Dynamic and results-oriented Chief Financial Officer (CFO) with 8+ years of experience in financial strategy, reporting, and operational management within the backflow and wholesale distribution industry. Proven ability to lead cross-functional teams, drive profitability, and implement large-scale financial initiatives. Skilled in business expansion, M&A activities, ERP systems, operations and tax planning.
Overview
12
12
years of professional experience
Work History
Chief Financial Officer
Test Gauge and Backflow Supply, Inc.
07.2017 - 02.2025
Directed all financial operations, aligning with company growth strategies and long-term goals.
Managed budgets, forecasts, and cash flow, driving a 20% increase in annual revenue over a 5-year period.
Developed financial models to support new business initiatives, resulting in successful market expansion.
Led the strategy and execution of the sale of multiple businesses, totaling over $7 million in value.
Fostered strong relationships between franchisees and franchisors, ensuring alignment with business objectives.
Drove sales initiatives through active outside sales engagement.
Managed purchasing operations, expanding inventory from $1M to $7M over 6 years.
Managed general operations, including overseeing day-to-day activities, improving workflow efficiency, and ensuring optimal resource allocation across all departments.
Led implementation of ERP and website systems, streamlining processes and integration.
Oversaw multi-state tax planning, including corporate and sales tax.
Organized and hosted annual company meetings to report on financial performance and future strategies.
Cultivated vendor relationships to manage purchasing, pricing, and rebates.
Staff Accountant
Porte Brown
09.2012 - 07.2017
Supported the preparation of financial statements and reports for a diverse client base.
Managed accounts payable/receivable, bank reconciliations, and month-end closing.
Worked closely with senior accountants, providing data-driven insights to improve financial performance.
Contributed to internal audits, identifying cost-saving opportunities and efficiency improvements.
Assisted in corporate and personal tax preparation, ensuring compliance and accuracy.
Warehouse Fulfillment Associate/Overnight Stocker and Receiver at Test GaugeWarehouse Fulfillment Associate/Overnight Stocker and Receiver at Test Gauge