Results-oriented financial leader with a strong background in strategic planning, financial management, analytics, and team development. Skilled in identifying opportunities, adjusting to markets and implementing business strategies with commitment to helping reach company's missions, drive growth and profitability.
Overview
13
13
years of professional experience
Work History
CFO-Controller
Sebsen Electric
10.2017 - Current
Manage complete financial operations of department covering a/r, a/p, and payroll processing.
Administer all AIA progress billings and CTC reports to maintain correct billing and cost-to-complete margins.
Support monthly and annual closing processes.
Collaborate with top leaders to report and formulate strategies for budget improvements, project well-being, and overall company profitability.
Design and outline business processes and accounting policies to uphold and improve internal controls.
Ensure industry compliance including mandatoriy insurances, lien releases, notices to owner, W-9 forms.
Sr. Merchandise Planner and Planning Manager
Ironman Triathlon Company, Tampa FL
07.2015 - 10.2017
Formulated, designed, and tracked financial plans and strategies for the Apparel and Hardline department within domestic and international sectors.
Responsible for fulfilling sales expectations and gross profit margins while managing healthy inventory levels globally including e-commerce.
Monitored inventory closely to optimize stock levels and minimize waste. Executed rapid buybacks for top-selling items to maximize profit. Developed effective exit strategies for slow-moving products to enhance turnover.
Collaborated extensively with all functional departments, encompassing business units both internally and externally.
Teamed with product development for developing apparel assortments based on sales history and trend insights.
Improved Planning Department's analysis approach by developing impactful reports, spreadsheets. Partnered closely with domestic and international planning coordinators.
Led planning team of 6 direct reports and 2 indirect reports, driving strategic initiatives. Reported directly to VP of Merchandising and Planning, ensuring alignment with organizational goals.
Merchandise Planner, Apparel
Beall’s Inc., Bradenton, FL
04.2013 - 04.2015
Developed original financial plans at the division, department, and class level to include inventory, markdowns, gross margin and turn rate for our 73 stores.
Planned and monitored new and remodeled stores specific to their assigned personalities. Execute plan by managing sales and inventory to receipt flow and reacting to needs on a weekly basis in conjunction with the Buyer.
Developed seasonal conceptual assortment plans aligned with financial objectives. Reconciled detailed buyer’s assortment plans with overall merchandise strategy. Adjusted assortment and financial plans based on store performance metrics and open-to-buy analysis.
Organized, led and presented in key business meetings as it relates to financial plans, forecasts, business strategies and overall business health.
Leader, Mentor Coach : Regularly met one-on-one with direct reports, analyst and location planner. Performance focused as well as assisted in defining steps to achieve their overall career goals.
Collaborated with cross-functional partners in Merchandising, Finance, Store Managers, and various business partners.
Education
B.A. - Business Administration And International Business
Florida International University
Miami, FL
01.2004
Skills
Systems
Microsoft Word, Excel, PowerPoint, MPI, SPT, Arthur,Business Objects, SAS, Just Enough, Edge, Quickbooks, Procore
Skills
Strong analytical skills and reporting expertise
Cash flow management
Financial strategy and development
Business forecasting
Risk management proficiency
Project management
Cross- functional collaboration
Sales growth
Experience with Start-Up and Corporate Businesses
Timeline
CFO-Controller
Sebsen Electric
10.2017 - Current
Sr. Merchandise Planner and Planning Manager
Ironman Triathlon Company, Tampa FL
07.2015 - 10.2017
Merchandise Planner, Apparel
Beall’s Inc., Bradenton, FL
04.2013 - 04.2015
B.A. - Business Administration And International Business
CFO for Client (Private Investment Management Firm owning more than 15 Companies) at Goldstein & Loggia CPA's, LLCCFO for Client (Private Investment Management Firm owning more than 15 Companies) at Goldstein & Loggia CPA's, LLC