Real Solutions to Meet Your Business Needs.Our focus and core competency is to help companies improve effectiveness, performance, and efficiencies in their back office by providing financial consulting services covering: - Customer portfolio management, analysis, and financial / KPI / Analytic performance reporting- Credit analysis and evaluation, processes, risk mitigation, and securitization- OTC process improvements, standardization, implementation, documentation, and training - Strategic and tactical business operations and development, and system support planningWe can develop and implement Best Business Practices and Metrics specifically tailored to an individual organization.Our experience provides us the versatility to work with clients ranging from start-up to small companies needing to set up or grow their Finance operations, to medium or large corporations with well-established Finance groups and procedures

A non-profit organization that provided people with developmental disabilities a media voice and platform for community involvement while fostering educational opportunities and relationships.

- Managed multi-billion dollar new and used truck receivable and residual value portfolios- Corporate liaison for development, coordination, and implementation of retail and wholesale financing programs between company and external commercial finance companies and banks- Directly evaluated and reported company’s total credit risk and contingent liability portfolios- Corporate liaison for set up of joint venture with affiliated credit company and supporting program to increase sales in suppressed market

- Managed centralized credit and open parts account responsibilities for company business units with total portfolio of $400+ million- Credit risk evaluation and financial analysis of 700+ dealer locations and customer accounts- Sole responsibility for all perfected security interests and records administration to minimize total open account exposure

- Sole responsibility for developing, implementing and training of finance and insurance programs for national used truck retail distribution network

- Sole responsibility for roll-out and implementation of company’s first-ever national fleet owner operator program throughout North American distribution network- Designated team member for roll-out and implementation of a separate industry-exclusive used truck guaranteed cost per mile program- Direct sales responsibility of used truck inventory to assigned retail sales centers

- Responsible for network project management including business planning and development with national distribution network and individual retail sales centers- Provided direct business input to center management and personnel on optimizing performance and productivity including best business practices- Oversaw adherence to operating and governance compliance issues- Responsible for controlling functions in completion of operational and fiscal planning and budgeting

- Responsible for SAP FICO project functions covering Accounts Receivable and Treasury modules in large-scale financial system implementation- Performed process flow and gap analysis of company revenue streams and implemented best business practices- Configured AR and TR sub-modules- Conducted system testing over four cycles- Developed training manuals and directed in-house training classes for business users- Designated as Super-User for post-production systems support.