Functional Skills
Data Analysis
Accounting
Business Operations
Cybersecurity
Budgeting
Innovation Management
Revenue Growth
Supplier Relationship Management
Integration Management (IMO)
Sales and Operations Planning (S&OP)
Forecasting / Projections
Operations Management
Financial Planning & Analysis (FP&A)
Software Skills
Microsoft Excel
Sector Experience
Business Services
Financial Services
Life Sciences & Pharma
Technology
Transportation & Logistics
Languages
English
Experience
The Hinesight Consulting Group
Management Consulting
Managing Partner
7/2022 - Present
The Hinesight Group is a business consultancy.
Printing Manufacturing Company - 01/2023 - Current
• Identified critical gaps in pricing strategy and cost analysis, hindering effective decision-making.
• Led a comprehensive Enterprise Resource Planning (ERP) system review, uncovering hidden insights and opportunities.
• Implemented strategic adjustments, discontinuing unprofitable jobs and optimizing pricing, resulting in a remarkable 39% increase in revenue per order and a 23% margin improvement within just 6 months.
Retail Furniture Company - 07/2023 - Current
• Identified critical deficiencies in cash flow awareness, month-end closing procedures, business drivers, and inventory management.
• Streamlined inventory, achieving a 12% reduction in just 6 months, optimizing cash flow and resource allocation.
• Developed the 2024 budget plan, providing a clear roadmap for financial stability and growth.
• Overhauled the month-end closing process, implementing new procedures
Printing Manufacturing Company - 01/2023 - Current
• Identified critical gaps in pricing strategy and cost analysis, hindering effective decision-making.
• Led a comprehensive Enterprise Resource Planning (ERP) system review, uncovering hidden insights and opportunities.
• Implemented strategic adjustments, discontinuing unprofitable jobs and optimizing pricing, resulting in a remarkable 39% increase in revenue per order and a 23% margin improvement within just 6 months.
Retail Furniture Company - 07/2023 - Current
• Identified critical deficiencies in cash flow awareness, month-end closing procedures, business drivers, and inventory management.
• Streamlined inventory, achieving a 12% reduction in just 6 months, optimizing cash flow and resource allocation.
• Developed the 2024 budget plan, providing a clear roadmap for financial stability and growth.
• Overhauled the month-end closing process, implementing new procedures
Pro Cloud SaaS, LLC
Start-Up
Fractional Chief Financial Officer
7/2022 - 12/2023
Startup software reseller of Cyber Security, Business, Cloud Applications, and MSP services
• Developed comprehensive KPI dashboards to drive data-driven decision-making and track key business metrics.
• Successfully implemented a CRM system, streamlining sales processes and enhancing customer relationship management.
• Ensured full GAAP compliance, solidifying financial reporting accuracy and transparency for stakeholders.
• Secured Regulation CF approval for crowdfunding, unlocking alternative capital acquisition opportunities.
• Played a pivotal role in defining strategic company direction, shaping the organization's future growth trajectory
• Developed comprehensive KPI dashboards to drive data-driven decision-making and track key business metrics.
• Successfully implemented a CRM system, streamlining sales processes and enhancing customer relationship management.
• Ensured full GAAP compliance, solidifying financial reporting accuracy and transparency for stakeholders.
• Secured Regulation CF approval for crowdfunding, unlocking alternative capital acquisition opportunities.
• Played a pivotal role in defining strategic company direction, shaping the organization's future growth trajectory
Bite
Corporate Strategy & Development
Senior Account Manager
8/2020 - 7/2022
Restaurant software startup focused on helping restaurants take their instore ordering experience digital
• Successfully drove 50% MRR growth in two years through strategic customer retention initiatives, while ensuring financial accuracy through monthly bookings vs. recognized revenue reconciliations.
• Developed a KPI dashboard for board meetings, ranking the customer base and empowering informed decision-making
• Successfully drove 50% MRR growth in two years through strategic customer retention initiatives, while ensuring financial accuracy through monthly bookings vs. recognized revenue reconciliations.
• Developed a KPI dashboard for board meetings, ranking the customer base and empowering informed decision-making
Wisely
Sales
National Account Executive & Sales Lead
11/2018 - 8/2019
Restaurant software startup focused on driving insights, the acquisition, and retention of customers.
• Developed and implemented pilot & rollout process documents, leading to a 10% reduction in customer churn, demonstrating operational efficiency and positive impact on revenue.
• Exceeded sales plan by 1% in just 10 months, showcasing goal achievement and ability to accelerate results.
• Mentored sales team members, equipping them with effective email sequences and discovery questions based on GAP Selling and Miller Heiman methodologies, contributing to overall team success
• Developed and implemented pilot & rollout process documents, leading to a 10% reduction in customer churn, demonstrating operational efficiency and positive impact on revenue.
• Exceeded sales plan by 1% in just 10 months, showcasing goal achievement and ability to accelerate results.
• Mentored sales team members, equipping them with effective email sequences and discovery questions based on GAP Selling and Miller Heiman methodologies, contributing to overall team success
Harri
Sales
National Account Executive & Sales Lead
3/2018 - 11/2018
Restaurant software startup for hiring, on-boarding, and labor management
• Increased sales team effectiveness by building a compelling value proposition, resulting in a 15% conversion rate improvement on qualified leads.
• Spearheaded pipeline development efforts, securing $500k in potential revenue through strategic RFP management and prospecting, directly contributing to team success
• Increased sales team effectiveness by building a compelling value proposition, resulting in a 15% conversion rate improvement on qualified leads.
• Spearheaded pipeline development efforts, securing $500k in potential revenue through strategic RFP management and prospecting, directly contributing to team success
Synergy Suite
Sales
Senior Sales Executive
11/2017 - 3/2018
Restaurant software startup designed to improve back-of-house operations and inventory controls
• Built territory and target lists via Total Available Market vs. Serviceable Available Market vs. Serviceable Obtainable Market
• Built territory and target lists via Total Available Market vs. Serviceable Available Market vs. Serviceable Obtainable Market
HOTSCHEDULES
Sales
Senior Sales Consultant & Team Lead
1/2014 - 11/2017
Restaurant software helping run the day-to-day business operations
• Consistently ranked among top performers, achieving 121% of quota in 2015 (President's Club Winner) and earning MVP recognition in 2016 (top 2.5% of team).
• Secured Q1 sales contest victory in 2014, demonstrating early success and sales acumen.
• Played a pivotal role in product development, driving an additional $1 00k in revenue the following year through successful alpha, beta, and launch phases.
• Consistently ranked among top performers, achieving 121% of quota in 2015 (President's Club Winner) and earning MVP recognition in 2016 (top 2.5% of team).
• Secured Q1 sales contest victory in 2014, demonstrating early success and sales acumen.
• Played a pivotal role in product development, driving an additional $1 00k in revenue the following year through successful alpha, beta, and launch phases.
The Original Cakerie
Sales
Regional Sales Manager
10/2012 - 9/2013
An artisan style bakery creating top-quality cakes, cheesecakes, and everything in between
• Hired, trained, and managed a broker network across 18 states
• Leveraged strong client relationships and consultative selling strategies to 97% of quota in less than 12 months
• Negotiated marketing programs with Sysco to gain 10 new slots across their network
• Hired, trained, and managed a broker network across 18 states
• Leveraged strong client relationships and consultative selling strategies to 97% of quota in less than 12 months
• Negotiated marketing programs with Sysco to gain 10 new slots across their network
Aryzta
Finance
Regional Sales Manager; Sr. Analyst
11/2007 - 10/2012
• Implemented strategic pricing and cost-control measures to secure and maintain profitable partnerships with leading grocery chains like Costco and Kroger, resulting in a 10% profit increase
• Spearheaded a data-driven approach to demand forecasting, resulting in a 5.3% reduction in
inventory waste and over $5 million in bottom-line savings for the company
• 2010 Team Member of the Year – thru work as an Analyst and Sales Manager
• Led the team in achieving 108% of the 2011 forecast, contributing significantly to company growth
and exceeding industry benchmarks
• Consistently exceeded monthly performance targets at Target, culminating in a 112% achievement of the annual goal
• Spearheaded a data-driven approach to demand forecasting, resulting in a 5.3% reduction in
inventory waste and over $5 million in bottom-line savings for the company
• 2010 Team Member of the Year – thru work as an Analyst and Sales Manager
• Led the team in achieving 108% of the 2011 forecast, contributing significantly to company growth
and exceeding industry benchmarks
• Consistently exceeded monthly performance targets at Target, culminating in a 112% achievement of the annual goal
AIT Worldwide Logistics
Accounting
Financial Analyst; AP Specialist
1/2005 - 10/2007
• Expertly analyzed income statements and customer profitability data to identify trends and opportunities for financial improvement at both corporate and franchise levels.
• Led the successful integration of Concur expense reporting software, ensuring smooth adoption and user satisfaction.
• Prepared monthly financial statements, including the balance sheet, income statement, and cash flow statement, for management review and owner approval.
• Led the successful integration of Concur expense reporting software, ensuring smooth adoption and user satisfaction.
• Prepared monthly financial statements, including the balance sheet, income statement, and cash flow statement, for management review and owner approval.