Professional Experience
.
. ** years experience: budgeting, forecasting, accounting, financial
modeling, planning and analysis;
. 12 years experience: benefits administration, payroll administration,
sales operations, contracts, sales liaison, RFP/RFQ proposals,
performance reviews, business strategy design and implementation;
. 7 years experience: recruiting, consulting, accounting, client
relations and support
. 5 years experience: account management, cash management, corporate
finance; financing negotiations, operational audit, process
improvement design and implementation, M&A including due diligence;
. 3 years experience: financial audit, international accounting,
commission plans, quality assurance analysis, business analysis,
project management.
.
Enablus
Alpharetta, GA
2005 - Present
Responsible for all finance, human resource, recruiting, and
operational/administrative activities;
. Successfully negotiated several Lines of Credit during the current
economic downturn;
. Implemented this "back of the envelope" idea into a firm that has
increased yearly revenue by an average of 30% over the past 4 years;
. Successfully stepped in to manage a client project that was abandoned
and in crisis and, with the help of a great team, led it to a
successful conclusion.
ClientLink
Alpharetta, GA
Vice President, 1998 - 2005
. Throughout my tenure I was asked to lead several departments
including: finance, human resources, and client relations/client
support. I also filled the corporate liaison role between ClientLink
and the sales and operational organizations of ClientLink's parent
company;
. Developed and implemented a strategic business case which created a
new revenue producing line of business for the Company;
. Acted as a stress release point for employees who felt overworked,
underpaid and under appreciated;
. Member of the M&A management team that successfully integrated
operations from two companies with disparate systems, processes and
cultures;
. Member of a management committee task force that successfully
designed and implemented a series of regional consulting practices on
behalf of ClientLink's parent company.
Norrell
Atlanta, GA
Executive Consultant, 1997 - 1998
. As a special consultant to the Senior Vice President, I led specific
financial and operational reviews and initiatives that increased
profitability and improved processes;
. Led a project team of Team Leaders and Department Managers that
identified operational inefficiencies and bottlenecks and implemented
changes that resulted in improved employee morale as well as
significant cost savings to the company;
. Managed a team that identified outdated, obsolete or inefficient
collections processes and implemented changes that significantly
decreased the accounts receivable outstanding and the days sales
outstanding (DSO) metric of the company;
. Served on company-wide executive committee that focused on technology
issues facing the company. The team was able to successfully address
potential Y2K issues as well as technology issues in the accounting
system.
MCIC Vermont
Atlanta, GA
Vice President Finance and Claims, 1996 - 1997
. Managed all financial aspects and claim activities of this RRG and
disseminated all relevant results to the five hospitals that owned
the RRG;
. Collection point for all financial and claims information and
analysis and funneled it to the owners;
. Pre-Sarbanes Oxley, successfully documented all financial and claim
related processes and procedures and authored both a Financial
Operations Manual and a Claims Operations Manual for the company.
As a result, financial controls and claim related controls were
established and implemented;
. Successfully led the search for an outside audit firm whose stance on
an SOP mirrored the position of the company and it's owners;
. Successfully led the search for an outside investment manager
experienced in investment strategies for a Bermuda-based RRG.
Oracle
Atlanta, GA
Director of Financial Operations, 1995 - 1996
. Tasked with a unique set of responsibilities that included providing
financial and operational support to the VP of the Telecommunications
Sales vertical and to the 125 sales professionals within the national
sales organization;
. Field representative of the corporate finance department; ensured the
Telecom sales organization was in compliance with all financial
related corporate policies and procedures;
. Managed a team of geographically dispersed financial analysts;
. Drove all budget and forecasting activities;
. Reviewed and managed all sales related activities including SFA
management and contract management;
. Escalation point for all commission/compensation issues.
Arthur Andersen
Atlanta, GA
Bankruptcy and Turnaround Financial Consultant, 1992 - 1995
. Reviewed client's financial and operational processes, policies and
procedures and made recommendations for improvement. Clients included
Sunshine Jr. - a convenience food store chain; SportsTown - a national
sporting goods chain; Hayes Modem - a national computer peripheral
company; and Piece Goods Shops - a national fabric store chain;
. Planned, built, and utilized various complex financial models and
forecasting tools that included: budgets at macro and micro levels;
daily cash flow models; and profitability analyses (by region, by
store, by sku, etc);
. Served on several Arthur Andersen financial audit teams for clients in
the Banking and Assisted Living industries.
Additional Work Experience
Prior to attending college, I worked for my father in law's grocery
distribution business (Poulson's Inc). It was here that I learned perhaps
the greatest lessons of my career.
The first lesson I learned was to do "whatever needed to be done". To that
end, during my time working for Poulson's Inc, I learned, among other
things, to drive an eighteen-wheeler and to be a meat cutter in a grocery
store. If something needed to be done, someone had to step up or the job
would not get done.
The second important lesson I learned was the importance customer service.
We were always willing to do whatever the customer needed be done. We were
a small company and every customer was the lifeblood of our company.
These lessons have stuck with me throughout my career and continue to serve
me well to this day
Education
Georgia Institute of Technology Brigham Young University
MBA - Finance 1992 Bachelor Degree - Marketing 1990
Additional Information and Interests
. Currently serve in a voluntary leadership position for a church-based
men's organization;
. Volunteer frequently at local community food bank;
. Enjoy running, biking and reading.
Additional Skills
. Microsoft Office Suite; both PC and Mac versions
. QuickBooks
. Changepoint
. Various database programs