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Center for Creative Leadership – Leadership Development Program Graduate

General Electric Financial Management Program Graduate

Core Competencies

Financial Planning/Analysis ·Budget/Forecast Development · P&L Management · Financial Reporting

Strategic Planning · Business Process Reengineering · Auditing, Controls and Compliance

Sarbanes-Oxley Implementation · Cash Flow Management and Modeling · Problem Solving

Presentation Development/Delivery · Six Sigma Greenbelt Certified, Black Belt Trained


More than 15 years of comprehensive experience as financial senior-level leader with an established performance record in corporate controls, and direction of accounting functions in a manufacturing environment. Strong analytical skills coupled with commitment to excellence and an ability to drive efficiency and financial performance improvements. Analyze, initiate and implement internal controls as well as automate, and streamline systems and operations to increase productivity, quality, and efficiency.

Work experience

Dec 2005Present

Director of Finance

Trane, a business of Ingersoll Rand

Spearhead financial planning, analysis, and reporting functions for Trane Residential Systems, a $2B division of Ingersoll Rand with sales offices and manufacturing locations in the U.S., Mexico, and Canada. Develop and analyze all corporate reporting packages, financial sections of Annual Operating Plan, financial modeling for Long Range Plans, RS financial and related sections in Board of Director presentations, 10Q/K, earnings release scripts, and other public disclosures. Develop and report key business metrics to facilitate understanding of business performance, including continued efforts to improve the FP&A capability and processes within the organization of 50+ finance associates.

¨Identified $20M in 2008 expense reductions that were implemented by Business Unit Leaders.

¨Drove Lean Six Sigma effort as the Six Sigma Lean Process Champion for Finance to implement process improvements and to manage SOX compliance initiative enterprise-wide.

¨Implemented SOX throughout the financial structure without additional resources.

¨Leveraged SOX efforts and systems to standardize and consolidate core processes during implementation resulting in improved productivity.

¨Overhauled the Make versus Buy decision process for assembly components.

¨Created detailed financial model for Long Range Plans and Annual Operating Plan that allowed “what if” changes that automatically updated the P&L and Balance Sheets providing clear bridge between the Long Range Plans and Annual Operating Plan.

¨Directed standardization of sales and use tax process that avoided penalties.

¨Improved forecasting accuracy enabling better management of investments and cost reductions.

Jul 2008Jul 2009

Director of Finance and Acting CFO

Trane, a business of Ingersoll Rand

Ingersoll Rand - Trane

Advanced through positions of increased responsibility for financial oversight based on consistently exceeding goals and expectations. Trane has been part of 3 companies during tenure and manufactures HVAC systems marketed under the Trane® and American Standard Heating and Air Conditioning® brands.

After acquisition of Trane by Ingersoll Rand, moved into the acting CFO role while continuing responsibilities as Director of Finance.As acting CFO, lead the integration effort of financial systems and processes into the Ingersoll Rand business as well as the 2009 Long Range Planning and Annual Operating plan process during a market down turn and stressed economic conditions.

Sep 2002Dec 2005

Controller, Residential Systems

Trane, a division of American Standard

Directed finances for $2B multi-plant division with plants and sales offices located in the U.S., Canada, and Mexico. Identified opportunities for increased efficiency, and orchestrated the implementation and integration of financial systems. Involved in structuring transactions for acquisitions and divestitures. Interacted with auditors during review of audit exceptions and developed solutions.

¨Developed and launched new accounting policies and procedures.

¨Improved efficiency and effectiveness of consolidated reporting through reorganization of the Group Finance area.

¨Achieved SOX compliance for entire division that included documentation, gap remediation, audit, and control plans. Division received the overall highest scores without additional resources or delaying and reducing normal job responsibilities of staff.

Sep 1995Sep 2002

V.P Operations

In charge of the $35M Extended Warranty business with P&L accountability. Directed program marketing, creation of products and customer presentations. Performed program actuarial analysis. Managed 12 staff in handling warranty applications, claims processing and managing the call center.

¨Tripled sales in 3 years and quadrupled sales in 5 years due to marketing efforts.

¨Spearheaded project to introduce industry leading limited warranties on new product line introduced in 2001.

¨Propelled initiative as the 1st company product to be offered on Intranet.

¨Headed effort to spin off the program to a separate company.


Director - Payroll Shared Service

Trane, a Division of American Standard

Lead the payroll shared service organization with responsibilities for payroll and benefit operations for the Unitary Products division of the company.Payrolls covered 4,000+ employees in 36 states with 3 major union contract payrolls.Responsible for the payroll operation, accounting, forecasting and analysis of both payroll and benefit accounts. Created many auditing routines to prevent overpayment of employees, inaccurate benefit census reporting, saving the company ~$100K/year.


Group Business Analyst

Trane, a division of American Standard

Responsible for creation of all financial reports using FOCUS database reporting tool for the Unitary Products division of American Standard with 3 manufacturing locations and 14 sales offices, Balance Sheet and Cash Flow analysis and for research and development tracking and reporting and engineering technology operating expense analyses.



Master of Science

Johns Hopkins Universtiy

Bachelor of Science

Texas A&M University


Hyperion Enterprise
PeopleSoft Financials
Microsoft Access
Microsoft Powerpoint
Microsoft Excel


Six Sigma Greenbelt, Blackbelt Trained

American Standard


Scott Massengill

Mark Reis

Allen Parker

Marty McKown

Fred Schafer