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Work Background
WholeTrees® StructuresDirector of Accounting
Feb. 2024Madison, Wisconsin, United States
AirDeckBoard Member
Nov. 2020 - Sep. 2023Madison, Wisconsin, United States
DynaVapChief Operating Officer
Jan. 2020 - Jun. 2022Madison, Wisconsin, United StatesJoined this fast-growing Startup to help keep pace with rapid growth. Inc 5,000 fastest growing companies in 2020 and 2021. The fastest-growing manufacturing and eCommerce company in Wisconsin in both years. Led the Manufacturing (Product Development, CNC and Assembly teams, Supply Chain, Inventory Management) and Operations teams (eCommerce Fulfillment, Customer Service, Website Development, and Business Operations. Reduced time to fill orders by 150% within six months. We implemented ISO 9001. Negotiated Capital Investments savings of $1,500,000 while maintaining production standards.
Business Communication SolutionsChief Financial Officer/COO
Apr. 2019Waunakee, WIBPO provider for Print, Mail, PaaS Document Management, eDelivery and Accounts Payable functions Provide full charge Accounting and Financial Management. Owner purchased the company in 2019, and my role is to support the establishment of accounting processes and procedures, ERP/Accounting systems, hiring and training of staff, supervise business operations staff, and help the CEO/owner with all aspects of Accounting, HR (including recruiting), IT, and business operations planning. Chief Security Officer - Cyber, HIPPA, SOC 1 and 2.
HaloPresident - SaaS Startup Consultant
Feb. 2017 - Jan. 2020Madison, Wisconsin AreaHalo is a technology innovation company. We help entrepreneurs bring their ideas to life and their companies to get scale. We design and develop software for funded startups and established companies. Below are some of the companies we have worked with. We design solutions for digital interactions. With its approach, our team generates extraordinary value for brands through innovative design.
* Product Conceptualization
* Product Design/Development
* Product Marketing
* Sales Process
* Product Roadmaps
* Capital Raise Preparation
* CTO-Level Consulting
* CEO Coaching
* Team Building/Recruiting/HR
* Interim CFO/Business Operations
NotionPathBusiness and Career Coach, Team Builder Consultant / Recruiter -> Get Talent | Get Hired
Jan. 2017Madison, Wisconsin AreaBusiness Coach for founders, small business owners, consultants and others. Our "Be Heard Recruiting" processes, solves the problems caused by today's BROKEN recruiting processes and results. It's broken for employers and top talent. For Employers - It is expensive, slow to get results, quality of Candidates is low; For Talent, challenging to stand out in a crowd, find good opportunities, and get support. We believe there are clear OPPORTUNITIES in today's Job Market for employers and professionals to take a different approach. We don't focus on the pains/challenges but on identifying your company or individual strengths and applying our Be Heard Recruiting process to change your outcome and get a strategic advantage. Focused on Startups and High Growth Mid-Market businesses AND Executives and Professionals. Employer Problems we solve:
▪ We Hire Like a CEO/COO/CFO as part of your team
▪ Inside Recruiter Don't Have a Proven Process, and Results are Slow; We Teach Them How
▪ Recruiting solutions often end once hired; we provide solutions that extend past the hire date to ensure you can build a willing team Career Coaching By an Experienced C-Level Executive - For Executives and Professionals Seeking Six-Figure Roles, this is what we solve:
▪ The average job search is 22 to 34 weeks
▪ Job Boards are broken - lets go around them
▪ 70% of jobs are “Hidden” - we'll find them
▪ Traditional Resumes and Cover letters are not working - I'll show you how yours will get attention
▪ 95% of Employers/Recruiters search LinkedIn …are you discoverable? I’ve created a process that gets results:
✓ Discovery - get the focus and clarity you need
✓ Branding - Resume, Cover Letters, and LinkedIn Profiles that work - from the perspective of an employer - not a writer
✓ Job Search processes to get around job boards and go after the “Hidden” Job Market
✓ Networking and rapid growth, without going to social events
✓ Interviewing methods to standout
IconiCare, LLCReal Estate Development CFO/Operations
Aug. 2014 - Nov. 2016Madison, Wisconsin AreaSenior Living Housing Developer and Investor. Focused on small to midsize communities throughout Wisconsin. Fully integrated from site selection to construction to financial reporting on operations to investors and banking relationships.
SpendshipCOO/CFO - Co-Founder
Oct. 2013 - Sep. 2014Greater Nashville Area, TNCoFounder STARTUP to EXIT... ACQUIRED by Moontoast. Led the Spendship side of the due diligence process and merger activities as VP of Operations at Moontoast. Re-Branded as SpendSetter. Spendship was mobile-based affiliate social network helping companies turn their advocates into individual salespeople for their brand. Co-Founded and serve in the role of Chief Operating Officer and CFO. Focused on building the team and managing day-to-day operations wearing many hats in a fast-paced startup. Salesforce.com Administrator including deep customization and programming. Support the Inside/Outside Sales and Marketing teams on use, reporting, quality control.
IconicaCOO/CFO/Business Manager
Apr. 2013 - Dec. 2016Madison, Wisconsin AreaSenior Level leader driving business growth using a high energy client focused approach to leading Sales and Marketing team. Responsible for Finance and Accounting at the CFO level over multiple entities, Administration, HR, IT, Legal, and Office Management. Focus in on building a highly successful team of talented members. Develop solid operating processes and ensure the team has the tools to be successful. Foster Innovation in all areas of the company - from services we provide to the process we use. Saleforce.com Administrator. Retooled Salesforce including reporting, quotes/forecasting/CQP, mobile use, Lead/Account restructuring, KPI's. Lead Iconica Strategic Planning process and ongoing Execution Management. Oversee the acquisition of start-up entities and ongoing operations oversight for Market Rate Housing Projects and Senior Housing facilities. Serve as a Trustee for Iconica 401K and Profit Sharing Plan and Trust. Serve as the Secretary and Treasurer on the Board of Directors for Iconica and it's parent company Planning Holdings, Inc as well as several other entities for Real Estate Development, Property Managers, and Senior Housing facilities...over 35M in acquisitions and counting.
OmnipressCEO
Jul. 2003 - Aug. 2011Madison, WILed Business Operations - Accounting, HR, IT, Business Operations for this Manufacturing and Software Development (SaaS Products, Digital Printing, and Internet Publishing). Major focused on digital media and digital product solutions innovation. Led strategy and execution to ensure alignment of objectives. Lead team of managers and the product development team, with total company size of 65. Led or sponsored project management and internet product development (software and hardware) working closely with new business development to gather the voice of the customer and ensure high-quality client relationships. Served as the CFO and Managing Director on the Board of Advisors of Parent Company DICOM Corporation. Some Major Accomplishments:
• Achieved Net Income of 150-200% above industry profit leaders (as defined by PIA) yearly.
• Established Omnipress as a market leader with a strong brand through excellent products, services, and strong content marketing, achieving 600% growth over 24 years.
• Achieved an 85% Net Promoter score through strong client relationships, solutions selling and positioning the company as a thought leader in social media and innovation in events.
• Using Lean, Six Sigma and QRM Lead Time established a company-wide strategy that cut lead times in all phases of manufacturing and office operations by 70% and improved on-time delivery rate to 99.7% while reducing staff levels by 10%.
• Drove innovation and growth by transforming the company from a traditional hierarchical structure to a flat, team-based organization, empowering team members to perform.
• Shipping and supply chain, and vendor/supplier relationships in an ecommerce and distribution environment.
* Established/Development of three SaaS products.
• Trustee and Plan Administrator of ESOP and Profit-Sharing Plan
DICOM CorporationAdministrative Manager - HR & IT - Digital Publishing Product Development Lead
Dec. 1997 - Jul. 2003The parent company of Omnipress. Served on the Board of Directors for DICOM Corporation. This board was made up of family members and advisers, with diverse backgrounds and experience. Meetings required significant planning and clear communication so everyone understood our complex business during a time of great change, the key drivers impacting financial performance and our actions to ensure continued growth and profitability. Provide IT support and software/ERP development and programming. Developed Job Costing and Job Tracking systems integrated with CRM - Goldmine and accounting software SBT/AccPac.
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