- Responsibility and oversight of the finance & accounting, analytics, IT and procurement functions serving 4 independent brands (Baudville, Inc., IDville, LLC, Pure Promo, LLC, and RecogNation, LLC).- Reinvented and led the annual financial planning process resulting in expedited plan delivery to the Board of Directors, and a more effective use of human capital resources through the process.- Quickly mobilized a remote workforce due to COVID-19 lockdowns, including the implementation of a Unified Communication platform in under a week.- Successfully navigated the intricacies of the CARES act to ensure optimal benefit to the business through the pandemic.- Provided strategic leadership to help lead the organization over the $50MM revenue mark for the first time in 2017.- Negotiated new contracts, and audited existing contracts leading to direct bottom line savings, resulting in the strongest performance in nearly a decade.- Lead member of the acquisition team – skilled in due diligence, analysis, deal structure and negotiations.- Managed relationships with all external advisors (CPA’s, attorneys, banking & insurance).- Re-tooled monthly reporting and implemented KPI’s aligned to the key drivers of business performance.- Responsibility for leveraging data science tools and concepts to improve understanding and performance of direct mail marketing investment. - Led the implementation of Microsoft Power BI to empower dynamic self-service analytics across the organization.

- Responsibility for oversight and management of all business related aspects of a $100MM Information Technology organization. Including strategic, financial, contractual, people and process oversight, as well as developing and implementing meaningful management metrics. - Work collaboratively with IT leaders to establish a business driven vision for the future of Information Technology (IT), and contribute to the development of a road map to achieve that vision.- Interface with business leadership globally to coordinate financial and business case analysis related to strategic IT investment decisions.- Implemented a Global Technology Business Management platform throughout the Americas, EMEA, and Asia Pacific.- Member of the Steelcase Leadership Team (SLT), CIO Staff, as well as the corporate Vendor Management, Innovation Management, and PMO steering teams.

- Executive Management liaison for implementation of a corporate-wide "Big Data and Analytics" initiative.- Created a value framework to assess the business value of specific analytic modeling applications to various areas of the business.- Developed, and manage a corporate-wide “Insight Explorer” program, creating formal roles and a single organizational framework aimed at fostering collaboration among the highest level analytic talent within the organization- Facilitated thought-provoking innovation workshops, intended to apply “design-thinking” principles to develop creative or nontraditional approaches in solving difficult organizational challenges through technology and innovation.- Provided feedback and assessment to the modeling teams regarding variable selection for all advanced analytic project engagements.- Worked with the Business Intelligence team on the strategy and design for integrated data flow throughout the organization.- Core team member leading the development of the “IT Gemba” framework used to integrate lean principles into the management of IT.

- Responsibility for oversight and management of all business related aspects of the Global Information Technology organization. - Complex decision-support analysis for the Manufacturing organization through a merger of the CIO and COO role, aimed to better leverage information technology.- Worked in, and in support of, multiple geographic regions throughout the Americas, EMEA, and Asia Pacific.- Facilitated the negotiations of complex vendor contracts resulting in savings exceeding $10MM.- Received CEO Innovation Award for architecting, implementing, and operationalizing a customized global technology business management platform that has become an invaluable tool for helping to drive the organization toward becoming more globally integrated.

- Financial Controller for the corporate Global Strategic Resource function (Real Estate, Information Technology, Facilities, Human Resources, Aviation, Corporate Communications, Legal, Learning & Development, and Environmental Sustainability).- Decision-making support and analysis, regularly providing deeper insight into both the financial and fundamental elements of a business case. Financial evaluation methodologies include EVA, NPV, and DCF analysis, among others.- Oversight of operating expense budget exceeding $150MM, including all related closing, planning, budgeting, forecasting, and reporting activities.- Facilitated the management, mentoring and development of staff.- Corporate advisory resource, representing finance, on numerous confidential “reinvention” project initiatives across the organization.- Participate and contribute to the development of the Corporate Strategic Plan, presented annually to the Board of Directors.- Provided due diligence to ensure investment decisions are aligned with industry best practices and metrics, identified potential alternative solutions, and developed thought-provoking “stakeholder perspective views” in order to promote “outside-of-the-box” thinking.

- Led the corporate budgeting and planning process.- Chief finance support for the successful development and launch of a new corporate venture (Education Solutions Category).- Developed a self-service financial reporting portal to improve efficiency and transparency within the organization.

- Provided Business Analyst support to the corporate Global Strategic Resources organization.- Coordinated the annual financial planning process for the organization.- Developed a planning template for Directors and Management to use throughout the planning and budgeting process to simplify the process.- Responsible for all monthly financial closing and reporting activities.

- Financial consulting services provided to individuals and corporate entities with investment assets ranging from $1MM to $50MM.- Identify, conduct due diligence, and implement alternative investment strategies including Hedge Funds, Private Equity, and Separate Accounts.- Worked in concert with M&A and Valuation teams to support and successfully transition clients with privately-held business assets.- Provide tax consulting services such as tax planning, creative tax solutions, estate and transition planning, and tax preparation (1040, K-1, etc).- Conduct analyses to develop strategic financial plans and optimal cash flow management solutions.- Prepare and present financial presentations to organizations, executives, and committees.