Controller / COO Services● Budgeting, Internal controls and Processes review and recommendations, Variance Analysis.● Develop forward thinking scaling models to optimize operations to create a strategy to leverage people, process and technology and drive project improvement ● Assist with creating cash flow models directly related to installation projections and scaling analysis ● Assist with the design of company financial systems to recommend accounting guidance and identify informational needs and develop solutions.● Hands on training, mentoring, coaching and development of staff with ability to connect across teams. ● Management support with key Vendor Relationships, Customer Experience Rating and Review. Contract Management, Cash Flow and Working Capital Forecasting and presentation support● Review of Business Operations / Technology providing higher level KPI and Dashboard development and Analysis on Financial performance and recommendations to company owners and management team.

• Emphasizing 3 major impact projects at company formerly known as Premier Solutions: Customer experience journey and development, new product and technology development, and software enhancement through CRM development• Created culture of collaboration, acceptance, and accountability through exemplary attitude and appropriate policies, procedures, and work-life balance, raising team member longevity to 6+ years, well above average 4• Developed partnership with Sunrun, building its Partner Program and becoming 1st company to perform site audits for Sunrun, to attends their internal QBRs, and to work in multiple locations—9 branches in 5 states• Maintain cash flow even at times when external circumstances might have prevented it, continuously exceeding growth with minimal working capital from lenders• Manage multiple partnerships, including key partner Sunrun and numerous vendors, maintaining efficiency through excellent communication and integrity; overcame extreme challenges over 9 years at company• Improved customer satisfaction and quality rating, earning reputation for quality installations for company and promoting accelerated growth by developing customer experience score and direct employee knowledge of CX• Entrusted to handle all legal proceedings, contract development, licensing, tax returns, and other critical roles

• Grew revenue from $6 million in 2011 to $30 million by 2017; promoted to position for effectiveness in handling finances, including fully utilizing often-scarce resources and generating cash flow• Created automated calendar installation projections from CRM, increasing jobs installed by as much as 125% YOY between 2016 and 2018

• Acted in diverse capacities far beyond job contract, laying foundation for company’s growth• Installed more projects than any single Sunrun branch on several months, consistently making up 20% of volume for SW and NW Regions• Acted as key facilitator for launch of markets in new states for Sunrun, a large enterprise, becoming first of their partners to launch new market

• Managed overall financial statements and accounting department functions• Performed cash flow management, job costing, payroll, corporate, tax planning, sales tax reporting, and accounts payable• Reconciled all balance sheet accounts• Processed OCIP/CCIP and certified payroll reports

• Managed financial statements and accounting functions for several clients, maintaining cash flow management, job costing, payroll, tax planning, sales tax reporting, and accounts payable• Reconciled all balance sheet accounts; processed OCIP/CCIP and certified payroll reports

• Prepared financial statements and detail analysis of job costing and project management• Reconciled all balance sheet accounts• Managed accounts payable and accounts receivable, payroll, billing, drywall stocking, customer service requests, and all office responsibilities• Completed quarterly payroll tax returns and maintained 401K compliance

• Managed and developed overall financial systems and accounting control of operations for 700 employees in 2 states, enabling company to grow from $30 million to $48 million• Performed budgeting, daily accounting functions, and forecasted cash flows• Oversaw all additional operational aspects of department (AR, AP, PR, BL, JC)• Prepare all financial statements and maintain relationship with lending institutions• Performed detail analysis of job costing and project management• Reconciled all accounts; managed all insurance renewals and litigation review on all claims

• Prepared monthly client write-up with quarterly reporting and preparation of annual federal tax returns• Gained extensive experience with partnership and LLC tax preparation, with emphasis on land acquisitions, sales and 1031 exchanges• Completed many foundation and trust returns