Cell: (630) 235-7313 SENIOR FINANCE PROFESSIONAL
Profit Improvement Operational Excellence Stakeholder Satisfaction
Proven leadership skills in finance and accounting at GE, Dun & Bradstreet and in consulting. Extensive experience driving results, exceeding expectations, working with senior management, developing personnel and translating plans into action.
ACCOMPLISHMENTS SUMMARY: $20 million profit improvement at GE via financial insights. $12 million of immediate annual savings from a cost reduction implementation. $15 million of additional profitability at D&B from a redesigned process. $200 million cost savings through strategic insights and execution. Emory MBA Top 5% of Class; GE Financial Mgmt. Program - National Honors; Six Sigma Green Belt certification.
Strong skills in reporting, budgeting, forecasting, activity-based costing, product and client profitability, capital planning, financial closes, international, policy, Sarbanes, controls, due diligence, integration, process redesign, project management, technology, Hyperion, EssBase, Crystal, Cognos, SAP, Oracle, PeopleSoft, ERP, G/L, SCM, MS Project and MS Office.
ROI CORP Chicago, IL 2003 - Present Vice President - Fortune 100 Consulting Develop and implement financial processes and systems for a $2.5 billion spinoff of an $18 billion manufacturing company (Abbott Labs) including tax, treasury, reporting, budgeting, product costing, G/L, A/P and A/R functions. Led design, documentation and testing of financial processes and technology controls for Sarbanes-Oxley compliance. Built consensus on process design and operational excellence across the executive team at a $10 billion financial firm. Created business plan encompassing finance, operations, marketing and strategy for direct report to McDonalds CEO.
ENCORE DEVELOPMENT, INC. Chicago, IL 2001 2003 Senior Director (Reported to the Co-President) The Chicago office focused on enterprise planning and financial initiatives for Fortune 100 companies. The CEO was the worldwide CFO at PwC. Responsibilities included advising senior management, creating and implementing strategies, building client relationships, developing staff and leading complex revenue and cost improvement projects.
ACCOMPLISHMENTS: Developed and implemented a comprehensive cost reduction strategy at an $8 billion company (CSX) for over twenty initiatives. Designed and led a program management office that supervised over twenty Vice Presidents and developed scorecards, project plans, performance measures and communication plans to ensure flawless execution. Prioritized projects via financial modeling (e.g., EVA). Generated $12 million in annual savings on one of the 20+ initiatives. Assessed strategic fit and developed an implementation plan for standardizing a consumer credit process at one of the countrys largest companies (Bank of America). Resulted in $7 million of savings. Led a company-wide project for a $5 billion consumer products company (Corporate Express) and developed key components of the finance and IT strategies and processes. Recommendations led to $200 million in cost savings.
CHARTER CONSULTING, INC. - Chicago, IL 1998 2001 Consulting Management (Reported to the CEO) A firm that focused on financial objectives, process reengineering, business planning, technology, performance optimization and project management at Fortune 100 companies. Promoted after one year.
ACCOMPLISHMENTS: Created and implemented a comprehensive strategy at the countrys largest telecommunications manufacturer (Lucent). Authored a white paper on business cases and capital expenditure evaluation methods (e.g., CAPM, EVA, ROI, IRR). Developed a business strategy and detailed financial statements to generate funding for an outsourcing firm. Led the reengineering of the reporting, budgeting, planning, forecasting and cost accounting functions, as well as creating a staff controller organization at the headquarters of a $17 billion company (CNA). Designed and implemented a shared services center for corporate accounting based on benchmarking, best practices, process redesign, performance measures, staffing assessments and change management. Reduced $2 billion of unreconciled balance sheet items. Redesigned a detailed cost accounting system, reducing the financial close cycle by 15%.
DUN & BRADSTREET (ACNielsen Division) - Schaumburg, IL 1989 - 1998 Five Expanded Financial Management Positions (Reported to the CFO) The $1.5 billion division of D&B that specializes in strategic and tactical insights via data manufacturing, analysis and advisory services for retailers and consumer goods companies. Management responsibilities included reporting and analysis of revenue and expense variances and trends, budgeting, forecasting, capital planning, business cases, appropriation requests, internal controls, policy and procedure creation and compliance, accounting functions, due diligence, acquisition integration, pricing, international/reserve/fund/intercompany/consolidations accounting, financial closes, product administration, order management, contract administration, and global administration for over ninety countries. ACCOMPLISHMENTS: Generated $20 million savings via creation and supervision of financial operations. Decreased the financial close cycle by 45% via process redesign and compliance supervision. Designed and managed a global administration function resulting in $2 million of annual savings. Led a sixty person cross-functional team converting the divisions general ledger application. Delivered the company's most comprehensive, timely and accurate budget plan and ongoing process. Created and managed the company's first product and customer profitability analysis and costing system. Redesigned the credit process resulting in $2 million of reduced writeoffs. Improved price levels by 50% via design and management of the first product administration system. Reduced annual vendor payments by $5 million via process reengineering, system design and negotiations. Redesigned and managed the order to cash process generating $15 million of annual profits. Streamlined the revenue and expense analysis, invoicing, planning, budgeting forecasting and reporting processes.
GENERAL ELECTRIC (Appliance Group) Atlanta & Louisville 1987-1989 Financial Management Program (FMP) National Honors Crotonville Leadership Program Financial Analyst (1988 1989) Audit Staff (1987 1988) Member of eight person, headquarters finance and planning staff supporting senior management for the $5 billion appliance and consumer electronics division. Responsible for all product and customer profitability, as well as support of the VP - Mergers and Acquisitions and the VP Competitive Analysis. Two level promotion after one year.
ACCOMPLISHMENTS: Analyzed pricing, costing and mix of sales to Sears resulting in $20 million per year of increased profitability. Automated quarterly profitability reporting reducing cycle time by 75%. Designed and managed a method of identifying joint venture and alliance partners. Audited 20+ plants, sales and service regions, dealers and manufacturing processes. Conducted due diligence on and integration of several large acquisitions (e.g., RCA).
EMORY UNIVERSITY - Atlanta, GA 1984-1986 Goizueta Business School MBA with Honors - Finance & Marketing
ACCOMPLISHMENTS: Beta Gamma Sigma - Top 5% of class (G.P.A. = 3.8/4.0). National Honors - Financial Management Association. The Outstanding Marketing Graduate - Achievement Award. Vice President - American Marketing Association (AMA). MBA Fellowship - Merit Scholarship.``
UNIVERSITY OF COLORADO - Boulder, CO 1974-1978 BA Liberal Arts
PROFESSIONAL AFFILIATIONS: FENG Finance Executives Group; FLA Finance Leaders Association. International Whos Who of Professionals; United Way Gold Award. Board of Directors & Finance Chair International Non-Profit; CMO The Security Board. |