Craig Daley | Freelancer Resume

Craig A. Daley, Senior Executive & Consultant Port St Lucie, 34987, United States,-,-, https://linkedin.com/in/interwealth Summary Dynamic Senior Executive with over 35 years of experience in ﬁnancial strategy, operational excellence, and business transformations. Proven track record of delivering $450,000 in ﬁrst-year savings and achieving nearly $1 million growth in EBITDA. Expertise in change management and turnaround consulting for diverse industries, enhancing proﬁtability and compliance. Demonstrated achievement in scaling new business operations from a bootstrapped startup to $10 million revenue in 10 years within the health care arena. Committed to driving sustainable growth and exceeding client expectations, ready to leverage innovative strategies to meet organizational goals. Work Experience 11/2022 – 08/2024 SR VICE PRESIDENT, FINANCE & ADMINISTRATION, Burnsed Trucking, Inc (under extended engagement with Portfolio Management Group) Ft. Pierce, FL • Designed and executed innovative ﬁnancial strategies that signiﬁcantly propelled company growth, enhanced operational performance, and yielded ﬁrst-year savings exceeding $450,000. • Orchestrated the overhaul of operational and ﬁnancial strategies, facilitating a seamless ownership transition and boosting proﬁtability. • Supervised daily ﬁnancial activities including cash ﬂow management and capital expenditure planning, guaranteeing optimal ﬁnancial performance while elevating ﬁrst-year EBITDA by nearly $1 million. • Successfully transitioned to new operating budget and accounting systems while incorporating advanced technologies to streamline operations. • Managed DOT compliance and safety programs in collaboration with Compliance Partners, resulting in a 40% improvement in safety scores, achieving a score of 93%. • Collaborated in the preparation of new operating budgets, transitioned accounting systems, and integrated innovative technologies to optimize day-to-day operations. 10/2012 – Present PRINCIPAL, Interwealth Enterprises, LLC / Portfolio Management Group Port St Lucie, FL • Spearheaded turnaround consulting plans and strategic initiatives for over 45 small business operations, consistently surpassing clients' expectations. • • • • • Extensive work with small business owners and entrepreneurs in solving operational challenges, scaling growth and improving proﬁtability. Provided visionary leadership that drove proﬁtability during periods of restructuring, change, reorganization, and M&A activities. Demonstrated expertise in assisting entrepreneurial medical practices with HIPAA and regulatory compliance implementation. Played a pivotal role in executing due diligence and M&A transaction services for buyers in acquisitions ranging from $3 million to $50 million. Focused intently on aligning with long-term goals and vision to ensure sustainable growth. 10/2002 – 01/2013 FOUNDER & CEO, Comfort Medical Supply, LLC Ormond Beach, FL • Achieved national accreditation with the Health Quality Association on Accreditation (HQAA). • Engineered an innovative method to serve the entire US from a single brick-andmortar location with minimal inventory, now recognized by industry professionals. • Held total responsibility for budgeting, cash ﬂow, and P&L, including member and board reporting. • Instituted compliance programs for Medicare and 32 state Medicaid programs, achieving a 93% success rate at Administrative Law Judge hearings. • Developed and expanded a call center from zero to 40 inbound/outbound call agents. • Ampliﬁed operations by establishing a 1200-sf retail sales center, generating an additional $500,000 in revenue during the ﬁrst year. • Ranked among the Inc. 500’s Fastest-Growing Private Companies in America in 2010, 2011, and 2012. 07/2000 – 10/2002 VICE PRESIDENT OF MARKETING, Mobility Products Unlimited, LLC Ormond Beach, FL • Catalyzed revenue growth from $2.5 million to $14 million in 16 months by creating a unique, hybrid business model. • Lowered cost of sale per unit through effective B2C marketing campaigns, signiﬁcantly enhancing ROI. • Ensured compliance with Medicare, Medicaid, and private insurance regulations. • Demonstrated robust proﬁtability and growth by achieving notable revenue increases. • Formulated and implemented long-term strategic goals and vision for the company. Other Professional Experience Over 20 years’ management experience in the hotel industry with major brands including Westin, Hilton, Sheraton & Holiday Inn. Positions included General Manager, Assistant General Manager, Director of Food & Beverage, Director of Catering. Education Oklahoma State University, B.Sc., Business/Hotel Administration Stillwater, OK Licenses State of Florida, Life Insurance and Fixed Annuity Producer, Lic. #G225559 Skills Leadership Operational leadership Due diligence Financial statement analysis Change management Highly adaptive Conﬁdent decision-maker Business Development Personal Highlights • • • Eagle Scout Experienced traveler Avid foodie Communication Financial strategies Budgeting and P&L Regulatory compliance Strategic thinking Collaborative leader Relationship Building Financial Acumen