Responsible for strategic planning, corporate accounting, financial reporting, tax reporting, financial planning and analysis, risk management, insurance, banking and treasury functions. Responsible for Fund Administration. Emphasis on creating enterprise value through optimal capital allocation.

Responsible for accounting, financial reporting, financial planning and analysis, risk management, banking, tax and treasury functions. Principal Financial Officer of the Oakmark Mutual Funds and Financial and Operations Principal (Series 27 License) for Harris Associates Securities L.P. Led feasibility study of a new pooled investment vehicle to implement actively-managed exchange traded managed funds.Saved $2.6 million over five years by reducing healthcare spending growth.Renegotiated Oakmark Mutual Funds’ $500M line of credit, maintaining credit level and reducing annual commitment fee by $360K during a period of shrinking market liquidity.Saved $4M annually in revenue sharing costs by enhancing 3rd-party data sharing process.Improved Oakmark’s marketing image by redesigning shareholder reports to improve relevance and readability, while reducing expenses by $250K annually. Led the successful $18M two-year office and data center relocation project that transformed the work place by improving communication, collaboration, and the application of IT.Transformed human resources function by recruiting superior HR talent, transitioning payroll and shifting focus from administration to talent management.Led team that selected 401(k) and non-qualified deferred compensation plans administrator, improving the participant experience and reducing administrative burden.

Led finance, treasury and accounting functions. Directed the strategic planning process, identifying and analyzing external and organic growth opportunities. Developed long-range financial plans for the firm. Managed semi-annual firm evaluation, external shareholder relations, and internal stock transactions.Drove cost savings initiatives to maintain profitability and positive cash flow during a period in which assets under management declined 75%.Negotiated $40 million line of credit facility with lead bank to provide working capital liquidity.Chaired the Risk Management Committee, identified and mitigated operating risk, managed the firm’s insurance program, and established an internal audit function. Lead departmental process improvement initiatives to increase productivity, reduce cost and enhance internal controls.

Promoted to $240 million Midwest region, leading financial management for 14 branch offices. Key contributor to four-year 14% annual growth. Assisted in the due diligence and integration of three acquisitions.Managed sales and service operations of the $10M, 60-person Tulsa, OK branch. Responsible for major sales accounts. Negotiated maintenance agreements and new equipment sales proposals.Reduced working capital 50% over three years, and increased cash flow by $500k.Increased sales by $1M annually by piloting a financing program for modernization projects

Designed and managed the procurement and testing of engine components. Engineering liaison for an international joint venture with four other companies. Supervised mechanics in experimental assembly and test departments.Solved a major, persistent test engine vibration problem that eluded senior engineering team, allowing the company to eliminate in-flight engine shutdowns.