As a Chief Operating Officer with over 15 years of experience and a proven track record in driving operational excellence and spearheading growth by 5% year over year. The ability to lead organizations through periods of significant expansion, often in challenging and diverse markets.
expertise lies in scaling operations efficiently while maintaining a laser focus on profitability and sustainability. Strong history of navigating companies through mergers and acquisitions, integrating new teams and systems to create cohesive, high-performing entities. Strategic planning consistently resulting in increased market share and revenue growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Chief Financial Officer
Monorail, Inc. & HD Money Inc
08.2021 - Current
Developed strategic financial plans to support company growth and achieve long-term objectives.
Analyzed operational issues and implemented corrective action to maximize profits.
Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Oversaw budgets, payroll, and accounts payable and receivable.
Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
Ensured accurate financial reporting, maintaining compliance with GAAP, SEC regulations, and internal policies.
Established strong relationships with external stakeholders, including investors, analysts, and regulatory agencies to promote transparency and build trust in the organization''s financial management.
Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
Enhanced profitability with cost reduction initiatives, such as renegotiation of supplier contracts and process improvements.
Streamlined financial processes by implementing new accounting software and automation techniques.
Managed complex capital projects from inception through execution, ensuring timely completion within budget constraints and delivering expected returns on investment.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Maintained P&L and shouldered corporate fiscal responsibility.
Managed financial, operational and human resources to optimize business performance.
Global Account Manager
Helms Briscoe
05.2019 - 09.2022
Managed 30 complex projects across multiple regions, ensuring timely delivery and exceeding client expectations.
Established trust-based relationships with clients by demonstrating industry expertise and understanding their specific needs, leading to repeat business and referrals.
Delivered tailored presentations to prospective clients showcasing the company''s unique value proposition, driving higher conversion rates from proposal stage to contract signing.
Built relationships with customers and community to establish long-term business growth.
Director of Operations
Bath & Racquet Fitness Club
11.2017 - 03.2020
Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
Monitored budget and utilized operational resources.
Oversaw day-to-day production activities in accordance with business objectives.
Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
Conducted regular performance reviews to assess team progress, providing constructive feedback and guidance for continuous improvement.
Collaborated with senior management to develop and execute long-term corporate goals and objectives.
Defined, implemented, and revised operational policies and guidelines.
Developed and executed strategic plans to achieve organizational goals and drive sustainable growth.
Established strong partnerships with vendors, suppliers, and key stakeholders to improve collaboration and ensure alignment with business requirements.
Analyzed business operations and implemented strategies to improve operational cohesiveness.
Negotiated with vendors, suppliers and other stakeholders to acquire mutually beneficial contracts and agreement.
Established and monitored quality assurance standards to achieve operational excellence.
Drove revenue growth through the identification of new market opportunities and the expansion of existing products/services offerings.
Spearheaded negotiation of cost-effective contracts with suppliers, significantly reducing operational expenses without compromising on quality.
Membership Director
CAI, West Florida Chapter
11.2014 - 04.2017
Conducted periodic surveys of members'' needs/preferences in order to inform future programming decisions.
Established clear performance metrics to monitor progress toward organizational goals related to membership growth and satisfaction levels. Increase membership by 7% year over year.
Negotiated advantageous agreements with vendors/partners that enhanced benefits offerings available exclusively to club members.
Spearheaded efforts to improve organizational visibility within target demographics through various channels such as social media, newsletters, and local events.
Developed strong relationships with partner organizations, enhancing the value proposition for members.
Streamlined membership application process, resulting in higher conversion rates from prospective to actual members.
Managed membership database efficiently, ensuring accurate tracking and reporting of key metrics.
Implemented strategic initiatives to drive growth in member acquisition and retention rates.
Boosted member satisfaction through regular communication, feedback collection, and prompt issue resolution.
Education
Bachelor of Science - Business Administration & Management
University of Central Florida
Orlando, FL
1988
Bachelor Degree - Accounting
University of Central Florida
Orlando, FL
1988
Associate of Applied Science - Tourism and Travel Services Management
Southeastern Academy
Kissimmee, FL
08.1988
Skills
Strategic financial planning and reporting
Operational Efficiency and Management
Business Management
Process Improvement
Performance Analysis
Capital Spending
Customer Service Management
Employee Relations
Organizational Structuring
Human Resources
Budget Development
Certification
Hilton Hotel GM Certified
Marriott Wedding Planner Certified
Certified Meeting Planner (CMP)
SHRM Certification
Series 6 License (expired)
215 Health & Life License (expired)
References
Available upon request
Timeline
Chief Financial Officer
Monorail, Inc. & HD Money Inc
08.2021 - Current
Global Account Manager
Helms Briscoe
05.2019 - 09.2022
Director of Operations
Bath & Racquet Fitness Club
11.2017 - 03.2020
Membership Director
CAI, West Florida Chapter
11.2014 - 04.2017
Bachelor of Science - Business Administration & Management
University of Central Florida
Bachelor Degree - Accounting
University of Central Florida
Associate of Applied Science - Tourism and Travel Services Management
Disney College Program Intern at the at Walt Disney World Resort (Monorail Driver)Disney College Program Intern at the at Walt Disney World Resort (Monorail Driver)