Empowering business owners with information needed to make wise financial decisions

Served as CFO for 2 divisions: retail store and construction. Prepared financial statements for sales comparisons totaling $5M, management of inventory, tracking product costs, updating product pricing, comparing prices to competitors, bank reconciliation, weekly sales reports, and budgeting. Managed approve change orders for customers, subcontractors and project managers. Accountable for processing of payroll for 10 employees, and the management of cash flow of multiple bank accounts, credit cards, and loans.◼Successfully tracked all expenses and receipts and reviewed budget vs actual for 40 annual projects and insurance certificates for 20 subcontractors◼Created custom reports for sales commissions, insurance audits, income tax return preparation, and business evaluation for sale of business

Served as controller for 2 divisions: product sales and shipping. Managed HR functions for 10 employees, including; on-boarding and termination. Executed audit of DHL shipping costs. Oversaw the calculation and distribution of profits to partners, collection of receivables, manage payables, banking, and credit cards. Participated in weekly meetings with 2 partners to discuss the profitability of each division, projected cash flow, sales trends, labor and material cost analysis. ◼Successfully managed preparation of reports for weekly meetings, tracking of $1M of inventory, product costs and profits, payment of suppliers, and bank reconciliation◼Created custom reports for sales commissions and profit by product line, which provided sales production and senior management teams up to date insights ◼Streamlined billing and collection process for 50 customers, and converted to paperless and electronic payments, which resulted in 10% cost savings and increased efficiency

Lone Survivor is a 501(C)(3) non-profit organization that has provided no-cost therapeutic services to 1200+ veterans and their families. The Boot Campaign raises funds to support and promote patriotism, while providing support and assistance to military personnel, past and present. Accountable for analyzing monthly department budgeting and accounting reports to maintain overhead expenditure controls. Provided cost analysis, fiscal allocation, and delivered monthly reports for board members. Matched appropriations for specific charitable programs with appropriations for broader programs◼Successfully established a custom system at Lone Survivor Foundation for tracking donations by donor, event, and allocation of $5M in funds◼Oversaw budgeting and fund allocation for 5 programs in support of veterans and their families ◼Managed $2-8M in subcontractor payments, and payroll for 10 staff◼Obtained reports for $1M+ in online product sales, in support of 6 annual events and 500 donors◼Managed donations and donor reporting during a growth period from $2-8M in donation growth