Work experience

Work experience
2004 - Present

Treasurer and Vice President, Investor Relations

Deluxe Corporation

Responsibilities have included:  Treasury, Capital Markets, Investor Relations, Risk Management, Financial Planning and Analysis, Retirement Plans.  Reports to CFO.

Capital Markets

Investor Relations

  • Managing all aspects of investor relations, includingi primary contact for shareholders; responsible for targeting and communications
  • Plan and lead road shows, investor conferences, earnings calls and investor calls

 Operating / Cash Flow Efficiencies

  • Established efficiency reviews of business units and processes to achieve best-practice results in customer-to-cash and procure-to-pay cycles
  • Restructured Treasury operations for operating efficiencies reducing costs by over $1M in 3 years
  • Managing and enhancing best in class $1.5 billion unbundled defined contribution retirement plan; finalist for PlanSponsor magazine's 2011 Large Public Plan of the year award
  • Led establishment and on-going maintenance of enterprise-wide business continuity plans
  • Oversaw treasury’s set-up and on-going reporting of Sarbanes Oxley section 404 compliance.
  • Financial advisor to $700 million acquisition integration team responsible for delivering over $30 million in annual savings. 

Board Interactions

  • Primary company contact with Finance Committee.  Advise the Finance Committee on the full spectrum of financing and capital structure alternatives, as well as material capital expenditure requests and share repurchases.
  • Developed interactive capital planning tool and used it to walk Finance Committee through strategic capital structure options and implications.
  • Set Finance Committee agenda; create and distribute meeting material; take and issue minutes. 
  • Communicate cash flow projections and covenant compliance.
  • Advised Board on alternatives and recommendation regarding a change in dividend rate, leading to a decrease in dividends.
  • Communicate to the Finance and Audit Committes financial projections to be used for ratings agencies, insurance coverage and performance.
  • Researched and drafted significant Finance Committe charter revision.

Financial Planning

  • Led enterprise planning, forecasting and budgeting process; automated balance sheet and cash flow forecasting.
  • Led enterprise budgeting process which culminated in actionable plans to drive EPS growth despite sever economic environment. 
  • Led implementation of rolling forecast infrastructure with goal of eventually eliminating annual budgeting process.
  • Key contributor in development off cross-border intellectual property strategy to optimize tax rate and international cash movement.

SEC Reporting

  • Serving on Disclosure Committee reviewing al material SEC disclosure obligations
  • Lead annual report creation; lead planning and execution of annual shareholder meeting
2000 - 2005

Part-time Adjunct Professor
  • Developed and taught the "International Marketing" (2001-2005) and "Strategic Management" (2005) courses. Strategic Management was the capstone course for the MBA program. 
1998 - 2004

Chief Financial Officer

ABS Global Inc.

Chief Financial Officer - ABS Global 2000-2004Corporate Controller - Protein Genetics 1998-2000

ABS Global, a $150m division of Genus PLC, was world leader in the development and sale of bovine genetics. ABS had production in 6 countries, operations in 10 and distribution in 60.

Responsibilities:  Managed all accounting, reporting, M&A, treasury, North American IT, legal, risk management.  70 staff in 10 countries.

  • Key leader in steering business from annual losses to $18 million profit.

Mergers, Acquisitions and Negotiation

  • Led acquisition negotiations, due diligence and contract drafting including cross-border acquisitions in Australia, Chile and New Zealand.  Australian aquisitions resulted in Australian market dominance and ability to leverage new product line through current distribution channels.
  • Negotiated and advised on joint R&D development and commercialization agreements for new biotechnologies.
  • Negotiated and executed Brazilian Real denominated loan for purchase of facility.
  • Integrated Genus and ABS Global driving synergies of $5 million.

Financial Reporting / Comliance / Tax

  • Re-engineered global consolidation and reporting reducing monthly close from 15 to five days.
  • Redesigned planning and budgeting process, indentifying $2 million in annual savings.
  • Identified and executed on global tax savings of $4 million over 3 years.
  • Directed all non-medical regulatory and legal filings outside United Kingdom.
  • Developed transfer pricing guidelines and led compliance management.
  • Developed and led foreign exchange hedging of $30 million in transactions, holding annual impact to $100,000.
  • Led ERP upgrades in North America and Brazil.
  • Assisted in drafting of £2.7 million ($4.2 million) UK public offering prospectus.

Strategy / Sales

  • Planned and led three day strategy session leading to actionable plans.
  • Oversaw sales and marketing for Asia/Middle East region, which represented 10% of profits.
1994 - 1998

Division Controller

Deluxe Corporation

Subsidairy Controller - various subsidiaries $100-$250 million (1995-1998)International Analyst (1994)

Deluxe was a $2 billion NYSE listed company. Starting a an international analyst in the corporate headquarters I progressed to controller of a $250 million division. I re-joined Deluxe late in 2004.

Responsbilities: All aspects of division's' financial reporting and accounting: 60 staff

  • Led financial portion of investor presentations. Sold $250 million division to strategic buyer.
  • Championed, along with marketing, creation of the first internet e-commerce site at Deluxe. Eventually this channel drove significant share of orders at Deluxe's direct marketing businesses.
  • Recommended and implemented consolidation of NJ facility into Colorado Springs.
  • Within 3 months turned $100 million subisidiary from $1 million quarterely loss to $2 million quarterly profit.
  • Led Activity Based Costing for $200 million entity.
  • Provided decision support for European Expansion. Consulted to units needing turn-around.
1992 - 1994


International Resource Group, Inc

International Resource Group was a start-up export management company providing outsourced export services, including distributor development and international sales management

Mergers, Acquisitions and Negotiation

  • Developed the initial sales contacts for all of the company's clients, using cold calls and referrals. Negotiated sales and marketing agreements and managed client accounts.
  • Developed leads, negotiated marketing and OEM agreements, drafted contracts and managed the interational sales for four clients with international sales of $1 million. Primary industries served were medical devices and video training.
1986 - 1989

Supervising Senior Auditor


  • Specialized in audits of insurance companies and IT consulting.





Certified Treasury Professional

Association of Financial Professional

Certified Public Accountant

MN Board of Accountancy