Functional Skills

Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Data Visualization / Reports

Software Skills

Microsoft Excel
Microsoft PowerPoint
Cognos Analytics
Data visualization
Epicor ERP
Microsoft Office
Salesforce

Certifications

CPACertified Public Accountant

Sector Experience

Retail
Manufacturing
Business Services
Energy
Transportation & Logistics

Languages

Spanish
20
years

Years of Experience

6/21

Member Since


Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

 
The Ware Group dba Johnstone Supply Finance
VP of Finance
05/2017 - 06/2020
Led all finance, accounting, business analytics, risk management and HR related functions for a $240M HVAC equipment wholesale distribution business with 27 branch/warehouse locations throughout Florida and South Carolina. Drove all financial and capital planning, analysis, asset management and decision support in collaboration with company ownership, executive leadership, and functional teams. Coached and managed the company’s Controller, HR Director and Manager of Business Performance

BrightView Landscape Services Finance
VP of Finance, Florida Region
05/2015 - 01/2017
Owned all finance-related functions for a $250M landscape maintenance business in Florida. Partnered and
collaborated with regional operations, sales, and corporate finance organizations. Managed a team of five market
controllers.

World Fuel Services Finance
Sr. Director of Financial Planning & Analysis, Land Segment
01/2010 - 05/2015
Led FP&A function for $10B wholesale land fuel distribution and logistics segment. Directed realignment, change management, automation, and continuous improvement of segment’s line of business performance metrics/reporting. Successfully partnered with commercial, functional, and senior corporate leadership throughout a period of significant business segment expansion. Managed, developed, and coached a team of three finance managers and two senior financial analysts.

Navarro Discount Pharmacy (a CVS Brand) Finance
Finance Manager, Pharmacy Operations
06/2008 - 01/2010
Managed pharmacy finance reporting and operations support for $115M retail pharmacy business. Partnered with
pharmacy operations leadership on day-to-day running of business, creation and reporting of meaningful operational and business performance metrics, forecasting, asset management, personnel planning, revenue/profitability analytics, and optimization of purchasing function. Managed and developed a team of three analysts.

Johnson & Johnson Finance
Sr. Financial Analyst, Cardiology Operations & Global Marketing
07/2005 - 06/2008
Provided financial reporting, budget, forecast, and accounting support for global business throughout multiple manufacturing plant sites. Participated in large capital project analysis (including ROI analysis, PMO budget maintenance, etc.) as well as discontinued operations analysis and decision support.

Popular Finance
Financial Analyst, Acquisitions & Corporate Investments
10/2000 - 05/2003
Led and coordinated due diligence procedures on potential acquisitions. Prepared presentations and analytics of potential M&A deals to senior leadership.

PricewaterhouseCoopers (PwC) Accounting
Sr. Audit Associate, Assurance and Business Advisory Services
11/1998 - 10/2000
Specialized in financial services and pharmaceutical industry sectors.