• Scale and enhance existing financial processes, tools, and systems to support business growth.• Support leadership in internal and external reporting requirements.

• Update monthly/quarterly/annual financial presentation packages for review with leadership.• Collaborate with business partners in preparing and reviewing monthly results and analysis to determine methods of increasing operating productivity.

• Worked directly for CFO preparing Series A funding documents and models• Enhanced previous forecast sales model to separate 3 segments of business and rollup P&L, balance sheet and cash flow.• Tracked list of over 300 potential investors and coordinated contact dates, NDA process, meeting notes, and stage updates.• Improved cap table update process by building out tabs for shares, options, and convertible notes.• Assisted in building investor teasers, company overviews, and investor decks to share with potential investors based on the outputs of excel financial models.• Assisted in creating and updating PowerPoint presentations for Board and Shareholder meetings.• Created and updated a Virtual Data Room (VDR) with proprietary documents and managed access for potential investors.

• Dive into complex data sets to analyze trends, identify opportunities and quantify the potential value of new initiatives.• Consult with business stakeholders (e.g. sales managers, ecommerce/merch leads) on ad-hoc analyses,experiments and reporting.• Collaborate cross-functionally with diverse teams to understand business objectives and details of different data sources.• Effectively communicate analysis findings to non-technical stakeholders and senior leadership.• Develop smart, compelling dashboards and reports to track KPI’s, identify trends, and monitor thebusiness.• Prepare, deliver, and automate periodic analyses which includes insights of sales activity and results along with key performance indicators required to drive our business.• Recommend and implement processes to streamline and continuously improve our currentreporting/analytics to raise awareness and drive corrective actions.• Present information clearly so that insights can be used to help drive business strategy.• Provide ad hoc analytical support.

Responsible for direct client contact supporting secondary mortgage market services. Essential Responsibilities: • Client Relationship Management• Performance Reporting• Data Analysis• Loan Committing• Pipeline Hedging• Process Improvements and Enhancements• Various Analytical Activities

1) Building and maintaining the integrated financial planning models for various golf business units.2) Direct interface with Management at each business unit across several US locations.3) Assist in Product and Pricing analysis.4) Providing financial results to Management monthly and assisting with financial and business analysis at the department and over-all company levels as needed.• Build, improve and maintain financial models in Excel interfacing with the company’s Sales Database, Reservation systems, and General Accounting-Great Plains Financial systems, and support the consolidated financial model process.• Actively work with Sales, Operations, and Executive personnel to analyze and optimize the business unit performance. • Work with departmental managers and accounting staff to investigate financial performance variances and to plan and reforecast future financial results to help achieve overall corporate and departmental objectives.• Perform financial analysis including minor contract reviews for both customers and suppliers as required to understand the key business drivers.• Assist accounting and financial planning staff in the improvement of systems for the Company.

Develop and maintain reporting for Margin Analysis, Category Management, Deviation Analysis, Budgeting, and Forecasting projects.Three years experience analyzing critical financial information throughout the organization (Sales, Purchasing, Warehouse, Transportation operations)• Develop customer P&L’s using estimates on current route costs, warehouse costs, and product margins. Make recommendations to improve profitability of customer (research off-day deliveries, timing of product purchases, customer service levels, contracted vs actual margins, etc.).• Prepare a variety of Ad-hoc reports to assist department managers. These reports range from reconciling warehouse third party lumping fees saving company $850,000 in one year, reviewing customer price agreements, generating load profitability data for logistics team, develop partial case credit tracking for delivery teams, research gain/loss in sales after marketing events (Food Shows), and create inventory turnover and control reports.• Develop and enhance current budgeting structure using links within excel spreadsheets to budget sales growth for 4 different branchs totaling over $2 Billion. Levels of budgeting to link included sales, expenses, fixed asset depreciation, and variance lines. • Create, develop, and maintain weekly and monthly forecasting tools for sales and product variance line items using historical data versus current data.• Research products where sales or product margins are decreasing and research the main causes. Recommend ways to correct decrease (% vs $ mark ups, mark up timing, inflation adjustments, etc.).• Develop queries to consolidate and/or eliminate duplicate products in inventory. Develop strategies to promote products with higher sales margins (Brand Analysis & Tracking).• Research and track product and freight deviations to product margins. Research product cost basis and find similar products that may not need as high a deviation.

Responsible for facilitating construction bids, processing invoices for work completed, and addressing tenant concerns.One year experience working as the sole property manager for 9 commercial real estate properties• Facilitate construction bids, process invoices for work completed, address tenant concerns• Prepare annual budget for properties (tenant improvement costs, capital improvement costs, projected revenue, etc.)• Responsible for properties meeting city requirements (ie backflow testing, parking requirements, hazardous materials, trash/debris, etc.)• Assist accounting with billing utilities (prorata and sub-metering) and address changes

Two years experience managing a hedge fund that had levered returns of 51.10% and 40.57% through 2007 and 2008, respectively• Created a hedge fund plan to guide market timing, identify industries, allocate amounts to invest $100 million, and forecast the S&P 500 low point by modeling recessions• Used sensitivity analysis to value a stock in terms of gross margin, cost of goods sold, and debt• Statistical ad-hoc reporting and trend analysis • Experience trading stocks, bonds, interest rate swaps, Eurodollar, copper futures, and closed end funds• In contact daily with brokerage firms to execute and confirm transactions• Worked with brokerage firms to develop unique trading strategies• Created sale lease-back presentation and presented to local national company’s CFOTwo years experience conducting real estate property analysis using ARGUS valuation cash flow models• Input lease terms, rates, capital improvements, CAMs, commissions, and renewal assumptions • Analyzed cash flow to determine IRR, potential profit, and market price

•Reconciled bank balance and prepared monthly balance sheet and income statement for bank •Entered all deposits and withdrawals of company funds in QuickBooks bank balance register•Created purchase orders and entered payables from vendors•Set up payroll using Paychex