Senior Level Executive with hands on experience in management, business leadership, and working with a Board of Directors, External Auditors, Banks, and Attorneys.
Overview
17
17
years of professional experience
Work History
Chief Financial Officer
WOODCRAFT RANGERS
01.2018 - Current
Co-ordinate multi-location budget, planning and forecasting process
Analyzed monthly, quarterly, and annual financial performance which was translated into financial reports for senior management and the Board of Directors along with growth strategy
Revised the annual $10M budgeting process to focus on risk analysis and stakeholder value concepts.
Successfully authored and introduced revised Standard Operating Procedures (SOP) manual for MIS, Human Resources, Procurement and Finance Departments
Maintained department reporting productivity and met all deadlines during a 40% reduction in staff by implementing thorough staff cross-training and preparing comprehensive desk-top procedures.
Director of Client Finance
CHARTER IMPACT
12.2019 - 10.2021
Provided outsourced CFO Services to nine (9) midsize organization with combined revenues exceeding $100M.
Lead and manage the efforts for on-boarding new clients, ensuring quality transition, and providing cleanup services on accounting records.
Overall responsibility for budgeting, forecasting, ad-hoc analysis, and business plans that ensured conformance with GAAP and company fiscal policies
Finance Director
WOODCRAFT RANGERS
08.2010 - 01.2018
Achieved significant cost savings by driving the assessment of all financing, vendor relations, and acquisition efforts and eliminating redundant positions.
Revised all accounting and control procedures to align with GAAP and government non-profit accounting standards
Led the implementation team in the introduction of a new MIS system, which was accomplished ahead of schedule and under budget.
Developed, coordinated, and participated in the first strategic planning efforts of the executive team.
Partnered with development team on district proposal securing $5.5mill contract
MBA Consultant
AIRLINE REPORTING CORPORATION (ARC)
06.2015 - 08.2015
Strategic consulting, including market research, financial analysis, operational analysis, and five-year revenue/expense projections for a business development opportunity
Tax & Accounting
BARTLETT PRINGLE AND WOLF, LLP
01.2010 - 04.2010
Prepared Federal and State tax returns for clients: including 1040, 1041, 1120 & 1065
Staff Accountant
TAYLOR ELECTRICS
09.2008 - 05.2009
Restructured and simplified the internal and external reporting processes.
Effectively coordinated with operating divisions to shorten the reporting process for monthly closings and improve forecast accuracy.
Designed and implemented new systems to drive efficiencies in scheduling, invoicing, and reporting; increased operating margin from 15% to 28%
Education
Bachelor of Arts - Business Finance & Economics with Emphasis in Accounting
University of California at Santa Barbara (UCSB)
Master in Business Administration (MBA) - Finance Concentration
Pepperdine University: Graziadio School of Business
08.2015
Skills
Financial and Strategic Planning
Staff Management and Development
Profitability and Cost Analysis
Budgeting
Forecasting
Ad-hoc analysis
Areas of Expertise
Financial and Strategic Planning
Staff Management and Development
Budgeting, Forecasting, & Ad-hoc analysis
Profitability and Cost Analysis
Timeline
Director of Client Finance
CHARTER IMPACT
12.2019 - 10.2021
Chief Financial Officer
WOODCRAFT RANGERS
01.2018 - Current
MBA Consultant
AIRLINE REPORTING CORPORATION (ARC)
06.2015 - 08.2015
Finance Director
WOODCRAFT RANGERS
08.2010 - 01.2018
Tax & Accounting
BARTLETT PRINGLE AND WOLF, LLP
01.2010 - 04.2010
Staff Accountant
TAYLOR ELECTRICS
09.2008 - 05.2009
Master in Business Administration (MBA) - Finance Concentration
Pepperdine University: Graziadio School of Business
Bachelor of Arts - Business Finance & Economics with Emphasis in Accounting