Dynamic business professional with extensive experience across public and private sectors, including Fortune 500 companies and startups. Proven track record as a hands-on leader, fostering collaborative team environments while consistently meeting tight deadlines without compromising quality. Recognized for building strong relationships with stakeholders and driving process improvements to enhance internal controls and operational efficiency. Veteran Program Manager skilled in overseeing projects from inception to delivery, with a strategic focus on aligning team efforts to organizational goals.
Overview
21
21
years of professional experience
Work History
Sr. Director, Finance & Operations
Day Zero Diagnostics
Nashville, USA
07.2022 - Current
Company Overview: Diagnostic company developing novel infectious disease diagnostics using whole genome sequencing & machine learning
Designed and implemented policies, procedures and financial reporting ensuring financial control and scalability to serve 60+ employees in the domains of finance, human resources and operations
Responsible for compliance of the Company inclusive of the financial audit, Uniform Guidance audit and tax returns
Delivered clean opinions in each year under review
Developed and implemented budgeting tools for both annual department level budgeting as well as budgeting for large non-dilutive grants and awards
Established and maintained successful banking relationships inclusive of the execution of a venture debt agreement
Heavily involved in non-dilutive funding efforts bringing an additional $25M into the Company
Executive Sponsor for the Company’s two physical moves, inclusive of laboratory and office space
The second move was inclusive of lease negotiations, design, build out and physically moving into the new space
Diagnostic company developing novel infectious disease diagnostics using whole genome sequencing & machine learning
Controller
American Science & Engineering
Billerica, USA
10.2017 - 06.2019
Company Overview: A subsidiary of OSI Systems, Inc., AS&E is a manufacturer of advanced X-ray equipment and related technologies utilized in global threat detection
Owner of the revenue recognition process including contract review to ensure the proper identification of deliverables and their associated revenue triggers in accordance with ASC 606
Annual revenue exceeded $100M
Responsible for month end close activities including: financial statement and subsequent MD&A preparation and presentation to C-level management, review of all reconciliations and journal entries
Serve as finance subject matter expert on an ERP implementation transitioning from Oracle to Microsoft D365
Supervise an accounting staff of six in the following areas of the business: general ledger, inventory, accounts receivable, billing, and accounts payable
A subsidiary of OSI Systems, Inc., AS&E is a manufacturer of advanced X-ray equipment and related technologies utilized in global threat detection
Director of Finance – Jason Components Group
Metalex, a Subsidiary of Jason Industries, Inc.
Libertyville, USA
09.2015 - 06.2017
Company Overview: Metalex is a manufacturer of perforated products, expanded metal, safety grating & rail products
Responsible for consolidating, reviewing, and presenting deliverables related to the annual budget, monthly forecasts and actual results of four facilities, both domestic and international, to C-Level management for Jason Components Group
Prepare and present reporting monthly operations data to CEO and CFO focusing on safety, sales, headcount, EBITDA, working capital, free cash flow and future earnings projections
Reduced time required to complete financial close by four business days, resulting in a 50% decrease, by standardizing close procedures at each of the four Jason Components facilities sharing best practices across facilities
Completed 2015 and 2016 external financial audit with no adjustments identified representing a significant improvement from 2014
Partnered with operations and human resources to improve forecasting assumptions and to allow key stakeholders to better understand their business
Metalex is a manufacturer of perforated products, expanded metal, safety grating & rail products
Controller
Kyocera Unimerco Tooling Inc.
Saline, USA
03.2014 - 06.2015
Company Overview: World leader in advanced ceramics with a local focus on cutting tools used in manufacturing
Ultimately responsible for all financial reporting, internal control, human resources, and tax reporting within the organization
Also responsible for functionality, budget and staff of the cafeteria and property
Member of four-person local management group responsible for developing and executing business strategies designed to execute on the ultimate goals of Kyocera Fine Ceramics as determined in Japan
Exceeded net sales targets and EBT targets by 11% and 44% respectively since added to the management group with year over year increases of 18% and 73% respectively
Reduced time required to complete financial close by one business day through proper planning of month end and cross-departmental collaboration representing an overall 50% decrease
Designed and implemented a lean manufacturing program that led to increases in operational output and decreased labor costs through the use of monitoring throughput, downtime, production scrap and consumables usage
World leader in advanced ceramics with a local focus on cutting tools used in manufacturing
Manager of Accounting & Financial Reporting
Divisions Maintenance Group
Newport, USA
07.2009 - 03.2011
Company Overview: Domestic leader in facilities maintenance services partnering with property management companies & large retail entities
Performed monthly financial close procedures including: calculation of accruals, reconciliation of balance sheet accounts, review of journal entries, preparation of financial statements and financial reporting
Reduced time required to complete financial close by three business days and executive reporting by five business days through partnering with IT and operations groups to increase efficiency
Identified and implemented a continuous cost saving initiative that saved the organization in excess of $500,000 in the first year of implementation
Domestic leader in facilities maintenance services partnering with property management companies & large retail entities
Advisory Services Senior Associate
KPMG LLP
Cincinnati, USA
09.2006 - 06.2009
Company Overview: Big Four accounting firm providing advisory, assurance & tax services to public & private companies
Executed internal audits for global public and domestic private clients with focus on both operational and financial objectives with an emphasis on end-to-end process improvement
Executed Sarbanes-Oxley (SOX) and Japan’s Financial Instruments and Exchange Law (J-SOX) engagements evaluating the current control environment and providing suggestions on remediated control environments that mesh well with the entity’s operations
Received annual performance review score resulting in an excellent performer (EP) rating during each full year review conducted consistently placing me in the upper 10% of the Midwest region
Big Four accounting firm providing advisory, assurance & tax services to public & private companies
Assurance Staff
GBQ Partners LLC
Columbus, USA
01.2004 - 04.2005
Company Overview: A top 100 accounting firm providing assurance, tax, consulting services to private entities
Served in an external staff audit role on audit, review and compilation engagements on both private for-profit entities and not-for-profit entities
Proactively expanded my service offering and knowledge base by participating in all aspects of various internal audit and forensic accounting engagements from the planning to reporting stages during nontraditional busy periods
A top 100 accounting firm providing assurance, tax, consulting services to private entities
Education
Bachelors - Business Administration, Accounting
OHIO UNIVERSITY
Athens, OH
06.2003
Skills
Analytical Reporting Skills
Stakeholder Engagement
Human resources management
Team-Oriented Leadership
Data Interpretation Skills
Strategic Policy Adoption
Workplace Culture Enhancement
Collaborative Engagement
Community Service
Business Consultant to Mukinge Hospital, Kasempa, Zambia, 01/01/09
Youth Soccer
Williamson County Soccer Association Coach, TN, 2021 - Current
Newton Girls Soccer Assistant Coach, MA, 2017
Garden City Kindergarten Soccer Coach, MA, 2018 - 2019
River Forest Youth Soccer Association Head Coach, IL, 2016
Accomplishments
Boy Scouts of America (BSA), National Eagle Scout Association, 04/01/99
Head - Strategic Business Development at Agilus Diagnostics (formerly SRL Diagnostics)Head - Strategic Business Development at Agilus Diagnostics (formerly SRL Diagnostics)