Strategic finance and operations leader with nearly 20 years of experience across healthcare, automotive, and professional services. I excel in building high-performing teams and implementing innovative financial systems. Currently serving as EVP of Finance at Proactive MD, I drive sustainable growth and operational excellence.
At Proactive MD, I built and led the finance team—and at times oversaw HR and IT—during a period of 10x growth. I championed sustainable systems, aligning labor costs with performance goals and driving strategic technology investments.
By implementing modern financial systems and sophisticated pricing models, I enabled comprehensive financial reporting and integrated complex sales proposals into budgeting.
I also led due diligence for acquisitions and joint ventures to ensure seamless integration and maximize returns.
Selected Achievements:
• Introduced Power BI dashboards and visualizations that drastically improved operating margin.
• Developed refined month-end closing processes for multi-state operations.
• Expanded custom pricing models for onsite health centers, enhancing forecast integration and RFP efficiency.
• Managed 401k audits, benefits design, risk mitigation, key contracts, and tax compliance activities.
As CEO, I steered the organization through rapid growth in the global automotive industry, while as CFO I oversaw financial planning, reporting, and compliance.
I collaborated closely with sales, R&D, and engineering teams to transition from simple assembly to full-scale manufacturing and oversaw SAP-driven processes, supplier vetting, and strategic budget alignment.
Selected Achievements:
• Expanded from a single startup location to three facilities in South Carolina, Michigan, and Mexico.
• Scaled operations from one program to nearly a dozen in under five years.
• Achieved IATF 16949 certification for stringent automotive standards.
• Built robust SAP financial systems covering reporting, KPI tracking, and cash flow management.
• Established operations in new markets, managing property acquisitions and automation equipment.
As Treasurer for a multi-campus church, I managed all accounting and financial functions, introduced strategic budget planning, and refined reporting structures to promote transparency and accountability.
Selected Achievements:
• Delivered comprehensive quarterly financial updates to church elders and the congregation.
• Implemented innovative giving solutions to streamline donations across multiple campuses.
In my role as a Fractional CFO/Controller, I delivered high-level financial oversight for a diverse client base, standardizing reporting and close processes to enable swift, sustainable growth.
Selected Achievements:
• Designed reporting templates and workflows that boosted efficiency and client satisfaction.
• Developed best practices that ensured scalable financial operations and lasting stakeholder relationships.
At Cherry Bekaert, I provided tax compliance and advisory services across a broad client base, prepared complex tax returns, and conducted in-depth tax research to mitigate risks.
Selected Achievements:
• Collaborated with the State and Local Tax Group to develop specialized tax strategies.
• Served on the IT Advisory Panel, championing tools to streamline firm-wide operations.
Outside of work, I value family, personal development, and continuous learning. I enjoy recreational soccer, snowboarding, and staying updated on emerging technology trends.