INSIGHT | STRATEGY | GROWTHSERVING CEOs and business leaders to deliver strategic financial insights and vision action plans with a clear path to profitable growth.SERVICES:• Custom Multi-Year Financial Models• Strategic Vision Plans and Action Plans• Margin Analysis• Cost Optimization• Bank Relationship Management• Working Capital Management• Risk Management• Finance Function Governance & Mentorship• HR Leadership• "What if" Analysis• Pre-sale Preparation

• Member of Board of Managers providing leadership and strategic direction for professional services firm in the financial services industry with a focus on residential mortgage loan risk management. • Key executor in sale of firm to Wipro Limited (NYSE: WIT) in January 2014.• Lead teams responsible for all finance, human resources, training and administrative functions within the organization.• Focused on Financial Planning & Analysis to drive quarterly revenue and margin growth.• Support Risk Management including contract review and negotiation with clients and vendors.• Created client profitability and pricing analysis and perform ongoing tuning in response to operational and market changes.• Implemented an offshore strategy to add critical operational capacity at favorable cost structure.• Facilitated capacity expansion to support growth of business through new office site selection / opening in Fort Lauderdale, FL; Seattle, WA; and Jacksonville, FL. Led office relocation in Wisconsin.• Implemented a Core Values initiative to drive consistency in behavior across a multi-site organization reducing employee turnover and enhancing employee engagement.• Developed employee survey to continue to drive employee satisfaction and productivity.• Created performance based HR initiatives including performance review process with goals and objectives to drive organizational behavior and correlate compensation with performance.

• Member of Executive Management Team providing leadership and strategic direction for professional services firm in the financial services industry. • Assisted principals in the sale of due diligence division in June 2009 to Opus CMC.• Led teams responsible for all aspects of Finance and Human Resources.

Enjoyed high growth phase from less than 200 stores to over 1,000 stores during tenure. Manager of Finance & Analysis October 2004 – January 2007• Managed all banking relationships including RFP and allocation of business to banking partners.• Invested up to $1.6 Billion in short-term cash in accordance with company investment policy.• Facilitated capitalization strategy through analysis of financing alternatives, negotiation of new debt issuance and revolving credit facility, and review of debt covenant compliance.• Maintained five-year financial planning/projection model.• Reviewed financial ROI (proforma) on all new store real estate sites. Manager of Cash & Sales Audit May 2000 – September 2004• Served as primary contact person for credit lenders.• Developed bank relationship scorecard to facilitate service provider negotiations and selection.• Supported establishment of $665M seventeen-member revolving credit facility in 2002.• Involved in annual renewal of $225M proprietary credit receivables conduit facility.• Assisted in three public debt offerings.• Responsible for daily cash management including forecasting and investment/borrowing decisions.• Finance liaison to Store IT team implementing semi-annual store POS systems upgrades.• Managed twenty-four member Sales Audit team responsible for: sales/tenders accounting, chargeback mitigation, cashier loss review, bank account/credit/stored value reconciliation, and banking activities. Assistant Manager of Account Payable February 1998 – April 2000• Led project team to implement Peoplesoft Accounts Payable financial system.• Managed seventeen member accounts payable team.• Developed methodology for loading import merchandise cost components to merchandise ledger and reconciliation to general ledger.

Maxim Financial Services Corporation• Responsible for various financial and operational projects as assigned by the CEO for $150M sub-prime auto finance company.• Developed annual and quarterly financial statements that complied with SEC regulations; also developed internal operational performance reporting for senior management use.• Created and implemented various operational process improvements to increase collection department productivity including predictive dialer system elevating call volume by 50% in one month. • Assisted in wind-down of acquired entity

• Responsible for audit engagement administration including maintaining client relations, developing and re-engineering audit procedures, completing audit programs, and leading audit team.• Client base comprised public and privately owned companies in the financial services industry including commercial banks, mortgage lenders, trust, and investment companies from $100M to $19B.