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Mooresville, NC 28115 PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLE SummaryControllerSteer multiyear financial strategy and performance for private and publicly traded entities across diverse industries. Dedicated senior executive with exceptional business acumen and demonstrated success in overseeing all aspects of finance and accounting operations. Core member of the C-suite, trusted for delivering insightful guidance to shape strategy at the corporate and business unit levels. Adept at managing negotiations with banks and other lenders to secure lines of credit and other instruments to enable robust growth. Drive risk management and ensure ongoing compliance with regulatory requirements by implementing comprehensive internal controls. Areas of Expertise Strategy Development & Execution Finance & Accounting Operations Multiyear Financial Modeling Stakeholder Influencing & Advising Revenue Recognition Cash Flow Management Internal Controls Compliance Banking & Lender Relations KPI/Metrics Reporting & Analysis Accounting System Implementation Cross-functional Team Leadership Line of Credit NegotiationsCareer ExperienceSaussy Burbank Charlotte, NC 8/2013 to 12/2023Chief Financial Officer (1/2023 to 12/2023)Oversee a team of five and steer all aspects of accounting, finance, IT, human resources, and benefits administration for regional, semi-custom homebuilder with $84M in revenue and 40 employees across three locations. Liaise with legal, audit, and tax teams to address joint venture and other compliance issues. Lead strategy development and financial performance, including preparing and analyzing financial models, financial statements, budgets, and forecasts; advise on purchasing decisions and ensure covenant compliance.Held accountability for managing banking relationships, including two $25M revolving lines of credit to support business growth; uncovered $2M bank error during renewal negotiations.Instrumental in development of 10-year financial and operational plan by leading all financial and organizational aspects of six-month strategic planning program.Enhanced forecasting and budgeting by steering design of three-year financial modelincluding full wage modelin collaboration with outside consultant.Leveraged a proactive approach to risk mitigation by effectively managing relationships with insurance providers. Vice President of Finance (11/2021 to 12/2022)Promoted to VP role to lead day-to-day financial operations, budgeting, and forecasting, as well as two $25M revolving lines of credit and related collateral/assets. Collaborated closely with CFO to ensure alignment with business goals and strategy.Headed research, design, and implementation of company-wide ERP system conversion, achieving go-live in six months.Streamlined project planning and operations by leading implementation of construction scheduling software across multiple divisions.Led development of new credit card and expense reporting process, including negotiating $138K increase in credit limit from Divvy/Bill.Corporate Controller (8/2013 to 11/2021)Hired as corporate controller to manage financial planning, analysis, and reporting for a fast-growing company. Collaborated with stakeholders across all departments and divisions to identify strategies to boost efficiency and reduce G&A.Played a key role in execution and completion of major network consolidation and cloud file management implementation, enabling teams to security access files from remote locations. Page 2 of 2Saved ~$10K annually by initiating and leading transition to VoIP for all company cell phones to replace physical telephony system.Reduced accounts payable processing time by ~10 hours with implementation of American Express/Concur credit card program and expense reporting.Decreased month-end close time from 20 days to 10 days following complete overhaul of accounting processes.Eliminated waste, improved cost controls, and decreased storage needs by implementing paperless office.Increased transparency and enabled data-driven decision-making by creating key performance indicator (KPI) reporting dashboard for CEO and board.Lime Energy Huntersville, NC 5/2009 to 11/2012Corporate Controller (6/2011 to 11/2012)Earned two promotions with this publicly traded energy engineering, consulting, and construction company with ~$120M in revenue, 22 locations, and 370 employees. Partnered with CFO, C-suite, senior executives, and other stakeholders to advise on strategy development and execution, goal alignment, and key business decisions for Lime and subsidiary companies. Managed team, including accounting manager, utility finance team, and accounting staff.Orchestrated major corporate restructuring, eliminating 17 redundant companies and improving strategic management of remaining business units.Led planning and implementation of accounting software conversion project for multiple subsidiary companies.Ensured ongoing adherence to corporate and business unit internal controls by conducting annual reviews and implementing necessary corrective actions.Enhanced compliance with audit requirements by devising and implementing business unit-specific accounting policies and procedures.Identified and resolved significant business unit-level fraud by identifying, investigating, auditing, and reporting on financial inconsistencies.Business Unit Controller (1/2011 to 7/2011)Directly supported corporate controller/CFO for three business units, acting as senior accounting manager and primary liaison for business unit managers regarding accounting functions, policies, procedures, performance, and issues.Fostered cross-functional communication and efficiency by streamlining accounting relations with business unit teams.Spearheaded key initiative to transition accounting operations to paperless environment. Senior Accounting Manager (5/2009 to 12/2010)Led team of seven and managed all accounting functions, including reviewing all WIP/job cost reports, reconciliations, AIA billing, and general ledger. Prepared consolidated, consolidating, and individual business unit financial statements.Boosted efficiencies, streamlined processes, and increased morale by leading department restructuring.Appointed project manager for accounting software conversion from initial design through testing and implementation.Improved SOX compliance by collaborating on development of stringent internal controls. Additional experience as Senior Corporate Accountant Supervisor and Senior Corporate Accountant with Tecta America Corp., Controller with Anderson Creek Club, and Staff Accountant with William Temple Allen, CPA PA. EducationMaster of Business Administration (MBA), University of Phoenix Phoenix, AZ Bachelor of Business Administration (BBA), Major in Accounting, Campbell University Buies Creek, NC Professional DevelopmentBusiness Contracts Certificate, Cornell University Ithaca, NY |