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Work Background
T3 SixtyVice President Finance
Nov. 2021 - Jun. 2025United StatesResponsible for managing financial accounting and reporting analytics, including the preparation of all monthly, quarterly, and annual financial statements, including human resources and operations oversight.
The Historic George Town ClubBusiness Consultant
Jan. 2020 - Jun. 2024Washington, District of Columbia, United StatesManaging all areas of the accounting department, including the coordination of all monthly closing responsibilities of the company's financial and operating systems, and the preparation of all monthly, quarterly, and annual financial statements on a timely basis. • Streamlined the monthly closing process, establishing a monthly closing cycle of less than 10 days.
• Refining the annual budgeting process by and incorporating the capital budget into the annual plan.
• Responsible for the development and implementation of both financial and operational internal controls.
• Reduced Accounts Receivable delinquency rate by 32% and collection time to less than 30 days.
• Responsible for managing all, financial, licensing, insurance, and due diligence, audits.
Cinch Home Services, Inc. (HMS National, Inc., Cross Country Home Services, Inc.)Vice President, Regional Sales
Jan. 2013 - Dec. 2020Boca Raton, Florida, United StatesDuring this role as VP, I drafted and implemented sales growth strategy, conducted sales process improvement workshops, and increased the profitability of the organization through advanced planning. I increased revenue with a focus on sales across the Mid-Atlantic and Northeast Regions which included the two largest revenue producing states in the real estate channel, Maryland, and Virginia. Streamlined sales and business development processes throughout the department. Delivered assistance and training to account executives resulting in promotion to senior account executive for three direct reports. Contributed to the design of a competitive home warranty product to achieve sales growth and attain profitability goals. I developed cross functional relationships to promote cohesiveness between sales and operations, collaborating with accounting and finance departments to establish sales promotion and T&E budget. Selected Contributions:
Built competitive home warranty product and go to market strategy that triggered annual revenue by over $50M annually representing approx. 50% of total real estate channel revenue.
Contributed over 60% of real estate channel renewal warranty revenue.
Developed national sales training protocols for new products and managed the roll-out of new client relationships that boosted overall customer satisfaction scores significantly.
Secured new business partnerships, ensured client retention, and maintained client satisfaction that doubled sales revenue over a five-year period.
Trained and directed a successful sales team of twelve (12) Account Executives
Established and strengthened relationships with two of the top five privately owned independent real estate brokerages in the country.
Successfully leveraged existing client relationships into referrals and added additional high-profile clients from the Real Trends Five Hundred Rankings.
Real Estate Marketing Services, Inc. (t/a HMS of the Mid-Atlantic States)Chief Operating Officer
Jan. 1997 - Dec. 2012Fairfax, VirginiaDuring this tenure as COO of largest Franchise in the HMS National, Inc. network I explored new business opportunities within the region and secured new accounts. Ensured the company had effective operational, financial and sales procedures in place to effectively grow the organization and to ensure financial strength and operating efficiency. I designed and executed business strategy resulting in increased revenue and profit. Streamlined company operations by managing team of 25 employees including sales professionals, customer service, accounting, human resources, and office administration. I managed variety of personalities and have adapted communication and management style to achieve results and promote positive client relationships. Selected Contributions:
Directed the acquisition of the company by Cinch Home Services, Inc. and steered the post transaction integration.
Monitored the transfer of approx. 25 employees and professionals in accounting, operations, customer service, and sales departments.
Recognized for outstanding performance in sales, marked by the delivered millions in new annual revenues, and by winning multiple million dollar contractual agreements.
Real Estate Marketing Services, Inc (t/a HMS of the Mid Atlantic States)Chief Financial Officer & Controller
Jan. 1989 - Dec. 1996Fairfax, Virginia, United StatesCHIEF FINANCIAL OFFICER 1992 - 1997
Primary day to day point of contact with Franchiser. Negotiated multiple extensions of Franchise Agreement. Negotiated product pricing and coverage construct. Administered all franchise agreement reporting requirements. Developed, implemented and managed customer service department for regional operations handling ~ 150,000 calls annually. Successfully created, designed and implemented renewal process resulting in an additional source of company revenue. Managed and led the process for financial forecasting and budgeting. Oversaw the preparation of all financial reporting and tax filings. Responsible for recruiting, hiring, on-boarding and training all employees over 20-year period. CONTROLLER 1989 - 1992
• Led implementation of new accounting software.
• Developed new internal financial controls and oversaw ongoing compliance. and monitoring.
• Managed business insurance policies.
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