Providing fractional CFO and COO services as an independent contractor to small and midsized companies. Services include month end financial review and reporting, budgeting and forecasting, assessing process improvement opportunities, providing due diligence and transactional guidance for merger and acquisition activities, and managing the bid process for strategic business relationships.

VLS provides entertainment and architectural lighting products and services for permanent applications, as well as productions and rentals. Significant contributor and leader in enhancing the company’s management and operations to prepare the company for growth and sale to a private equity company.Managed all corporate shared service functions including accounting, finance, human resources, legal, information technology, facilities, compliance, and safety.• Redesigned and implemented effective, insightful, and rhythmic financial and budget reporting capabilities, including weekly financial forecasts, weekly cash forecasts, historical trends, and monthly reporting packages• Managed and presented monthly financial results to the company in the form of a creative, fun Q&A Town Hall• Managed auditor, banking, and consulting relationships• Introduced and partnered with executive team to incorporate the Entrepreneurial Operating System (EOS) • Converted the company to a Professional Employer Organization, improving HR capabilities while reducing benefit expenses • Transferred the corporate IT function to an outsourced managed provider improving capability and reducing expenses• Renegotiated numerous contracts and leases to reduce operational expenses in facilities, vehicles, and IT related services• Built and led a formal Safety Committee to ensure compliance with OSHA and industry best practices

A relocation services company providing destination services, home appraisals, property management, and intercultural training. As an initial leadership team member, assisted in the development of the company from 20 associates to 220 associates in seven years, expanding globally through four product lines through acquisition and organic growth. Senior Vice President, Mergers and Acquisitions (2014 – 2015)Evaluated acquisition opportunities considering strategic fit, potential growth, pricing, and funding capability. Managed the accounting and financial due diligence, integration, and post close activities. • Completed an acquisition of a German destination services provider and a U.S. based intercultural training companySenior Vice President, Supply Chain Management, Business Process Improvement and Quality (2011 – 2013)Sourced, trained, maintained, and managed a diverse, global network of over 12,000 local appraisers, destination service consultants, and contractors. Managed a project management team focused on improving operational performance and quality.• Implemented compliance initiatives, including vendor scorecards, global code of conduct, and review of background checks• Implemented a field advocate initiative to improve local vendor relationships/metrics in key markets Director of Appraisal Operations (2009 – 2011)Managed 25 associates. Incorporated service delivery efficiencies through implementation of technology and eliminating non-value activities. Evaluated and developed new product ideas to support client needs (appraiser assisted automated valuation products, property condition reviews).• Assisted in the sales effort to sign three significant accounts• Managed the creation of a web based, state certified continuing education class for our appraiser networkController (2008 – 2009)Implemented processes and procedures to ensure effective financial controls and reporting.• Member of due diligence and integration team for 3 acquisitions

SIRVA acquired Cooperative Resource Services, Ltd. In 2002 as part of a rollup strategy in preparation of an initial public offering. A worldwide corporate relocation services and moving company; held leadership roles in operations and supply chain management.Vice President, Supply Chain Management (2005 – 2008)Buildout, managed, and maintained a diverse network of nationwide service providers, most notably: real estate brokers, moving companies, appraisers, home inspectors, and destination service providers. Vice President, SIRVA Settlement (2002 – 2005)Managed 40 associates in multiple locations for the continued evolution of the title and settlement company created at Cooperative Resource Services. Developed the annual business plan and held accountable for financial results. Negotiated and managed interests in a title partnership with a national underwriter. Identified methods to enhance title insurance capture rates, and implemented system and process enhancements to reduce cost, improve controls, and ensure regulatory compliance.• Earned SIRVA CEO Innovation Award

Corporate relocation services provider; held various leadership roles in an environment of explosive growth ($10 million in revenues to $90 million in revenues in 5 years). Corporate awards earned by the company included: E&Y Entrepreneur of the Year, Weatherhead School of Business 100, and Inc. Magazine’s List of Top 500 growth companies. CRS was acquired by SIRVA in 2002.President, Title and Real Estate Settlement Operations (1999 – 2002)Entrepreneurial role created to develop a business unit to insource real estate closing and settlement activities to reduce cost while capturing title insurance revenues. Responsible for all business aspects, including process definitions, job designs, system development, service metrics, regulatory compliance, budgets, and contract negotiations with national and local network providers.• Successfully created a profitable business unit exceeding budgeted revenue targets and contributing $3M EBITDAVice President, Quality and Business Performance Improvement (1998 – 1999)Successfully created and implemented a collaborative project management team of five to uncover business opportunities to increase revenues; reduce expenses; and improve service, controls, and efficiencies.Director of Finance and Corporate Controller (1996 – 1998) Managed a team of 15 associates covering 6 diverse business units. Responsible for all financial, budgeting, and reporting activities. Managed investor, bank, and auditor relationships. Due diligence team member for two acquisitions.

Managed various stages of concurrent financial audits; responsible for planning, budgeting, staffing, fieldwork, evaluating results and documenting conclusions. Maintained and developed client relationships and evaluated their need in recommending additional services provided by the firm. Diverse audit experiences included: banking, broker-dealers, mortgage, healthcare services, manufacturing, museums, relocation services, and not-for-profit clients.