Accomplished Senior Financial Executive with 30 years of demonstrated leadership ability to deliver overall
organization and ownership objectives in both family owned and PE owned businesses $150-350 million. Established reporting platform for three private equity acquired businesses since 2012. Thirty years
of diverse financial and administrative experience, including 20 years as Chief Financial Officer of one of the largest family owned businesses in the Cincinnati area. Named "CFO of the Year 2012" by the Cincinnati Business Courier.
Active CPA for 30 years, extensive GAAP experience
Leadership of overall HR and IT systems planning
Extensive employment policy development and benefit plan experience
Extensive insurance and risk management leadership
Led acquisition of 20 businesses since 1997, managed team integrations
Vendor development and negotiations
Extensive manufacturing and distribution experience
Investment banking retention and management of PE sale process
Established federal and state tax compliance platform in 40 states
DUBOIS CHEMICALS, INCCincinnati, OhioChief Financial Officer, Treasurer, Secretary05/2013 to Current
Key member of the Executive Management Team of this Private Equity owned specialty chemical company, with
responsibility for all Administration, including Finance & Accounting, Human Resources and Information Technology
and all shared service platforms for the businesses.
Acquired and integrated six acquisitions totaling $200 million, resulting in the doubling of EBITDA during the hold period.
Developed loan compliance and financial reporting
platform for ownership, syndicated lenders and LP owners following the initial transfer of PE ownership in 2013 and 2017.
million in mezzanine debt achieving annual interest savings of $3.5 million.
Upgraded the talent in Finance, HR and IT,
improving the service to internal and external customers.
Served as a resource for business and operations team to
identify integration and assimilation opportunities to fully realize the value of the acquired businesses.
Successfully marketed and sold DuBois Chemicals, Inc. on March 15, 2017.
Prepared all projections and budgets, presented all offering materials to
prospective buyers, coordinated due diligence, and finalized the sale to the Jordan Company in March 2017, resulting in a 250% investment return during the 4 year hold period.
01/2013 to 01/2016
Established initial financial and business reporting for 3 private equity owned businesses immediately after
purchase since 2012
Identified and led acquisition and assimilation of 17 businesses since 1997, integrating the teams while expanding geography, market share and product line offerings, including Canadian and Mexican operations, achieving full control of the product supply chain throughout the continental U.S.
Negotiated all financing, banking and treasury management relationships and services with syndicated lending group to optimize efficiency and cost, including refinancing of $46 million of mezzanine debt in 2016
Brought in-house the preparation of annual individual and corporate federal and state tax returns (40 states, 400
returns annually), achieving savings of $400,000 annually
Full responsibility for corporate risk management and primary legal counsel retention and utilization, including all
HR employment practices, employee benefit plan development and compliance, achieving health plan savings of $2 million annually since 2014
Led business and IT systems integration, centralizing and standardizing all financial reporting and transaction
processing on common network platform for 7 manufacturing plants and 65 other locations.
businesses acquired in 19 months to Microsoft Dynamics AX.
As a member of the Executive Management Team and Board of Directors, with responsibility for all Administration,
including Finance & Accounting, Human Resources and Information Technology, collaborated and directed the strategic
initiatives of the company.
Strengthened the overall business and market position by leading the acquisition of 11
businesses driving expansion of our market share, geography and product offerings, to become the largest privately held
business in the United States serving the funeral service industry.
Served as a resource for Sales, Manufacturing and
Distribution areas of the business to identify opportunities within each area and assist in the identification of cost savings
and process improvement opportunities.
In 2012, selected and retained Investment Banking Firm to market the 100% sale
of the company to Private Equity Group.
Prepared all projections and budgets, presenting all offering materials to
prospective buyers, coordinated due diligence, negotiated sale contract, ultimately closing the sale in June 2012.
AURORA CASKET COMPANY, INCAurora, IndianaCorporate Controller09/1993 to 12/1998
Spearheaded the conversion of all transaction processing and financial accounting systems of the company to a new
fully integrated ERP software platform.
Developed all the cost accounting and standard cost systems for all items produced
and sold by the company.
Developed financial measurements for all functional areas of the company, including
profitability reporting for the leadership of the company business units.
Audit Manager06/1990 to 09/1993
serving a diverse client base of privately held and public companies
in the Cincinnati, Ohio area.
Served as the Corporate Audit Manager on the largest client in the Cincinnati office,
including primary responsibility for the coordination and delivery of Contract Internal Audit Services for that client.
ARTHUR ANDERSEN & COCincinnati, OhioAudit Manager08/1985 to 09/1993
Education and Training
BBA:ACCOUNTINGUniversity of Cincinnati, Cincinnati, Ohio, USAACCOUNTING
Activities and Honors
Named "2012 CFO of the Year" by the Cincinnati Business Courier, Large Private Company category
Continuously "Active" status Ohio Certified Public Accountant since 1987
Member Ohio Society of CPA's (OSCPA)
Member American Institute of CPA'S (AICPA)