RESUME

Experience

PRINCIPAL CONSULTANT, Warren A. Sidosky, CMA                                                                                                                                                                      2014 - Present    Advanced accounting, planning and tax services to start-up and established businesses. 

• Developed investor deck, extensive financial model and 5-year business plan for disruptive Fashion Technology Company seeking to raise $13 million in capital.
• Extensive review of scalable, online, cloud-based payroll and benefit administration solutions and third-party logistics and fulfillment providers.

CHIEF FINANCIAL OFFICER, Claypool Resources, LLC                                                                                                                                                                      2010 – 2014       Wholesaler of Outdoor Living Products to America’s biggest retailers ($9MM Sales).

•  Improved gross margin $273,000 (6%) by aggressively recovering 95% of disputed claims, reducing overall dilution to less than 4%, and cut days receivables outstanding by more than half (23 days versus 45-60 days).
•  Slashed Warehousing & Distribution expenses by $775,000 (56%).

VICE PRESIDENT-CONTROLLER, Lord & Taylor, LLC                                                                                                                                                                       2007 – 2009         Oldest U.S. specialty retail department store chain (50 stores, $2B Sales).

• Built financial and operational support team for Creative Design Studios, a start-up wholesale subsidiary, featuring well-known American women’s and menswear designers.
•   Led Profit/Process Improvement initiatives saving over $3 million.

CHIEF FINANCIAL OFFICER, Cejon Accessories, Inc.                                                                                                                                                                      2006 – 2007       Leading designer/distributor of women’s licensed fashion accessories ($60MM Sales).

•  Led operational transformation and expense reduction initiatives saving over $100,000.
• Licensing and Royalty due diligence led to the shedding of unprofitable brands and partnering with Steve Madden, who ultimately purchased the company.

FRANCHISE OWNER, Liberty Tax Service                                                                                                                                                                                            2005 – 2012      Third largest tax preparation franchise in the United States and Canada (over 4,300 Offices)

•  Served over 1,200 individual and small business clients annually. Consistently ranked as the top office in the St. Louis Metro Area and in the Top 100 Offices Nationally.

Earlier Career Experience

DIVISIONAL CONTROLLER, May Merchandising Company                                                                                                                                                           1999 – 2006            Import private-label division of The May Department Stores Company (491 Stores, $14B Sales).

• $1.2B private-label imports, $100MM operating budget, $64MM capital budget, $10MM direct mail advertising.
•   Chaired Profit/Process Improvement Committees saving over $25 million.

Education

Bachelor of Science, Accounting - State University of New York – Excelsior College                                                                                                                               1995

Organizations, Volunteer and Community Service

American Institute of Certified Public Accountants                                                                                                                                                                2015 - Present

• Associate Member

Institute of Management Accountants                                                                                                                                                                                         1995 - Present

• Chair, IMA 3rd Annual Student Leadership Conference, St. Louis, Missouri
• Regional Director, Heartland Regional Council
• President, St. Louis Chapter

Maryville University, School of Continuing Education                                                                                                                                                               2005 - 2006

• Adjunct Instructor, CMA Learning System, Part 1: Business Analysis

Junior Achievement of Mississippi Valley                                                                                                                                                                                     1997 - 2006

• Coordinating Consultant, JA Company Program (Grades 9-12)
• Company of the Year (2004)
• Company of the Year Finalist (2002, 2003)