16
years

Years of Experience

2/15

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Knox Capital Holdings Finance
Operating Executive
07/2014 - Present
Interim COO/CFO for multiple industrial portfolio companies with annual revenues ranging from $15M to $40M. Directly responsible for monthly financial reporting, strategic planning, operations, inventory management, and human resources.
• Identify and implement value creation opportunitie
• Lead the post-acquisition integration process
• Partner with the CEO to develop strategic plans for the organization
• Developed the monthly reporting package for the Board of Directors and lenders

Focus Logistics Transportation Accounting
CFO
08/2015 - Present
As a member of the senior executive team, provide financial executive leadership. Influencing profitability by improving the quality of revenue and renegotiating cost structures, resulting in improving annual EBITDA losses of more than $1M to break-even within the first 9 months. Advised the CEO on the development of business strategies and financial models, revenue and pricing strategies and vendor costs. Managed relationships with Board of Directors, bank, customers, vendors and legal counsel.

Hi-Line Utility Supply Operations
COO/CFO
01/2013 - 05/2014
Responsible for day-to-day operations of the company and full P&L responsibility. Directly responsible for monthly
financial reporting, strategic planning, operations, inventory management, human resources, marketing, and IT. Led cross
functional teams to drive business results. Managed the operation and production process to deliver outstanding customer outcomes while maintaining budgets and quality in a timely manner.

Galt & Company Management Consulting
Consultant
04/2012 - 01/2013
Led engagement work teams to develop an understanding of the sources and drivers of economic profit growth, a prioritized
agenda, and economically differentiated strategies. Performed comprehensive reviews of industry economics, competitive
positioning and operations which result in a focused set of strategic actions to drive long-term growth for the client
organization.

Grant Thornton Management Consulting
Manager Transaction Advisory Services
07/2010 - 04/2012
Managed multiple financial due diligence projects simultaneously for private equity and strategic acquirers. Performed
detailed financial analytics using financial and operational data to analyze quality of earnings of target companies, business
model drivers, historical trends, quality of assets, and business market analysis.

Deloitte Management Consulting
Manager
06/2007 - 07/2009
Managed multiple simultaneous valuation and strategic planning project engagement teams of 2 to 6 people. Structured
and developed financial models and forecasts using financial and operational data to analyze merger and acquisition targets,synergistic and strategic benefits, business market analysis, and other analyses. Conducted entity valuation analyses using the income approach, comparable transaction, and public company methodologies. Presented findings report to client organizations