VP of Finance

Chief Financial Officer Vice President of Finance

Executive Profile

Over 20 years of experience in financial management, operations, business strategy planning, process improvement, and project management with in-depth understanding of finance and risk management.

Core Competencies

Business Performance Management Financial Planning Capital Budgeting Business Intelligence

Value Driver Assessment Profit and Loss Analysis Team Building and Development

Quantitative Analysis Working Capital Management Problem Resolution and Decision Making

Professional Experience

Bibby Financial Services, Inc., Kennesaw, GA

Chief Financial Officer Executive Vice President Nov 2016–Jun 2020

Managed all phases of finance and accounting for the North American region of the company, which included the following:

oConsolidated operational and financial results from five operating units in the USA and one operating unit in Canada

oOversight of outside tax and audit partner relationships

oMaintenance of bank’s covenant adherence and assistance in credit negotiations

oPreparation of annual strategic plans and business performance measurement

oCompliance with Generally Accepted Accounting Principles (GAAP) and all company policies, procedures, controls, and reporting deadlines

Created and delivered the quarterly bank group presentation

Provided assistance in defining and leading the company’s growth strategies and margin improvement efforts

Led the annual planning process and periodic forecast submissions

Collaborated with the business segment leaders in developing realistic operating and financial projections based on the company’s strategic objectives

Performed insightful operational and financial reporting

Maintained consistent communications with the parent company on capital position, operational risks, and performance variances

Took charge of hiring, directing and mentoring a high-performance Finance Team

Career Highlights:

Transitioned to a new industry while accomplishing the semi-annual bank examination, year-end close, and annual audit within the first six months of tenure while building a completely new Finance Team

Minimized the finance staff costs and shortened the month-end close process from 10 to 5 business days by removing process inefficiencies

Completed the development of a monthly rolling forecast process to determine the disconnect between actual performance and expectations which reduced headcount and lowered staff costs

Streamlined cash management processes which decreased bank charges and interest expense

Led the company’s transition on the use of Power BI as a reporting tool, which boosted the speed and flexibility of information at a lower cost

Brought major contribution on the sell side of the company due diligence process by coordinating effectively with investment bankers resulting in closing the transaction in less than 60 days while simultaneously leading the year-end audit

DR Horton, Tampa, FL

Division Chief Financial Officer Dec 2015–Oct 2016

Acted as a key member of the division management team, responsible for the financial operations as well as division strategy alignment and overall business plan development while also assuming the following roles:

oBusiness partner, working alongside functional leaders, supporting and advising their strategic and operational decision-making

oBusiness analyst, responsible for providing insightful operational and financial assessment targeting improvement opportunities

oFiduciary role with tasks of ensuring adherence, consistency, and timeliness regarding the general accounting, financial reporting, and compliance

Actively participated in all facets of the business, which included land acquisition process; growth strategies and margin improvement efforts; operational reporting systems and key performance driver implementation; regulatory compliance; budget preparation; as well as financial and legal decision-making

Oriented the division leadership and staff on the financial impact of several operational decisions

Took charge of reviewing and assessing the actual verses projected results as well as suggested actions based on sound analysis to significantly optimize performance

Ensured thorough understanding of root cause analysis, local market conditions, economic trends, and competitive risks

Performed consistent assessment and streamlining of core business processes

Built effective measurement systems with consistent follow-up and communication about the progress as well as developed challenging and actionable information based on the needs of operators capable of implementing the solution

Career Highlights:

Obtained significant increase of focus on the expense management through improved overhead analysis, which minimized wastes and reduced costs

Decreased job cost budget variances through significant improvement of cross-functional communications, enabling stronger controls and more reliable financial information

Streamlined the process of strategic planning and asset usage through segmentation of divisional income statement into tactical business segments as well as establishment of key performance targets for every segment manager

Wee Squeak Baby Products Company, Marietta, GA

President and Owner Jan 2012–Mar 2015

Performed and managed all aspects of finance, accounting, sales, and operations of the company

Coordinated with the Sales Team in conceptualizing the new seasonal product line-up and marketing material

Developed and strengthened strategic vendor relationships in China for product manufacturing

Directly collaborated with logistics companies in shipping all orders in a timely manner

Effectively addressed and resolved all quality control and customer satisfaction issues

Handled and created the pricing for wholesale customers, online retail customers, and flash sale sites

Administered the inventory of stock keeping unit (SKU) on several online shopping portals

Career Highlights:

Enhanced product quality, decreased the minimum order requirement, and increased the reliability of product delivery by streamlining the entire product supply chain process, which improved purchasing terms and inventory control

Drove the transition of the accounting system into QuickBooks Pro, which resulted in the improvement of inventory management and accounts receivable collections while reducing costs

Successfully outsourced the product warehousing and order fulfillment which decreased fixed costs

Beazer Homes, Atlanta, GA

Director of Financial Planning and Analysis Jan 2010–Oct 2011

Oversaw the entire aspect of financial planning and analysis through management of the company’s monthly financial forecast

Assisted management in monitoring the business utilizing exceptional modeling and analytical skills

Led the Hyperion project development and the financial forecast analysis and consolidation on a monthly basis

Determined and corrected any input errors or erroneous forecast assumptions by directing the evaluation of Hyperion forecasts

Actively participated in mergers and acquisitions due diligence projects, responsible for performing proforma financial modeling while aiding in driving integration efforts

Helped in preparing 10-Q/10-K filings and earnings release presentations on a quarterly basis

Career Highlights:

Improved the efficiency of asset utilization across the company by ensuring proactive management of the inventory levels for every operating division, resulting in the reduction of inventory cycle time

Obtained significant development on investor communications by providing recommendations and insights into sales backlog movements along with the associated impact on quarterly revenues

Earlier Positions Held:

Centex Homes, Various Locations

Division Chief Financial Officer, Dallas, TX Mar 2006–Apr 2008

Region Chief Financial Officer, Dallas, TX Jan 2004–Mar 2006

Vice President of Financial Planning and Analysis, Dallas, TX Jan 2000–Jan 2004

Region Controller, Maitland, FL Apr 1998–Jan 2000

Division Controller, Sarasota, FL Jan 1996–Apr 1998

Division Assistant Controller, Sarasota, FL Jan 1994–Jan 1996

Staff Accountant, Sarasota, FL Jan 1993–Jan 1994

Military Experience

United States Air Force, Little rock Air Force Base Clark Air Base, Philippines

Sergeant May 1986–Nov 1989

Education and Credentials

Master of Business Administration May 2015

Kennesaw State University, Kennesaw, GA

Bachelor of Science in Business Administration, Major in Finance, Minor in Accounting May 1992

Oklahoma State University, Stillwater, OK

Certified Corporate Financial Planning and Analysis Professional (FP&A)

Certified Management Accountant (CMA)

Chartered Financial Analyst (CFA), Passed CFA Level 1

Professional Affiliations

Institute of Management Accountants (IMA)

Association for Financial Professionals (AFP)

Activities

Board Member (Served One-Year Term), Institute of Management Accountants, (Dallas, Texas Chapter)

Technical Skills

JDE Salesforce Microsoft Office 365 (Excel, Word, PowerPoint, Outlook, Teams) Power BI

InsightSoftware (Hubble) Hyperion Essbase SAP AS400 Oryx Plan

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