- Collaborating with the President and other leaders to develop critical operational initiatives that align with Newcoast's strategic vision.- Overseeing the execution of strategic initiatives and continuously identifying and implementing incremental efficiencies to improve operations.- Creating and promoting a data-driven culture that drives productivity and outcomes with KPIs related to core operations.- Successfully executing Newcoast's business plan and generating new business to grow beyond recreational financing and insurance business units.- Seeking out new product offerings and assessing their viability through internal and external reporting, forecasts, and market analysis.- Maintaining a high degree of knowledge about insurance products and income sources, including new products, internet initiatives, insurance software, and other activities.- Assisting with metric formation to monitor the performance of all Newcoast teams.- Focusing on delivering world-class FANS scores through the execution of process improvement strategies.- Sharing best practices to optimize operational efficiency and drive continued growth for the organization.- Demonstrating behaviors consistent with Newcoast's vision, mission, and values in all interactions

- Drove improvement in PIS's processes and operations, enhancing digital tools and streamlining information flow for efficient coverage binding.- Managed and led a team of insurance professionals with expertise in digital awareness and insurance.- Negotiated with underwriters to secure optimal coverage options for PIS and clients.- Grew PIS's business and expanded its offerings beyond Marine.- Collaborated with the President to develop critical operational initiatives and execute strategic plans.- Fostered a data-driven culture focused on productivity and performance metrics.- Developed and implemented marketing strategies to drive business growth, conducted market analysis, and assessed new product offerings for viability.- Maintained a high degree of knowledge about insurance products and income sources.- Demonstrated behaviors aligned with MarineMax and PIS's vision, mission, and values, established performance goals and metrics, and shared best practices while minimizing exposure to PIS and MarineMax.

Insurance Management:- Collected and organized vital information for all regions, including property values, sales by department, average inventory levels, autos, equipment, docks, workers-comp payroll by category & class, etc.- Evaluated levels of insurance to ensure proper coverage against catastrophic loss while maintaining a cost/benefit balance.- Coordinated with General Counsel and Paralegal team to proactively minimize risks through risk management actions.- Oversaw insurance portfolio loss runs to minimize collateral requirements and managed audits and assessments on certain policies.Treasury and Floorplan Management:- Managed the MarineMax treasury program through multiple financial institutions, ensuring the cash team maintained a spreadsheet to track all fund transfers and reviewed bank account reconciliations to meet daily objectives.- Opened new accounts, including credit card merchant numbers, terminals, and all paperwork, such as ZBAs, signature cards, corp resolutions, and ACH agreements.- Managed the MarineMax wholesale credit facility, creating monthly bank financials and quarterly compliance certificates as per loan requirement timelines and assisting with managing the company’s stock-based compensation programs for RSUs, options, and ESPP.Line of Credit/ Floorplan: - Managed the overall MarineMax wholesale credit facility along with monthly reporting to the lending group for the Borrowing Base calculation.- Managed annual financial floorplan audits to ensure compliance with trust payoff timeframes and accurate monthly bank financial submissions.- Approved weekly floorplan financing of boat invoices, ensuring compliance with all necessary regulations and requirements.

- Managed the daily cash position and ensured that all cash transactions were accurately recorded and reported.- Monitored and managed the company's insurance program, including property, liability, and workers' compensation insurance policies.- Conducted regular reviews of insurance policies to ensure adequate coverage and competitive pricing and recommended changes as necessary.- Coordinated with internal departments and external vendors to ensure timely payment of all insurance premiums.

- Conducted financial analysis and prepared monthly quarterly and annual financial statements in compliance with GAAP.- Performed month-end close procedures, including reconciling accounts, preparing journal entries, and ensuring accurate and timely reporting.- Managed the accounts payable and accounts receivable processes, ensuring invoices and payments were processed accurately and on time.- Collaborated with internal and external stakeholders, such as auditors, tax consultants, and senior management, to ensure compliance with regulations and achieve financial goals.

- Conducted month-end close procedures, including reconciling accounts, preparing journal entries, and creating financial statements in compliance with GAAP standards.- Analyzed and interpreted financial data to provide meaningful insights and recommendations to management.- Prepared and filed federal and state income tax returns for clients in accordance with relevant regulations and deadlines.- Communicated with clients, auditors, and internal stakeholders to ensure the accuracy and completeness of financial data, resolved issues, and maintained positive relationships.

- Processed and analyzed financial data, including accounts payable/receivable, expense reports, and general ledger entries, ensuring accuracy and completeness.- Prepared and reviewed monthly, quarterly, and annual financial statements and reports, including balance sheets, income statements, and cash flow statements, providing insights and recommendations for improvement.- Assisted with the close year-end process, including reconciling accounts and preparing audit schedules, ensuring compliance with accounting principles and standards.