Leader of combined teams responsible for all customer-facing construction and mining technology products and services, including machine control and guidance, autonomy, jobsite software and equipment, all geared towards helping our customers reach their highest level of success. Let's Get To Work!

Leader of financial, I/T, procurement and manufacturing operations teams of three family-owned industrial firms. Streamlining processes while reducing costs and increasing financial and operational effectiveness.• Developed plan to vertically integrate key component manufacturing to ensure consistency of supply.• Evaluated existing talent and developed plan for departmental re-organizations to support efficient operations.• Negotiated new banking relationship, including the establishment of working capital and equipment financing lines.• Assessed operations throughput issues, establishing preventative maintenance timelines and increasing capacity without additional resources.• Led combination of procurement processes into a shared services model to reduce cost and increase efficiency.

Reporting to the President and CEO, led Accounting, I/T, Supply Chain and Continuous Improvement teams of $200M privately held manufacturer of metal packaging solutions.• Orchestrated capital lending plan leveraging banking relationships and negotiating $27M working capital line of credit with additional equipment finance line of $25M.• Led 5-year strategic planning process with goals of 50% reduction in lead times and doubling output per labor hour through a $28M strategic investment in new equipment and automation technology.• Designed bottom-up budget process to formalize accountability and align profit goals with corporate growth strategy.• Led transition to self-funded health insurance plan, resulting in $500,000 in annual cost savings.• Redesigned product costing process that led to 24-hour quote turnaround time and a 5-point increase in profit margin.• Developed multi-year technology roadmap including storage, disaster recovery, regularly scheduled hardware/software updates to improve data security.

Directed strategy for earthmoving machinery sales and rental business including marketing, information technology and financial operations for Caterpillar dealer with 14 locations in the Mid-Atlantic Region. Led sales-focused business plan to secure large package deals and achieve substantial revenue and gross margin growth. • Spearheaded business plan and set operations strategy to exceed equipment sales and market share goals.• Planned and oversaw segmentation of equipment sales and rental business lines to grow sales and gross margin; formed “one stop shopping” solution to enhance customer experience and capture market share. • Collaborated with CFO to extend bank line syndication; increased available capital needed to grow fleet and allied products that met emerging customer demand.• Orchestrated key deal negotiations by gaining trust of client decision makers to close new orders; directed multi-million dollar inventory planning strategy to meet increased customer purchasing.• Redesigned retail customer experience resulting in Certified 5 Star Rating by Caterpillar; recognized as dealer with most 5 Star branches in North America. Created and implemented service delivery training program for retail associates. Promoted and trained dedicated Customer Experience Manager. Implemented process to utilize expedited customer financing decisions from Cat Financial.• Cultivated talent incubator for high potential employees to directly impact success of IT and operations teams and to support segmentation strategy of equipment sales and rental business lines.

Led strategic direction of marketing, demand planning and information technology departments. Set and oversaw budgets. Guided investment decisions, managed and balanced inventory levels for earthmoving equipment against inventory turns and carrying costs. • Transformed marketing team to generate strategic customer expansion and increased market share by 55.5%.• Appointed to direct marketing strategy and realized accelerated growth by doubling revenue in targeted high volume product categories; evolved into highest performing group with greatest impact on company’s overall sales performance results.• Implemented disciplined data analytics and market segmentation blueprint to increase total company growth results in market share and revenue. • Led analysis of earthmoving equipment sales coverage and compensation plan; added 4 sales territories, 2 sales managers and increased highest opportunity equipment market share and revenue.• Originated forecasting and demand planning best practices adopted and published by Caterpillar parent; increased sales and gained market share over 3 years.• Investigated and sourced information technology and security systems that improved operating efficiencies and costs.

Oversaw team in accounting, finance and information technology for region operations. Led all day-to-day finance activities for organization and efforts to address issues with control structure. Improved employee productivity and empowered staff to achieve favorable performance results. Implemented technology solutions, automating and streamlining processes.• Headed financial planning, fiscal policies, administration and supervision of accounting practices, budgeting, purchasing and inventory, real estate, payroll, investments, internal controls and audits.• Oversaw business strategy from development through execution of 2 major accounting system conversions; shortened month-end close from 5 days to 3 days.• Created working capital management process to minimize debt and by developing payment plan alternatives for non-paying customers to collect on outstanding receivables.• Negotiated bank loan financing for $150M syndicated facility with significantly lower rates on revolving debt.• Directed operational decision making by interpreting, analyzing and communicating financial reporting and analysis to department managers and key stakeholders.