Established and led the Treasury and Shared Services functions for a $650M+ HVAC, infrastructure and engineering enterprise recognized for innovative, market-leading solutions. Developed and implemented corporate policies and procedures to align treasury and shared services with overarching strategic goals. Acted as the primary point of contact for treasury and cash flow integration of newly acquired companies. Spearheaded the design of KPIs to enhance expense management, leveraging cutting edge technologies unique to the construction and engineering sector. Led strategic financial planning initiatives focused on process optimization and scalable growth. Architect and implement strategic process changes and improvements that boost profitability.
• Hired and provided leadership, guidance, and direction to a staff of treasury and accounting professionals that accounted for $650M+ in revenue.
• Respected and recognized leader and subject matter expert with a strong treasury and accounting background; asked to take on additional functions, including shared services.
• Successful record of accomplishment for collections management and analysis as evidence by implementing the appropriate collections policies leading to the restriction of bad debt to less than 3% of total revenue.
• Spearheaded policy development aimed at increasing efficiency and reducing fraud and waste. 2
● • Leverage key knowledge of balance sheet reconciliations, general ledger journal entries, accrual ana

Directed financial operations reporting including payroll, audits and supported budget planning for national client base. Oversaw debt covenant compliance and facilitated lender engagement, credit facility support, and refinancing initiatives. Collaborated with leadership on capital allocation, risk assessment, and internal controls.
• Directed a team of accounting executives to deliver custom financial solutions, increasing client engagement by 75% and improving internal processes for maximum client impact.
• Spearheaded the introduction of automation tools for expense and sales tax management, enhancing operational efficiency for clients.
• Acted as an executive-level advisor, fostering strong relationships with clients and driving operational improvements to help businesses scale and grow.

Directed treasury functions for this innovative company known for delivering world-class connectivity solutions to a global customer base generating $170M+ in annual revenue. Led global, corporate strategies through the expert handling of treasury and cash flow management, cash flow analysis, tax coordination, risk management, internal audit, accounts payable, accounts receivable and financial analysis. Directed high-level strategic planning to manage process efficiencies from the economic perspective designed to accelerate company growth organically. Conceptualized, created, and implemented strategic process changes and improvements that boost profitability.
• Provided leadership, guidance, and direction to a staff of accounting professionals that account for $170M in revenue.
• Delivered treasury administration by working with the banks on debt covenants and requirements, including bank audit coordination.
• Successful record of accomplishment for credit management and analysis as evidence by implementing the appropriate credit policies leading to the restriction of bad debt to less than 1% of total accounts receivable balance.
• Spearheaded compliance projects aimed at increasing efficiency and reducing overhead. Led a banking relationship change.
• Respected and recognized leader and subject matter expert with a strong treasury and accounting background; asked to take on additional functions, including risk management and the internal auditing process.
• Developed,

Managed a team with accountability for $135M+ in factored receivables. Managed banking relationship. Analyzed financial documents and evaluated credit applications to determine creditworthiness.