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Click here or scroll down to respond to this candidate Candidate's Name
Naples, FL Street Address Mobile: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLE
PROFESSIONAL SUMMARY
Analytical problem solver with over 25 years of progressive finance experience and business acumen. Skilled at financial
and operational management, accounting, internal controls, developing strong teams and managing change. Proven track
record of success in driving profitability, high quality analytics, increased efficiency, and lowered costs. Strategy and data
driven professional recognized for organization, excellent judgement, and critical-thinking abilities.
SAVVY SOLUTIONS CONSULTING GROUP, LLC Naples, FL. Aug 2020 Present
Principal
Interim Director of Accounting and Human Resources for a local restaurant group. Responsible for the review of
restaurant operations, overseeing inventory, and analyzing day-to-day operational KPI's and detailed transactions.
Provided insight to the Company President on revenue, COGS, labor, prime costs, and margin mix by restaurant.
Managed the operations of the Accounting Department including AP, AR, bank reconciliations, financial reporting,
financial analysis, and the monthly management of cash flow by entity. Administered all HR functions including payroll
and benefit enrollment and administration for all salary and hourly employees. Negotiated and modified the employer
medical plan to improve the plan itself and save the Company money.
Implemented QuickBooks for a local Company that maintained all their records in excel.
Interim Director of Finance for a local country club. Responsible for month end close, account reconciliations, capital
reporting, fixed asset analysis, inventory, bank reconciliations, fiscal and calendar year close, the financial audit and
board reporting. Worked with department heads on their P&L reviews and variance analysis.
Remote part-time bookkeeper for a local interior design firm using QuickBooks.
Interim Controller for a Governmental Not for Profit. The entire accounting team left abruptly, and multiple contractors
were brought in to keep the organization running. Financial records, grant documentation and account reconciliations
had not been balanced in several months / up to a year. Responsible for cleaning up the books, month-end close, account
analysis, reconciliations, and grant documentation.
CLIPPER NAVIGATION, INC. Seattle, WA Nov 2017 Jul 2020
Chief Financial Officer, Secretary & Treasurer
Responsible for the fiscal management of the organization, budget analysis and management, financial modeling and
reporting, cost benefit analysis, forecasting, accounting and treasury operations, cash flow, and investment strategies.
Strategic and operational responsibility for Clipper s Finance, Accounting, HR, IT and Payroll Departments.
Partnered with the CEO and Senior Leadership team as a trusted business advisor: providing strategic financials and
business leadership to the company to significantly impact the company s financial growth, structure, and direction.
Spearheaded a team that monetized seat assignment by class (economy, premium, vista class, comfort class and
panoramic seating) for the first time in Clipper s history.
Delivered Clipper s best financial performance in its 34-year history. In 2019, profitability grew 10.8% on 2.5% revenue
growth versus the prior year. Cut more than two million dollars in overhead costs and created operational efficiencies.
Negotiated two consecutive years of flat medical, dental and vision benefit costs.
Changed the Company 401(k) profit sharing program to a Safe Harbor plan to help HCE contribute to their retirement
fund without being penalized.
Project Manager for the implementation of a new ERP system, SAP.
Assessed, evaluated, and communicated organizational performance against budget and strategic financial objectives to
meet short and long-term growth goals. Presented financial and operational performance to Clipper s foreign parent
company, FRS, as well as their Board of Directors.
Directed the annual budgeting process and supervised all financial reporting, month-end close activities and year-end
audit and tax filings.
Reviewed and analyzed the Company capital budget.
Maintained all banking relationships and represented the company to all financial partners and auditors. Worked closely
with our legal team and insurance brokers.
Helped navigate the initial closure of the business during the early stage of the COVID-19 pandemic. Secured a
forgivable load through the Paycheck Protection Program as part of the US federal stimulus and recovery program and
an interest free small business load through the Canadian Emergency Business Account Program to help cover payroll
and operating costs. Ultimately shut down operations entirely and laid off / furloughed most the Company personnel in
July 2020 due to the closure of the US / Canadian border.
Candidate's Name RESUME
SENIOR BUSINESS CONSULTANT Seattle, WA & Portland, OR. Aug 2015 Oct 2017
Contractor
Performed business and operational consulting services to small and mid-sized businesses in various industries while
seeking full-time employment in the Pacific Northwest.
Restaurant Management Company (RUI): Provided strategic support by partnering with leadership in the creation of
business plans and projections. Built budgeting and forecasting models to streamline processes. Developed the annual
performance and KPIs. Provided root cause variance explanations and highlighted opportunities and risks.
Outdoor Apparel Company (Columbia Sportswear): Responsible for month-end close, budgeting, quarterly forecasting,
reporting, ad hoc analysis and documenting process and standard operating procedures. Worked with merchandise
planning, store operations, and the global planning team to identify risks and opportunities to improve gross margin and
control inventory.
SALO, LLC Chicago, IL. 2011 - 2015
Management Consultant Senior Manager
Served as a Business Consultant for several Fortune 500 clients in diversified industries.
Handled a variety of projects for clients, which included financial modeling, ROI analysis, supply chain optimization,
process integration of an acquisition while implementing a new SAP ERP plat form, plant finance optimization, project
management, process improvement, change management, auditing, contract compliance, gap analysis, and other
business management functions.
Led cross-functional team meetings to break down silos between departments and improve process efficiencies.
Continuously prioritized project plan details, managed scope and always delivered projects within budget.
Applied business, finance, and analytical acumen to various client situations to facilitate data driven decisions.
Developed client-specific presentations which addressed executive needs and delivered presentations to clients and
internal partners.
Researched, analyzed, and synthesized insights from qualitative and quantitative sources, and translated the data into
meaningful learnings for key stakeholders.
WAL-MART, INC. Chicago, IL.
2006 - 2011
Finance Director Midwest Region
Managed and developed the annual budget and three-year plan for Wal-Mart s $23 billion operation in the Midwest,
including 40 markets / 320 supercenters and Wal-Mart stores located throughout IL, IN, and KY.
Worked closely with four Regional Vice Presidents to provide financial guidance and operational support.
Led 40 market managers to set annual revenue and profit targets by store. Gained buy in on the strategic plan to ensure
its alignment with the long-term goals, objectives, and overall strategic direction of the business.
Provided action-oriented financial guidance and analysis of business plans, targets, and controls to support management
in effective decision making to achieve targeted profitability and sales growth.
Analyzed revenue by department and business category to evaluate margin mix and profitability impact.
Consolidated store and market data to forecast and drive store performance.
Tracked remodel stores to proactively minimize sales disruptions, efficiently manage wages and control expenses.
Partnered with the real estate group to analyze and review new store sites based on demographics, competitive trends,
trade area growth, economic factors, and Company goals.
Investigated and measured loss prevention. Partnered with asset protection to close gaps in controls.
Gathered / manipulated operational & financial data from multiple sources to develop action-based reporting & analysis.
Prepared and delivered the monthly P&L review with operational market managers and other team members.
Prepared and delivered KPI tracking reports to assess performance versus plans and recommend course corrections.
Collaborated with operations to identify business risks and opportunities and led cross-functional teams to generate action
plans and drive performance.
EDUCATION
DEPAUL UNIVERSITY Chicago, IL. Kellstadt Graduate School of Business Master
of Business Administration International Business
INDIANA UNIVERSITY Bloomington, IN.
Bachelor of Science Finance with a minor in Economics
UNIVERSITY OF ARIZONA Tucson, AZ.
Architecture Program 2 years
Candidate's Name RESUME
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