Finance and yield management.

Independent Agent Utilizing Property & Casualty, Life & Health and Financial Series 6 & 63 licenses to deliver customized insurance programs and Financial Services to meet specific needs of potential customers. Utilized accounting practices to insure financial success and adherence to GAAP. Performed Month-end close, forecasting, P&L creation and analysis, account recons, reporting, and data mining.

Owner/CFO, Allstate - Peterson Insurance Group, Phoenix, AZ. Manage employees, oversee marketing efforts and sales channel development. Utilize Property & Casualty, Life & Health and Financial Series 6 & 63 licenses to deliver customized insurance programs and Financial Services to meet specific needs of potential customers. Utilized accounting practices to insure financial success and adherence to GAAP. Performed Month-end close, forecasting, P&L creation and analysis, account recons, reporting, and data mining. Achievements 2008: Created profitable, positive cash flow business within its first 60 days during a recessionary period Negotiated a successful sale of Allstate book of business with four year investment netted IRR of 150% 2011: Highest-scoring agency in customer service satisfaction based on survey scores in Southwest Region 2011: Top 1% for customer service satisfaction, a record-breaking high in Allstate company history Attained Allstate’s Premier Service Agency status and maintained industry leading metrics in retention Yearly qualification in Honor Ring & Chairman’s Circle for sales, service and financial achievements

Oversaw all day to day activities and operations and defined organizational roles and responsibilities. Bid and maintained multi-million dollar municipal contracts. Managed staff of 25 employees within three individual departments. Analyzed inventory turns, buying trends and merchandising. Prepared and analyzed financial statements, budgets, and performance metrics. Managed Cash Flow to fund growth without outside financing. Streamlined IT systems and processes to maximize profitability and accommodate expansion with minimal additions in overhead. Team Manager for AMA race teams. Utilized accounting practices to insure financial success and adherence to GAAP. Performed Month-end close, forecasting, P&L creation and analysis, account recons, reporting, and data mining.Achievements Grew Revenue >100% from $4m to $8.5m in a two year period Achieved industry-leading metrics in revenue per employee, by leveraging employee and capital resources during high growth period  2007: Negotiated and directed profitable sale of the business, resulting in a 350% increase in Owners’ Equity

Responsible for P&L forecasting, performance metrics to plan, revenue and bookings analysis, MRP & customer management resources. Acted as liaison between field sales organization, manufacturing, and senior management. Championed weekly sales team meetings to report key customer issues, forecast changes, and identify trends/opportunities. Collaborated in defining organizational roles, quotas, & responsibilities. Analyzed and reported design wins to predict future revenue, market segment growth, and product development. Trended customer and competition revenue performance. Reported on market share and industry segment performance to senior management in monthly operations reviews. Performed budget analysis and financial forecasting for Business Units. Analyzed new program pricing, including forward costing on detailed Bill & Materials, and supported contract negotiations with customers. Acted as Financial team leader and performed cost/benefit analysis for formal review of new engineering projects.Achievements Yearly top 10% ranking during employee performance reviews Six years of increased responsibilities and accelerated promotions Created automated project accounting system to track Engineering project cost and time Acquired the extensive skills in database and report writing to successfully implement new reporting systems and statistical modeling Participated in successful Oracle 11i implementation while developing an automated royalty accounting system Championed team to design and integrate CRM tool with Oracle, automating financial information gathering for forecasting and performance analysis