Career Highlights

As CFO for largest minority-owned company in Midwest, led 8-member accounting team in providing services to Fortune 100 companies in 5-state area with two-year growth from $8MM to $33MM sales, while shrinking employee turnover 75% in first year, managing Accounts Payable, Accounts Receivable and Payroll staff.

Propelled profits $5MM through expense reductions, new vendor qualifying, budgeting program, performance management and workforce training, improving accounts payable cash flow and reducing errors and over-billing.

Brought in as "only consultant" to merge the Treasury departments of BP, and Amoco in a nine-month project.

Developed Process and Procedure manuals for various industries which included Construction and Rehab, Software Development, Service and Manufacturing industries as result of process analysis, development and re-engineering.

Became known among the consulting industry in the Chicago area as the Process Engineering Expert

Worked with another consultant to research, develop and build a silver recovery plant in the Chicago area that produced a superior product above the industry standard with 1/10th of the FTEs for the same volume of production.

Employment from Present

Controller July 2023 to December 2023

TV Group LLC dba Bear Homes

Nampa, ID 83686

Audited books for 2023 and YTD 2024, correcting QuickBooks with transactions and bringing books up to date. Maintained daily data entry for sales, purchases, and credit card charges. Documented accounting process and Developed accounting manual.

Controller August 2021 to January 2023

Motorcoach Sales & Service of Oregon, LLC, dba Beaver Coach Sales & Service

Bend, OR 97701

Supervise three in-house staff and one remote employee. Had approximately $65,000,000 in sales. Projects:

● Compiled and documented all accounting processes.

● Prepared Functional Manual for Walk-through Techs and Service Technicians.

● Developed, prepared, and trained users on numerous Excel and Google Sheets for use in Budgeting, Calculation of Commissions for Service, Managers and Sales, and current reporting.

● Worked closely with Wells Fargo on our Flooring agreement and covenant compliance reporting.

● Worked with Departmental Managers and HR to research and implement payroll and HR upgrade with ADP

● Instrumental in the continued implementation of the EOS management system

● Received training in and implemented the Spader Total Management System in the Accounting department

Consultant Jan 2021 to May 2021

Express Pros

Bend, OR 97702

After two key AP staff left without providing the training of others, or providing documentation for the processes, policies and procedures followed in the AP department. Final deliverable was a comprehensive AP Process Manual.

President/Consultant

Living Hope Solutions, Inc 8 years

Lake Geneva, WI 53147

Built company’s operational infrastructure focused on financial strategy, start-up planning, risk mitigation, business management consulting and OSHA compliance inspections. Supervise two in-house employees and 8-10 vendors, contractors and project managers per project. Cultivate capital investment relationships to financing projects. Program management of projects and operations for clients. As a consultant, provided services to:

● Consulting project working with production home builder to document and streamline accounting processes. and build onboarding training and documentation for the AP department, working with SAGE.

● Manage local union utilization, permits and scheduling for large-scale complex projects. Analyze local, state and federal records to guarantee compliance.

● Develop consulting partnership with residential redevelopment firm by establishing systems, checklists and procedures to enhance financial controls, decrease errors and improve cash flow for projects ranging from $125K to $1.25MM for both Accounts Payable and Accounts Receivable.

● Yield 6-figure savings, uncovering discrepancies and recommending changes for internal controls to minimize accounting errors, financial risks and costs and increasing profitability with management of AP and AR.

● Implement training and marketing materials to expand ongoing business development, develop operating procedures, and aided staff in securing projects, private capital investors, contractors and vendors.

● A nonprofit, religious organization to partner with board leadership to facilitate two workshops and develop written financial and mission-based goals aligned with multi-year milestones and strategies.

● Position locally based international boat manufacturer to pass OSHA safety audit with no significant violations, steering preparation activities for annual insurance safety inspection.

● Developed full spectrum of operational and functional manuals for a residential rehab construction company

Appointed Manager of wholly owned subsidiary Real Estate Investment company.

CFO/COO/General Manager

FPA, Inc 7 years

Union Grove, WI 53182

Brought on board to drive profitability for this specialty construction company providing turnkey fall protection systems and to drive Strategic Direction. Led 11-member team in designing leading-edge operational strategies, including construction project management, financial planning/reporting, performance monitoring, training, operating procedures, management of Accounts Payables/Accounts Receivables; and partnership development to support expansion into FL and TX markets. Integral in corporate planning for a 5-year plan through enterprise-wide collaboration to grow company and expand into 4 additional U.S. regions. Supervised three accounting staff, one each for Accounts Payable, Accounts Receivable and Payroll.

● Generated $2.5MM, completing $250K to $1MM projects with 6-month to 3-year turnarounds and $6M gross sales.

● Reduced Sales and Use Tax $222K, working with the State Department of Revenue to evaluate current structure.

● Launched budget control system with special reports and KPI milestones aligned with 5-year plan and revenue targets, achieving financial objectives for first time.

● Slashed month-end closing process from 2 months to 3 days by revamping system for continuous closing.

● Encouraged OSHA’s adoption of Fall Protection Standards, representing the company on American Society of Safety Engineers (ASSE) ANZI Z359 Committee which develops the safety policies for the construction industry.

● Developed functional manuals for most operational and accounting positions within the company

● Was involved in the management of the installation teams and worked with clients in developing OSHA compliant safety systems, and with the sales team in developing designs, systems and estimates to meet our clients’ safety needs.

CPA/Consultant

LarkinCPA 4 Years

Spring Grove, IL 60081

Ran full-service tax and financial statement planning sole proprietorship with a portfolio of 50 small business clients. Offered suite of accounting and tax services. Developed standard operating procedures. Prepared financial statement analysis reports to assess financial health and made recommendations for focused improvements. Managed Accounts Payable and Receivable.

● Managed implementation team for enterprise-wide software solution that integrated with HR and accounting departments for a software development company. Participated in budgeting processes. Supervised 5 employees.

● Organized team that introduced unified procedures to streamline purchase process during Amoco and BP acquisition for the Treasury department.

● Maintained >70% closing ratio, educating team on cold-calling and persuasive selling techniques.

● Contracted to research, recommend, implement and train Amerline Enterprises Co., Inc. employees on the Job Shop control system and accounting software that also managed quality control and inventory functions.

● Rescued Principal Healthcare and FPA of Indiana Insurance Co. merger from data disaster, assembling team to recover sensitive information.

● Brought in by Arthur Anderson as “only consultant” to provide analytical review of their Performance Enabling Group.

● Worked with several consulting/staffing firms in the Chicago area to provide process engineering expertise to meet their client’s needs.

● Worked with another consultant to research, develop systems and build a efficient and functioning silver recovery plant.

Chief Financial Officer

LaCosta, Inc. 2 years

Wauconda, IL

Chief Financial Officer

Led staff of eight in all Accounting, HR, IT, and Administration functions for largest minority-owned company in Midwest, providing building & janitorial services to Fortune 100 companies in five-state area with $33 million in sales.

$5 million profit generated by focusing on expense reductions, qualifying new vendors, establishing budgeting program, addressing staff/training needs, and challenging existing vendors to reduce costs.

Cut monthly closing of financial statement from five weeks to less than one by putting relevant financial policies and operations into practice.

75% reduction in department turnover attained in first year by developing interdepartmental teams to identify key improvement opportunities and establishing financial policies.

Education

B.A. University of Illinois at Chicago, Major:

Sociology, March 1980

http://illinois.edu/

University of Illinois at Chicago, CPA Masters Completion Program

July 1991 to June 1993

http://illinois.edu/

Certifications

CPA Certificate issued February 10, 1995 #64,562

Issued by ‘The Board of Examiners University of Illinois”

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