ROLES

•Director of Finance

•Manager of Reporting and Analytics

•FP&A Manager

•Senior Finance Analyst

FUNCTIONAL EXPERTISE

•Finance Team Management

•Reporting and Report Development

•Multi-unit consolidations

•Accounting Practices

•Month-End Close

PROFESSIONAL EXPERTISE

•Budgeting and Forecasting

•Project Management

•Building Cross-functional Teams

•Board-level Reporting

TECHNOLOGY

•JD Edwards

•HOST Analytics

•PowerBI

•Hyperion

•COGNOS

SPECIALTIES

Accounting, FP&A, Budgeting, Forecasting, Project Management, Team Building and Management, & Managing Reporting and Analytics. Broad capabilities developing actionable cash-flow analysis and Financial and Operational reporting to drive accountability and results.

EDUCATION

Master of Business Administration, Tulane University, New Orleans, LA

Bachelor of Business Administration, Millsaps College, Jackson, MS

PROFESSIONAL PROFILE

ModWash, LLC - Remote

Director of Finance 2021 – 2023

Rapidly growing privately-held chain of Express Car Washes based in Chattanooga, TN

Member of ModWash Investment Committee

Designed sales volume predictive models for individual markets/sites

Generated over 280 investment proforma’s incorporating current financial performance

Coordinated with Development team to present 2-6 new weekly approvals

Produced Cash Flow predictions based on actual and proforma performance

Built 50+ site annual budgets in conjunction with the CFO and COO, and producing monthly analysis reporting on variances to plan

International Car Wash Group - Remote 2019 - 2021

FP&A Manager 2020 - 2021 Regional Finance Manager 2019 – 2020

FP&A Manager and Finance Business Partner to Regional Site Operations and US Site Design and Construction Group

Creating, managed, and issued quarterly reforecasts for 87 FY20 site-level and Regional Overhead budgets with planned revenue of $75M

Created weekly & monthly detail and summary reports for Senior Management to track and analyze site-level labor vs. plan for 216 US sites

Developed weekly and monthly reporting and forecasting tools tracking all operational KPIs. This included subscription sales, customer count and churn rates, labor & wash costs

Supported the US New Site Design and Construction team by reviewing spending and reporting on all current capital projects. Partnered with the PMO to develop site budgets and forecasting tools for all Board-approved CapEx projects

Supported site growth by completing due diligence analysis on pending acquisitions

FedEx – IT Finance Manager 2018 – 2018

Finance and Forecast Management for Board-level IT initiatives totaling $45M

Year-long consulting engagement as budgeting and forecasting lead with dual reporting to IT and Finance

Created comprehensive financial analysis tools tracking spend against budget over three-year project lifecycles

Standardized financial reporting and forecasting across multiple cost centers

Wright Medical Technologies – Senior Financial Analyst 2014 – 2017

Finance business partner to IT, managing all budgeting, forecasting, capital planning and financial statement generation and analysis for $34M, 180-member global operation

Partnered with Project Management Officer to build portfolio management tool tracking project lifecycle planning, forecasting, project prioritization and multi-year scenario modeling

Created monthly CFO and IT Director report presentations strengthening connections between the IT and Finance measuring operational activities and financial impacts

Partnered with IT Directors to develop financial justifications for CapEx proposals to enhance infrastructure and reduce operating expenses

American Home Shield (ServiceMaster) – Manager of Reporting and Analytics 2010 - 2014

Responsible for budgeting and management of $38M annual expense plan, providing CFO and VP of Sales with actionable reporting to manage the efforts of 120-member national sales force

Built and led a team of six analysts responsible for daily, weekly and monthly recurring and ad hoc reporting and analysis on financial performance, industry KPIs, field operations, quota achievement and internal commissions

Designed and directed a 40% geographic expansion of national sales team by creating a territory fit model weighting and ranking metrics that included YOY sales trends, market opportunity, historical capture, sales volume, and regional product awareness

Employing a pipeline model, designed business analysis for $140M revenue channel creating an improved understanding of sales drivers and resulting in a re-orientation of compensation incentives to achieve monthly and quarterly sales goals

Team lead for IT requirements gathering for company-wide systems migration, documenting generation and usage of over 700 existing front-end office reports. The project design included collating all data fields, documenting internal customer requirements, and making recommendations for restructuring and consolidation. Functional areas included customer service, call-center operations, sales, and marketing

Merry Maids (ServiceMaster) – Senior Financial Analyst 2008 – 2010

Senior Financial Analyst for $80M franchise and branch service operation

•Re-designed monthly reporting process to support 4-day close

•Managed annual budgeting process supporting over 70 branch operations

•Created innovative monthly service report-card analysis providing comparative operational activity metrics at regional/branch levels to support VP decision-making

Metropolitan Inter-Faith Association – Chief Financial Officer (Not-for-Profit) 2003 - 2008

CFO and Operations Manager responsible for all non-service related business activities. Managed accounting, payroll, finance and reporting for this non-profit service provider, including all budgeting, modeling & forecasting

•Developed daily cash monitoring tools; created and delivered a program of Board presentations to successfully communicate on-going status of cash-flow

•Successful record in grants management, working directly with Federal, State and local providers

•Directly managed annual audits and served as primary contact for all banking relationships

•Initiated and conducted a financial and operations audit of an underperforming, high-profile outreach program. Based on my analysis, the Board and Executive Director gave authorization to discontinue participation at the end of the contract terms, successfully transitioning program management to other local partners

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