Unitek Learning is Educational Empowerment

• Developed top tier financial forecasts for sales / field sites with $700 million in equipment revenue. • Steered accountability across departments, including sales and operations, fostered a customer service focused environment, and led business / financial actions and insights. • Protected the financial vitality of the operations and enabled organization to formulate informed business, capital, financial, and sales growth decisions that drove long term growth by leading strategic financial analysis to evaluate risks / awards, optimize cash flow, and develop financial plans for varying economic conditions.• Promoted continuing learning and professional growth while encouraging all department teams to share financial ideas and best practices and upholding the mission, values, and culture of the organization.

• Led Strategic Planning, Annual Budgeting, and Forecasting Activities, including monthly close processes, financial statement reporting, billing operations, and financial modeling. Assisted in residual/lease end management, completed standard and non-standard contract documentation, and recovered assets. • Assessed the Profitability of Large Business, Sales, and Portfolio Opportunities for equipment sales and services to deliver strategic business recommendations. • Established Open Lines of Communication and Collaboration to optimize overall performance and achieve positive measurable results while deploying best practices throughout all departments, including general accounting, inventory management, accounts payable, accounts receivable, payroll (commissions), customer service, management services, information technology, cash operations, leasing, and supply chain. • Delivered Financial Guidance to a 120+ Member Sales Team (located across Texas and Louisiana) in Bid Strategies and Predicted the Profitability of Each Sales/ Business Opportunity while partnering with them daily. • Consistently Improved Profit Margins by implementing Deep Dive Reviews and capitalizing on improvement opportunities. • Steered the Houston Marketplace to be Named “Area of the Year” Multiple Times (out of 37 areas) for exceeding annual financial/performance objectives, including revenue and operating income plans targets.

Led a team of analysts responsible for providing P&L variance analysis to senior leadership and field sales leaders. Also responsible for property and sales/use tax data and returns. Collaborated directly with the CEO on monthly sales forecasts.

Worked directly with the company's property/casualty insurance representatives to modify/create safety documents for commercial laundry plant workers and delivery drivers.