Financial analysis, budgeting and forecasting.

• Collaborate with owners to develop a 5-year B2B food packaging growth and exit plan encompassing regional expansion, new sustainable product, strategic alliance, acquisitions and new distribution channels. • Transition accounting software from desktop Peachtree to QuickBooks Online, reconcile differences, and reorganize the chart of accounts to better track and analyze product profitability and expenses.• Create an annual budget template and build a 5-year balance sheet, cash flow, and income statement financial model with discounted cash flow (DCF) valuation.

- Led and developed the annual budget for administrative departments (HR, IT, Building Facilities, Marketing, Development, Accounting), fundraising and two business units. - Collaborated with cross-functional department heads, enhancing FP&A processes and spending understanding, and fostering accountability.- Constructed a highly detailed and transformative P&L financial model for Goodtemps, the temp agency business, tracking and forecasting key revenue drivers including contracts, contract lengths, and renewal rates.

- Co-founded and led BoxUp, an innovative sustainable moving supply company that rented reusable moving bins and sold packing materials, effectively reducing waste and making moves more eco-friendly. - Designed eco-conscious products, improved their efficiency, and managed IT development for flexible pricing structures and operational enhancements.- Established a robust financial system, overseeing daily cash flow, vendor payments, tax compliance, and financial analysis.- Strategically managed finances by building financial models and implementing monthly, quarterly, and annual budgeting processes, aligning resources with company goals and financial vision.- Negotiated favorable terms with vendors and monitored cost control, while analyzing marketing ROI, customer acquisition costs, and revenue growth strategies.- Successfully navigated the challenges of the COVID-19 pandemic by securing government assistance and effectively managing cash flow.- Negotiated and executed the sale of the business, ensuring a smooth transition to new ownership.

Analyzed, researched, recommended, and monitored senior leveraged loans for inclusion in 6 collateralized loan obligation (CLO) funds with total assets under management of $3.0 billion. Covered an average of 35 portfolio names (~$300 million) in the software/business services and food products industries.

Leveraged loans buy-side analyst. Managed approximately 40-45 credits across a variety of industries including food and beverage, restaurants, telecommunications, transportation and software.

Supported Acting CFO in areas of forecasting, planning and analysis.