As a Chief Financial Officer with over 20 years of experience, I led the finance, accounting, FP&A, technology, and HR functions of a multi-million-dollar privately held B2B2C company with a diverse client base across multiple segments. I advised investors and executives on long-term growth strategies, aligning company goals with profitability and budget targets.In FP&A, I managed budgeting, forecasting, and variance analysis, providing critical financial insights that guided the company through various economic cycles. I directed accounting operations, ensuring GAAP compliance, implementing internal controls, and enhancing financial reporting accuracy. My responsibilities included presenting quarterly business updates, managing liquidity risks, and developing accounting policies that strengthened governance.I oversaw financial resources and operating expenses, maintaining strong banking relationships and securing favorable lending terms to support growth initiatives. My role involved optimizing debt structures and leading capital investment strategies in technology and infrastructure, resulting in improved operational efficiencies and cost reductions. This included consolidating warehouse locations and selling redundant facilities.In risk management, I negotiated and managed insurance programs, led legal strategies for product franchise rights, and oversaw company succession planning. I also mitigated a ransomware attack, minimizing business disruption.In business development and acquisitions, I led the valuation and acquisition of new brands, negotiated supplier and vendor contracts, and assessed the profitability of competitive brand distribution. I managed post-acquisition mergers, ensuring seamless integration.On the HR front, I managed operations across three locations, developed competitive pay structures, and navigated over 10 union contract negotiations, fostering positive labor relations and ensuring a motivated workforce.

Led category management and business development support for national retail chains including Kroger and BP. Provided guidance and recommendations to national retail sales directors supporting analysis of the partners’ business through performance and competitive benchmarking. Identified key insights of underlying performance trends using syndicated data analysis and ad hoc reports.

Provided financial and strategic analysis in assessing the success and financial risks associated with global marketing initiatives. Created the annual Market Plan strategy and materials, including C-Suite management reports, board briefing books, and shareholder presentations. Analyzed and summarized data including sales and market analysis and financial performance supporting CMO in-market activities.

Analyzed ownership changes of Anheuser-Busch wholesalers and made approval recommendations to senior management based on the financial viability of the proposed capital structure and projected performance. Analyzed and participated in negotiations during the acquisition and brokering of distributors. Performed fee-based appraisals of distributors (privately held companies). Assessed the profitability of purchasing the distribution rights of competitive brands.

Developed financial models to ascertain the financial viability of aircraft acquisitions and retirements and quantified the impact on company profitability. Provided economic evaluations of aircraft on proposed routes. Conducted segment profitability studies to optimize fleet and route profitability. Conducted NPV analysis on various investment projects including early employee retirements and aircraft sublease proposals.

Led supply detachment responsible for the material support and readiness of a deployed helicopter squadron while operating in the Mediterranean Sea. Controlled warehousing of $60 million inventory of repairable components.