Experienced finance executive with expertise in strategic leadership and commercial banking. Proven track record in developing and executing growth-oriented strategies, managing high-performing teams, and driving profitability through innovative product and pricing initiatives. Skilled in direct-to-consumer marketing and cross-functional collaboration. Exceptional communicator with strong analytical acumen, adept at navigating fast-paced, entrepreneurial environments to deliver impactful results.
Overview
12
12
years of professional experience
Work History
Financial Director
Alaska Auto Rental/ AUC LLC/ Cephas Trust
07.2022 - Current
Oversee financial operations, managing $80 million in annual revenue and optimizing cash flow across diverse portfolios and holding companies.
Provide strategic financial analysis, forecasting, and planning to guide executive decision-making.
Lead acquisitions and divestitures, conduct due diligence and financial modeling to support strategic growth initiatives.
Manage a team of bookkeepers and controllers, ensuring accurate financial reporting and compliance.
Direct payroll for over 80 employees, maintaining accuracy and regulatory compliance.
Act as the primary liaison for banks and lenders, responsible for overseeing lending and loans exceeding $30 million.
Collaborate closely with executive leadership to align financial strategies with corporate goals, drive profitability, and ensure sustainable growth.
Improved cash flow management with timely invoicing, collections, and vendor payment protocols.
SR Business Banking/Lender
Wells Fargo Bank
07.2012 - 07.2022
Developed and implemented business strategies to drive growth, profitability, and competitive success amidst evolving consumer and regulatory demands.
Led the development and execution of new product and pricing strategies for various lending products.
Managed and sequenced the delivery of business initiatives, ensuring alignment with strategic goals and business requirements.
Collaborated closely with cross-functional teams including IT, Sales, Operations, and Finance to drive improvements in quality, service, volume, and profitability.
Education
Estate Trust/ Business Trust
ABA ( American Bankers Association)
Washington DC
05.2015
Timeline
Financial Director
Alaska Auto Rental/ AUC LLC/ Cephas Trust
07.2022 - Current
SR Business Banking/Lender
Wells Fargo Bank
07.2012 - 07.2022
Estate Trust/ Business Trust
ABA ( American Bankers Association)
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