CFO passionate about driving financial growth through strategic planning | Expert in financial modeling | Operational cost controls

Strategize energy projects that reduce waste and costing without compromising the quality of resources.

Sun Communities is a publicly traded REIT that owns, operates, or has an interest in a portfolio of 600+ communities and marinas comprising over 200,000 developed sites in 38 states, Canada and Puerto Rico.• Leveraged analytics and process management to maximize both hard and soft savings for internal stakeholders, with a goal of process and financial savings; focused on process automation.• Partnered with senior management to deliver sustainable income streams by applying advanced methodologies.• Implemented KPI dashboards for efficient and effective business processes.• Proposed future strategy and direction using innovative techniques derived from insights and overall understanding of process functioning.• Achieved positive ROI by driving financial operational efficiency and asset performance optimization.• Led Asset Management and Strategic Sourcing teams; oversaw quality and compliance metrics across the portfolio network.• Continuously evaluated emerging technologies for operational efficiency.• Oversaw the implementation of requirements and commitments set out in agreements between Sun Communities and its external partners, ensured that the company remained compliant with all regulations, policies, and procedures.• Promoted cross-functional team collaboration; ensured compliance with interdepartmental standards and business practices.

Homedics USA is a privately-held global manufacturer of health and wellness products.• Implemented cost saving initiatives by working with the CEO/CFO to set organizational SG&A budgets and targets.• Provided the executive team with product analysis by developing project budgets and compliance procedures.• Drove senior leadership accountability by establishing policies and approval processes.• Validated wholesale pricing programs for profitability.• Coached sales and marketing leaders on pricing, margins, and financial concepts.• Monitored and reported the company’s KPI performance vs. targets.

HB Production Group is a leading producer of national infomercial marketing campaigns.• Reviewed financial statements and analyzed sales revenues, costs, expenses, and tax rates.• Developed detailed analyses, identified trends, and modeled forecasts.• Created presentations and provided recommendations for short- and long-range ROI.• Established a new forecasting tracking and management reporting system to improve availability and accuracy of financial data.• Reengineered workflow and workforce processes to improve the company’s financial performance.

Elite Appraisal Management, Inc. is a nationwide real estate appraisal management company.• Managed appraisals for contractors, architects, escrow agents, lenders, and attorneys.• Reviewed field appraisals for loan origination, liquidation, release of loan security, property sales, and hazard insurance loss and damage estimates.• Inspected and appraised homes; determined value of homes based on a range of criteria, including location, age, and condition.• Assisted in the hiring, training, and supervision of a team of 15 field appraisers working from two metro locations.

Tech Data is one of the world’s largest technology distributors, helping companies like HP, Apple, Cisco, Microsoft bring their products to market, and offers a wide range of technical and business support services.• Ensured strict compliance with Generally Accepted Accounting Principles (GAAP) to prepare accurate corporate financial reports for a Fortune 500 distributor of information technology products, and with logistics management and services to 100+ countries. • Instrumental in maintaining general ledger and fixed asset schedules, and the development of databases to optimize data reporting and analysis. • Incurred significant savings through tax law interpretation and auditor negotiation by efficiently managing federal and state audits. • Established and implemented policies and procedures to optimize workflow efficiency toward fulfillment of corporate goals and objectives.• Spearheaded, mentored, and trained eight-member support team to develop their competencies to achieve the maximum level of performance.

• Service included a 4-year overseas assignment in Grafenwoehr, Germany.