Senior CFO with Operational Excellence and Growth

ANDRE YOUNG

Springville, *****, UT, 541-***-****, *************@*****.***

SUMMARY Dynamic CFO with over a decade of progressive experience in financial leadership and operations management. Proven track record of enhancing financial processes and establishing robust teams, contributing to significant revenue increases in the solar and beverage distribution sectors. Successfully implemented accrual accounting, achieving timely financial reporting and informed decision-making, while steering organizations through strategic growth. Committed to driving operational excellence and delivering innovative solutions that advance organizational goals.

WORK EXPERIENCE

08/2023 – Present CFO, ATTYX Lehi

Oversaw the merger of two companies, SUNco and BEAM Solar, which are engaged in solar and home improvement roofing and HVAC sales and installation.

Facilitated the relocation of headquarters from New York and North Carolina to Utah.

Established robust financial management processes and initiated activities to enhance decision-making capabilities going forward. Revamped the financial management and bookkeeping processes to accrual accounting and successfully completed the inaugural financial review.

Drove sales growth, resulting in current annual revenues of $145M. 01/2023 – 08/2023 Controller/CFO, SUNERGY Orem

Joined the company during its transition of headquarters from Florida to Utah to assemble and enhance the accounting team.

Documented and established operational processes aimed at continuous efficiency improvement and operational excellence. 11/2021 – 11/2022 CFO, CARLSON DISTRIBUTING COMPANY West Valley City Recruited to build the accounting team following the departure of the previous controller.

Quickly elevated to CFO after a few weeks; enhanced the accounting team efficiency and reliability.

Engineered a comprehensive forecasting model and instituted a monthly closing process, providing timely insights into financial performance and overall operations, thereby minimizing unexpected financial variances. Integrated a newly acquired southern Utah distribution company and meticulously managed the acquisition procedures for northern Utah rights. Propelled Carlson Distributing to become the leading beverage distributor in Utah.

CFO/COO CONSULTANT, PINNACLE BUSINESS SOLUTIONS Springville Managed company operations in the absence of a permanent CFO during transitional periods.

Consulted with various firms to drive business growth, enhance operational efficiency, and achieve financial objectives.

Client projects included:

AviaCode – Established an accounting team for a coding business serving hospitals and doctors, involving 450 coders in the U.S. and 150 in India, to support the company's growth and client requirements. Westates Companies – Developed a Dashboard to mitigate risks and provide real-time updates for projects and construction developments, including establishing flooring and granite countertop companies with CNC production methodologies.

BlackRidge Technologies Inc – Facilitated the successful merger with a public company and prepared it for public trading, including organizing the completion of initial audit requirements.

Engage Global, Provo UT – Designed financial reporting systems for a Micro Nutrient Supplement company, establishing operational structures to support distributor partnerships and ensuring third-party data reliability. NuWave Communications, Las Vegas NV – Corrected financial mismanagement and implemented a CRM system while establishing critical performance metrics and a reporting dashboard to boost operational clarity. AG Brock and Associates, Nantucket MA – Guided the team to produce timely financial reports comparable to industry benchmarks while reconstructing the company for employee ownership. Money IQ, Provo UT – Formulated a financial model for the imminent launch of a personal finance mobile application in the final stages of development. Advanced CFO Solutions, Salt Lake City, UT – Provided premier CFO solutions to clients.

Operators Suppressor Systems, Murray UT – Developed financial processes and constructed models to support aggressive capital strategies, preparing necessary financial reports for shareholders and banks while facilitating funding upgrades.

Equity Metrix, Dallas TX – Established reporting systems to align with the company's growth objectives, collaborating with investment firms to track Key Performance Indicators (KPIs) and implementing Covey's Four Disciplines of Execution.

Chief Operations Officer, IMSAR LLC Springville

Specialized in the research, development, and manufacturing of radar devices and image processing technology for both civilian and military applications.

Educated executives and staff on Best Practice processes, documentation, and operational strategies to support rapid technical product development. Provided strategic leadership in collaboration with the Leadership Team to establish long-term objectives, strategies, plans, and policies. Assessed and refined fiscal functions and overall performance. Developed corporate budgets and forecasts to facilitate strategic business planning and future directions.

Analyzed company operations to identify improvement opportunities and to recommend strategies to the Executive Team for optimization or elimination of operations.

Ensured the security of company assets, including electronic data. Instituted and enforced organization-wide policies and procedures to bolster operational integrity.

Directed the continual enhancement of the budgeting process through educating departmental managers on financial impacts. Assisted the rapidly expanding company in qualifying for government contracts by aligning operational processes with U.S. Government requirements.

Facilitated successful government audit processes and secured initial government contracts.

CFO/COO CONSULTING, PINNACLE BUSINESS SOLUTIONS Hood River Delivered tailored business solutions to a range of companies as a consultant, establishing systems, developing products, enhancing operations, and achieving financial goals.

Client projects included:

Native Shoes Limited, Hong Kong – Launched a design and production company for lightweight, injection-molded shoes, supporting significant growth through operational establishment and a five-year financial model to attract private equity investment.

Facilitated an ERP system installation and team development in North America, coaching the founder in critical business practices. Managed corporate relocation, coordinating the necessary capital raise for the new facility and standardizing distributor agreements internationally. Developed personnel and human resources policies and created detailed departmental budgets to preempt financial surprises. Orchestrated the transition from seven factories in China to a streamlined tier 1 supplier to enhance delivery performance.

Brickstr, Vancouver WA – Established a corporate structure and financial model for a community fundraising mobile application startup, overseeing the development through initial testing.

Holden Outerwear, Portland OR – Crafted a financial model for the brand launch, implementing necessary ERP and IT infrastructure and establishing international production contracts and operational models to support funding acquisition.

M3 Snowboards, Portland OR – Developed a financial model tailored for the launch of M3 Snowboards.

Avocet, Palo Alto CA – Collaborated with the founder to facilitate the reacquisition and relocation of the company, innovating a Wrist Watch Altimeter.

Chief Financial Officer, MARITIME SERVICES CORP (MSC) Hood River Directed operational processes for a marine interior design and construction firm specializing in turnkey cruise ship refurbishments across domestic and international markets.

Enhanced capabilities and operational responsiveness through comprehensive training and process design.

Formulated business models and developed cash management tools to navigate industry challenges and expand operations while integrating four additional businesses.

Implemented an advanced SAP system and upgraded IT infrastructure to broaden operational and financial reporting capabilities. Successfully revamped company operations amidst economic challenges, pivoting towards land-based construction and optimizing overhead and facility utilization.

Secured working capital and executed the sale for the original owner. Chief Financial Officer, ADVANCED NAVIGATION &

POSITIONING, INC (ANPC)

Hood River

Led a privately held aerospace engineering company established in 2000, with a focus on developing innovative navigation aids for diverse civilian and military applications.

Built a robust financial and administrative infrastructure to accommodate rapid growth and evolving market demands.

Implemented rigorous internal controls with a state-of-the-art information system to fulfill government contracting standards. Transitioned to a project-based accounting system, achieving DCAA approval for compliance with federal contracting requirements. Successfully managed decade-long incurred cost audits to close military cooperative agreements and negotiated favorable outcomes from initial adverse conclusions.

Instituted a performance metrics system to elevate productivity and strategic focus.

Reorganized company reporting structures to align with government contract specifications, enabling sales of advanced remote landing systems used in combat scenarios.

Expanded international sales operations.

Chief Financial/Operations Officer, SIEGER

ENGINEERING/S&R PRECISION, LLC.

San Francisco

Oversaw facility management, capacity planning, and expansions for Sieger Engineering's Bay Area locations along with two acquisitions. Chief Financial Officer, BUSINESS RESOURCE GROUP, INC San Jose Successfully completed two acquisitions and an Initial Public Offering, alongside a stock issue, within a compressed timeline of five months. Controller, FLORESTONE PRODUCTS, INC. Madera

Staff Accountant, KPMG PEAT MARWICK MAIN AND CO Fresno Controller, LITTON SAUDI ARABIA, LTD Jeddah, Saudi Arabia Auditor, West Coast Audit Team, UNITED STATE MARINE CORPS

San Diego

EDUCATION

03/1988 – 06/1991 California State University

BS, Business Administration &

Accountancy

Fresno, California, United States

SKILLS Accounting Finance

IT Strategic Planning

Business Development Operations Management

Fiscal Management Financial Reporting

Measurement Budgeting

Forecasting SAP

MRP Financial Modeling

Cash Management ERP

CNC CRM

Operations Management &

Leadership

Quality Management

Team Building & Mentoring Strategic Planning

Business Development Creative Problem Solving

Relationship & Partnership

Management

Communication

Leadership

Contact this candidate