CHIEF FINANCIAL OFFICER

Middle market company financial leader adept at developing metrics, infrastructure, teams, process improvements, margin enhancements, due diligence and integrations, which drives EBITDA growth within growth-oriented companies in various industries.

CORE COMPETENCIES

● Accounting & Financial Management ● Strategic Planning & Analysis ● Financial Metrics Reporting

● Systems Integration ● Benefits & Salary Planning ● Debt Compliance & Cash Mgmt

● Business Risk Management ● Working Capital Improvement ● Innovative Functional Improvements

● Staff Development ● Capital and Operational Forecasting ● Multi Location Integration

LEADERSHIP HISTORY & ACHIEVEMENTS

CFO

WATTERSON ENVIRONMENTAL & R3 RESTORATION, SCHAUMBURG, IL (2021 -2022)

$200 million private equity owned commercial property restoration provider in multiple states. www.wattersonefm.com Selective Achievements:

• Assisted in the sale of the company to a PE investor in December 2021.

• Helped expand the self-performing R3 brand from 5 locations to 9 locations increasing revenues by 70%.

• Coordinated the spin-off from Watterson Brands creating the infrastructure for payroll, benefits, purchase accounting, & a first year audit.

• Immediately worked on 2 post acquisitions one of which was completed in June 2022. This transaction doubled the revenue size of the business to $200 million on a TTM basis. CFO

INFUSION ASSOCIATES, GRAND RAPIDS, MI (2019 – 2021) $120 million private equity owned outpatient infusion therapy centers in multiple states. www.infusionassociates.com Selective Achievements:

• Expanded from 1 location (end of 2018) to 5 locations within 18 months: 2 acquisitions (early 2020) and 2 DiNovo locations (2019 & 2020). Rev Growth from $40mm to $150mm on a TTM basis. EBITDA more than doubling in dollars.

• Collaborated with ownership and C-Suite on the due diligence & integration of those locations including operating and financial metrics.

• Designed and implemented an ERP system conversion from QuickBooks to NetSuite under budget & on-time.

• Implemented a 401(k) retirement plan in 2020.

CFO

DKI VENTURES LLC, Elk Grove Village, IL (2013 - 2019) $20 million private equity (Gemini Investors) owned property restoration franchisor business in the construction industry. This company has over 300 franchise locations through the US (generating $2.0B in system-wide revenues) and operates a 24/7 call-center to dispatch client projects to our contractors. Responsible for coordinating all accounting, IT, and human resource activities for employees in 12 states. www.disasterkleenup.com www.dkiventures.com

Selective Achievements:

• Developed the financial reporting package and reduced the closing process to 5 days following the 2012 acquisition by our Private Equity owner.

• Implemented an asset-based LOC facility ($2.5m) to improve working capital. Negotiated a new corporate facility lease, coordinated the build-out and facility move for approximately 30 employees.

• Designed and implemented an accounting system conversion from QuickBooks to Sage Intacct in 6 months.

• Divested one business unit in 2016 for improved profitability & a double digit multiple of EBITDA.

• Implemented various process improvements in vendor bill authorization, T&E processes, client invoicing and contractors disbursements to improve turnaround time by 3-5 days, & DSO metrics by 3-5 days.

• Revenue growth from $8m to $20m and EBITDA growth from 4% to 15% on a TTM basis within 5+ years.

• Completed an add-on acquisition & the integration of a consulting practice adding $4.5m in annualized revenue.

CFO

ALLPOINTS HOLDINGS INC., Mount Prospect, IL (2007 – 2012) $200 million private equity owned distribution business in the commercial foodservice industry. C-level leader responsible for coordinating all accounting and finance efforts with 2-10 direct reports and 34 indirect reports across 5 locations collaborating with IT, HR, Sales & Marketing, and Purchasing. www.allpointsfps.com www.etundra.com www.fmponline.com Selective Achievements:

• Company grew from $20 million to $200 million in sales with three acquisitions (’07, ’10 & ’11) plus organic growth of 5-15% annually. Integrated these acquisitions after due diligence and coordinated purchase accounting.

• Standardized vendor payment terms, implementing ACH increasing working capital by 10 days and driving

$100,000 of purchase discounts.

• Negotiated and planned a facility move/build out from 26k sq ft to 40k sq ft keeping our facility cost flat.

• Negotiated the services and reporting with bankers, attorneys, accounting & tax firms, payroll services, insurance brokers and other professional service firms.

• Significantly improved financial reporting (3-day month-end close +3-day reporting) and daily metrics to provide critical information for real time business decisions. Collaborated with Inside Sales (Call Center) and Web Marketing(E-Commerce) to deliver metrics and KPI’s.

• Worked with ownership and investment bankers to prepare and sell the company in 2011 (6-month Exit process that resulted in a very high EBITDA multiple). Sold by Pfingsten Partners to KRG Capital.

Controller/Director of Accounting

SYSMEX AMERICA INC., Mundelein, IL (2001 – 2006) $140 million division of a $800 million international corporation distributing and servicing medical lab equipment in the Americas for a Japanese parent company. Senior leader responsible for the Finance, Accounting and Billing functions through 7 direct reports and 17 indirect reports www.sysmex.com

Selective Achievements:

• Implemented Web-based applications for time and attendance, expense reporting, and internal financial statement distribution increasing productivity and efficiency to allow for a five-fold increase in volume year over year.

• Restructured the finance function to support an organization that grew from $50 million to $140 million in 3 years through an acquisition of a Roche Diagnostics division, and organic growth.

• Coordinated all business lines of insurance coverage with outside vendors to join a captive insurance group saving

$250k annually.

Director Corporate Accounting

BRANNWORLDWIDE, Deerfield, IL (2000 – 2001) $350 million wholly-owned subsidiary of Havas Advertising

(France), a $3 billion publicly traded leader in direct marketing, advertising, and communication services. Corporate financial management position responsible for controller, treasury, and consolidation responsibilities with 3 direct reports and 23 indirect reports www.havasworldwide.com

Regional Controller

QUEST DIAGNOSTICS INC., Elk Grove Village, IL (1995 – 1996) Assistant Controller Promoted and relocated to San Diego, CA (1996-1999) Regional Controller $65 million division of a $3 billion publicly traded company. Responsible for the Billing, Finance, Accounting, Purchasing, and Facility functions with 5 direct reports and 35 indirect reports. www.questdiagnostics/com

Assistant Controller

LORETTO HOSPITAL, Chicago, IL (1993-1995) Managed the daily operations of the Accounting and Information Systems Departments (staff of 9).

Audit Manager

KPMG International, Chicago, IL (1988-1993)

EDUCATION & AFFILIATIONS

Executive MBA – Northern Illinois University, DeKalb, IL, 2004 & BS Accountancy 1988

CPA, CGMA and member of the AICPA since 1989

HOA Board Member and Treasurer

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