GEON Performance Solutions is a privately held global leader in plastic compounded solutions and the leading brand in PVC compounds.Head of Finance, IT, and PMO/Product Management.Full day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company. Direct responsibility for accounting, finance, forecasting, strategic planning, deal analysis and negotiations, investor relationships, partnership compliance, private and institutional financing, IT, and Product Management.• Provide leadership in the development and continuous evaluation of short and long-term strategic financial objectives.• Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trends, and forecasts.• Take hands-on lead position of developing, implementing, and maintaining a comprehensive financial system.• Direct and oversee all aspects of the Finance & Accounting functions of the organization.• Evaluate and advise on the impact of long-range planning, introduction of new programs/ strategies and regulatory action.• Establish and maintain strong relationships with senior executives to identify their needs and seek full range of business solutions.• Provide executive management with advice on the financial implications of business activities.• Manage processes for financial forecasting, budgets, and consolidation and reporting to the Company• Provide recommendations to strategically enhance financial performance and business opportunities.• Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting.

Paragon Medical is the leading global Contract Manufacturer (CDMO) of medical devices and instruments with world-class solutions to support blue-chip and emerging innovator OEMs across diverse medical end markets.Led the Finance and Human Resources functions for the company.Key member of leadership team that added $500M+ Enterprise Value (EV) – realized in highly successful sale in the face of a historically challenging macro-environment.• Built world-class Finance and Human Resources Organizations.• Established global Shared Services.• Restructured Finance to align with business operations – delivered FP&A capabilities and cross-functional business partnerships.• Supported double-digit sales with reduced year-over-year functional spending.

Merit Medical Systems (NASDAQ: MMSI) is a fast growing, publicly traded, worldwide leader in the healthcare industry; producing single use medical devices with 9 manufacturing sites and operations in more than 50 countries. For the fiscal year ending December 31, 2021, Merit reported sales of $1.075B.Department Head, Operations Finance: Lead global team of 50. Responsible for all Accounting and Finance functions supporting worldwide manufacturing at 9 factories: Cost Accounting, Analytics & Reporting, Global Consolidations, Cash Management, Accounts Receivable (A/R), Accounts Payable (A/P), and Payroll.Business Transformation Lead: Recruited and built cross-functional team of senior company executives leading a large-scale company-wide strategic transformation that is leveraging leading business and technology practices to drive sustainable scale, meet corporate financial objectives, and deliver on publicly announced commitments to shareholders:• Org Design and Alignment on Roles & Responsibilities.• Product Lifecycle Management and Portfolio / SKU Optimization.• Supply Chain Management and Consistency in Operations.• Procurement Capabilities and Governance.• Finance Capabilities and Decision Support.• Foundational HR Policies and Practices.• Pricing Strategy, Capabilities, and Governance.• Global Company-Wide Communications to Support Transformation Initiative.

Established Finance as a platform for decision making.Recruited into newly formed position commissioned by CEO, CFO, and BOD to Lead the Finance Transition: Implementing Shared Services and Centers of Excellence models. Automating and streamlining transactional processes, building systems, and re-allocating resources to improve analytics and reporting capabilities.Recruited, developed, and retained a team of 20+ leaders and professionals chartered with increasing shareholder value by delivering a competitive market advantage to the company through predictable and flexible business and financial planning and analytics that align functional goals to strategic objectives across 60+ legal entities, 11 worldwide manufacturing sites, M&A initiatives, product planning (R&D), support organizations (G&A), and a global sales team selling into more than 120 countries. • Grounded in a deep understanding of the business • Driven by a relentless pursuit of margin and revenue growth

Department Head leading team of 40+ Finance and Accounting Directors, Managers, Business Partners, Financial Analysts, Factory Controllers, Data Architects, and Cost Accountants. Scope included Corporate FP&A Department and Finance/Accounting staff at 11 factories and 20+ Distribution Centers located in Asia, Australia, North America, South America, and across EMEA. Accounts Receivable (A/R), Accounts Payable (A/P), Cost Accounting, Payroll, and global consolidations.Defined and implemented the FP&A and Management Accounting and Reporting Function: Established analytics and reporting requirements and built capabilities to support business objectives. Structured resources, processes, deliverables, and lines of communication and accountability to meet the needs of a fast-paced and complex global organization.As a result of team successes, promoted to Vice President after one year.

Longmont Business Marketing, LLC, is a start-up delivering media and analytics products and services to small businesses; including lead tracking, marketing ROI, business process alignment, website development, and search engine optimization (SEO).Operating under a 12 month contract as Founding Partner, Investor, and Entrepreneur: Directed all aspects of financial operations: including accounting, working capital and cash management, capital investments, revenue planning, pricing strategy, governance, and financial reporting.Led long-term and short-term financial and business planning processes.Established business cadence, identified key performance indicators (KPI), and defined success. Assessed competitive threats and created course of action.Designed, developed, and deployed key financial and operational systems and processes that increased revenue and profitability, improved cash flows, strengthened controls, and scaled the business.Increased gross profit margin 10% by creating comprehensive financial models that measured product and project level costs and enabled analytics-based product pricing decisions.Drove 15% annual growth in net operating profit. Established spending guidelines, metrics, and reporting.

Seagate Technology (NASDAQ: STX) is a publicly traded Fortune 500 company, global manufacturer, and technology industry leader. In the fiscal year ended July 1, 2016, Seagate reported Total Revenue of $11.2B.Directed a globally diverse team in creating a product portfolio strategy that improved customer satisfaction and increased profit dollars 2% in a declining market. Modified pricing, product cost, and marketing investment models to focus resources on high-margin markets and customer segments.Developed consolidated global and regional profit and loss (P&L) forecasts and annual operating plans; revenue planning (pricing strategy: AUP, unit volumes, and trade promotions), product costs (COGS), and gross profit.Analyzed operational data related to product technology investments, price positioning, costs, and customer demand to ensure profitability across regions and sub-segments.Led monthly, quarterly, and annual financial and business planning cycles.

Developed and directed staff of Financial Analysts and Project Managers and a global cross-functional team with leadership responsibility for all aspects of a $500M/year worldwide planning and budgeting process.Ensured alignment of regional and corporate marketing investments to the company’s sales objectives.Built FP&A Department from concept to a highly effective cross-functional team of Analysts and Project Managers. Led change across the company by designing and deploying a global software solution that redefined the Sales and Marketing function for a $5B/year multi-channel distribution business - reducing costs, enhancing data analytics capabilities, and improving the efficiency and effectiveness of investments.

Created Financial Planning & Analysis (FP&A) Department vision and charter.Operational Controller for Global Sales & Marketing organization. Designed and deployed systems, processes, and controls that redefined the budgeting and planning process for a $5B/year multi-channel worldwide distribution business - reducing costs, enhancing data analytics capabilities, and improving the efficiency and effectiveness of investments. Coordinated the efforts of direct staff and worldwide cross-functional teams to set policy, establish processes, ensure compliance, and enable systems for managing the planning, execution, measurement, and reporting of a $500M/year trade promotions and operating expense budget.

Financial Controller and Finance Business Partner for Selling, General, and Administrative (SG&A) departments.Managed 4 member team of Financial Analysts supporting a $400M/year operating expense budgeting and planning process.Led an initiative that moved a $400M/year OPEX budgeting process from trends and averages to a flexible, rolling, activity-based model focused on expense drivers and grounded in the business needs of the organization. Improved forecast accuracy, gained buy-in and ownership from functional leaders, and decreased the budgeting cycle time by 60%.

Financial Controller and Finance Business Partner for Global Sales & Marketing organization.Led quarterly and annual budgeting and planning process with operating expenses of $200M/year.