Experience

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  Laventhol & horwath

  Jan 1984 - Jan 1988

  Accountant
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  Quest corporation

  Jan 1990 - Jan 1997

  Cfo

  • Collaborated with CEO & implemented strategic growth plan bringing company from $8 million to $40 million in annual sales.• Prepared company Business Plan to successfully obtain financing for expansion into seven states.• Developed with team of department managers strategies and incentives to increase productivity of over 140 employees.• Managed & supervised company operations on a daily basis including sales, marketing, inventories, and supply chains.• Implement proper reporting requirements to effectively analyze weekly sales, gross profits, cash requirements and budget variances to senior management Show less

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  Mtb products

  Jan 1997 - Jan 2016

  Cfo / founder

  • Strategized & developed financial strategy/ production / distribution plans for a start-up company.• Secured multiple OEM manufacturers & shipping/delivery channels.• Managed efficiencies and streamlined strict cash requirements to support a growth company with 50% growth rate for 8 consecutive years.• Increased gross margins 26% through product re-development and improvements in distribution.• Managed financial capital and capital requirements required by budget.• Negotiated extremely favorable terms with OEM manufacturers achieving desired working capital levels.• Full P&L and budget planning responsibilities for national operations.• Partnered with sales management to oversee the lead generation campaigns including: television, print media, email, social media, internet placement with an annual budget of $5 million meeting a targeted ROI.• Implement proper financial reporting to properly analyze weekly gross profits and cash requirements.• Analyzed monthly activity and quarterly financial reports to determine success of meeting budgeted sales / profit goals by marketing channel. • Collaborated with outside council to provide legal protection for the company in all aspects of operation. Show less

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  Signature analytics

  Dec 2016 - Feb 2020

  Cfo

  Provided Fractional CFO services to a variety of industries including: Health Care Food and Beverage Medical Equipment Beauty Product Manufacturing Online Retailer Art Design & Production Manufacturer's Rep Architect Services Gym Construction and operations Real Estate Construction Membership Revenue Model Aviation Industrial Equipment manufacturing and salesWork Product: Built out Proformas for start-uo operations to determine feasibility Prepared Cash Flow models for CAPEX and operating planning Prepared financial package for Series A, B & C funding Developed strategic3-year business plan for growth Created Compensation Plans for leadership and management teams Planned, developed and implemented company ESOP Oversight of monthly operational and financial performance Presented financial performance results to the board of directors Evaluated feasibility of M&A opportunities Vendor Management and contract negotiations Communicated directly with PE groups on company behalf Show less

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  Soapy joe's, inc.

  Feb 2020 - Feb 2024

  Cfo

  Worked Directly with CEO and COO to achieve the hyper growth targets of the companyCollaborated in the build out of the company infrastructureWorked closely with Legal on corporate restructuringDeveloped and implemented company strategy growth planImplemented and traced company metrics and KPIsOversaw annual forecast, budgets and cash flow analysisCreated company incentive plans at all levels within companyPresented financial statement analysis to the leadership team and board of directorsPrepared CAPEX timelines for cash flow analysis and planningPrepared Site Level proformas for Bank financingPrepared / reviewed quarter / annual covenant calculationsPerformed site acquisition analysis for cost and projected ROI Show less

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  Thc

  Feb 2024 - now

  Founder / member