Interim Executive & Advisory Services - Independent Executive Consultant / Interim CFO, COO & VP FP&A at Independent Executive Consultant (2026-01 – Present)
Provide high-impact financial leadership, rapid supply chain stabilization, and operational turnaround strategies for mid-market corporations and Private Equity-backed portfolio companies.
- Elite Network Selection: Vetted and onboarded as an active, rapid-deployment Interim Talent Resource for premier global executive search networks, including Korn Ferry's Senior Finance & Accounting Interim Practice.
- Strategic FP&A & Forecasting: Lead complex FP&A initiatives, building dynamic financial models, 13-week cash flow forecasts, and rigorous variance analyses to deliver actionable intelligence directly to PE sponsors and C-suite leadership.
- CFO & Working Capital Triage: Direct full-cycle P&L and balance sheet management, executing emergency stabilization on cash flow and acting as the primary financial fiduciary during M&A integrations, PE carve-outs, or executive vacancies.
- COO & Operational Execution: Drive cross-functional S&OP alignment by deploying structured diagnostic frameworks to optimize supply chain performance, resolve inventory bottlenecks, and protect margins within the first 48 hours of deployment.
Chief Operating Officer / EOS Integrator at Reliable Aftermarket Parts (2021-01 – 2026-01)
Mandate: Architect a comprehensive financial and operational turnaround for a high-growth industrial distributor.
- EBITDA Transformation: Delivered a 57% revenue increase and an 800-BPS reduction in COGS. Successfully transitioned the organization from a "breakeven" model to a consistent 5–8% Net Income rate.
- Systems Architecture (ERS/NetSuite): Led the strategic integration of the Enhanced Retail Solutions (ERS) platform as a standalone planning engine. Leveraged NetSuite data to launch automated Forecasting and Open-to-Buy (OTB) modules.
- Global Sourcing Strategy: Scaled the global vendor base 5x and aggressively increased import penetration, significantly expanding margins while maintaining precise control over lead-time risks.
- EOS Integrator / COO: Partnered directly with the Founder/Visionary to execute day-to-day operational strategy, owned the leadership meeting cadence (L10s), enforced quarterly Rocks accountability, and drove issue resolution (IDS) across all operating units.
- Senior Leadership: Led and developed the senior leadership team, resolving organizational bottlenecks, driving process engineering, and managing vendor/3PL relationships to ensure operational readiness and margin protection
Vice President of Operations, Sales & Finance at DRS Product Returns (2017-01 – 2021-01)
Mandate: Lead financial and operational strategy for a Leading Ridge Capital Partners portfolio company.
- PE Portfolio Leadership: Conducted weekly P&L and KPI reviews directly with the Managing Partner to ensure alignment with investment mandates and exit-readiness goals.
- Yield Optimization: Streamlined financial reporting and workflows for high-volume reverse logistics, improving recovery margins and driving incremental ROI for major Tier-1 retail clients.
Senior Director of Inventory Management & Planning at Joann Stores (2015-01 – 2017-01)
- Capital Allocation: Directed the inventory investment strategy for a national specialty retailer, ensuring alignment between financial targets and merchandising execution.
- Inventory Health: Managed the OTB process to optimize turn rates and minimize working capital drag across the chain.
Vice President of Merchandise Finance, Analysis, and Planning at OfficeMax (2012-01 – 2015-01)
- Financial Integration: Led merchandise financial planning and inventory stabilization during a high-stakes corporate merger and integration period.
VP / Business Unit CFO – Home and Jewelry at Sears Holdings Corporation (1988-01 – 2012-01)
- Full P&L Ownership: Senior financial executive for multi-billion dollar business units. Overseeing all aspects of budgeting, forecasting, and strategic capital allocation.
- Asset Protection & Yield: Directed the financial strategy for high-ticket categories, focusing on inventory security, turn rates, and margin optimization.
