Led all finance, accounting, business analytics, risk management and HR related functions for a $240M HVAC equipment wholesale distribution business with 27 branch/warehouse locations throughout Florida and South Carolina. Drove all financial and capital planning, analysis, asset management and decision support in collaboration with company ownership, executive leadership, and functional teams. Coached and managed the company’s Controller, HR Director and Manager of Business Performance

Owned all finance-related functions for a $250M landscape maintenance business in Florida. Partnered and
collaborated with regional operations, sales, and corporate finance organizations. Managed a team of five market
controllers.

Led FP&A function for $10B wholesale land fuel distribution and logistics segment. Directed realignment, change management, automation, and continuous improvement of segment’s line of business performance metrics/reporting. Successfully partnered with commercial, functional, and senior corporate leadership throughout a period of significant business segment expansion. Managed, developed, and coached a team of three finance managers and two senior financial analysts.

Managed pharmacy finance reporting and operations support for $115M retail pharmacy business. Partnered with
pharmacy operations leadership on day-to-day running of business, creation and reporting of meaningful operational and business performance metrics, forecasting, asset management, personnel planning, revenue/profitability analytics, and optimization of purchasing function. Managed and developed a team of three analysts.

Provided financial reporting, budget, forecast, and accounting support for global business throughout multiple manufacturing plant sites. Participated in large capital project analysis (including ROI analysis, PMO budget maintenance, etc.) as well as discontinued operations analysis and decision support.

Led and coordinated due diligence procedures on potential acquisitions. Prepared presentations and analytics of potential M&A deals to senior leadership.

Specialized in financial services and pharmaceutical industry sectors.