Started and grew a commercial sign and print business through acquisitions and marketing from revenue of 100k to revenue of over 500k in 3 years. By implementing strong KPIs and Financial models we were able to adjust our business model to continue to operate during the covid outbreak. Currently, the company has full management and staff in place with my business partner providing full time management.•Implemented new processes and procedures to streamline front end customer service while increasing production efficiency. •Set up and maintain financial forecast model to drive increase revenue growth and decrease expenses.•Increase company value by creating 2 separate brands and establishing new web sites and marketing to drive brand awareness•Create a network of professional sub-contractors to support Graphic Design functions and installation projects•Updated existing brand website adding online stores with innovative Design Online feature allowing customers to create and purchase custom products online•Created exclusive customer portals to automate franchisee ordering and status online to decrease the need for employees to handle customer orders.•Created and managed email marketing campaigns and online ads and social media.•Maintained full financials and cash flow management models to provide clear financial performance.•Built acquisition models that allowed us to find additional acquisition target that were purchased at 1X EBITDA + assets.•Managed full acquisition cycle including due diligence and valuation models.

Consult with CFOs on project basis to provide FP&A, Treasury and Business decision support for complex issues facing the client. Through direct consultation with CFO, provide advanced model creation for both Budgeting and forecasting needs (including P&L, Balance sheet, and Cash Flow), Data analysis to provide clearer understanding of the key business drivers, Creation of advanced analytics and Dashboard/Scorecard development. Key Clients:T-System LLC, North Dallas, Texas – Work with CFO to provide documentation of existing FP&A process as well as provide interim management of the Year End budgeting. Created financial models and scorecards as well as in depth analysis of key accounts. CFO realized increased efficiency as well as greater visibility into the Coding business unit through scorecards and changes to existing model Blue Star Sports, Frisco, Texas – Worked with CFO to create business unit level and consolidated budget model for P&L, Balance Sheet and Cash Flow. This model became the annual budget template as well as the monthly forecast template.Onesource Virtual, Irving, Texas - Work with CFO to implement cash forecast and cash management strategies including payment timing and currency hedging to stabilize cash and consult on methods to determine monthly cash needs and inflows. This model was the primary focus of the Board of Directors and was reviewed weekly.

Act as a Key asset in the future growth of the company by spear-heading the Company’s financial quarterly forecast, annual budgeting process, operating plan variance analysis and special projects. Provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management.•Manage Treasury department team responsible for banking, AP, AR and billing (2 Sr Manager and 4 staff members),•Provide financial leadership to market GMs for budget and Trailer purchases. •Created new 13-week Cash Forecast that better provide accurate forecast that was within 5 to 6% of actuals each week•Developed and implemented the first KPI tracking reports that provided a snapshot of rates, idle trailers, utilization and inbound/outbound trailer activity and provided CEO and Field leadership weekly.•Created detailed level budget model that provided a branch by branch P&L that is used to set branch sales goals and EBITDA expectations that were tied to branch manager’s variable comp.•Developed reporting to support Bank covenant reporting and act as primary contact of all bank relationships•Built and maintained Maintenance Expense and Make Ready reports the provides insight into the primary expense drivers of the company•Provide Data mining and Trailer inventory analysis that looks monitor company drivers and provides insight into the impact on sales and expense.•Acted in Financial advisory role in the attempted sale of the company

Manage sales finance team created to perform complex financial analytics and modeling with multiple business case and assumptions. Manage projects related to Marketing Development Fund and Sales Deduction. P&L and balance sheet accounts and detail expenditure analysis. Manage financial process improvement projects and initiatives through evaluation of current business process and identification of improvement plan. Implement financial strategic direction and provide financial guidance to senior management on financial analysis and targets.•Managed transition of current tracking spreadsheets to access to allow more robust reporting and data collection. •Direct standardization of forecast template for both Marketing Development Fund and Sales Deduction spend to help accurately predict marketing spend and budget tracking. •Implement ROI analysis model in Excel to facilitate project level analysis. •Lead project to create detailed process documentation and training material to support cross training and ensure no single point of failure.•Manage creation of budget analytics model to track budget as a % of revenue that compared actual spend to budget that updated each month based on forecast and actual revenue.

Manage newly created Business Intelligence team to provide advance Data management, analytics and strategic guidance for product creation and implementation. Partner with C level executives to create new rate plan structure that doubled customer acquisition and decreased churn. Manage monthly forecast and budget as well as variance analysis on monthly Product financials. Assist VP of Corporate Development to access potential mergers and acquisitions to help drive subscriber growth and provide for viable exit strategy options.•Responsible for Managing one senior analyst directly and provide finance leadership to 8 product managers.•Lead project to collect data from vendors to index and create a dynamic database that merged existing subscriber data with product usage data to allow for subscriber predictive behavior modeling that drove better product placement in rate plans and allow more targeted product development.•Developed and screen printed executive dashboards that provide 17 graphs relating to product subscribers, product usage and financial performance for a portfolio of over 20 products enabling senior management to visualize primary product KPIs. •Worked with C level executives to create new rate plans based on detailed analysis of subscriber data and product usage in combination with external competitive analysis resulting in driving subscriber growth of ~ 3 million subscribers in a year.•Managed Implementation of advanced analysis of the rate plan margin and subscriber behavior using detailed subscriber level analysis.•Worked with VP of Corporate Development to analyze potential merger with LEAP as well as offers from Sprint and T-Mobile. •Recognized ~ $1.2M in savings per month by utilizing data collected to provide accurate reporting to billing.

Reported to VP of Finance and Operations to create annual corporate budget including subscriber forecast, EBITA, cash flow and capital budget. Responsible for maintaining capital spending forecast and analysis, business case analysis, update the weekly and monthly EBITDA, CAPEX, and Cash forecasts. •Built long range planning model including Income statement, balance sheet and Cash flow statement with a 5 year outlook. This model was used to secure financing that provided capital for the launch of the first 4G LTE network in the US.•Developed standard budget models to be used in forecasting and reporting of financial projections. This allowed for standardization across the organization and improving budget accuracy and decreasing time required to complete the annual budget cycle•Documented SOX and Audit procedures to ensure appropriate compliance. By creating binders that housed all budget documents and budget adjustments made we were able to better document and highlight possible risks to the company.•Developed the business case model used in approval of product launches, rate plan changes and capital projects. This model compared each product to a benchmark such as WACC or IRR to ensure that product or projects were adding value to the company.

Directed staff of 8 direct reports with monthly GL reconciliations from bank reconciliation to account-level reconciliations. Prepared monthly audit schedules. Attended quarterly audit reviews. Managed month-end closing at the GL-level as well as consolidation of all sub ledgers to the consolidated ledger. Managed SOX controls and responded to all auditor requests. •Managed development of monthly Executive Financial Review package for consolidated company performance that was used in all external reporting meetings and investor meetings.•Streamlined international accounting requirements for Mexico and European operations including VAT and Currency conversion to decrease the potential for entry and allowing more time to validate accuracy of the entries.•Worked directly with CAO and CFO to manage creation of schedules for 10Q and 10K reports and created Hyperion Essbase models to automate the update of Warranty and Goodwill schedules that saved over 2 days of work.•Managed both a stock buyback campaign and early debt retirement by creating models that estimated cost of debt and cost of equity to see when the market provided the best opportunity to implement the buyback program.•Manage analyst team in creation of variance explanations and milestone analysis reports to CAO highlighting opportunities and risks in the balance sheet and income statement that allowed for identification of possible GL entry errors.•Was given management of the Corporate GL team after the previous manager left the position.

Provided analytical support for Premium service sales group responsible for identifying and analyzing business trends and issues and communicating financial results to key decision makers within the division. Provided variance explanations and milestone analysis, highlighting opportunities and risks. •Managed the development of the annual operating budget and quarterly forecasts that prioritized products and services to maximize customer profitability and minimize phone rep down time.•Developed models to balance customer satisfaction with representative productivity resulting in a consistently high customer satisfaction score and lowest labor cost in the call center.•Received recognition for driving superior results with my assigned division and developing an exemplary relationship with the team managers.