Functional Skills
Business Analysis
Business Operations
Business Planning
Business Development
Financial Management
Financial Planning & Analysis (FP&A)
Budgeting
Strategic Planning
Process Design / Re-engineering
Project Management
Change Management / Org Design
Operational Efficiency
Supply Chain Management
Supply Chain Optimization
M&A Support
Software Skills
Domo
Netsuite
SAP
Certifications
CFAChartered Financial Analyst
Sector Experience
Financial Services
Manufacturing
Real Estate
Technology
Transportation & Logistics
Fortune 500
Experience
HEADLIGHTS.COM, A KINDERHOOK PORTFOLIO COMPANY
Finance
Chief Financial Officer (CFO)
1/2023 - 7/2025
• Completed acquisition of add-on automotive seller to the platform and guided the company through PE exit in June 2025
• CFO for private equity backed distributor of automotive headlights, selling through e-commerce & B2B channels
• Managed accounting, treasury, tax compliance, FP&A, preparation of board decks, and BI & ERP implementation
• Create and manage annual budget, strategic planning, integrated financial statement forecasts, & 13-week cash flow forecasts
• Led Accounting, HR, & IT through systems integrations post-acquisition; led transition to Netsuite
• Implemented new BI tool (DOMO) and expanded analytics & KPI across the organization for enhanced visibility
• Consolidated financial entities and created full reporting package, including covenant compliance, divisional financials and KPI
• Implemented integrated sales, mfg, inventory & labor plans (SIOP) process to fully align the business
• CFO for private equity backed distributor of automotive headlights, selling through e-commerce & B2B channels
• Managed accounting, treasury, tax compliance, FP&A, preparation of board decks, and BI & ERP implementation
• Create and manage annual budget, strategic planning, integrated financial statement forecasts, & 13-week cash flow forecasts
• Led Accounting, HR, & IT through systems integrations post-acquisition; led transition to Netsuite
• Implemented new BI tool (DOMO) and expanded analytics & KPI across the organization for enhanced visibility
• Consolidated financial entities and created full reporting package, including covenant compliance, divisional financials and KPI
• Implemented integrated sales, mfg, inventory & labor plans (SIOP) process to fully align the business
CLARUS, A RIVERSIDE PORTFOLIO COMPANY
Operations
Senior Director, Operational Excellence
1/2021 - 10/2021
• Lead IT, Supply Chain, Planning, Inventory, & Logistics teams for private equity backed manufacturer of glass markerboards
• Led Netsuite ERP implementation, with IT and solution architects reporting directly
• Responsible for push to analytics & KPI driven approach yielding 22% improved throughput on 25% reduction in headcount
• Identified and delivered $400K annualized EBITDA savings in freight & packaging within first three months in role
• Guided transition to Demand Flow manufacturing model, including implementation of S&OP, Kanbans, & continuous flow
• Built first ever integrated sales, mfg, inventory, & labor plans to fully align the business and break down functional silos
• Outsourced non-core business processes to unlock capacity and align to Good, Better, Best brand strategy
• Led Netsuite ERP implementation, with IT and solution architects reporting directly
• Responsible for push to analytics & KPI driven approach yielding 22% improved throughput on 25% reduction in headcount
• Identified and delivered $400K annualized EBITDA savings in freight & packaging within first three months in role
• Guided transition to Demand Flow manufacturing model, including implementation of S&OP, Kanbans, & continuous flow
• Built first ever integrated sales, mfg, inventory, & labor plans to fully align the business and break down functional silos
• Outsourced non-core business processes to unlock capacity and align to Good, Better, Best brand strategy
CLARUS, A RIVERSIDE PORTFOLIO COMPANY
Finance
Director, Financial Planning & Analysis
3/2019 - 1/2021
• Financial reporting & analysis for private equity backed manufacturer, including KPI reporting & variance analysis
• Create and manage annual budget, monthly integrated full financial statement forecast, and 13-week cash flow forecasts
• Guided development and lead reporting of KPI to Board of Directors tying strategic initiatives to operational results
• Provide guidance and best practices for accounting team related to audit, ERP, chart of accounts, and reporting
• Implemented PBCS / Smartview and worked collaboratively with IT to expand utilization and efficiencies of Netsuite ERP
• Led freight recovery initiative to align pack and ship costs with recoveries; $1.2M incremental profits realized annually
• Designed and implemented stocked inventory program to reduce two-week lead times on standard SKUs to two days
• Created contingency and scenario analysis surrounding COVID-19 impacts on sales, financial statements and liquidity
• Project lead on pricing optimization study, resulting in significant market insights and enhanced product competitiveness
• Create and manage annual budget, monthly integrated full financial statement forecast, and 13-week cash flow forecasts
• Guided development and lead reporting of KPI to Board of Directors tying strategic initiatives to operational results
• Provide guidance and best practices for accounting team related to audit, ERP, chart of accounts, and reporting
• Implemented PBCS / Smartview and worked collaboratively with IT to expand utilization and efficiencies of Netsuite ERP
• Led freight recovery initiative to align pack and ship costs with recoveries; $1.2M incremental profits realized annually
• Designed and implemented stocked inventory program to reduce two-week lead times on standard SKUs to two days
• Created contingency and scenario analysis surrounding COVID-19 impacts on sales, financial statements and liquidity
• Project lead on pricing optimization study, resulting in significant market insights and enhanced product competitiveness
Mohawk Industries
Accounting
Director, Finance & Business Development
1/2015 - 1/2019
• Conducted full cycle accounting, including close tasks as functional Controller for $200M business unit
• Led strategic plan for rapid expansion of countertop business and transition of tile business across sales channels
• Budget, forecast, and plan countertop division; including communicating plan and reporting results to store managers
• Perform due diligence and valuation analysis on potential acquisitions
• Track and measure KPIs for corporate initiatives, including raw material purchase savings and market share
• Manage capital process for all store expansion by coordinating finance, construction, real estate, and operational teams
• Led strategic plan for rapid expansion of countertop business and transition of tile business across sales channels
• Budget, forecast, and plan countertop division; including communicating plan and reporting results to store managers
• Perform due diligence and valuation analysis on potential acquisitions
• Track and measure KPIs for corporate initiatives, including raw material purchase savings and market share
• Manage capital process for all store expansion by coordinating finance, construction, real estate, and operational teams
Value, inc
Management Consulting
Senior Analyst, Business Valuation Consulting
1/2012 - 1/2015
• Perform valuations of small to mid-size niche companies for M&A, tax, financial reporting, and litigation purposes
• Managed projects through entire project life cycle from site visit through engagement completion
• Analyze fairness of merger consideration and financial disclosures in proposed M&A transactions
• Review legal and organizational documentation and calculate damages in intensely scrutinized litigation situations
• Support valuation reports and opinions through rigorous research of market data as well as current academic studies
• Managed projects through entire project life cycle from site visit through engagement completion
• Analyze fairness of merger consideration and financial disclosures in proposed M&A transactions
• Review legal and organizational documentation and calculate damages in intensely scrutinized litigation situations
• Support valuation reports and opinions through rigorous research of market data as well as current academic studies
Texas Christian University
Finance
Finance Tutor
8/2010 - 5/2012
• Offered role due to record as one of the top performers amongst finance MBAs
• Tutored EMBA students in Finance coursework, including valuation techniques and other aspects of financial analysis
• Tutored EMBA students in Finance coursework, including valuation techniques and other aspects of financial analysis
Affiliated Computer Services
Finance
Finance Analyst, Strategy and Transformation Group
1/2011 - 1/2012
• Budgeted, tracked and reported financial performance of IT initiative modeled to become one-third of future revenue
• Built models for each service offering within IT group to track and manage profitability at lowest level
• Modeled and pitched strategic investment opportunities to the investment board
• Developed and enhanced processes to increase financial visibility and facilitate decision-making
• Built models for each service offering within IT group to track and manage profitability at lowest level
• Modeled and pitched strategic investment opportunities to the investment board
• Developed and enhanced processes to increase financial visibility and facilitate decision-making