a new Internet ordering process for Carrier proprietary parts to eventually replace a difficult and costly DOS-based system. Approximately $100,000 in savings realized. Show less

Financial and administrative management for the $55 million Midwest Region, dealing with sales and service of heavy commercial HVAC equipment in thirteen branch locations staffed by 250 employees.· Improved branch financial efficiency and profits. For example: increased pretax profit at a $2.3 million branch by $500,000 over four years.· Improved branch accounting accuracy and internal controls via branch audits. Best audit completion record of any region controller.· Managed… Show more Financial and administrative management for the $55 million Midwest Region, dealing with sales and service of heavy commercial HVAC equipment in thirteen branch locations staffed by 250 employees.· Improved branch financial efficiency and profits. For example: increased pretax profit at a $2.3 million branch by $500,000 over four years.· Improved branch accounting accuracy and internal controls via branch audits. Best audit completion record of any region controller.· Managed rollout of VISA card field purchasing program and coordinated on-line IBM purchasing programs for the region. Estimated benefits of $200,000 in enhanced productivity and reduced costs.· Received “best practice” award for manual to improve return on assets, ~$20,000 savings realized.· Improved the region’s standard cost processes and variance analyses. Show less