Functional Skills

Accounting
Budgeting
Business Analysis
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
Marketing Analytics
Operations Management
Sales and Operations Planning (S&OP)
Variance Analysis

Software Skills

Cognos Analytics
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Microsoft Word
Tableau
SAP
Outlook
Netsuite
Quickbooks

Sector Experience

Consumer Goods
Life Sciences & Pharma
Manufacturing
Technology
Telecom
Fortune 500

Experience

Self-Employed Accounting
Consultant
11/2013 - Present
CFO & FP&A services. Liquidity management for troubled companies: 13-Week Cash Flow forecasting, creating three-statement model and using the model to forecast. Strategy review. Financial Analysis: management reporting to track progress to plan, variance analysis, sales analysis, manufacturing and SG&A expense analysis.
Delcath Systems, Inc. Start-Up
Senior Director, FP&A
5/2012 - 6/2013
Financial planning, analysis, cash flow projections, management reporting, variance analysis, preparing board presentations, departmental and manufacturing expense control &analysis. Acting manufacturing controller.
Twinlab Corp. Accounting
Director, FP&A
10/2006 - 4/2012
CFO’s “Right Hand” providing strategic and tactical guidance to Finance, Legal, Sales, Marketing, and Manufacturing to increase sales, reduce costs, and manage liquidity. Assumed Plant Controller responsibilities in 2007, Corporate Controller responsibilities in April 2010, and CFO responsibilities from November 2011 to April 2012.
Marcal Paper Mills, Inc. Accounting
VP, FP&A and VP, Marketing
5/2004 - 10/2006
Developed company’s business and marketing strategies and plans and implemented plans. Perform sales and operations analyses to identify ways to improve sales, reduce costs, and manage liquidity. Maximized effectiveness of promotion spending and perform post-promotion analysis. Implementation of plans resulted in the company’s monthly EBITDA improving from $600,000 in May 2004 to $3 Million in September 2004 leading to refinancing of the company’s $100 million debt. CFO’s “Right Hand.”
AT&T Accounting
Financial & Business Analysis Manager
6/1998 - 4/2002
Served as an internal consultant addressing a variety of business and financial issues to improve sales, reduce costs, and ensure decisions made were in the best short and long term interests of the company.
PepsiCo Accounting
Mid-Atlantic Financial Analyst
2/1997 - 4/1998
Forecasted monthly and quarterly sales and profit; projected targets and established operating budgets for Annual Operating Plan (AOP), analyzed profit impact of tactical decisions, reported financial results, and monitored performance against plan and prior year. Analyzed and investigated profit and sales performance by product, geography, and sales channel.Trained in all aspects of the Frito-Lay sales process.
AlliedSignal, Inc. Accounting
Financial Analyst/Pathways Management Development Program
6/1995 - 1/1997
Forecasted sales and bookings, established the Division Strategic and Annual Operating Plans, performed cost analysis for various products, analyzed material and labor costs, and monitored division performance against plan. Identified root causes of rising material and labor costs and proposed cost-reduction methods to diminish Towson’s reliance on defense projects and transition to a commercial-based business.