Strategic business partner to Sales, R&D, Bus Dev, and Marketing
Responsible for M&A, R&D Finance, forecasting, planning, internal audit, contracts, sales/gp/sg&a reporting, variance analysis, strategic analysis, BI integrations, and general/ad hoc analysis
Developed a bottom up $290M multi-national corporate-wide revenue plan
Restructured Argon’s customer contract procedures and shipping procedures, resulting in savings of over $1.5M annually.
Worked with programmers to implement and deploy Azure, Power BI, and Salesforce
Built New Product financial projections in conjunction with new headcount builds in order to revamp and scale the salesforce structure for high future growth.
Sales Operations Manager
Argon Medical Devices, Inc.
01.2015 - 01.2018
Ø Redesinged the sales compensation plan in order to drive salesrep behavior and simultaneously protect company opex.
Ø Built & automated sales & GP reporting tools such as corporate reporting decks, salesrep reports, daily sales reports, etc.
Ø Led the financial analysis process that resulted in the $850M acquisition of Argon by Weigao Group.
General Accounting Manager
Argon Medical Devices, Inc.
01.2010 - 01.2015
Position reported directly to the VP of Finance
Business partner to Sales and Marketing
Responsible for building, automating, and scaling sales analytics tools
Redesinged the sales compensation plan in order to drive salesrep behavior and simultaneously protect company opex
Built & automated sales & GP reporting tools such as corporate reporting decks, salesrep reports, daily sales reports, etc
Position reported directly to the Plant Controller
Managed a team of 9 employees in all aspects of general accounting, including accounts receivable, accounts payable, payroll, and financial analysis
Financial lead for the ERP implementation from Navision and Oracle to QAD for a multi-national acquisition
Managed all capital related processes(annual budgets, project reviews, ROI analysis)
Managed the annual SG&A planning/budgeting process and reported monthly results to all department heads
Automated multiple processes such as trial balance analysis and mapping
Led the implementation of SAP Concur.
Credit Analyst, Sr
AGRILAND FARM CREDIT
01.2008 - 01.2010
Analyzed the financial statements of potential borrowers
Analyzed commodity data and presented findings to Sr Management
Presented loan analysis pertaining to specific borrowers on a weekly basis to Sr Management.
Acquisitions Analyst, Sr
ACE CE
01.2007 - 01.2008
Performed business valuations for potential acquisitions
Presented results weekly to senior management
Helped negotiate and finalize all aspects of the acquisition, including the LOI, APA, and Lease Assignment/Agreement.
Financial Analyst
Bank of America
01.2004 - 01.2007
Loan Officer
Centex Home Equity
01.2003 - 01.2004
Operations Manager
Sherwin Williams Co
01.2002 - 01.2003
Education
BBA - Finance
University of North Texas
Denton, TX
Skills
P&L Ownership ERP Integrations(Multi-National) Competitor Analysis Process Improvement
Business Intelligence Data Mining M&A Valuations Financial Statement Analysis
R&D/New Product Valuations Sales/SG&A Plan & Forecasting Complex Financial Modeling
MS Excel(VBA, Sumifs, Vlookups, Index-Match, Array) MS Access MS PowerPoint Outlook SAP Concur
Power BI QAD Salesforce Essbase Onestream Azure Analysis Services Olap Cube SQL
Additional Information
AWARDS
, High Impact Award 2018 – Awarded to the business partner that most impacted the sales organization throughout the year.