CFO | VP of Finance | VP of FP&A
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I am a laser-focused executive with a wealth of experience identifying and optimizing operational processes to reduce growth constraints. I place a high value on achieving quantifiable results by completing projects on time and within budget in order to improve the organization's financial position. My skills as a leader guarantee that the business's financial standing and continuous development satisfy the goals of both the workforce and the organization as a whole.
Throughout the course of my diverse career, I have accumulated a significant amount of financial experience within the service sector, distribution, manufacturing, energy, marketing, real estate, and development. My involvement in each of those fields has provided me with a broad viewpoint that enables me to adapt to any situation and apply my financial expertise to the internal operations of the company.
I adopt a hands-on approach to leadership, focusing on cross-functional teamwork to identify obstacles and develop solutions that will support the company's expansion. In my role as an executive leader, it is imperative to cultivate the upcoming generation of executives and share with my team my understanding of their value and the financial benefits of their work. Furthermore, my aspiration is to actively support the company's success, utilizing my innate adaptability and honesty in all facets of my job.
National Fleet Management, Inc | Greensboro, NC
May 2024 – February 2025
● Responsible for 16 personnel within Finance, IT, and HR departments for $26M organization
● Increased Sales by 37% YoY, while adding an additional $2M to EBITDA by keeping OPEX growth minimal and a strong ROA on operational expansion
● Implemented new SaaS programs to reduce DSO from 24 to 4 days allowing additional working capital necessary for high growth without further debt utilization
● Created the company’s first financial statement budgets and updated the Strategic Operating Plan to include market studies and SWOT analysis
● Oversaw all KPI tracking, vendor contract negotiations, benefits, insurance, tax liabilities, and new IT projects
Anomaly Squared | Greensboro, NC February 2021 – April 2024
● Controlled all aspects of corporate, financial, and human resources management while employing staff to oversee day-to-day operations
● Reduced overall expenses by 9.8% as a result of debt management and contract negotiations, allowing the company to remain lean in the face of rising interest rates
● Improved head count efficiencies as COGS were reduced by $600K YoY via never utilized contract labor and training class productivity
ORP Companies | Greensboro, NC February 2021 – December 2023
● Built the company from the ground up, overseeing investor relations, IT, HR, and bank management in addition to establishing infrastructure, including payroll, ADP, insurance benefits, accounting software, and 401k
● Oversaw the financing, sales, and acquisition of real estate assets, all of which were crucial in the company's successful sale for $7.8M in 2023
Cadence Petroleum | Asheboro, NC June 2018 – April 2020
Vice President of Financial Planning & Analysis
● Conducted internal financial reduction to prepare for further acquisitions using KPIs and analytical metrics to determine areas of improvement, which resulted in a $18M increase in the business's overall growth
● Developed the organization's annual operating plan and volume forecasts using Excel and applied the results across the entire company
● Managed the public-facing projects and marketing campaign for the company's rebranding, which included developing a new logo for Cadence and diversifying the company's portfolio
Pike Enterprises, LLC | Winston-Salem, NC October 2016 – June 2018
● Collaborated with senior business executives to deliver $760M in budgetary data, including financial analysis and annual reporting to ensure budget fulfilment and financing targets, which improved visibility
● Proposed revenue and cash strategies, encouraging project managers to secure the receivable collection, which enabled the department and company to achieve its objectives
● Implemented KPIs to increase visibility of financial shortfalls, resulting in clients experiencing a 5% EBITA growth and $750K annual savings based on improved scheduling efficiencies
● Assisted Deloitte in implementing a $30M ERP system by aiding the business in customizing software for a new market, which functioned as a model for additional implementations
Thermo Fisher Scientific | Asheville, NC February 2014 – October 2016
● Produced an annual operating plan and conveyed details to executive management, including general managers of manufacturing, finance, and regional vice presidents, leading to a $220M increase in revenue
● Generated warranty analysis reports and notified the company directors of primary drivers
● Created and executed financial models to mirror the present divisional operations and performance
Harrah’s Cherokee Casino & Hotel | Cherokee, NC July 2009 – February 2014
● Analyzed cash flow for the marketing and operations teams to encourage executives to develop profitable business plans
● Examined capital and expense projects, considering project cost reductions and related financial analysis through increased efficiency and volume-based staff organizing
● Generated reports and built customer volume-based models to project the casino's organizational performance and financial metrics
● Conducted routine workflow analysis, gauged service quality, and participated in high-level capital strategy meetings to optimize the utilization of company resources
Western Carolina University | Cullowhee, NC
Bachelor of Science in Business Administration (Finance & Management)
University of South Carolina | Columbia, SC
