Turnaround Controller / Advisory Lead (Engagement) at Kelly Roofing (2026-04 – Present)
Engaged by Private Equity ownership and executive leadership to lead financial stabilization, operational forensic analysis, and emergency liquidity management for a $40M regional specialty roofing contractor undergoing corporate restructuring.
- Turnaround & Debt Restructuring: Partnered with PE sponsors, executive leadership, and secured lenders to navigate a distressed capital structure; key contributor to a successful debt recapitalization by facilitating the buyout and payoff of $13M in senior debt at ~$1.5M while extinguishing $10M in subordinated debt to enable corporate reorganization.
- Forensic Wind-Down & Asset Recovery Analysis: Conducted comprehensive forensic valuation and cash flow modeling on the Orlando operating unit; determined an asset sale would not achieve target valuation, leading the strategic pivot to conduct an orderly liquidation and operational wind-down to maximize net recoveries for creditors and stakeholders.
- Entity Formation & Asset Reorganization: Structured the transition of core operational assets into a newly capitalized operating company (NewCo) based in Naples, FL, establishing clean opening balance sheets, internal controls, and go-forward financial reporting.
- Cash Flow & Liquidity Management: Implemented 13-week rolling cash flow forecasts, working capital controls, and percentage-of-completion (POC/WIP) accounting oversight to maintain vendor and job-site continuity throughout the recapitalization process.
- Executive Leadership Transition: Positioned the post-restructure entity for ongoing financial and operational stability, establishing clean financial handoffs and evaluating long-term leadership requirements for the newly formed platform.
Controller at RLS Radiopharmacies (A Telix Pharmaceutical Company) (2023-01 – 2026-12)
Directly managed the financial turnaround and evolution of a $250M PE-backed entity through its acquisition by a global publicly traded company.
- Audit Recovery & Carve-Out Stabilization: Inherited a 2-year accounting backlog (2020–2021) stemming from the carve-out acquisition from GE Healthcare prior to corporate infrastructure establishment; rebuilt foundational accounting structures and rectified historical records to deliver three consecutive years of unqualified Big 4 audit opinions within the first 12 months.
- M&A Integration Leadership: Simultaneously led the financial integration of 3 new acquisitions into RLS while managing the upward integration of RLS into Telix Pharmaceuticals.
- Reporting Transformation: Drastically reduced monthly reporting turnaround from 15 business days to 2 business days through process automation and centralized controls.
- ERP & AP Stabilization: Directed the high-speed migration from QuickBooks to NetSuite within 5 months of tenure and implemented AvidXChange, an integrated A/P automation tool for NetSuite, to reduce vendor processing from 14 days to 3 days.
- Departmental Build-out: Recruited and onboarded a 13-person corporate accounting team within 60 days of tenure to stabilize operations following a department relocation.
Controller at Spraggins, Inc. (2022-01 – 2023-12)
Led financial stabilization for a $55M multi-entity enterprise specializing in construction and manufacturing.
- Crisis Management: Inherited an accounting department with 100% pre-audit turnover and successfully delivered the first audited financial statements in the company's 40-year history within 6 months of tenure while receiving an unqualified opinion.
- Margin Recovery: Established monthly Work-in-Progress (WIP) reviews and POC accounting to identify profit leaks and ensure project margin integrity.
- Systems Integration: Managed the migration of two business lines to NetSuite, aligning retail and manufacturing accounting on a single platform within the first four months of tenure.
- Liquidity Control: Engineered the organization's first 13-week rolling cash forecast to stabilize capital allocation across diverse business units.
Controller / Chief Financial Officer at Optivor Technologies, LLC (2019-01 – 2022-12)
Directed the financial and operational consolidation of a $38M multi-state communications enterprise.
- Synergy Capture: Led the integration and rebranding of three acquired companies, creating a Shared Services model that eliminated redundant roles and modernized the cost structure.
- Capital Expansion: Renegotiated banking relationships to consolidate debt and increased the line of credit from $1M to $2.5M.
- Liquidity Control: Engineered the organization's first 13-week rolling cash forecast to better manage long-term projects.
- Infrastructure Consolidation: Unified disparate operations by migrating to a single cloud-based data network and centralized payroll/retirement systems.
- Operational Stewardship: Served as Interim Sales and Operations Manager for Florida operations, managed real estate relocation and the addition of a new warehouse distribution point.
Regional Controller at Tecta America, Inc. (2018-01 – 2019-12)
Financial oversight for an $88M multi-state division of a $600M PE-backed national roofing contractor.
- Operational Advisory: Conducted on-site financial reviews for local Presidents to identify profitability leaks and streamline regional field operations.
- Revenue Integrity: Enforced rigorous Percentage of Completion (POC) accounting standards by leading monthly project reviews with operations teams.
- Fleet Strategy: Developed a regional fleet replacement plan and secured a consolidated dealer partnership, significantly lowering acquisition and maintenance costs.
Chief Financial Officer / Controller at Comprehensive Energy Services, Inc. (2016-01 – 2018-12)
Executive financial lead for a $48M privately held mechanical contractor with 4 offices and 300 employees.
- Capital Structuring: Secured a $750K equipment line of credit and increased the existing operating line to $3.75M to support growth.
- Labor Efficiency: Deployed an automated smartphone-based timekeeping system, reducing weekly payroll processing time by 20%.
- AP Digitization: Implemented TimberScan, an integrated A/P automation tool with Timberline, automating invoice routing and drastically reducing the accounts payable cycle time.
- Liquidity Control: Engineered the organization's first 13-week rolling cash forecast to better manage construction projects.
Chief Financial Officer / Controller at Handex Consulting & Remediation, LLC (2012-01 – 2016-12)
$25,000,000 Environmental Remediation/Construction Company Private Equity fund of a Family Office
- Cost Rationalization: Facilitated comprehensive reorganization leading to a 20% reduction in G&A expenses and a return to $28M in annual revenue in the first year of tenure.
- Banking Turnaround: Transitioned to a regional bank to secure a $2.75M line of credit and more favorable bank covenants.
- Liquidity Control: Engineered the organization's first 13-week rolling cash forecast to manage the company's extremely tight cash position.
Accounting Manager at Triad Isotopes, Inc. (2007-01 – 2012-12)
$320,000,000 Private Equity Nuclear Pharmacy
- Hyper-Growth Integration: Scaled accounting infrastructure from a $75M regional startup to a $320M national enterprise, integrating 11 non-GAAP acquisitions in the initial operations and receiving an unqualified audit opinion from a Big 4 CPA firm. In the third year of operations, led the integration into Triad Isotopes, a $250M carve out from a publicly traded company.
- ERP Foundation: Selected and deployed J.D. Edwards within 11 months of initial operations.
Controller at Veytec, Incorporated (1999-01 – 2007-12)
Accounting Manager at IKON Office Solutions (1996-01 – 1999-12)
Senior/Staff Tax Accountant at Public Accounting (Various Firms) (1991-01 – 1996-12)
