REVENUE OPTIMIZATION
SENIOR FINANCIAL EXECUTIVE
FINANCIAL MANAGEMENT | STRATEGIC PLANNING & ANALYSIS | REVENUE OPTIMIZATION | TEAM LEADERSHIP
Accomplished Senior Financial Executive with over 15 years of progressive experience in finance, demonstrating expertise in strategic planning, financial analysis, and team leadership. Proven track record of driving significant profit increases, optimizing financial operations, and enhancing reporting processes. Skilled in fostering strong relationships with senior executive management, third-party stakeholders, and cross-functional teams to achieve financial and operational goals.
REVENUE OPTIMIZATION
CROSS FUNCTIONAL TEAM LEADERSHIP
FINANCIAL MANAGEMENT
PROCESS IMPROVEMENT
COMPLIANCE & CONTROLS
• Enhanced monthly financial statements for clients, streamlining reporting processes and increasing efficiency by 20%.
• Upgraded financial statement models, leading to improved decision-making support and operational insights.
• Managed and optimized a team of 3+ offshore accountants, boosting productivity by 30% and ensuring high-quality financial operations.
• Successfully implemented QuickBooks Online, enhancing accounting processes and financial reporting efficiency.
• Prepared comprehensive financial statements and Form 990s, showcasing expertise in non-profit financial management and compliance.
• Secured $2M in collections of delinquent accounts receivable and achieved $100K in business property tax savings through effective financial strategies and negotiations.
• Conducted detailed account reconciliations and trend analyses, enhancing financial accuracy and oversight.
• Drove $800K in profit via cash discounts and merchant fee elimination, bolstering financial health and efficiency.
• Served as a revenue recognition expert for $100M in revenue, including SaaS revenue stream, enhancing revenue accuracy and compliance.
• Fulfilled comprehensive controller responsibilities for a medium-sized business, overseeing all financial operations.
• Oversaw the entirety of the accounting, finance, purchasing, and HR functions, securing a $1.2M government grant to fuel startup growth.
• Led the creation of board and investor presentations, including a 20-year cash flow model, enhancing financial strategy and investor relations.
• Spearheaded $2B profit growth via strategic contract negotiations, revenue optimization, and effective insurance claim collections.
• Ensured $30B in revenue compliance with GAAP and ASC 606, showcasing advanced expertise in financial standards and regulations.
• Excelled in litigation support and complex financial communications, enhancing company-wide understanding of financial data.
Financial Oversight & Reporting Strategic Planning & Analysis Budgeting & Forecasting Audit & Tax
Cash Flow Management Contract Negotiations Supply Chain Management SOX Compliance Stakeholder Engagement
Public Company Financials & Compliance M&A and Post-Merger Integration Communicating Financial Data
Financial Statement Preparation, MD&A, Board Presentation A/R & A/P Management Payroll & Benefits Administration Foodservice & Retail Accounting Monthly Close Process ASC 606 & SaaS Transactions BOD Materials & Presentations
ERP Module Deployment & Training Relationship Building with Banks, Vendors, & Customers Annual Audit Management Executive Management Support Insurance Claim Valuation Ad-hoc Reporting & Projects Litigation Support
Profit Maximization Government Contracting
Lawson Oracle NetSuite QuickBooks MS Office ASC 606 & SaaS Transactions
v Strategic Financial Leadership: Spearheaded initiatives resulting in annual profit increases of $300M through strategic financial planning and revenue optimization.
v Process Improvement: Managed and improved financial statement models and monthly close processes, enhancing efficiency and accuracy.
v Compliance & Controls: Successfully implemented SOX processes and controls for a Fortune 500 Company, ensuring compliance and risk mitigation.
v Relationship Building: Developed and maintained robust banking, vendor, and customer relationships, contributing to improved financial stability and growth.
Cross-functional Team Leadership: Led cross-functional teams, providing financial management support and expertise across manufacturing, distribution, energy, and retail sectors.