CORPORATE PROFILE: A $10M Consulting and M&A company with a team of 40 employees and consultants. RESPONSIBILITY PROFILE: In this role, I report to the Managing Partner with a $2M OPEX and 36 direct reports. Additionally, I coordinate internal team resources and consultants to enable the firm's daily operations and enhance organizational efficiencies by analyzing OPEX and optimizing spending.ACHIEVED IN THIS ROLEOPERATIONAL OPTIMIZATION / EMPLOYEE ENGAGEMENT / GROWTH STRATEGY• The company sought to hire a new operations leader to sustain growth. I was recruited by the Managing Partner to structure/optimize processes. Leveraging previous experience, I evaluated capabilities/processes, recommended structures/expectations, audited expenses, standardized utilization forecasts, replaced inefficient consultants with versatile talent, and enhanced bonus structures. Despite initial change resistance, this ongoing transformation improved employee retention, optimized team utilization, increased overall company GP, and is projected to drive 300% growth within 3-5 years.

CORPORATE PROFILE: An $80M firearms and ammunition manufacturing company with eight employees. RESPONSIBILITY PROFILE: I reported to the CEO with a $2.5M OPEX, $7M CAPEX, and six direct employees. For Ultimate Ammunition, I managed overall operations (from startup to pending multimillion contracts), implemented operational procedures for all departments, formed general finance reports and bookkeeping, and obtained necessary licenses and permits for regulated industry and government contracts.ACHIEVED IN THIS ROLEBUSINESS DEVELOPMENT• Startup growth was hindered by a lack of resources. I was recruited by the CEO to establish operations from the ground up. Within 30 days, I established payroll/benefits and engaged production/R&D teams. Furthermore, I integrated SOPs, delivered training, built a website, and ensured regulatory compliance. Finally, I navigated complications caused by COVID restrictions and change resistance. These efforts developed relations with local law enforcement, secured buy-in from regional stores, and built the foundations for securing future significant government contracts.COST REDUCTIONS / OPERATIONAL OPTIMIZATION• Due to starting operations during COVID, the company did not qualify for PPE or other federal assistance. I resolved to reduce manufacturing costs as much as possible to maintain positive cash flow until the introduction of contracts. After attending a webinar, I discovered an unrealized tax credit and recruited specialists to ensure all necessary information was gathered to submit. The company received a $52K tax credit for R&D expenses and payroll tax credits for the next quarter, which maintained solvency during the pandemic.

ACHIEVEMENTS CONTINUED REGULATORY STRATEGY• I was charged by the CEO to ensure that UA maintained compliance with all laws and requirements in its highly regulated industry. First, I conducted immense market research, interfaced with various government agencies, and became an authorized Empowered Official of import/export licenses. Afterward, I discovered special tax codes, crafted new SOPs, trained staff, and obtained licensure as necessary for the company to operate. These efforts enhanced staff morale and the company’s reputation; Ultimate Ammunition has approved contractor status to bid on government defense contracts.

CORPORATE PROFILE: A $1.2B public accounting firm with 6,200 employees. RESPONSIBILITY PROFILE: I reported to the Managing Principals with a $1M OPEX, $2M CAPEX, and 60 employees with seven direct. I maintained responsibility for executing and coordinating internal operations processes, budgeting, implementing firmwide policies, analyzing WIP and billing to optimize production and office goals, and managing AP and AR. Additionally, I served as a local HR resource and worked on National projects for internal ops processes improvement.ACHIEVED IN THIS ROLEREVENUE CAPTURE STRATEGY• Three independent offices merged to join a larger public accounting firm. I was commissioned by a Managing Partner and the Board to reduce ~$500K in past due AR that accumulated over three years. Over six months, I met with necessary stakeholders, updated system contacts, and implemented a 30-day past owing email/mail campaign. With this, I established payment plans and other incentives with select clients and switched 90% of the client base to e-billing. This initiative recovered 75% of past due AR within six months and lowered days from invoice to payment from 120 to 91; my responsibilities were expanded to become the Finance Coordinator for the Western Region.MULTI-SITE OPERATIONAL IMPROVEMENT• Employee count outpaced available office space after the merger. I was charged by the Managing Principal to find new space to accommodate the team and plan for future growth. After renovating the current office with space-saving solutions to fit the current staff, I then researched and identified a new construction for the new office location. Through partnerships with the M&A and IT teams, contractors, and new landlord, these actions delivered the office within tight deadlines and under the $2M budget.

ACHIEVEMENTS CONTINUEDMERGERS & ACQUISITIONS / RESTRUCTURE• I was recruited by the ELT to facilitate/optimize the merging of three smaller teams. In the following five months, I analyzed each team’s processes, identified gaps, formulated an action plan, and won Principal/Partner approval. With this, I restructured teams without eliminating resources, digitized accounting processes, and navigated initial change resistance. These efforts strengthened the culture, streamlined workflows, and modernized data-keeping. As a result of these successes, I was promoted temporarily to Operations Director of the Salt Lake City office.PROCESS OPTIMIZATION• Antiquated form processing methodologies, specifically with client engagement letters, were wasting the company’s time and money. I spearheaded an opportunity to improve practices, presenting a case to leadership to utilize DocuSign and demonstrating a cost savings estimate of $200K between supplies and labor. Once DocuSign was implemented, this process was applied across all 120 offices, which enhanced tracking, made tax processes more efficient, and saved $400K, exceeding expectations by 2X

CORPORATE PROFILE: A weapons and ammunition company. RESPONSIBILITY PROFILE: I reported to the CEO with a $12M CAPEX and 30 employees. I operated on several projects, including one to build a new amusement park in Las Vegas, which consisted of obtaining permits and working with government agencies, franchise options, leases, contracts, and performing vendor negotiations for construction. Also, I obtained 501c(3) organizational status and organized events for a veterans’ charity.ACHIEVED IN THIS ROLEPROJECT MANAGEMENT• While planning construction for a new theme park, the County requested off-site improvements surrounding the park, which amounted to $1M in unexpected costs. Determined to restore order, I analyzed zoning laws/permits, met with County staff, forged new relationships, and navigated discrepancies in communication between various County departments. Eventually, I identified a solution that the County approved to release the company from executing the off-site improvements, which enabled the company to commence with permitting and maintain its budget.

CORPORATE PROFILE: A $2.5M company with 35 employees providing self-guided and guided biking tours (as VIP tour operator of the Tour de France) across Europe. RESPONSIBILITY PROFILE: I reported to the CEO with a $500K OPEX, $2M Revenue Goal, and 50 employees with 35 direct. In this role, I managed operations, data analysis, strategic planning for growth and expansion, and handled all human resources for all locations (hiring, training, onboarding, terminating). Additionally, I liaised with vendors, negotiated contracts, group sales, and sales training, and traveled to various countries to check the quality of tours/experiences.ACHIEVED IN THIS ROLEPROFIT OPTIMIZATION / VENDOR SELECTION / NEGOTIATIONS• For a year, sales were stagnant, and revenue was eroding due to competitors' offerings. I was called upon by the CEO to reverse trends. After surveying past clients, I leveraged data to incorporate additional activities into the customer experience and worked with 3rd parties to ensure activity availability before a full launch. Customers were immediately satisfied with the improvements, and word-of-mouth promotion increased profits; the CEO sold a brand to enable expansion into South America/Asia, and the company received an award from the French Bureau of Tourism.OPERATIONAL OPTIMIZATION• I was tasked by the CEO to optimize logistics in the face of growing operations, as select suppliers proved unable to handle the volume. By identifying the locations with the most issues, I was able to establish remote teams and implement process/equipment improvements. Then, I built logistics for daily processes, ensured communications effectively transcended time zones, and added an office in Spain once the French location was set. This elevated customer satisfaction, lowered costs, improved pricing, displaced competitors, and elevated revenue from $1.2M to $4M.

CORPORATE PROFILE: A recruiting agency for international companies. RESPONSIBILITY PROFILE: I reported to the owners and was responsible for processing and reviewing employment applications, interviewing candidates by phone, posting new job openings, working closely with recruiters to understand their needs and attract suitable candidates, and utilizing fluency in French to liaise directly with French companies.