Head of Finance and Accounting for the Gearing division of Broadwind, Inc. Whether forecasting, reporting actual results, underwriting new projects, or providing business insights via analysis, our team focuses on the details to get the numbers right and communicates them via actionable feedback to key stakeholders. We also have fun while doing it.

Budgeting, forecasting, internal and external messaging, project financing, etc. My goal is to communicate effectively using numbers in a way that allows others to take action and improve results. I love working on the team here.

Financial planning and analysis with special projects aplenty. Great team.

Helping others improve their financial stability through analyzing their current situation, coaching and finding real estate financing solutions

Focus areas: Real Estate Brokerage; Investment & Deal Analysis; Capital SourcingAfter starting my career in finance and accounting, I worked at a private equity real estate investment firm where I gained valuable experience underwriting direct property investments and asset-based loans. While I understand the investment and business side of real estate, I also understand the personal side. I'm at my best when taking time to truly understand your needs and helping you navigate the real estate world. Please reach out for thought partnership or assistance when buying or selling your next property.

-Complete and present weekly cash forecast-Manage fixed asset and construction in process accounting-Complete NPV and payback analysis for Capital Appropriation Requests in conjunction with department originating request-Analyze profit margins based on customer, product segment, industry segment-Quoting review and approval - $150k authorization limit-Responsible for standard costing and manufacturing variance analysis-Respond to internal and external audit requests

-Analyzed business unit working capital and cash flow. -Consolidated and analyzed business unit cash forecasts, identifying action items to improve cash flow and challenging business leaders on missed opportunities.-Led Disclosure Committee to support executive 302 SOX certification for financial reporting.-Completed bank reconciliations and supported accounting function with AP, intercompany transactions/reconciliation, and financial statement preparation and review.-Completed Fixed asset appraisal and book-to-appraisal reconciliation to substantiate reported asset values.-Co-managed banking relationship; identified unnecessary services to cut resulting in $15k+ savings annually

Conducted enterprise risk assessment and analysis to identify actionable mitigation efforts and determine adequate public disclosure. Completed analysis involving customer payment schedules, industry/competitor landscape, insurance premiums/refunds, stock options, etc.

Working to understand the situation of others and determining how to help them achieve financial security

Organized study groups and provided additional help outside of the classroom.

Responsible for A/R and A/P, including customer interface Specific duties: invoicing, depreciation schedules, bank reconciliations, check runs, staff training, answering customer billing/account inquiries

Identified prospects and made new client sales callsMet with senior-level business executives and developers

Assessed working capital requirements of network entities Identified additional investment capitalAssisted implementation of multi-tiered ZBA banking structures

Helped with schedules, team organization, equipment organization, facilities upkeep, umpiring, needs of Hope Academy (school related to program)