FINANCIAL REPORTING * CONTROLLER * DIRECTOR
Collaborative, results-oriented financial leader with global 500 leadership experience who enjoys and excels at bringing people, processes and technologies together to achieve remarkable results. Combining experience and expert knowledge in external financial reporting, performance reporting, internal controls, budgeting, forecasting, treasury, and project management with innovation to bring excellence to financial processes and decision making.
WORK EXPERIENCE
PUBLIC, MULTI-NATIONAL CHEMICAL MANUFACTURER 2009 to Present
A multi-billion dollar, multinational manufacturer and marketer of chemicals, coatings
Corporate Controller
Direct the financial reporting and accounting for US subsidiaries and financial and human resource shared services operations for US Headquarters. Areas of significant accountability include federal and state deferred taxes, pension and post-retirement plans, and accounting policy.
PUBLIC, MULTI-NATIONAL MANUFACTURER 2008 to 2009
A public, multinational manufacturer and marketer of consumer packaged goods with sales of over $4 billion, operations on four continents, and presence in over 100 countries
Director of Financial Reporting and Analysis
Direct three managers and team of 12 people for SEC 10-K, 10-Q reporting, performance reporting, global consolidations, and payroll. Prepare Management Discussion and Analysis, Compensation Discussion and Analysis. Member of disclosure committee. Prepare board of director presentations. Attest to SOX controls over financial reporting. Work regularly with Tax department for cash flow optimization. Develop and implement company accounting policies.
• Consulted on and approved new global cost-accounting process to maintain compliance with US GAAP and SEC rules while allowing business to greatly simplify and improve performance reporting
• Designed and led governance for US-wide payroll automation system implementation with full budget accountability (17 plants and 10,000 employees)
PUBLIC, MULTI_NATIONAL ENERGY COMPANY 2000 to 2008
$100 billion in revenues, 400 reporting units, operations in 50 countries
Manager, US Reporting/Team Leader 2005 to 2008
Manage team of six professionals to produce multiple consolidated, SEC-compliant, US GAAP and IFRS financial statements. Maintain author and issue global financial accounting policies to convert IFRS to US GAAP. Implement accounting policies (examples FIN 48, FIN 45, FSP 19-1). Local subject matter expert on IFRS. Manage external audit. Attest to SOX controls for external reporting and equity transactions. Direct filings with state and federal environmental protection agencies. Provide accounting treatment advice for international finance transactions. Work regularly with Tax department to aid in filing of returns and implementation of tax strategies.
•Accelerated production of international, $100 billion plus US GAAP/IFRS financial statements to avert hundreds of thousands of dollars in regulatory penalties by focusing on enterprise risk
•Reduced staff costs by 10% through aggressive recruitment and process simplification
•Reduced audit fees by $500,000
Wholesale Fuels Operating Unit 2003 to 2005
National wholesale fuel sales, revenues of $15 billion
Financial Manager/Team Leader, Controls, Balance Sheet and Cash Flow
Managed team of four to report and forecast Balance Sheet and Cash Flow for three business units using SAP and MS Access. Consulted on multi-million dollar, multi-site regional divestment transactions. Subject matter expert for application of accounting principles. Managed relationship for outsourced accounting service. Led capital expenditures committee. Designed, maintained, and attested to SOX controls for: customer financing program ($350m portfolio), $5 billion in account reconciliations, allocations, business disposal process, and cash applications.
•Supervised project of ten people to design, create, and implement account reconciliations for $5 billion in balances
•Directed software development for data capture, contract production, financial reporting, and audit trail for $350 million dollar customer financing portfolio that dramatically improved controls for SOX
•Created system to report cash flow and capital by business unit for $20 billion strategic performance unit, that enabled division heads to improve return on capital
•Authored global accrual policy for international retail strategic performance unit that improved world-wide consistency of accounting treatment for SOX compliance
Refining & Marketing 2000 to 2003
North America fuel refinery and marketing SPU with seven refineries and 10,000 service stations
Senior Financial Analyst, reporting the US Refining and Marketing Controller
Prepared and submitted financial forecast and actual results using SAP. Provided guidance to business units on US GAAP and UK GAAP. PROJECTS: Co-led Atlantic Richfield Company financial reporting system conversion (Hyperion). Led accounts receivable modeling project for cash management initiative. Coordinated million-line journal entry analysis for financial closing acceleration project. Led US Refining and Marketing harmonized CAPEX and Depreciation policy. Managed winding down of divested refinery ledgers.
•Negotiated movement of outsourced accounting work from one service provider to another that substantially reduced overhead costs
US SAP Conversion Controller, ($150 million, 500 people) 2001
JEFFERSON WELLS INTERNATIONAL 1998 to 2000
A national, accounting services firm serving Fortune 500 companies
International energy exploration and marketing firm with revenues of $120 billion
Prepare UK GAAP consolidated financial statements. Assist consolidation controller and Global Refining and Marketing
Financial Systems Director with US ledger conversion (Oracle). Designed, developed, and trained users on Hyperion software. Acted as liaison between businesses and the corporate office for explanation of new reporting policy.
MANUFACTURER 1994 to 1998
A high-growth, multi-divisional manufacturer of children’s educational crafts and activity kits.
Assistant Controller, IT Manager, and Budget Manager (1996 to 1998) reporting to the CFO
Managed four staff and in accounting, budgeting, forecasting, financial closing, IT, collections, accounts payable, accounts receivable, and payroll for production of segmented financial statements. Managed banking relationships. Managed cash flow. Managed external audit. Designed and produced management and supply chain reports integrating ERP systems, Excel, and MS Access.
•Led ERP system implementation and upgrades that allowed company to dramatically increase productivity
•Led cross-functional project for custom bar-code warehousing system that reduced shipping error rates by 90%
•Implemented automated budgeting system and process that compelled accountability that resulted in dramatically more accurate forecasting
MANUFACTURER 1991 to 1994
A manufacturer of industrial cast nylon stock shapes.
Controller/Treasurer and Information Systems Manger, reporting to the president.
Supervised staff in accounts payable, accounts receivable and payroll. Consulted outside attorneys and accountants
on tax matters. Designed reports to improve order/cost management and reduce shipping and labor costs. Designed, implemented, and maintained computer network. Wrote software to place customer orders and track inventory.
SELF EMPLOYMENT 1990 to 1991
Prepared financial statements, income taxes, and payroll taxes. Instructed classes and programmed applications
COOPER & LYBRAND 1989 to 1990
Performed audit procedures for savings and loans, banks, and real estate management companies.
OTHER RECENT ACTIVITIES
Instructed classes in IFRS and US GAAP to financial executives in the US and abroad, published author on US GAAP versus IFRS for major publisher, speak at AICPA conferences on IFRS, member of two AICPA committees
EDUCATION: DePaul University, Chicago, IL Masters of Business Administration, Economics, 2005
John Carroll University, University Heights, Ohio B.S.B.A., Major in Accounting, 1989
CERTIFICATIONS: Certified Public Accountant (CPA), Certified Management Accountant (CMA) |
