Enhance strategic planning to ensure the accomplishment of short and long-term growth with optimal profitability. • Supervise accounting staff, review monthly financial statements, inventory and payroll and follow-up on deviations and management questions. • Improved corporate intelligence regarding sales and expense management by creating a new forecasting and monthly reporting model.• Positioned the company for larger sales deals by analyzing and refining pricing strategies to ensure alignment with industry benchmarks. • Respond to outside stakeholders such as auditors, lenders, insurance underwriters and legal counsel.

Directed accounting, treasury, pricing, and other core financial management responsibilities while leading a staff of over 15 professionals. Played an influential role in supporting company growth by advising the CEO on M&A targets. • Collaborated with senior legal counsel to perform due diligence and other key tasks for several acquisitions. • Streamlined the pricing model to enable the company to more effectively address multi-state, multi-office & multi-department complexities. • Designed a buy vs. lease real estate model to improve how the company managed assets. • Implemented budgeting, financial planning, forecasting and performance management systems and processes to support rapid growth and scale.

A Houston Partner that served clients in all areas of Finance, Operations, Mergers and Acquisitions.

Progressively transformed the financial health of the organization leading to a profitable company sale in 2011. Managed finance, operations, and HR departments while also shaping business strategies with other C-level executives and the Board of Directors. This spanned the holding company and five subsidiaries. • Led the renegotiation of lender debt agreements to secure corporate acquisition debt.• Directed M&A transactions including the sale of Baro. • Responsible for monthly reporting of financials, production, and sales.• Enhanced customer satisfaction and market reputation through a more comprehensive pricing model.• Hired and terminated accounting and staff personnel.• Liaison with outside CPA firm during inventories and in preparation of annual audits.