Chief Financial Officer / Controller
Transport National / Trevor, WI / August 2024 – Present
Led all finance, accounting, treasury, risk management, and acquisitions for this 52-year-old $30MM privately held over-dimensional trucking company.
- Reset all internal financial reporting to consolidate six operating companies. Consolidated the income statement, balance sheet and statement of cash flows.
- Currently leading the integration from Great Plains to Net Suite.
- Completed the company’s first financial audit.
- Developed departmental KPI’s including sales and operations.
- Lead the transition from ADP to UKG for the company’s new payroll & HRIS provider. Developed procedures and practices that reduced the payroll processing time by 60%.
Chief Financial Officer / Controller
Vonco Products / Trevor, WI / June 2022 – August 2024
Led all finance, accounting, treasury, risk management, information technology, human resources, and acquisitions for this 68-year-old $33MM privately held manufacturing company.
- Led the acquisition and integration of Genesis Plastics Welding, an Indiana based manufacturing company with $8MM in top line sales.
- Restructured the company’s banking debt as part of the acquisition.
- Implemented a new ERP system (Infor) for one of the company’s prior acquisitions in Geneva, IL.
- Reset all internal financial reporting to consolidate four manufacturing companies. Consolidated the income statement, balance sheet and statement of cash flows.
- Developed KPI’s for controller, staff accountants and human resources.
Director of Operations
Tangram Interiors / Dallas, TX / October 2021 – March 2022
Led all Project Management, Installation, Warehouse Operations, Scheduling and Manufacturing. Tangram Interiors purchased bkm Total Office of Texas in October 2021.
Chief Financial & Operating Officer bkm Total Office of Texas / Dallas, TX / February 2013 – October 2021
Led all finance, accounting, treasury, risk management, information technology, real estate, operations, installation, and manufacturing for this 48-year-old $65MM privately held Steelcase Office Furniture Dealership.
- Negotiated the sale of bkm Total Office of Texas to Tangram Interiors. Prepared all financial reports including audited financials, balance sheet, statement of cash flows, depreciation schedules, customer agreements, employee agreements and customer revenue and margin statements.
- Implemented AI technology to streamline accounts payable, vendor acknowledgements, check requests, accounts receivable and order processing. Processes saved $225k in labor costs annually. Collaborated with 10+ dealerships including Steelcase to replicate throughout each respective organization.
- Implemented a new ERP System – NetSuite in collaboration with Hedberg.
- Established relationship with a new health benefits broker; guiding the selection of market leading benefit plans, claims administration and employee wellness. Overall savings of $300k versus the prior year.
- Assumed oversight of Operations including Project Management, Installation, Warehouse and Scheduling in March 2020.
- Oversaw bkm Studio a $3.5MM manufacturer of ancillary items; including conference room tables, credenzas, workstations, and banquettes. Developed a proprietary furniture product line for mid-market companies.
- Led the implementation of the following ERP’s: Salesforce, NetSuite & multiple Hedberg Upgrades.
- Developed process & procedures to manage AIA billing to meet customer requirements through Procore.
- Developed and negotiated contracts with vended labor including installation, design, and manufacturing. Recognized savings of $150k annually.
Owner
Dobie Associates / Colleyville, TX / January 2010 – September 2015
- Owner of My Gym Colleyville Fitness Center.
- Interim COO of Melmedtronics, Inc.
- Led the equity raise for a $40MM manufacturing company to a private equity group.
Chief Financial Officer
Pioneer Plastics USA / Rogers, AR / June 2005 – March 2012
Led all finance, accounting, treasury, risk management, information technology, real estate, logistics, and manufacturing for this $30MM privately held start up entity.
- Successfully raised $3MM in venture capital from Leland Tollett former CEO of Tyson Chicken. The capital created a $30MM consumer product company with sales to Walmart, The Home Depot, and Ace Hardware.
- Runner up for Walmart vendor of the year in 2008.
- Purchased a 150k square foot manufacturing and distribution facility in Niles, Ohio.
- Leased a 125k square foot manufacturing and distribution facility in Arlington, Texas.
- Developed relationships with third party manufacturers in Los Angeles, California.
- Negotiated the sale of the Company in 2010 to an Angel Investor. Retained role as Chief Financial Officer through transition.
Vice President – Sales & Marketing
Cornerstone Products / Durant, OK / March 2003 – June 2005
Led all sales and marketing functions for this $100MM privately held entity.
- Successfully grew revenue from $48MM to $100MM in eighteen months. New customers included Walmart, Home Depot, and Target. Sales built from developing relationships within each retailer.
- Developed relationships with third party manufacturers to facilitate production based on customer requirements.
Cost Accountant Manager
Nestle Waters / Dallas, TX / January 2000 – March 2003
