- Spearheaded the monthly close, forecast consolidation, financial modeling, trend, and variance analysis for a $1B business vertical, ensuring accuracy and timely completion.- Partnered with business units and corporate finance teams to craft 5-year strategic and annual business plans, aligning financial goals with corporate objectives.-Played a pivotal role in the M&A group, evaluating and facilitating the $290M acquisition of Cardinal Logistics, which successfully added $1.1B in revenue and expanded the company’s portfolio.- Captained a team of managers and analysts, providing financial support across multiple corporate functions and delivering critical corporate financial support for projects initiated by the CFO or senior management.- Produced financial review documents for executive leadership and board communications, enhancing strategic decision-making. Analyzed market trends and competitor metrics to refine our used vehicle sales strategy.

-Directed the finance team in business simulations and strategic initiatives, and participated in company-wide improvement projects. Presented financial models and analyses to executive leadership, enhancing decision-making processes.- Developed a deal scoring tool that boosted average deal profitability by 2.3%, uncovering an additional $27M in annual margin potential. Collaborated with McKinsey’s top pricing team to enhance the strategic impact of this initiative.- Also created a customer-facing total cost of ownership tool, contributing to a 9% year-over-year revenue growth.

- Managed pricing, financial analysis, and risk exposure for incoming deals in the $1.5B Supply Chain Solutions division, ensuring optimal financial outcomes.- Directed the finance team in business simulations and strategic initiatives, and participated in company-wide improvement projects.- Led cross-functional efforts with sales, engineering, IT, and operations to price approximately $3.5B worth of business annually. Secured 3-5% of that business, significantly contributing to the double-digit CAGR in our dedicated transportation division.

- Served as investment expert and managing partner at a Denver-based private equity firm, managing the investment portfolio and leading negotiations for new investments and acquisitions in logistics, energy, and real estate.- Orchestrated the planning and execution of funded projects, ensuring alignment with strategic objectives, and provided analytics to support principals and partners in decision-making for new and existing deals. Also served as the acting controller, leading FP&A and bookkeeping, contributing to the overall financial management and strategic planning.

- Contributed as a cross-functional member of the management team for a private equity-backed oilfield service firm, managing nationwide expenditures of $60M+ per year and introducing KPIs and dashboards.- Collaborated on business plans and valuation models for new ventures and potential acquisitions, while leading the rollout and training on Microsoft GP’s purchasing and inventory modules.- Developed a profitability and revenue visibility tool by customer, aiding the sales team in proposal decisions, and negotiated MSAs with key suppliers, achieving $20M+ in annual savings during an industry downturn.- Implemented industry-best purchasing, inventory, and logistics procedures, reducing inventory discrepancies from 9% to less than 1% through ERP system-tied monthly counts.

- Captained the corporate supply chain analysis group, overseeing the development and reporting of supply chain, operational, and financial KPIs, and analyzing global performance across all service lines.- Mentored three financial analysts across four main business units (US, CA, Mexico, and Middle East), providing strategic advice on procurement, logistics, and inventory management based on analysis findings and industry best practices.- Designed, mapped, and implemented processes for procurement, logistics, and inventory management.- Collaborated on the design and implementation of business intelligence tools within the new ERP System (Dynamics AX and BI360).

- Directed bulk inventory levels, logistics costs, and materials management policies to ensure accurate COGS reporting and efficient operations, and revamped the procurement process, slashing monthly COGS variance from 15% to 8%.- Crafted a logistics dashboard to enhance visibility of total landed cost for all materials and optimized inventory levels across multiple locations while curtailing distribution costs.- Compiled month-end inventory analysis and variance reports, reducing dollar variance from 10% to less than 1%, and dramatically cut slow-moving and obsolete inventory from $15M to $2M.- Generated financial and operational analytic reports for management and served as a supply chain power user during the company-wide Microsoft Dynamics ERP implementation.

- Directed procurement, inventory, and logistics for fracturing sand in the southern US region, designing a demand forecasting tool to optimize inventory levels and align material purchases.- Evaluated purchasing needs, sourced new suppliers, negotiated purchase agreements, and drafted short-form contracts for $10M+ in monthly material purchases.- Optimized inventory levels across main warehouses, reducing slow-moving and obsolete inventory by 40%, while proactively identifying and implementing cost-saving solutions across the supply chain.

- Recommended and contributed to the development of bulk inventory policies and procedures, ensuring accurate reporting and reconciliation processes.- Analyzed audit results and trends, providing recommendations, and investigated and resolved inventory discrepancies.- Studied and modeled multi-echelon systems to enhance supply chain structure and reviewed and validated bulk inventory results for accurate month-end financial reporting.