Vice President of Finance

Vice President of Finance — Aegis Financial Systems

Charlotte, NC | January 2024 – Present

• Led a team of 8 finance professionals to re-engineer the corporate budgeting process using Anaplan, improving variance prediction accuracy by 24% over three quarters.
• Orchestrated a capital restructuring strategy for a $45M credit facility, reducing interest rates by 115 basis points and saving $510,000 in annual financing costs.
• Automated consolidated monthly financial reporting across 4 international subsidiaries using NetSuite ERP, saving 22 hours of manual ledger consolidation work each month.
• Streamlined the corporate tax planning framework to maximize compliance and utilization of research tax credits, recovering $380,000 in cash refunds for FY2025.

Director of Finance — Novus Capital Solutions

Raleigh, NC | August 2020 – December 2023

• Designed and executed a department-level operational expense audit using SQL database queries, flagging $290,000 in billing discrepancies and recovering 100% of payments.
• Negotiated SaaS vendor agreements with 14 external service providers, cutting software licensing expenses by 18% and preserving $140,000 in cash flow.
• Built a customized rolling cash flow forecasting tool in Excel, which reduced forecast variance from 7.5% to 1.8% and optimized liquidity management for a $30M operating portfolio.
• Established weekly working capital reporting structures using Power BI dashboards, which accelerated cash collections and reduced days sales outstanding by 14 days.

Corporate finance, Capital allocation, Treasury management, Financial planning and analysis (FP&A), Cash flow forecasting, Budgeting, Working capital optimization, M&A due diligence, Debt restructuring, US GAAP, SEC compliance, NetSuite ERP, Anaplan, Microsoft Excel, SQL, Power BI

ERP System Migration & Integration

Role: Finance Lead

Tools: NetSuite ERP, Excel, SQL, Jira

Led the financial integration of a newly acquired business unit, migrating legacy ledger data to NetSuite 2 weeks early and eliminating $120,000 in monthly processing redundancies.

Debt Restructuring Initiative

Role: Treasury Manager

Tools: Anaplan, Microsoft Excel, Power BI

Refinanced $18M in high-yield debt by modeling alternate amortization structures in Anaplan, lowering average borrowing cost by 1.4% and saving $250,000 annually.

• Certified Public Accountant (CPA) (2021)
• Certified Management Accountant (CMA) (2022)
• Chartered Financial Analyst (CFA) (2023)

• Languages: English (Native), French (Conversational)
• Volunteer Work: Advisory Board Member for local financial literacy non-profit (2023-present)
• Availability: 3 weeks notice