Versatile, high energy executive who leads high tech businesses through challenging conditions to profitable growth. Strategic problem solver who collaborates cross functionally to achieve timely, progressive solutions. Proven track record for driving and delivering strategic initiatives with ownership of top & bottom line results.
Overview
26
26
years of professional experience
Work History
Managing Director
VIP Solutions Group (Private Firm)
07.2018
Cultivated Finance Pillar
Ownership of budget and forecast processes with corresponding financial reporting
Reversed negative EBITDA decline to deliver positive results in 2nd year
Corporate development partner with 4 acquisitions and integrations of complementary technology companies completed to date
Prime on due diligence, financial assessment and integration
Owner of restructuring and cost savings initiatives to right size infrastructure
60M in cost reductions identified and actioned over the last 3 years.
Global Vice President
DZS (Public Company on NASDAQ: DZSi)
07.2021 - 12.2023
Executive team member tasked with turnaround of distressed M&E carve out with ownership to institutionalize world class financial discipline, cadence, critical performance indicators and tools to restore profitability and growth in high change industry through organic and acquired growth
Ownership of budget and forecast processes with corresponding financial reporting
Reversed negative EBITDA decline to deliver positive results in 2nd year
Corporate development partner with 4 acquisitions and integrations of complementary technology companies completed to date
Prime on due diligence, financial assessment and integration
Owner of restructuring and cost savings initiatives to right size infrastructure
60M in cost reductions identified and actioned over the last 3 years
Leader of working capital initiatives to improve cash cycle via hyper focused A/R collection and Inventory improvement projects
Implemented financial planning systems and disciplined process to drive standardized performance management
Executive team member tasked with turnaround of distressed M&E carve out with ownership to institutionalize world class financial discipline, cadence, critical performance indicators and tools to restore profitability and growth in high change industry through organic and acquired growth
Ownership of budget and forecast processes with corresponding financial reporting
Reversed negative EBITDA decline to deliver positive results in 2nd year
Corporate development partner with 4 acquisitions and integrations of complementary technology companies completed to date
Prime on due diligence, financial assessment and integration
Owner of restructuring and cost savings initiatives to right size infrastructure
60M in cost reductions identified and actioned over the last 3 years
Leader of working capital initiatives to improve cash cycle via hyper focused A/R collection and Inventory improvement projects
Implemented financial planning systems and disciplined process to drive standardized performance management
Ownership of Board Presentations
7 direct reports.
Senior Director
CompuCom (Private Equity Owned: Court Square Capital sold to T.H. Lee, 04/13)
11.2011 - 01.2014
Finance leader managing multiple business segments within the company portfolio to ensure delivery of revenue and profit growth aligned with company objectives
Partnered with New Business SVP to drive $170M segment to secure new annuity services awards
13 new contract awards and 12% annual revenue growth
Partnered with Staffing Business SVP to manage $55M contractor business restoring profitable growth after 5 years of revenue & margin declines
Drove standardized Sales Pipeline management dashboards and tools
Implemented broader Hyperion Planning system capabilities to increase forecast accuracy
Corporate development support for M&A target assessments
Primary on the financial modeling leveraged in successful sell process
8 direct reports.
Director
Lineage Power (Private Equity Owned: Gores Group, LLC sold to GE, 03/11)
03.2008 - 11.2011
Finance leader with expertise in driving the financial management and corporate development of a distressed carve out
Successful strategic sale of business to GE in 2011
Managed annual strategic and detailed operating planning process
Owner of key performance indicators and other management reporting
M&A and business development prime
Project leader for successful completion of SEC S1 Filing in support of IPO strategy
Project leader and key interface with GE due diligence team
Led pricing diagnosis to identify leakage opportunities to expand margins
5 direct reports.
Director
Energy Systems Global Business Unit
03.2008 - 09.2010
Finance leader responsible for all aspects of planning, analysis and P&L ownership of ~$250M business unit responsible for both hardware and services performance improvement
Restructured business to endure economic downturn and deliver +17% EBITDA growth on (22%) Revenue decline
Hardware and services cost initiatives to increase Gross Margins from 30% over two years
Led working capital improvement projects to improve cash cycle
DSO and DIO improvement from >100 to ~60 days
Implemented Planning, Salesforce.com, Reporting applications to streamline data flow and analytics
Revamped sales compensation structure to drive behavior aligned with financial objectives
6 direct reports.
Senior Finance Consultant
Dell Inc.
05.1998 - 03.2008
Accelerated finance career development across many roles garnering wide breadth of experience in high growth technology company
Selected to the CFO Finance Rotation Program for high potential individuals
Key responsibilities and accomplishments as follows: Finished out career with Dell as Services controller managing $150M portfolio of Fortune 100 services customers driving 10% revenue and 15% profitability growth through execution of service expansion and cost savings initiatives
Served as Sales controller responsible for $120M Business Development sales vertical chartered with take share initiatives to acquire new Fortune 500 customers
30% growth each year with 17 major contract awards leveraging multi-disciplinary sales approach with high Finance involvement tailoring pricing and terms to win
Assigned to lead International Audit team to review and optimize Asian sales practices to increase operational and financial performance while mitigating risk
Broad pricing & commercial terms experience across multiple roles
Extensive customer interaction and negotiation experience across multiple roles
Managed commission and quota plans across multiple roles
Led several Business Process Improvement initiatives through high growth years.