• Enhanced financial efficiency by streamlining and automating financial reporting processes, including job costing and Work-in-Progress (WIP) tracking. • Implemented robust expense tracking and strategic cost reduction initiatives tailored to construction project budgets. • Used advanced analytical models to improve financial forecasting and project performance prediction. • Managed multimillion-dollar project and company budgets, ensuring accurate resource allocation. • Strengthening internal controls through regular audits and regulatory compliance, meeting construction accounting standards. • Negotiated favorable terms with vendors and subcontractors, generating significant cost savings. • Streamlined month-end close and project closeout processes and spearheaded financial software system implementation.

• Provided strategic financial and operational leadership, driving a consistent 15% average annual growth by optimizing vendor agreements and diversifying revenue streams. • Implemented comprehensive cost control measures, leading to a 20% increase in EBITDA through supply chain and administrative process optimization. • Directed the scaling of operational infrastructure to support a 3x increase in customer base and transaction volume. • Implemented advanced inventory tracking within QuickBooks for regulated beverage stock, enhancing financial transparency and reducing discrepancies by 15%.

• Played a pivotal role in scaling the company from start-up to successful acquisition at a $150M+ valuation. • Led transformative digital initiatives by implementing new systems, improving real-time data visibility and operational efficiency by 25%. • Enhanced cash flow and optimized working capital through rigorous financial oversight for spirits-focused business. • Directed financial strategy and daily operations across multiple wine import and spirits distribution companies, supporting significant business growth. • Managed all aspects of corporate tax compliance and reporting, including federal and state excise taxes, import duties, and ABC regulations for multiple legal entities.

• Led all fiscal management and accounting operations for three high-volume bar and restaurant entities, ensuring GAAP compliance and strong fiscal oversight. • Implemented a profitability improvement program focusing on F&B cost control, renegotiated supplier contracts, and optimized inventory, resulting in a sustained 10% increase in operating margins. • Designed and implemented unified budgeting and forecasting models, improving P&L projection accuracy, and reducing forecast variance year-over-year. • Revamped month-end close procedures and financial reporting package for executive leadership, cutting report turnaround time by over 30% and enabling timely cash flow analysis.

Pro Advisor

Intuit