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Street Address 21st Ave. NESt. Petersburg, FL Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEExpert at optimizing fiscal strength and transforming decision-making through best practices as well as organizational and team competencies. Knowledgeable in building finance functions from the ground up, turnaround governance, strengthening financial teams and heading global initiatives. Track record for raising profitability, uncovering and solving high-impact issues, and working with cross-functional teams.Chief Financial OfficerPine Creek Renewables, LLC St. Petersburg Florida- $13M in Revenue2022-2023A vertically integrated Renewable Natural Gas (RNG) producer that develops, owns, and operates RNG facilities across the U.S.Key Accomplishments:Created monthly financial and Board for 11 subsidiaries.Lead audit for largest subsidiary.Negotiated new insurance plans for both health and commercial plans saving over $100K annually.Created accounting and HR policies.Chief Financial Officer and Board MemberWorld Product Solutions Largo, FL - $31M in Revenue2021 2023Private Equity (PE)-backed company focused on two segments 1. contract manufacturing in the skin and hair care manufacturing, and 2. fulfillment business serving emerging customers in the USA. $25M in revenue.Key Accomplishments:Reduced SG&A expenses by over $850K annually.Produced first monthly financial reports.Produced customer first profitability analysis leading one revenue stream to be discontinued.Negotiated $2.5 million asset-based line of credit.ConsultantThe Arcticom Group California - $180M in Revenue2019 2021PE-Owned company focused on HVAC construction companies with $150M in revenue.Key Accomplishments:Implemented Great Plaines software at several subsidiaries.Overhauled finance department and closing process for major subsidiary and parent company.Created first company-wide accounting manual and policies handbook.Chief Financial OfficerCollege Hunks Hauling Junk and Moving - Tampa, FL - $18M in Revenue.2018 - 2019Parent company and franchisor for junk hauling, local moving and end-to-end-services with $18M in annual revenue. Managed finance, IT and call center departments.Key Accomplishments:Negotiated multi-million-dollar dividend recap financing deal.Initiated captive insurance program for all franchisees and parent company.Revamped IT infrastructure capabilities for parent company and all 121 franchisees.Created monthly CFO/business review report covering financial and business KPIs.Negotiated acquisition of a franchisee for $1.5M.2019 CFO of the Year with Tampa Bay Business Journal.Call center winner of Best Call Center in 2019 by Customer Contact Week (CCW).Chief Financial OfficerXcelience, LLC/Capsugel/Lonza Group AG - Tampa, FL-$32M in Revenue2012 - 2018A contract development and manufacturing company (CDMO) in the pharmaceutical industry providing formulation, manufacturing, packaging and distribution of pharmaceutical products to Contract Research Organizations (CROs) globally. Grew from $12M in revenue to $32M through mergers, acquisitions and organic strategic initiatives.Key Accomplishments:Due diligence and negotiations for acquisition of Powdersize in July 2015; increasing revenue by $9M.Due diligence and pivotal negotiator for the acquisition of the Company by Capsugel in January 2016.Negotiated five refinancing's as the company grew from $12M to $32M in three years.Converted company's accounting system to SAP within seven months of acquisition by Capsugel.Converted contracts to paperless system and streamlined review process.Two-time CFO of the year finalist by the Tampa Bay Business Journal.Part of Quality Review Board.Vice President & ControllerInuvo, Inc. - Clearwater, FL - $12M in Revenue2010 - 2012Internet marketing company with $50M annual revenue facilitating transactions between advertisers and web publishers with its proprietary technology.Chief Financial OfficerVisual Presence - Holiday, FL -$20M in Revenue2007 - 2010Retail marketing company with over 2,000 employees or contractors throughout Latin America performing training, promotional activity, merchandising and consulting to Fortune 500 companies with $55M in annual revenue.Chief Financial OfficerProxyMed, Inc./Medavant -Tampa, FL - $68M in Revenue2002 - 2007Publicly traded company with two main operating units: Medical claims clearinghouse and Preferred Provider Organization with $65M in annual revenue.Chief Financial OfficerNexTrade Holdings, Inc. - Clearwater, FL- $8M in Revenue1999 - 2002$12 million in annual revenue. A broker licensed as an Electronic Communications Network.Sold in 2002Vice President and ControllerJLM Industries, Inc. - Tampa, FL - $310M in Revenue1996 - 1999Publicly traded petrochemical manufacturer and distributor of petrochemical products with offices in Latin America, Europe, Singapore and Canada and $325M in annual revenue.Corporate ControllerMedical Resources, Inc. - Tampa, FL - $60M in Revenue1996Operator of 35 MRI facilities providing multiple modalities with $35M in annual revenueSold in late 1996.Corporate ControllerAble Telcom Holding Corp - Tampa, FL - $20M in Revenue.1994 - 1996Telecommunication infrastructure and services provider with $30M in annual revenue.Senior AccountantDeloitte LLP - Tampa, FL1989 -1994Variety of clients including Outback Steakhouse, Hooters, Anchor Glass and Colombia Restaurant Group.Education and Certifications:Bachelor of Science and Master of Accounting University of Florida, 1989CPA State of Florida 1989AREAS OF EXPERTISE:Mergers and Acquisitions (M&A)Sarbanes-Oxley ("SOX")International ExperienceCorporate ReorganizationRisk ManagementInitial Public Offerings ("IPO")HIPAA RegulationsSEC Reporting & ComplianceIT Steering CommitteeBudgeting, Forecasting & Strategic PlanningProfit Margin ImprovementCredit ManagementContract Negotiations and ReviewHuman Resources & Legal OversightBank Management and NegotiationsVendor NegotiationsFranchisingGreat Plains, QuickBooks, Syspro and SAPInsurance (Including Captive Insurance)PharmaceuticalCost ReductionsCapital RaisePrivate EquityBoard Member: Historic Old Northeast Neighborhood Association and Sunken Gardens Forever Foundation Treasurer.EU Passport |