Profits & Planning is a one-stop shop for all of your accounting and financial needs. We work with manufacturers, distributors, and retail locations to provide world-class finance and accounting services in an array of industries experiencing growth like never before.We use our network of "big 4" level CFOs, CPAs, and resources to help you navigate the complex financial waters of operating in a new industry. We provide deep dive analytics for decision making, KPIs, scorecards, P&L Analytics, Budget Planning, Tax Planning, 280E compliance—all so you can take advantage of this unprecedented opportunity. Our experts are here to help you implement internal controls and corporate governance tools that will reduce risk and improve your bottom line.Our culture is built on trust—and we want to earn yours. We believe that doing the right thing is the only way to do business. We help you feel confident about your financials so you can focus on what really matters: running your company.

Led and managed multiyear capital budget, $300M annually, and expenditures for over 400 stores, a$9B+ revenue business. Ensure all capital projects meet return-on-investment thresholds prior to approval and upon completion. Led construction financial management for 110 remodeled stores annually and 4 new ground-up stores. Oversight on contracted maintenance for all stores including budgeting and vendor relationship. Prepare and present financials to executives and senior leadership as well as prepare board review documents.

Oversee all financial activities—bottom-up and stretch budgeting, forecasting, modeling, analyzing and reporting for Regional VP and 5 District Managers across 120+ stores, a $1B+ revenue business. Provide actionable and timely business intelligence, recommendations and action plans that enable improved managerial decision making. Integral member of transformational leadership team charged with redefining and relaunching brand. Participate in business case approval process; manage analyses and return-on-investment for store capital projects. Prepare and present financials to executive, senior leadership and sales teams. Utilize SAP Business Planning & Consolidation (BPC), Hyperion, Oracle, Peoplesoft, Oracle BI Publisher (OBIP)and Advanced Excel.

Lead development and management of 4 incentive and compensation programs and goal-setting strategies for ~300 U.S. employee inside/outside sales and market development business unit, $11M+ in annual expenses. Collaborate cross-functionally with Finance, Sales, Human Resources and Legal to gain alignment with sales goals and overall business objectives. Support Global Sales Operations’ efforts to provide key metrics to team creating unified Sales Force Effectiveness dashboard; work with VPs and other corporate executives on benchmarking initiatives. Improve policies, procedures and compliance, including SOX. Manage performance of several off/onshore contractors; a staff analyst.

Responsible for driving, integrating and developing incentive compensation reward strategies for all business units. Serves as a trusted advisor to the business unit Vice Presidents, National Sales Directors and other senior franchise leaders and plays an integral role in advising and counseling senior management in the development and implementation of new and existing incentive strategies. Manage and report on the financial impact of compensation expenses in excess of $107MM. Directed, designed and implemented the production of various statistical and financial models to validate and forecast variable compensation.

(Previously Lender Processing Services, Inc. (LPS))Manage and responsible for the preparation and reporting on financial results, forecast, budgets, and all financial key indicators to both internal and external audiences. Manage and report on the financial impact of revenues and expenses in excess of $70MM and $50MM respectively. Directed, designed and implemented the production of various statistical and financial models to validate and forecast financial and FTE capacity. Participate in various corporate projects and initiatives covering strategic planning, services pricing, billing automation development and various other operational impact analysis.

Managed financial and business development activities for $8M privately-owned manufacturer. Developed and implemented process improvement initiatives, financial and production models. Designed annual mass retail account promotion calendar and coordinated executional efforts of wholesalers, distributors and key accounts to drive sales. Represented organization at natural health and pet food trade shows

Led team of five accounting clerks charged with accounts receivable/payable, forecasting, modeling, analysis and reporting activities for 8 recently-acquired production farming locations that generated $50M+ in annual revenue. Directed EDI operations, sales contract implementation, weekly pricing and promotional calendar. Designed and instituted statistical and financial models for forecasting and ordering purposes. Handled various financial close activities, including reconciliation of operating cash account.

Instructed both traditional and virtual classes ranging from 9 to 75 students. Utilized planning and scheduling skills to effectively implement lesson plans including homework, quizzes, and exams for college students.

Co-owner of Kelly's Absolute Fitness in Lake City, FLSecure, All Women's Health Club• Utilized organizational and supervisory skills to coordinate weekly schedules, complete payroll, and supervise staff of 10 employees• Utilized accounting skills to manage all accounts receivables and accounts payables and all other accounting aspects of the business• Utilized software skills to effectively create spreadsheets to monitor budgets as well as increase efficiency in all areas of the business by eliminating excessive costs• Utilized sales and customer service skills to build membership of 300 in four months and manage member retention

• Utilized a wide variety of detailed financial analysis activities for cost reimbursable programs.• Prepared various ad hoc financial reports in Excel using pivot tables• Assisted in budget planning and proposal estimating, pricing, and documentation for monthly reports to government customer• Employed interpersonal and strong communication skills to interact in a team environment.• Utilized sales forecasting and profit analysis to effectively manage programs cost.• Created presentations for monthly meetings