Zone 4, a (private equity backed) leader in the installation of automated storage and retrieval systems (AS/RS), advanced material handling, and rack storage systems servicing the retail, e-commerce, logistics, and grocery sectors nationwide. The company delivers unparalleled expertise implementing AS/RS, multi-shuttle, and mini-load systems in the rapidly expanding e-commerce and food delivery markets.

Parcel Pending provides a comprehensive, automated "smart" locker and SaaS solution to the growing package management problems facing multi-family housing communities, retail, higher education, and other vertical segments. The company's electronic locker storage system eliminates the need for management/employee's to handle packages and enables residents/consumers to pick up their packages 24/7 at a convenient secure location.

A multi-site (private equity backed) global middle market manufacturer, including six distinctive brands/companies with products focused on industrial electronic and electrical applications.◾ Prepared and completed a consolidated full year budget and presented it to the private equity sponsor, during a leave of absence of its CFO.

An omni channel (private equity backed) global middle market consumer products company specializing in helmets, protection, and apparel for the off road motorcycle and mountain bike markets. ◾ Successful two year turn-around of EBITDA.◾ In year one, obtained asset based lending (ABL) leverage structure to provide for the business needs going forward.◾ Lead role in modernizing accounting, finance, and IT (including NetSuite ERP re-implementation) infrastructure (team) and reporting output to support investment turn-around and eventual return.◾ Modeled, established, and tracked to a five year strategic growth plan.◾ Navigated cash crunch seasonal time period with improved working capital metrics and added creative financing elements (including international credit insurance and a foreign subsidiary accounting/legal/tax restructure).

Appointed to officer and treasurer role directing global action sports consumer products brand. Guided the operations and finances of the company as it evolved from a subsidiary of a public company, to a private equity backed private company, to a subsidiary of a strategic partner. Accountable for strategic planning, execution, and leadership of entire finance function, as well as the operations and supply chain function. Recruiting, developing, and managing a team of 26 finance and operations professionals, managers, and support staff (6 direct reports).

Built significant business relationships throughout the action sports eyewear market leader, securing over 20 international subsidiary and domestic managing directors loyalty. Conducted and managed, with demonstrated success, appropriate resources to ensure successful compliance with the SEC’s Sarbanes-Oxley Section 404 and 302 requirements in accordance with PCAOB guidance.

Expertly achieved timely and accurate reporting of all historical financial results for a $95 million real estate project. Developed strong, sustainable relationships with, project accounting and management teams of the company including Granite Construction (NYSE:GVA), Olympus Real Estate Corp., external auditors. Provided coaching and training to 3 staff accountants to support the said entities goals, direct and prioritize workflow, and create opportunities for personal and professional growth.

Promoted to supervisory position within multi-billion dollar “Big 4” accounting/professional services firm. Responsible for planning, performance, and supervision of multiple financial statement audits, reviews and compilations for both privately-held and publicly traded companies. Developed expertise concerning operational efficiency, business environment analysis, and regulatory compliance issues specific to the following industries: Real Estate, High-Tech, and Manufacturing.