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Work Background
Esalen InstituteInterim Chief Executive Officer
Sep. 2024Big Sur, California, United StatesSpearheading organization of 130+ while still holding CFO role. Work closely with the Board to provide guidance for future strategic moves that will enhance operational efficiencies, revenue streams, strategic partnerships, and reputational reach, while preserving core values and organizational mission. Accountable for operations, financial planning, and resource allocation, while implementing data-driven decision-making processes across departments. Established efficient and seamless operations by installing key positions to appropriately support the level of talent and mentorship necessary for organizational continuity and upleveling.
Esalen InstituteChief Financial Officer
Jan. 2021Big Sur, CAEvaluated business opportunities and advised on growth initiatives, ensuring robust financial health and organizational expansion. Lead accounting, finance, and HR teams and oversee internal controls and audit processes to ensure adherence to legal, regulatory, and GAAP compliance. Provided operational and financial leadership that drove 85% increase in revenue and 500% increase in cash/investment reserves — the highest in organizational history. Freed up ~$6M in cash flow by renegotiating with lenders to design a more sustainable debt structure and refinance loans at a fixed, extended amount — eliminating $2M to $3M in balloon payments.
Esalen InstituteController
Jan. 2019 - Dec. 2021Big Sur, CAOverhauled accounting and operational systems in the face of financial audit deficiencies, near bankruptcy, and outdated systems. Led 11-member accounting team; ensured GAAP and audit compliance; and monitored revenue. Assisted CFO in budget preparation and enforced internal controls. Led team of seven accounts to resolve audit issues. Transitioned organization to fund accounting system with new chart of accounts, which captured different revenue streams accurately.
Lifestyle FoodsChief Financial Officer
Jan. 2011 - Dec. 2018York, PAChief Financial Officer, 2012 – 2018
Financial Controller, 2011 – 2012
Tasked with installing accounting systems and processes and securing financing to support new plants, equipment, staffing, and production lines. Within a year, promoted to fill sudden CFO vacancy, continuing to drive financial and operation strategy and ensure GAAP compliance and accurate financial reporting. Developed plan to support build-out of new production facility, identified and oversaw sub-contracted manufacturing operations across the country as revenue grew.
Lifestyle FoodsGeneral Manager
Jan. 2008 - Dec. 2011York, PAOversaw business operations, staff of 100 across multiple manufacturing locations. Challenged with formalizing infrastructure to ensure optimal service to notable accounts, including Giant Food, Sheetz, Meijer, Walmart, Compass Food Group, and Aramark. Led strategic brand design, which led to $4M in sales growth in 2010. Implemented supply chain tools and processes.
Lifestyle FoodsPurchasing Manager
Jan. 2006 - Dec. 2008York, PATasked with creating and setting up systems to manage growth from $1M to $10M in contracts. Developed and implemented inventory system and metrics, reducing waste 15%, cutting shrinkage and boosting turnover rate 12%. Reduced COGS 7% through negotiation of long-term supplier contracts. Additional Professional Expertise:
Adjunct Professor, Business and Accounting, University of the People, Pasadena, CA, 2019 – 2022
Adjunct Professor, Accounting, Delaware Valley University, Doylestown, PA, 2013 – 2015
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