Printing tool Download PDF

Work experience

Sep 2007Present

Finance Manager, Americas-Asia

Psion Corporation

  • Member of the Americas Division Leadership team, serving with Executive Sales and Marketing Managers as a financial and strategic advisor.  This team meets monthly to review business performance and market trends.
  • Negotiated finance related terms and conditions of new business deals with CFO’s and CEO’s in face to face and telephonic meetings.
  • Analyzed quarterly and annual macroeconomic data at the global, regional and country levels and communicated interpretation of their impact on market conditions to the Chief Sales Officer.
  • Managed credit, collections and billing processes that led to 3 consecutive years of bad debt losses under .25% of Sales; and decreased DSO by 30% from 64 days to 46 days for the Americas Sales Area.
  • Created weekly cash forecasting model based on the payment behavior of customers segregated by geographic sales area and cash usage provided by controller’s group.  The model was on average within 10% of actual cash usage.
  • Assessed and quantified the operational and financial strength of prospective business partners during due diligence visits with their management teams.  These visits were with domestic and international based businesses.
  • Audited company’s Shanghai based subsidiary against corporate operational and financial policies and procedures.

Corporate Credit Manager

American Woodmark Corporation
  • Restructured Credit Department in alignment with corporate operating groups that led to improved performance and growth opportunities for team members.
  • Increased staff from 8 to 22 and created 3 manager level positions.
  • Built strong relationships between the credit department and sales management which led directly to improvements in DSO and collections, while maximizing sales opportunities for the company.
  • Documented and tested major department business processes with Internal Audit Department and External Auditors to ensure compliance with Section 404 of the Sarbanes-Oxley Act.

Corporate Credit Manager

Old World Industries, Inc.
  • Enacted strategies to maximize the effectiveness of credit and collection policies while maintaining customer service focus and policy compliance.
  • Regularly collaborated with sales management in negotiating credit extensions and payment terms on large sales.
  • Responsible for bank administration of cash management and loan collateral reporting.
  • Successfully created currency hedging strategy for overseas division.

Controller-New Construction

American Woodmark Corporation
  • Provided financial and control support to new construction sales division with ten sales offices located throughout the United States that generated $300M in revenue.
  • Collaborated with Sales and Marketing Vice Presidents and area business managers to further develop revenue and implement cost budget plans.
  • Created and implemented a consistent process for seven business offices resulting in reduced revenue leakage from previously poor execution on customer orders and resulted in eliminating $400k of expenses for Sales Division.
  • Maintained and adjusted the annual Sales, Marketing and Operations employee's quarterly and annual incentive programs. Worked with Sales Management to select measured variables needed to drive desired behaviors and activities that lead to meeting or exceeding revenue growth and cost control targets.
  • Created and established the accounting methodology used to estimate end of month expenses incurred in the company's service business in collaboration with local and regional general managers, financial management and senior management team.

Corporate Product Manager

JP Morgan Chase
  • Conceptualized and created strategies to improve and market financial products and services.
  • Sold financial products and services to new and existing clients.
  • Trained in areas of commercial and consumer banking including credit analysis, branch operations, sales techniques, loan processing and collections.



International Client Relationships
Financial Reporting
Business Acumen
Problem Solving
Strategic Planning
Understanding International Markets
Business Valuations
Project Valuations (DCF)
Competitive Analysis
Revenue Streaming
Financial Modeling
Budget Management
Financial Analysis

Biograaphy and Work Product


Highly Analytical Executive MBA with 15+ years of progressive experience in providing financial management, complex data analysis, and project management oversight. Extensive experience in conducting strategic planning, revenue management, financial forecasting, budgeting and project valuations. Innate business acumen coupled with exceptional ability to read and interpret highly complex financial data and make recommendations to senior management on course of action that consistently meets targets. Knowledgeable in domestic and international markets, financial analysis, business valuations, and foreign exchange. Expertise in systems implementation and process development. Demonstrated ability to effectively collaborate and build strong working relationships across business operations, management teams, clients and staff.


International Economics

Latin America

China-Asia Pacific

Project Valuations 

Firm Valuations

Mergers and Acquisitions

Long Distance Running