CHIEF FINANCIAL OFFICER (CFO) / EXECUTIVE VICE PRESIDENT
Accomplished C-level executive with 15+ year track record of success in developing and executing strategic plans that
leverage organizational scale and infrastructure to maximize business opportunities, grow revenue and profit and minimize
expenses across diverse industries. A high-integrity leader possessing superior interpersonal skills, analytical ability, and a
clear sense of purpose when faced with the multi-faceted challenges present in start-ups, turnarounds and high-growth firms.
Adept in decision making during high-stake, complex business matters which require the leveraging of deep business-to-
business acumen, innovation, and critical thinking.
Spearheaded the negotiation and implementation of a million $+ cloud-based ERP (NetSuite) across all
functional areas (OMS/WMS/ERP/SRP) of the business, using internal team and vendor partners.
Enhanced FY 2015 EBIDTA 22 % and improved CCC days 21.5%; instituted best practices in A/R and A/P,
revamped contract pricing with new and existing clients and vendors.
Established KPI's and best practice standards in Contact Center and Distribution Center; resulted in a 15%
increase in First Call Resolution (FCR), 18% increase in orders and a 5% reduction in staffing needs.
Provided strategic financial planning and analysis, advised CEO on capital raises, debt, major partnerships, and
joint ventures, provided leadership on acquisitions and/or mergers, service pricing and contract negotiations.
Orchestrated the successful turnaround and high-growth phase (from loss incurring revenue of $1.5M to
profitable revenue of $7.2M) from 2003 to 2014.
Spearheaded the re-engineering of operations and technology across fulfillment distribution, ecommerce, and
finance; improved operating margins 20%, increasing gross income 52% in FY 2014.
Increased revenue 18.8% and generated EBITDA of 58% during FY 2011 through cost mitigation, including new
multi-level pay scale, renegotiated volume pricing agreements, and RIF initiatives.
Launched Medical Logistics Division increasing revenues $3.6M at 63.8% GP in FY 2004. 1 of 2 providers in the
SE region to Siemens Medical and the preferred service provider to Philips Medical.
Demonstrated success in financial management initiatives, multi-million $ P&L's, capital creation and projects;
have acquired funding for facility construction, facility relocation, and other capital expenditure projects.
As corporate liaison to the board, conveyed financial reporting in an accurate and timely manner; clearly
communicated monthly, quarterly and annual financials, variances to plan, prior year and prior forecasts.
Strategized with VP of Technology to ensure the ongoing maintenance and upgrading of IT and infrastructure,
including vendors, hardware, software, phone systems and moving all business systems to the cloud.
M&A experience; negotiated with bankers and attorneys, structured transactions and capital acquisitions,
conducted financial and cultural feasibility studies, and guided due diligence effort.
Strategic Vision and Agility--ability to think strategically, anticipate future consequences and trends, and
incorporate them into the organizational plan.
Mentored and guided management within Contact Center, Creative, Ecommerce, Distribution, Demand Planning,
and Forecasting in prioritizing goals and creating cohesive working relationships within the organization.
Developed and advocated relationships with key internal and external customers; assisting as needed with
problem solving and customer relationship management.
Mitigated impact of the 2008 industry downturn; strengthened contractor relations, instituted productivity and
process enhancements, captured savings of 30% cost, 5% time, and 7% human capital.
CHIEF FINANCIAL OFFICER (CFO) / EXECUTIVE VICE PRESIDENT, 01/2013 － CurrentPHOENIX DIRECT － Atlanta, GA
National creative, marketing, ecommerce and 3PL company providing B2B and B2C (D2C) services in the retail apparel marketplace.
Oversee all business functions of the organization after having exceeded expectations on several operational & financial
80M+ P&L responsibility and oversight of management and execution of all operations (Creative,
Marketing, Ecommerce, Contact Center, Logistics, IT, HR, G&A) of the business.
Report to the President and Board of
Provide specific leadership in accounting and finance areas.
Successfully coach and mentor direct reports,
providing development and counsel in their specific functional areas as well as career
Instituted and orchestrated the financial budgeting process, working closely with CEO and senior management to perform
forecasting and ensure progress toward financial goals; ensure accurate and timely reporting of results.
Elevated employee morale and performance through engagement, incentives & bonus programs, and morale-
Raised staff confidence and effectiveness by championing innovation and self-accountability.
Management of organizational cash flow and cash flow forecasting, divested and reacquisition of assets.
Oversaw relationships with vendors and business partners; assisting with problem solving and engage in high-
01/2003 － 01/2013ICM GEORGIA, INC － Austell, GA
Regional commercial contractor specializing in steel fabrication, rigging and medical imaging logistics; 25 employees; $7.2M revenue.
Promoted to President within accelerated timeframe.
Immediately orchestrated organizational turnaround, drove change,
infused new energy and set a new direction for a company through clear vision, mission, and strategy.
Results drove company
revenues from $1.5M in 2002 to $7.2M in 2011.
Implemented new HR policies and procedures.
Upgraded IT systems.
teams and established strategic vendor and partner relationships.
Divested and repurchased assets to gain better economies
Spearheaded approval of all major financial management initiatives, strategic guidance on operations, capital
creation, and capital projects.
With full trust of Board exercised autonomous control of all strategic decision-making.
Spearheaded company's successful turnaround and rapid growth; planned exit strategy, transitioned to an executive
consulting to provide change agent experience and guidance to the new President and the Board.
Created a culture of empowerment and continuous improvement by capturing feedback and ideas for
improvement to operational roadblocks across the workforce.
Pioneered turn-around strategy, delivering 8 years of 18% annualized growth in earnings; expanded scope of
services, forged strategic partnerships and built infrastructures to gain economies of scale.
BUSINESS UNIT MANAGER, 01/1993 － 01/2003PARA-CHEM SOUTHERN, INC － Simpsonville, SC
Promoted to manage the Graphic Arts Business Unit with a $25M P&L, following sales successes in new market entry and
Oversaw all functional areas, including manufacturing, logistics, R&D, sales, technical service, and marketing.
Managed 50 employees across 3 national plants.
Reported directly to the President, Chemical Division.
Identified as a high-potential talent, fast-tracked through a sequence of promotions from Chemist to Technical Rep, Sales
Rep, Southeast Manager for Chemicals; culminated in promotion to Business Manager (Division GM equivalent).
Engineered long range strategic business plans and sales strategies with dual focus on increasing market share
and margins; collaborated with R&D and operations to ensure cohesive communication.
Pioneered a start-up division into new market segments, accountable for a $25M P&L.
Directed functional areas
including R & D, manufacturing, and sales & marketing; directed 50 employees across 3 plants.
Georgia State University, J. Mack Robinson College of Business － Atlanta, GAMBA
Wofford College － Spartanburg, SCB.SChemistryChemistry