With over $500M in annual revenue and operating over 90 locations in 23 states, Service Experts has been dedicated to community, providing the top of the line HVAC products and services. Pioneered the concept of “HVAC as a service” in the United States. • Fostered a culture embracing innovation, achievement, and teamwork with the goal of becoming the employer of choice in the industry. • Managed the conversion to IFRS accounting. • Evaluated, designed, and tested new ERP platform to modernize and consolidate legacy systems. • Acquired and integrated eight businesses totaling over $100m in annual revenue. • Supported the successful sale of parent company to private equity.

FInance leader for a premier nationwide distributor of pet food and supplies. Supported double digit organic growth and strategic acquisitions for a company that represents over 2,000 vendors and delivers to 12,000+ independent stores and retail outlets throughout the United States. Animal Supply Co. is private equity backed by The Halifax Group and has more than doubled in size in 2013 vs. prior year. Participated in the establishment of the Corporate Headquarters in the Dallas, TX area:• built out the corporate financial planning and analytics and field finance teams;• implemented the tools and processes to close and consolidate five business units representing ~$1B in annual revenue;• developed a comprehensive management reporting package;• supported PE sales efforts including three-statement financials, five-year projections, and pitch book development;• actively participated in the assessment, due diligence, and integration of five acquisitions ranging in size and scope from a $10m asset purchase to a $40m full line business with its own ERP;• established a data warehouse and BI analytics platform; and,• supported and negotiated amendments to credit agreements.

Communicate operating results to executive team and perform supporting analyses for $1B+ residential HVAC segment.Develop guidance and supporting processes to consolidate forecasts from four operating units.Provide ad hoc analyses and tools in support of strategic decision making around manufacturing and sales strategies.

Responsible for providing financial and analytical support with a focus on consolidated reporting, forecasting and planning. Subject matter expert for Hyperion and lead in the areas of M&A, restructuring, capital planning and profitability improvement.

Joined the company as a Senior Financial Analyst and held roles of increasing responsibility involving:• Hyperion BI Implementation• Master data development and management• Development of budget and forecasting models and processes• Evaluation of product line and facility profitability• Business change analysis

• Develop statements of work, financial models, and contract language for network managed service outsourcing projects.• Coordinate bid development between sales, operations, vendors, and customers.

Developed statistical models in support of RCRA and air permitting applications for industrial clients.Developed and analyzed geographic information systems (GIS) data to support site assessments and clean-ups.