PROFESSIONAL PROFILE

Finance leader with ** years of progressive experience in FP&A, finance, and operations across the healthcare, education, transportation, and shared mail industries. Proven ability to guide operating, capital, and acquisition budgets for all layers of the organization. Adept at developing, executing, and reporting on strategic growth initiatives and profit enhancement projects. Utilize analysis insights of operational and financial results to attain commitment to budget and forecast improvements. Proficient at communicating with clients and colleagues, team building, mentoring, and training. Experience working for companies of various size, industry, and ownership structure, allowing for a seamless transition.

Planning & Analysis / Budgeting & Forecasting / KPI Development / Due Diligence / Transition Team Lead / Sales Quota Analysis / Payroll Administration / Team Building / Hands-on Leadership

PROFESSIONAL EXPERIENCE

Mspark - Helena, AL – Oct 2016 – May 2017

Private Equity backed, shared-mail company based in Helena, AL. Specializing in monthly package delivery to 22 million households in rural America, resulting in annual revenue of more than $180M.

Director – FP&A

Reported to the CFO and later to the VP – Controller. Charged with managing a team of 4 financial and business analysts focused on budget preparation along with intermediate and monthly forecasts. Responsible for pricing analysis and approval of advertising placement for local and national sales representatives. Led due diligence efforts and valuation modeling for three acquisitions in a six month period. Streamlined the preparation of the company’s monthly financial indicator package for use both internally and at the board level.

Reorganized the department by adding a financial analyst and restructuring the previous analyst into a more appropriate business analyst role

Pricing analysis and approval for key clients leading to improvement of approximately $15M in annual revenue

Managed to revamp the monthly reporting package, allowing for distribution one week earlier than prior to my arrival

Oversaw the transition team during three acquisitions into the company

J&M Tank Lines, Inc. - Birmingham, AL – September 2014 – October 2016

Family-owned trucking company with offices in AL, GA, and TX. Dry bulk carrier with a fleet of more than 500 trucks, covering the southeast, with annual revenue of approximately $70M.

Director of Finance, Planning & Analysis

Reported to the CFO. Brought in to develop the operating and capital budgets for the company. Prepared the policies and procedures around the budgeting process. Implemented ongoing monthly and rolling forecasting process. Led implementation of budgeting software, moving company from Excel based budgeting at the direction of the CEO. Administrator and super-user for the company’s cost analysis database. Oversaw weekly settlement and payroll process for company drivers. Managed the sales commission review process for quarterly sales staff bonuses.

Partnered with the controller to improve monthly close process, allowing for time to review financial results vs budget and forecast

Using cost analysis database, identified over $1.0M in excess costs to remove

Built tracking tool for review and approval of quarterly sales commission bonus payouts

Managed weekly driver payroll settlement, and cut preparation time, resulting in overtime reduction of approximately $30K annually.

Education Corporation of America - Birmingham, AL – November 2006 – August 2014

Private Equity backed, for profit post-secondary education company. Offering degree and certificate programs at 35 campuses to a population of greater than 25,000 students. In addition to campus operations, there were also 5 restaurants and other retail establishments creating system-wide revenue of more than $300M.

Vice President – FP&A and Corporate Development (Jan 2011 to Aug 2014)

Reported to the CFO. Built and managed a team of three financial analysts responsible for directing the corporation’s annual budget and intermediate forecast process. Led due diligence efforts in merger and acquisition discussions as well as being the on-site integration manager for the acquisition of a new school brand. Worked closely with private equity partners to refine business models for refinancing of the business. Finance lead in assessment of new program offerings.

Created review process of academic staffing resulting in $3M efficiency improvement

In conjunction with HR, developed position control system to ensure staffing matched budget and forecast; improving timing of job requisitions, posting, and hiring

Travelled to campus locations to lead on-site training during strategic planning sessions

Laid groundwork for installation of a data warehouse to aid reporting and analysis for accounting, finance, and IT departments

Director of Planning and Analysis (Dec 2008 to Jan 2011)

Reported to the CFO. After stabilizing growth as Controller – Online Division, returned to corporate office to resume FP&A responsibilities. Tasked with finding and implementing new budgeting software for use throughout the organization. Developed extended forecasts for strategic planning (3 year and 5 year business plans).

Established growth projections and timeline for new campuses to be built and become operational, resulting in the addition of 21 new campuses in a four year period

Created monthly reporting packet consisting of dashboards and narrative information explaining campus and corporate results versus budget and forecast

Identified and served as super-user and trainer for new budgeting software

Built presentations for executive team use at quarterly Board of Director meetings

Controller – Online Division (Sept 2007 to Dec 2008)

Reported to campus director. Asked to move over from corporate office responsibility to oversee the financial aspects of the fastest growing segment of the organization. Managed a 10 person business office and collections department.

Division controller for largest growth unit in the company as it grew from $21M to $78M in revenue

Tasked with weekly enrollment reporting and projections for corporate management

Oversaw a 3% reduction in Bad Debt, improving EBITDA by over $1M

Responsible for capital and relocation planning during campus move from its original location

Director of Planning and Analysis (Nov 2006 to Sept 2007)

Reported to the CFO. Initial hire within the finance department. Asked to complete operating and capital budgets prior to year-end for equity partners and bank requirements.

Designed budget template for campus and corporate operating budgets

Responsible for monthly variance analysis of financial results

Built 13 week rolling cash forecast to allow visibility into sources and uses of funds

Aided controller in software conversion from FRx to Great Plains

HealthSouth Corporation – Birmingham, AL – June 1997 to October 1998 and May 1999 to October 2006

Publicly traded healthcare company based in Birmingham, AL with locations in all 50 states as well as the United Kingdom, Australia, and Saudi Arabia. At its largest, the company employed over 48,000 employees and generated almost $1B in revenue.

Regional Controller / Director of Operations – East Region (Sept 2000 to Oct 2006)

Assisted managers in the preparation of budgets for 415 locations

Managed spending and capital expenditures for the sites in the region

Oversaw financial performance and trained facility managers on how to review Income Statements and General Ledgers

Presented quarterly financial and cash flow statements at limited partnership meetings

Financial Analyst – Corporate Development / Operations (May 1998 to Nov 1998 and May 1999 to Sept 2000)

Evaluated startup and relocation opportunities for all sites in the eastern United States

Functioned as the operations liaison to real estate, design and construction, and materials management departments

Developed proformas and analyzed financial information for potential acquisitions of ambulatory centers

Performed on-site due diligence for acquisitions

Staff Accountant – Outpatient Accounting (June 1997 to May 1998)

Accounted for the financial performance of 35 Outpatient Rehabilitation centers

Completed monthly financial statements and performed month-end account reconciliation

Answered financial issues for facility administrators

Just for Feet Corporation – Birmingham, AL – Jan 1999 to May 1999

Publicly traded athletic shoe and sportswear company based in Birmingham, AL. Operated over 140 stores in 25 states with annual revenues of $775M.

Accounting Manager – Credit Card Division

Supervised staff of four employees who prepared daily credit card reconciliation’s and handled customer complaints

Audited daily credit card receipt accounts for the Company’s stores nationwide

Reviewed and approved journal entries for preparation of month end financial statements

EDUCATION

Bachelor of Science in Accounting, Birmingham-Southern College, May 1997

VOLUNTEER EXPERIENCE

Brock’s Gap Swim Club

President (2016 – Present)

Vice President (2014 – 2015)

Hoover Soccer Club

Coach (2011 – 2014)

Upward Basketball

Coach (2009 – 2011)

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