Strategic Financial Executive and business partner possessing the broad skills and notable accomplishments that creates synergy, reduces costs, increases working capital and improves operational efficiencies as CFO, VP Finance and Controller. Thrive in the dynamic environment of growing global enterprises with a methodical and consistent career history demonstrating top performance and leadership abilities. An expert in enhancing profitability, developing strategic initiatives, cost containment, and process improvement. Consistent success developing the systems, processes, and methodologies to reorganize and revitalize operations consistent with GAAP and IFRS framework.
A true team player, working in concert with executives, management, and staff to deliver year-over-year productivity and profitability. A strategic and analytical decision maker who focuses on the overall picture while successfully accomplishing daily operations. Effectively communicates direction, commits people into action, and conveys complex information in easily understood formats. A hands-on, disciplined, professional with uncompromising ethics.
KEY QUALIFICATIONS
Financial Stewardship, Accounting Management, Financial and Strategic planning, Budgeting & Forecasting, Audit and Risk management, Banking, Credit and Cash Management, Change and Turnaround Management, Competitive Analysis and Cost Containment, Customer Service, Distribution, Employee Relations through Team Building, General Ledger, Hyperion & ERP Systems, Inventory Control, Operations Management, Management/International Reporting, Procurement, Supply Chain Management including Vendor/Dealer Relations & Warehousing
CAREER HIGHLIGHTS
SKF Sealing Solutions, Division of SKF USA, Inc. MAR 2012 JUN 2013
SKF Sealing Solutions Automotive Division is responsible for Seals as a platform within SKF. The Business Unit's customer base encompasses a wide variety of global Automotive and Industrial industries. Within SKF Sealing Solutions, the Industrial Segment is responsible for providing the industrial markets with engineered Sealing solutions mainly through the SKF organizations of the Industrial and Service Divisions. SKF Salt Lake City is a manufacturer and supplier of fluid sealing components. Factory sales annually exceed $50M with over 350 full time employees in 2 production locations.
BUSINESS CONTROLLER INDUSTRIAL SEALS
Recruited to oversee factory financial operations for production and sales in SLC. The Controller position oversees the accounting operations of the organization and ensures the accuracy of data and the effectiveness and efficiency of financial controls. The Controller is the point of contact for internally and externally reported financial data, including financial statements. The position establishes accounting policies and procedures and the implementation strategy. It is responsible for the accounting operations of the factory to include reporting, daily accounting operations, maintenance of adequate system of accounting records, system of adequate internal controls, and a set of comprehensive set of controls and records designed to mitigate risk, enhance accuracy of all reported financial results, and ensure that it comply with GAAP and IFRS standards. Key Highlights include:
Provide leadership to all factory personnel in all financial matters.
Accountable for all financial aspects factory operations including G/L, A/P, A/R, Inventory, Costing, and Cash.
Ensure timely close including reporting into corporate platform on financial and operational reporting metrics.
Compare performance with operating plans and standards. Provide reports and interpret the results of operations to all levels of management. This includes the formulation of accounting policies, the preparation of financial statements and operating data, the coordination of systems and procedures.
Establish and implement a sound operational and organizational plan in direct support of the business plan
Estimate plant expenses on a regular basis, including daily, weekly, and monthly operational dash boards to monitor and update progress against financial and operational goals
Supervise and motivate staff to ensure successful completion of accounting duties and reports.
Assure the duties, responsibilities, and authority of each job are clearly defined, effective, and communicated.
Collaborate with cross functional departments to problem solve and establish action plans to achieve targeted results.
Ensure optimum performance of the function. Recommend and implement techniques to improve productivity, increase efficiencies and ensure effective controls working with factory to implement lean concepts.
Establish financial objectives and policies for the factory including effective management of balance sheet, driving improvement in financial performance, inventory control, and risk management
Responsible for the ongoing development of standard accounting policies, exercise of overall financial control, reporting and compliance in accordance with Corporate Policy, GAAP and IFRS
Works with internal and external auditors to ensure compliance with all corporate and regulatory requirements.
Assist factory manager with development of investment requests to ensure sustainable factory growth.
Water & Power Technologies, Inc. a Degremont-Technology Company JUL 2010 OCT 2011
Global leader in water purification technology with production facilities in Salt Lake City, UT and Dundas, Ontario and expected 2011 sales in excess of $70M. Company is subsidiary of GDF-Suez, a French owned company with sales in excess of $70B Euros.
FINANCE MANAGER BU-INDUSTRIAL NORTH AMERICA
Contracted to oversee financial operations of sales and production facilities in North America. Oversee accounting, controlling and IT staff to ensure timely and accurate reporting to parent and management. Responsible for budgeting and forecasting, audit, tax, cash and banking, and the entire financial and controlling activity of the two separate business units in North America. Report on key performance indicators to ensure growth with profitability. Perform M&A analysis for targeted acquisitions that fit company guidelines for profitable growth. Oversee 12 financial and IT staff in 2 production locations with various indirect reports at other operating field locations. Key Highlights include:
Full responsibility entire range of financial and controlling for two separate manufacturing locations with 4 distinct business lines including the support of manufacturing, distribution, treasury, tax and accounting functions.
Hire and develop all finance personnel and work closely with operating units in Richmond, VA and Paris, France on audit and operational reporting including preparation for SAP Business One implementation.
Responsible for all financial and operational reporting, forecasting, and planning and budgeting for the BU.
Coordinate and administer adequate plan of control for operations, including internal controls, profit planning, sales forecasting, expense budgeting, cash forecasting, and capital spending control, cash management and audit.
Perform modeling and financial analysis for new product development and capital job analysis including contract negotiation and cash flow analysis based on % of completion. This includes analysis as it relates to pricing, product development, capacity and return on any capital investments or new acquisitions.
Prepare monthly, quarterly, and annual reports using key performance indicators, lead quarterly and annual budget process, and coordinate the monthly reporting for operations and worldwide consolidation using Magnitude consolidation reporting tool. Reporting deadlines reduced from 7 to less than 4 business days.
Conducted M&A analysis for targeted acquisitions that fit company guidelines for profitable growth.
Experienced in modeling to improve business functions including new acquisitions and have practical experience in implementing business strategies and international policy and procedures.
Run team oriented finance department with high ethical standards, attention to detail and responsive to deadlines. The team is highly responsive, well-organized, and strategic in its focus. We add value as part of a concept of being a creative advisor to senior management and all operations General Managers.
Jungheinrich Lift Truck Corporation, Richmond, VA 2006 2010
Global leader in system technology, offering a comprehensive product range of material handling equipment and rack systems, with annual revenues of more than $45M annually in the US and over $2B worldwide.
FINANCE MANAGER NORTH AMERICA
Recruited to apply extensive financial and operational expertise in creating the foundation for high-performance finance to central US distribution network. Key highlights include:
Encouraged, energized, and motivated an operational staff of 14 to deliver operational budgeting and financial management reporting tools that enabled the US operations unit to achieve defined objectives.
Designed the reporting and transactional systems, policies, and procedures to ensure that all critical financial data is managed and delivered accurately, on-time, and in accordance with corporate best practices.
Led the successful execution of a workforce redesign that included optimized staffing models, effective process improvements, and the reduction of personnel costs by more than $500K in 18 months.
Increased efficiency of the closing process to reduce from twelve to less than two days, allowing for improved real time financial decision making to drive operations.
Revamped the inventory ordering process to reflect current and forecasted orders, dramatically reducing inventory from $15M to $8M and reducing the need for external financing.
Expanded licensing and brand awareness from just four to more than 15 states after partnering with the company President and VP of Sales to aggressively grow the dealer and sales network.
Created significantly improved selling initiatives, cost controls, and profit margins, reducing losses from $11.5M in 2006 to less than $4M in 2009.
Orchestrated logistics and warehouse reorganization to save over $250K on an annual basis.
Developed an Excel-based financial planning model that successfully forecasts the cash flow stream into net present value with a decade-long forecast capability.
Successful closure of North American business unit within given time frame End of June 2010.
Filtrona Richmond, Inc. / Payne-Worldwide, Richmond, VA 2003 2006
Worldwide production leaders in filters and tear tape, with combined US sales of more than $165M annually.
FINANCIAL CONTROLLER / COMMERCIAL MANAGER
Expanded role to encompass financial/accounting activities as well as operations, including customer service, production planning, procurement, warehousing, and logistics. Created realistic and accurate financial projections; performed meticulous financial reporting and analysis to accurately measure cash flow positions, operating costs, earnings estimates, and overall financial position. Key highlights include:
Established internal controls and best practices to establish strong corporate governance aligning with Sarbanes-Oxley (SOX) regulations.
A collaborative leader who partnered with key executive, management, and staff partners to ensure short and long-term operational efficiency that successfully met high standards of corporate productivity and customer service satisfaction.
Energized staff of seven employees to generate strong team to accomplish corporate goals.
Key member of a team charged with justifying and executing a capital expenditure upgrading the production infrastructure of an aging plant, including equipment and personnel, minimizing production waste and maximizing the return on investment.
Remapped the entire business process, breaking down the product into numerous product line P&Ls that enabled more accurate forecasting of profit/loss and reduced monthly close from seven to two days.
Effectively maintained profit margins through collaboration with management peers and providing expert recommendations in product costing, product development, and pricing.
Improved the flow of raw materials and finished goods after introducing process improvements and renegotiating vendor supplier agreements.
Partnered with the CFO to set up a new facility in Mexico, traveling to the site bi-monthly to assist in the set up of accounting, operational, and management systems, ensuring a timely plant launch.
Martin Marietta Aggregates, Richmond, VA 1994 2003
Second largest mining and manufacturer of crushed aggregate in the US, with annual sales of more than $3B.
DIVISION FINANCE MANAGER
Directed professional staff of five in administering the financial functions for the Mideast Divisions 12 production facilities with combined budgeted sales of more than $100M, ensuring the delivery of accurate financial reporting and invoicing.
Purchasing Manager / Financial Controller, Wimpey Minerals USA, Inc.
Senior Internal Auditor, Rite Aid Corporation
Senior Auditor, Ernst & Young, CPAs
EDUCATION & PROFESSIONAL DEVELOPMENT
MBA, Accounting /Finance Ohio State University, Columbus, OH
BA, Economics Kenyon College, Gambier, OH
Certified Public Accountant, Pennsylvania |
