The Challenge

In complex supply chain and fulfillment organizations, financial health is constantly threatened by uncontrolled operational costs, inaccurate inventory valuation, and a lack of timely, trustworthy financial reporting. Without an executive who understands both the ledger and the loading dock, businesses struggle to achieve maximum profitability and valuation.

The Executive with an Accounting Foundation

I specialize in integrating financial strategy with operational execution, ensuring every logistics decision contributes directly to the P&L. My expertise is unique, blending executive-level financial management (P&L, EBITDA) with a deep, hands-on understanding of accounting principles and system integrity.

Executive Financial Strategy & Control

I turn financial data into strategic action, managing budgets and delivering high-level profitability.

• P&L Management: Directly managed and achieved substantial EBITDA targets for P&L statements up to $500 Million, proving mastery of top-line revenue and bottom-line profit.

• Margin Growth: Applied deep financial analysis and cost control initiatives to grow contribution margin from 38% to 48% in one year.

• Capital Sourcing: Proven ability to manage high-stakes financial partnerships and secure necessary funding, including securing a $2.5 million line of credit through strategic negotiation.

Accounting Integrity & System Management

My background ensures not only that the financial strategy is sound but that the underlying transactional data is accurate and compliant.

• Foundational Expertise: Backed by degrees in Accounting and Business Management, I ensure all financial processes are robust, compliant, and audit-ready.

• Reporting & Bookkeeping: Experience in designing and executing Financial Reporting and light bookkeeping processes, including proficiency with standard platforms like QuickBooks.

• Pricing & Modeling: Developed and implemented strategic Pricing and Cost-Plus Modeling to ensure services are priced profitably, maintaining a clear line of sight on variable costs.

Cost Reduction for Maximum Profit

I target and eliminate major cost drivers in the supply chain that erode profitability.

• Supply Chain Cost Control: Achieved a dramatic 41% reduction in COGS in a cold chain operation through financial engineering and strategic sourcing.

• Cost Saving Initiatives: Delivered a verified 9% savings per order through rigorous auditing and renegotiation of major vendor and carrier contracts.

Core Finance & Accounting Capabilities

• P&L and Budget Management: Executive oversight and forecasting for large-scale operations.

• Financial Reporting: Generating, analyzing, and presenting transparent, actionable financial data.

• Transactional Integrity: Hands-on experience with accounting principles and systems like QuickBooks.

• EBITDA and Margin Optimization: Driving profitability through process-based cost reduction (Lean Six Sigma Black Belt).

• Strategic Capital Sourcing and Negotiation.

If your financial reporting lacks clarity, your cost structure is opaque, or your executive team needs a finance leader who understands the mechanics of the supply chain, let's connect.

View my detailed project portfolio or schedule a strategic consultation today.