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Work Background
North Coast VenturesInvestor/Member
May. 2021Cleveland, Ohio, United StatesNorth Coast Ventures invests in highly scalable, business-to-business, SaaS ventures focused on solving big problems where: Our membership and network can provide domain and functional expertise to help achieve superior outcomes.
AlphaSightsFreelance Advisor/Consultant
Mar. 2021Provide consulting and advising services in areas of Trucking, Logistics, FinTech, HR & Employee Benefits, Insurance, Accounting and Finance software.
GuidepointFreelance Advisor/Consultant
Mar. 2020Provide consulting and advising services in areas of Trucking, Logistics, FinTech, HR & Employee Benefits, Insurance, Technology, Accounting and Finance
Five Star Trucking, IncPresident
Jan. 2020Cleveland/Akron, Ohio Area
Downtown Cleveland ResidentsStrategic Development Chair
Feb. 2019 - Feb. 2021Cleveland/Akron, Ohio Area
Five Star Trucking, IncChief Financial Officer
Apr. 2017Willoughby, OHDeveloped with management team KPIs (Key Performance Indicators), necessary to monitor and improve business operations.
Defined and implemented regular reporting requirements to monitor KPIs, business activity and profitability Improved cost visibility of various operations to better understand opportunities and areas for operational improvement
Five Star Trucking, IncDirector of Human Resources
Feb. 2007Willoughby, OHManage all aspects of Human Resources, Payroll and Employee benefits
Act as plan administrator for company sponsored 401k plan
Implemented IPS and review process for 401k Plan
Reduced 401k fund expenses by over 100 basis points
Negotiate annual payroll cost savings of over 70%
Five Star Trucking, IncVP Finance
Feb. 2007 - Mar. 2017Implemented AP Discount program creating a cost savings of up to 5% with participating vendors. Resulting in annual savings of over $25,000 year.
Handle and negotiate insurance renewals for all company insurance policies
Five Star Trucking, IncFinance Manager
Jul. 2006 - Aug. 2008Reviewed, Documented and Redesigned complete AP and AR workflow to improve efficiency of processes with implementation of new Transportation Management System
Created a process handbook for use in training for all related accounting functions.
Five Star Trucking, IncManagement Trainee
Jul. 2005 - Jul. 2006Willoughby, OHCo-Managed implementation and training for company-wide TMS System for 27 users.
Developed appropriate business rules for TMS system to ensure full utilization of software.
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