work
Experience across operations, finance, and building businesses from the ground up
My work sits at the intersection of strategy, operations, and financial systems
I’ve worked inside businesses at multiple levels: from Fortune 500 operations to building and running my own companies, and alongside small and mid-sized business owners as they grow and become more complex.
Core Strengths
Strategy
Leadership
Operations
Management
Teaching
Financial Systems
Experience
Fractional Controller & CFO
Worked with small and mid-sized businesses to build financial systems, improve decision-making, and support growth through forecasting, cash flow management, and operational alignment.
Founder — Essentially Intentional, LLC
Built and operated an accounting and bookkeeping firm serving small businesses. Developed systems, trained clients and subcontractors, and supported businesses across a range of industries.
Operations & Management — Fortune 500 (Sherwin-Williams)
Managed operations, inventory, and team performance at multiple levels, including leading a branch. Focused on improving efficiency, reducing costs, and increasing sales through data-driven decisions.
Co-Founder — Brazilian Jiu-Jitsu & MMA Academy
Built a business from the ground up, including operations, financial systems, branding, marketing, and physical buildout.
Additional Background
Before this work, I’ve held a range of hands-on roles across different environments and industries. This background shaped how I think about work, operations, and the realities of running a business.
Line Cook
Bowling Alley Attendant
General Contractor
Coal Miner in West Virginia
Construction Lift Operator for a granite company
Mover
Convenience Store & Restaurant Work
Worked in a Computer Lab
Selected Work
Operations & Inventory Improvement (Sherwin-Williams)
Reduced inventory on hand by 5% while increasing sales by 55%
Built a vendor ordering system that reduced backorder delays to 1–2 days and saved money on AP costs, still in use today
Implemented new delivery system that decreased monthly fuel cost by 29%
Created & coordinated area-wide (Colorado and New Mexico) Annual Inventory Rebalancing Program
Increased both sales and inventory turns to branch record high
Financial System Design & Cash Flow Management
Built multi-account cash flow systems aligned to business priorities
Structured allocation of funds across operating, tax, and investment buckets
Improved visibility into available cash and upcoming obligations
Helped technology startups manage cap tables and secure many rounds of private equity funding.
Accounting & Operational System Builds
Designed full accounting workflows for businesses up to $20–30M revenue
Implemented inventory management systems and finance tech stacks
Transitioned manual workflows into efficient digital systems
Developed internal processes and trained staff
Forecasting & Strategic Planning
Created a 3-year forecast for a coffee roaster to be presented to banks and investors seeking funding for a large coffee roasting construction project (This project has been approved with various funding secured, and the construction has been going on for the past two years and should be completed next summer)
Supported capital planning and financing efforts
Created budgets tied to operational goals and tracked performance over time, presented findings to owners
Background
Education
B.S. in Accounting — West Virginia University
Minor in Communication Studies
Member of Delta Sigma Pi Business Fraternity
Certifications
Core:
FPAP (Financial Planning & Analysis Professional)
Advanced Certified QuickBooks Online ProAdvisor
Operations Management Professional Certificate from Jack Welch Management Institute
Additional:
Corporate & Business Strategy (CFI)
Risk Management for FP&A (CFI)
Making Effective Business Decisions (CFI)
Supply Chain & Inventory Certifications (CSCMP)
Sherwin-Williams Advanced Branch Operations & Audit Pro
Organizations & Community
Fort Collins Chamber of Commerce
Delta Sigma Pi Business Fraternity
Corporate Finance Institute (CFI)
BNI (Business Network International)
Recognition
Sherwin-Williams “Audit Pro” Award for outstanding branch operations and management
Interviewed by “VoyageDenver” **magazine, featured in their “Denver’s Most Inspiring Stories” series
Teaching & Systems Work
Alongside direct business work, I’ve spent years teaching accounting and financial systems to business owners and professionals.
YouTube channel with 300,000+ views on accounting and bookkeeping
One-on-one consulting and training sessions
Development of online courses and educational materials
Creation of SOPs and internal systems across multiple businesses. Including when I was a manager for Fortune 500 company, for my own founded businesses, including training subcontractors, and for many small and medium-sized businesses
Presentations to local organizations