Responsible for all financial functions for this privately held leasing company providing agricultural machinery and equipment financing to small and medium-size companies. Manage accounting, treasury, financial planning and reporting. - Designed and executed a strategic planning process. - Implemented first ever annual budget (bottom-up by department). - Developed a comprehensive performance measurement system that boosted company’s profit by 8%. - Facilitated restructuring $5M of debt under conditions favorable for the company. - Reduced monthly closing of financial results from 20 to 5 days

Recruited for 1-year executive assignment to assume key role in building solid financial management of a holding company with projects in agricultural production and real estate development. Accountable for strategic planning, development and leadership of entire finance function. - Designed and implemented executive consolidated reporting system and tailored operating reporting system to meet requirements of 5 business units. - Key leader of operation that eliminated operating costs by 10% through further organizational restructuring and cost optimization. - Provided company with liquidity to run business at market leading rates for credits in that class by negotiating and refinancing over $1,5M in multiple bank credit facilities. - Played key role in diversifying business and positioning company for private debt financing.

Spearheaded financial aspects for transformation of the company into major regional player with retail chain of 50 stores. Established stronger financial manager reporting, enhanced cost controls, introduced tax planning, and developed consolidated company financial reporting system. Gained tremendous finance experience by building strategic planning and introducing company to outside debt financing. Directly led a 5-person team. - Developed and implemented a comprehensive strategic planning process for the business providing greater definition of targeted customers. - Improved alignment of merchandise with numerous defined markets resulting in sales at 115% of budget. - Evaluated and analyzed inventory profit performance resulting in 5% increase in per inventory group productivity and identification of new market. - Played key role in receiving $1,2M under government support program. - Championed the development and implementation of a Balanced Scorecard business performance reporting tool to evaluate monthly results against key success measures. Developed performance measures included financial, merchandise, marketing, selling and support, distribution, customer service metrics, and information technology.

As Chief Accounting Officer build and lead a team of 3 engaged in managing company finances. Oversaw and controlled all financial functions of this family owned business from review of original account entry to budget preparation and analysis; prepared financial statements for the board and tax filings; provided business support, including accurate, timely financial information to inform sound corporate decision-making. - Strengthened internal controls and inventory management which lead to minimization of inventory turnover by 15%. - Formalized and re-engineered procedures to ensure compliance with government accounting requirements. - Piloted implementation of automation of operational and financial reporting. - Skillfully negotiated bank line of credit increase while reducing covenants and personal guarantees.

- Provided efficient and effective client support interacting with broker/dealer and direct business companies. - Provided all Administrative assistance and clerical duties to 7 investment Representatives and CEO. - Resolved client inquiries and issues to the best extent possible. - Interfaced with clearinghouse and broker/dealer on behalf of the client needs or services. - Maintained and organized the client files and records to satisfy the organizational needs, and compliance requirements. - Provided exceptional customer service by building rapport and handling all client inquiries.