~ Senior Finance Executive-CFO ~
Consummate Management Executive ~ Corporate Development Strategist
Startup, Growth, Turnaround, & Performance Improvement Expert
Highly talented and accomplished senior executive equipped with broad-based
experience in directing financial operations for multi-million dollar
enterprise. Consistently valued by superiors for maximizing performance of
financial operations with emphasis on strategy formulation, policy and
procedure development, cost reduction, and profitability improvement.
Recognized as an empowering manager adept at performing high-profile
executive roles, making high-stakes decisions, and overcoming complex
business challenges. Possess interactive, motivational, and decisive
management style in developing dedicated financial service teams to support
business objectives. Capable of accomplishing goals and meeting critical
deadlines in a fast-paced, competitive environment.
CORE STRENGTHS
Financial Operations and Management Profitability Modeling and Forecasting
Budget Control and Implementation Continuous Process and Productivity
Improvement
General Accounting and Financial Financial Analysis and Reporting
Auditing
Strategic Development Planning Leadership, Training, and Team Building
Organized with Strong Analytical Problem Resolution and Decision Making
Abilities
EMPLOYMENT HISTORY
Vice-President of Operations and Finance ( Michelle's Miracle, 2010-2011
Inc., Traverse city, mi
Direct and coordinate daily operational aspects of a start-up company
within the nutraceutical industry. Evaluate financial statements,
accounting reports, and other performance data to measure goal achievement
as well as to determine areas needing cost reduction and improvement.
Handle human resource management, contract negotiation, sales forecasting,
production schedules, inventory management, SEC filings, vendor relations,
investor relations, and raw materials sourcing.
Notable Achievements:
. Initiated the development of effective business plan toward fulfillment
of corporate goals and objectives
. Drove all efforts to implement consistent, valuable, financial reporting
models
. Amplified gross profit margin through strategic vertical integration
agreements
. Established and implemented human resources policies
Chief Financial Officer / Controller ( CORE Energy, LLC, Traverse 2005-2010
city, mi
Displayed unsurpassed expertise in managing a start-up company with initial
capital of $30M. Completed all financial reporting to equity partners, tax
reporting, human resource policies, general insurance, and other
administrative tasks. Assumed full responsibility in analyzing economics on
acquisition targets. Maintained current knowledge of organizational
policies and procedures, federal and state policies and directives, and
current accounting standards.
Notable Achievements:
. Rendered high level of assistance in the capitalization, as well as in
capital raising efforts of the company
. Played a vital role in implementing the accounting and administrative
systems to support the gathering of information for key metrics and
support of back office operations
Chief Operating Officer ( Emphasys Computer Solutions, Inc., 2002-2005
petoskey, mi
Applied dynamic leadership talents in all facets of operating functions,
including professional services (consulting, training, project management),
customer care (call center), product development, and finance. Closely
monitored financial activities and details to ensure that all legal and
regulatory requirements were met. Provided exceptional products and
services to ensure customer satisfaction, which generated new business
opportunities and referrals.
Notable Achievements:
. Elevated company's revenue by expertly managing 9 direct reports and 70
indirect reports
. Obtained 17% year-over-year organic revenue growth through the
implementation of effective client retention programs, new service
offerings, and re-entering a market constrained by pricing pressure
. Streamlined the organization to foster a customer service-oriented
attitude throughout all levels of staff
. Presided over the implementation of an internal ERP system dedicated to
facilitating consistent communications with clients
Chief Financial Officer / Vice President of Finance ( Emphasys 2000-2002
Computer Solutions, Inc., petoskey, mi
Provided strategic direction to day-to-day operational aspects of the
company mainly in the areas of accounting, tax filings, insurance planning,
and forecasting for a $12M software development company. Analyzed the
financial details of past, present, and expected operations in order to
identify development opportunities and areas needing improvement.
Notable Achievement:
. Earned commendation for developing accounting procedures and controls,
personnel policy, and business operations procedures for the company as
it grew from $6M to $12M in annual sales over a two-year period
PRIOR WORK EXPERIENCE
Client Manager ( Smith, Fought, Bunker, Clark & Markiewicz, CPAs, 1999-2000
petoskey, mi
Controller ( O.I.L. Energy Corporation, traverse city, mi 1996-1999
Member of the Professional Staff ( Plante & Moran, LLP, traverse 1991-1996
city, mi
EDUCATION
Bachelor of Science in Business Administration, Major in Accounting
( Central Michigan University, Mount Pleasant, MI
PROFESSIONAL AFFILIATIONS
Member, American Institute of Certified Public Accountants (AICPA)
Member, Michigan Association of Certified Public Accountants (MACPA)