As the COO at D&J Enterprise, Inc., a landscaping services company, I am responsible for overseeing the financial, operational, and administrative aspects of the business. I leverage my 20 years of experience, education and Business Process Design Certification from MIT Sloan School of Management to streamline and optimize the workflows and systems that support the company's growth and profitability. EOS obsessed! A natural integrator who scores high as integrator and visionary.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Chief Operating Officer
D&J Enterprise, Inc. - Landscaping Services
02.2023 - Current
Align organizational objectives with company mission to increase business growth and integrate work strategies.
Negotiatecontracts and agreements to secure favorable terms and maximize profits.
Expand company''s market presence by identifying new business opportunities and executing strategic partnerships.
Oversee day-to-day operations to keep organization running smoothly while meeting business goals.
Streamline operations by implementing efficient processes and systems, leading to increased productivity and cost savings.
Oversee business-wide changes to modernize procedures and organization.
Manage financial, operational and human resources to optimize business performance.
Establish key performance indicators for each department to track progress towards organizational goals effectively.
Maintain P&L and shouldered corporate fiscal responsibility.
Spearhead major organizational restructuring efforts, resulting in a more agile and responsive team structure.
Collaborat with legal, accounting and other professional teams to review and maintain compliance with regulations.
Mentor team members by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
Fractional COO - Integrator
Sunshine Skyz
02.2021 - Current
Utilizing my 20+ years of operational accounting and leadership experience I provided fractional Chief Operating Officer and business coaching to businesses locally and remotely.
Facilitated regular leadership meetings to discuss progress on strategic goals, identify opportunities for improvement, and address challenges proactively.
Spearheaded strategic planning initiatives for long-term growth and profitability.
Developed high-performing teams through effective hiring, training, and performance management strategies.
Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
Cultivated company-wide culture of innovation and collaboration.
Managed budgets and financial forecasting to ensure fiscal responsibility and maintain profit margins.
CFO
Hill & Partners
07.2012 - 10.2020
Increased flow of financial information throughout company by improving communication strategies.
Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
Prepared balance sheets, cash flow reports and income statements.
Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
Contributed to long-term strategic planning initiatives by providing valuable input on financial projections and feasibility studies.
Established and implemented departmental policies, goals and objectives.
Launched new incentive program to identify and celebrate staff performance.
Launched staff engagement, championed the culture and mission of the organization.
Trained and guided team members to maintain high productivity and performance metrics.
Assessed and analyzed budgets to find ways to minimize expenses and optimize profits.
Prepared and implemented new policies to benefit company in meeting objectives.
Led change management initiatives to drive cultural shifts towards continuous improvement mindsets.
Managed and led direct reports to handle controllership, treasury and corporate finance functions.
Maintained P&L and shouldered corporate fiscal responsibility.
Delivered forward-thinking and data driven insights to enhance business decisions.
Led budgeting process, collaborating with department heads to allocate resources strategically and ensure alignment with organizational goals.
Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
Improved cash flow, retired debt and built cash reserves to control costs and enhance benefits.
Streamlined financial processes by implementing automation and reducing manual tasks, leading to increased efficiency and accuracy.
Represented organization at industry conferences and events.
Devised systems to monitor, evaluate and track operational achievements.
Accounting & Business Consultant
McGill Accounting
05.2010 - 02.2015
Outsourced controller services and business consulting.
Facilitated workshops for clients'' staff members to improve their understanding of new systems or processes introduced in the organization.
Evaluated customer needs and feedback to drive product and service improvements.
Collected, arranged, and input information into database system.
Delivered successful projects within tight deadlines, ensuring consistent client satisfaction and timely project completion.
Led process improvement initiatives that resulted in streamlined workflows and increased overall efficiency within the organization.
Evaluated staff performance and provided coaching to address inefficiencies.
Increased efficiency by streamlining accounting processes and implementing new financial software.
Trained new employees on accounting principles and company procedures.
Gathered financial information, prepared documents, and closed books.
Controller
Second Nature
09.2010 - 09.2011
Non-profit business manager
Managed accounting, payroll, benefit administration and financial reporting to the Board of Directors.
Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
Prepared balance sheets, cash flow reports and income statements.
Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
Law Firm Controller
Smith & Brink, P.C.
11.2003 - 05.2010
Started with this five office law firm during a growth phase as staff accountant, promoted to assistant controller in under a year, shortly there after promoted to controller.
Reporting to the Board of Directors, managed all aspects of accounting, billing, records management and IT for the firm.
Coached a staff of 5+, back-up benefit and payroll administration as needed and seen as a key member of the senior management team.
Special projects included implementation of e-billing, legal billing and firm management software conversion, team development, hiring and managing outsourced IT firm.
Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
Created and distributed reports on internal and external finances, audits, and budgets.
Provided insightful financial analysis to support executive team in making informed business decisions.
Led cross-functional teams in the implementation of new time and billing software, improving overall efficiency of billing.
Prepared balance sheets, cash flow reports and income statements.
Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
Increased cash flow by diligently managing accounts receivable and implementing effective collection strategies.
Reported to the Board of Directors.
Staff Accountant
WGBH Educational Foundation
02.2000 - 11.2003
Bookkeeper
Modica Associates Property Manangement
07.1998 - 03.2000
Accounting Associate
Peabody and Brown
01.1998 - 01.2000
Education
Bachelor of Science - BS - Accounting and Business/Management