Chief Financial Officer (CFO) | Senior Vice President

•Senior Vice President/ CFO reporting to President and CEO.•Serve as strategic financial advisor and build relationships with Board of Directors, and Audit and Finance Committees.•Created five year financial plan reducing debt reliance by 65%. •Build and lead deal negotiations of $13 million in strategic funding with banks and investor community.•Pioneered organizational scenarios in response to COVID-19 ensuring effective strategies for employees, customers, and board.   •Led unwind of $15 million in new market tax credit real estate transaction.•Re-engineered $33 million budget process.•Improved organizational solvency and balance sheet forecasting.•Expanded retail sales by 47% and oversee strategic direction of two retail stores.•Develop 35 employees and 10 volunteers. •Spearhead core financial activity including financial reporting, audit, insurance, risk, capital, liquidity, and debt strategies.•Oversee information technology strategy, cyber security, architecture, and customer support.
    
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      Twin Cities Habitat for Humanity
        
  

Affinity Plus Credit Union is a $3 billion banking cooperative.•Oversee the professional development of 4 audit committee members.•Provide oversight of independent auditor and credit union examiners.•Review ethics, controls, reporting, audits, and compliance.•Perform external communications with NCUA and consumers.•Lead interactions with the Board of Directors and management.
    
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About us

  Affinity Plus Federal Credit Union is a not-for-profit financial cooperative that puts people first. Our approach to banking is different: we focus on people, not profit, and we serve our members with care, excellence and integrity. Choose to manage your money where your story matters.


      Affinity Plus Federal Credit Union
  

•Developed a team of 15 encompassing strategic planning, finance, reporting, analytics, audit, cybersecurity, information security, and administrative function. •Created inclusion plan for 200 employees and oversaw diversity and inclusion committee.•Developed a $68 million IT modernization program proposal and expanded program.•Orchestrated spin-off and led decommission resulting in $11 million savings. •Devised strategy and moved from vacation to paid time off model for 1,200 employees.•Guided the creation of $70 million budget and enhanced actual vs budget accuracy to < 2%.
    
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      Federal Reserve Bank of Minneapolis
  

•Led the formulation and implementation of earnings growth target and innovation metrics globally in 26 business units with 30+billion in revenues. •Advised global leaders on ROGI, NPV, IRR, EAT, and Payback in new product development, plant rationalization, growth capacity and mergers and acquisition projects to grow profitability from $750 million to $1.2 billion.
    
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      Cargill
  

•Led $125M strategic international outsourcing and pricing.•Managed $24M global financial analysis including tax, foreign exchange, and inflation implications.


•Led financial management including reporting, working capital, divestitures, joint ventures, and mergers for $140M region/ 12+ plants.•Managed $3.4M strategic feed mill acquisition.


•Spearheaded reporting for $300 million region.•Managed 15 accountants.


We deliver experiences that enrich and nourish people’s lives through innovative services in food, facilities management, and uniforms. United by a passion to serve, our more than 270,000 employees make a meaningful difference each day for millions of people in 19 countries around the world. We are recognized as one of the World’s Most Admired Companies by FORTUNE, rated number one among Diversified Outsourcing Companies, as well as an employer of choice by the Human Rights Campaign and DiversityInc.


      Aramark
  

•Turn around $890K loss to $1.4M return.•Managed 9 people.•Formulated $300 million budget.


•Promoted to increased volumes of responsibility Controller, TennesseeDirector Operations and Controller, CarolinasGeneral Manager, CarolinasManager Trainee, Carolinas
    
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Kellogg Executive Education

Executive leadership, Leading Teams and Organizations.

University of Notre Dame - Mendoza College of Business

Capella University

The City University of New York

Corporate Finance Institute® (CFI)

The Kellogg School of Management at Northwestern University develops brave leaders who inspire growth in people, organizations and markets. Based just outside of Chicago, the school is a global leader in management education, renowned for its distinctive thought leadership and pioneering approach to learning. Kellogg offers an innovative portfolio of programs: four Full-Time MBA programs including the accelerated One-Year MBA and Two-Year MBA options, and joint degree programs with the engineering and law schools; an Evening & Weekend MBA Program; the premier Executive MBA global network; and extensive non-degree Executive Education programs.

Chief Financial Officer at Twin Cities Habitat for Humanity

Chief Financial Officer

Chair Audit Committee of the Board of Directors

Director Finance, Strategy and Operations Support - Treasury Retail Securities

Senior Global Financial Lead - Food Ingredients Platform

Senior Financial Consultant - Information Technology

Regional Financial Manager (Controller) - Animal Nutrition

Regional Controller - Uniform Services

Finance Director- Education

Controller- Sports & Entertainment

Non Profit Executive Education

Executive Certificate- Financial Toolkit for Strengthening Your Organization

Leadership & Management

Executive Leadership Certificate

Finance

MBA

Accounting

BS

Financial Statement, Ratios and Analysis

Credit Union Finance for Board

Accounting Fundamentals

Resiliency, Equity, Branding, Strategic Planning

Non-Profit Leadership Series

Real Estate Financing

New Markets Tax Credits

Accounting, Law, Tax and Finance

BS of Commerce