Process Improvement Expert Operational Financial Management Executive Partner Talent Development

Strategic Operational Finance Manager with a proven track record of management during explosive sales growth and process improvement. Key strengths are developing and understanding key metrics, cutting cost, teaching and motivating the team and leading by example.

Leader and Mentor Planning, budgeting and forecasting

Dashboard, KPI and metrics Mergers and Acquisitions

Departmental management Variance and Historical analysis

ERP, CRM and Inventory Reporting – internal and external

Banking and Audit Relations Domestic and Foreign Operations

UHY Advisors Independent Consultant Aug 2016-current

UHY Advisors is one of the top professional services firms in the US, and UHY International is one of the largest accounting networks in the world. While that scale may provide confidence for some of our clients, most tell us our greatest value is in the way we bring these resources to bear to help address today’s evolving business challenges.

Perpetual inventory reconciliation using MS DAX.

SOP creation for inventory reconciliation process

Inventory revaluations

Retail Kit BOM

Quanta, Inc. CFO – US Division May 2015-May 2016

Quanta Staffing Solutions is a global leader in Staffing and Executive Recruitment Services with successful international operations in multiple countries the United States, Italy, Switzerland, Romania, and Brazil.

Balance sheet achievements – reduction of past due AR by over 90% to $50k.

Reduced average bank loan balance by 67% by implementing better cash management techniques

Streamlined payroll and AP process which lead to the reduction of one accounting FTE

Completed first successful bank audit in the last 5 years

Orion Solutions Group Senior Consultant at Mr. Alan’s Shoes and Apparel Feb 2015-May 2015

Orion Solutions Group is a human capital services firm

Instituted 3 way match for inventory payments, reducing overpayments to vendors by more than $250 thousand

Implemented a daily process for Cash reconciliation from sales to bank account which lead to better cash control

Strategic partner to the owners and acted as a sounding board for future direction

TheraMatrix, Pontiac MI Chief Financial Officer – Corporate office Jun 2014-Dec 2014

TheraMatrix owns and operates 13 Outpatient Physical Therapy Clinics in SE MI. They also operate a nationwide network carve out program for self-insured companies by managing their physical therapy costs.

Key member of the Executive/Leadership providing strategic and operational planning

Reversing large monthly losses to sizable profits by:

oIncreasing net reimbursement by 20% per visit using payor mix metrics

oDecreasing labor cost by 15% using better productivity calculations

oMentoring and training Accounting, Billing and Operational staff

Analyzed physical therapy claim data for fortune 500 companies to calculate cost savings in excess of $10 MM per year

Axson US, Inc. Madison Hts., MI Director of Finance and Administration May 2012-Jun 2014

Axson is a manufacturer of bulk and specialty chemicals, headquartered in France, with locations worldwide and global revenue of $500MM. Both the Revocoat and Technologies division were managed in the US.

Key member of the Executive team

EBITDA target of 10% met for 2013 and exceeded in 2014 by

oDeveloping spreadsheets to accurately calculate gross margin by sales family

oIncreased Gross margin by 500 basis points – better raw material prices and reducing formula cost

Developed spreadsheets to quickly calculate variances vs actual and history

Created a detailed spreadsheet to budget/forecast the P&L, Balance Sheet and Cash Flow Statement

Standardized KPIs across divisions, producing like for like comparisons

Successful merger of Revocoat and Technologies unit in 2013

Successful acquisition and integration of Cass Polymers of MI in 2013.

Hired key personnel

Improved SIM and Q1 rating. Implemented and recertified for TS, ISO, MP&L, MMOG, Super G

FVA Ventures, Inc. Troy, MI - DBA ViSalus Feb 2006-May 2012

ViSalus (Blyth majority owner: NYSE) is a leading direct marketer of health and nutritional CPGs throughout the United States and Europe. In 2011 ViSalus was the fastest growing direct marketer in the United States which grew by over 300% year over year. Revenue grew from $25MM to over $625MM in three years.

Mgr of Financial Planning and Analysis/Controller/Mgr of Acctg

During my tenure I hired key accounting/purchasing personnel as the company grew. We increased personnel from 2 to over 30 and had 7 departments including – accounting, financial planning and analysis, financial reporting, banking, credit card dispute management, purchasing, and logistics.

Managed transactional P&L and Balance sheet up to $625MM in annual revenue

Hired, trained, mentored and supervised key positions for departmental growth.

Installation, implementation and training of MAS 500 used for financial reporting and data analysis.

Design and analysis of the compensation/position qualification structure for the independent reps both in the US and globally.

Daily reconciliation process of cash to sales

SOX implementation and training

Event budget/planning/setup – including retail sales, shop cart setup and registration

OTHER EXPERIENCE – explanations of duties upon request

Motor City Central Parking Romulus, MI Controller Jun 2005-Jan 2006

Staffing Services of MI LTD Clinton Twp., MI Controller – P/T Jan 2001-Jul 2006

The Free Network, L.L.C. Troy, MI Treasurer/Controller Oct 1998-Feb 2005

Staffing Services of MI LTD Clinton Twp., MI Treasurer/Controller Jul 1993-Dec 2000

Lapeer Regional Hospital Lapeer, MI Administrative Fellow Jun 1992-Jul 1993

Hutzel Hospital (Detroit Medical Center) Detroit, MI Accounting Intern Jun 1991-Aug 1991

The George Washington University Washington, D.C. Teaching/Research Assistant – Publications: Health Care Finance and Health Care Economics Health Administration – Steve Eastaugh (Finance Professor) Sep 1991-Apr 1992

Health Systems Research Washington, D.C. Research Assistant – Health Programs Oct 1991-Apr 1992

Wayne State University Medical School Detroit, MI Genetic Research Assistant, DNA Mapping May 1988-Apr 1990

Masters of Health Services Administration – Finance, The George Washington University, Washington, D.C.

Bachelor of Science in Biology, Wayne State University, Detroit, MI

Accounting/Payroll/Commission Systems – Made to Manage, Sage 50 and 100, Sage X 3, MAS 500, and Business Works (Sage Software), Exigo, Epicore, UltiPro, AS 400, Temp Trax. Speak/Read conversational Italian. Advance Query Tool. Microsoft office suite. Also, many proprietary software programs both PC and web based.

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