Purpose Built Financial Services is a flat-rate fee-only independent financial advisory firm providing financial planning, tax services, and investment management focused on corporate employees and solo entrepreneurs. All without product sales or hidden fees, only transparent and crystal clear pricing.

A fiduciary, helping individuals reach financial independence and retire early through financial planning, investment management, tax planning and tax preparation.

Managing the finance, accounting, and compliance aspects of a global manufacturing organization producing industrial flooring products at five factories across four countries. Partnering with the President and other executives to provide strategic leadership while managing a team executing the day to day tactics of a high growth business.- Lead the forecasting and planning (F&P) team to develop rolling 18 month forecasts for sales, operating income, working capital, CapX expenditures, and cash flow.- Restructured revenue recognition policy for construction contracts to comply with ASC 606 requirements. - Co-lead on implementation of global ERP system standardizing costing and logistics across the enterprise.- Overhauled and updated costing system, converting to standard costing and standardizing global transfer pricing policies. - Restructured the accounting organization from decentralized to a center lead organization utilizing shared service center assets.- Successful integration of downstream partner acquisition into financial reporting, controls, and compliance structure.