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Finance Director with 15 years of progressive experience leading FP&A, accounting operations, cash management, and executive reporting for mid-market companies. Known for translating financial insight into practical operating decisions, strengthening controls, and building high-performing teams across growth, transformation, and profitability initiatives.
Supported refinancing of a $38M credit facility by preparing lender materials, covenant models, and cash flow scenarios.
Established SOX-ready control documentation across revenue, procurement, payroll, and financial reporting processes before external compliance review.
Presented investment cases that guided executive approval of two market expansion initiatives totaling $12M in planned capital.
- Directed annual budgeting, rolling forecasts, and board reporting for $185M revenue business, improving forecast accuracy from 86% to 95%.
- Partnered with Sales, Operations, and HR leaders to evaluate pricing, headcount, and margin decisions, increasing EBITDA by $4.2M.
- Led a 12-person finance team across FP&A, accounting, and revenue operations while reducing monthly close cycle from eight days to five.
- Implemented NetSuite planning integration and standardized KPI dashboards, giving executives weekly visibility into ARR, cash conversion, and operating leverage.
- Owned corporate forecast model for $95M manufacturing division, identifying working capital actions that released $7.5M in cash within two quarters.
- Built variance analysis package linking plant productivity, procurement inflation, and customer profitability, reducing unfavorable margin surprises by 31%.
- Managed audit schedules and technical accounting reviews with external auditors, contributing to clean opinions for four consecutive fiscal years.
- Developed finance talent through quarterly coaching plans and cross-training, promoting three analysts into senior finance roles within two years.
Focused on corporate finance, strategy, and financial decision-making.
Completed CPA-aligned accounting curriculum.
Finance Director with 15 years of progressive experience leading FP&A, accounting operations, cash management, and executive reporting for mid-market companies. Known for translating financial insight into practical operating decisions, strengthening controls, and building high-performing teams across growth, transformation, and profitability initiatives.
Supported refinancing of a $38M credit facility by preparing lender materials, covenant models, and cash flow scenarios.
Established SOX-ready control documentation across revenue, procurement, payroll, and financial reporting processes before external compliance review.
Presented investment cases that guided executive approval of two market expansion initiatives totaling $12M in planned capital.
- Directed annual budgeting, rolling forecasts, and board reporting for $185M revenue business, improving forecast accuracy from 86% to 95%.
- Partnered with Sales, Operations, and HR leaders to evaluate pricing, headcount, and margin decisions, increasing EBITDA by $4.2M.
- Led a 12-person finance team across FP&A, accounting, and revenue operations while reducing monthly close cycle from eight days to five.
- Implemented NetSuite planning integration and standardized KPI dashboards, giving executives weekly visibility into ARR, cash conversion, and operating leverage.
- Owned corporate forecast model for $95M manufacturing division, identifying working capital actions that released $7.5M in cash within two quarters.
- Built variance analysis package linking plant productivity, procurement inflation, and customer profitability, reducing unfavorable margin surprises by 31%.
- Managed audit schedules and technical accounting reviews with external auditors, contributing to clean opinions for four consecutive fiscal years.
- Developed finance talent through quarterly coaching plans and cross-training, promoting three analysts into senior finance roles within two years.
Focused on corporate finance, strategy, and financial decision-making.
Completed CPA-aligned accounting curriculum.
