Largest Illinois-based residential solar installation company.

ISO certified manufacturer of products for sample preparation and analysis

Directed medical accreditation organization’s financial transition - from spinoff to restructuring to growth to successful merger.• Designed and directed creation of organization’s financial systems.• Managed financial aspects of negotiated settlement with former sister entity.• Created organization’s financial reporting process and KPI.• Worked with CEO and Board to support merger negotiations and manage transition to new entity.

A premier Chicagoland ophthalmology practice dedicated to offering superior eye care services that protect and improve the vision quality of our patients.Family Eye offers full comprehensive eye care including cataract surgery, pediatric eye care, glaucoma treatment, diabetic eye care, laser vision correction (LASIK & PRK), eyeglasses, contact lenses and more. Locations in Chicago, Oak Brook, Oak Lawn, Orland Park and Buffalo Grove.• Integrated new acquisitions and service lines into business structure.• Evaluated acquisitions, expansions, new product lines, new locations and M&A offers.• Improved accounting processes, internal controls and payroll systems.

Cybersecurity risk management SaaS platform. Chicago Innovation Awards nominee. Successful acquisition exit.• Created financial and organizational structure to scale startup company. • Restructured accounting system, financial reporting and back-office functions. • Worked with clients to deploy the company’s cyber risk management platform and developcustom applications.• Designed and executed a CRM-based sales and onboarding system for registering client vendor networks. Exceeded enrollment targets by over 200%.

Private equity owned optical holding company - international eyewear designer/wholesaler OGI operating under six brand names, as well as optometry/retail locations under the Spex name. Successful acquisition exit of the retail division.• Restructured accounting workflows and monthly close process. Reduced close time by 80% while improving data integrity, financial analysis, GAAP compliance and financial reporting.• Developed Key Performance Indicators (KPI) program to track essential business metrics. Tied KPI to business strategy, staff goals and reviews, as well as departmental workflows.• Implemented SAP Business One and BOARD BI software for 28 P&Ls across 4 entities.• Systematized new retail store development process. Accelerated new store rollouts while lowering impact on daily operations.• Served as Interim Director of Human Resources and Director of Payroll for 3 companies.• Reorganized payroll and benefits administration processes. Launched new payroll systems and 401(k) Plan while improving workflows, compliance and controls.• Transitioned Finance, Accounting, HR, and Payroll functions after acquisition.

Brought international chain of early childhood development centers to the Chicago market• Developed unoccupied territory, winning 15 sales awards in 6 categories. Largest domestic grand opening in company’s history.• Directed company accounting, finance, facilities, HR, CRM, risk management, and IT.• Created new financial analysis models to track key performance indicators (KPI). Improved business processes and financial reporting.• Three-time elected President of organization representing owners in 20 countries.• Played key role in the company’s worldwide strategic brand repositioning and core programs update, the company’s most significant changes in 25 years.

Held multiple Finance roles during $1 billion legacy consumer electronics manufacturer’s transition to a profitable $250 million design and distribution organization.• Provided financial analysis and support to division heads, c-level management, and Zenith’s parent company, LG Electronics.• Supported company’s Chapter 11 bankruptcy and restructuring with sales and profitability analysis, cost allocations, and expense analysis.• Led Finance portion of company Project Review meetings. This process rated proposed capital projects and new product developments by cost and financial return, optimizing limited resources.• Managed budgeting, forecasting, financial reporting, sales analysis, consolidations, general accounting, and financial analysis.Held four titles: Finance Manager, Finance Manager - Sales, Finance Manager - Technology, Financial Analyst