Strategy focused Management Professional with 14 years of progressively responsible finance/accounting experience with repeated success achieving organization’s financial and operational goals. Delivers strong and sustainable strategic financial and service gains through expertise in systems design/implementation, standardization, workflow optimization and long-range planning. Provides strategic and financial guidance on initiatives, metrics, analysis, and policy deployments. Design implementation procedures for mergers and acquisitions. Strong operational orientation, business modeling and analytical skills.
Jan 2009 - Present
Direct and coordinate company financial planning and budget management functions. Recommend benchmarks for measuring the financial and operating performance of divisions and departments. Monitor and analyze monthly operating results against budget. I work with executive team on planning and policy-making while also serving as primary legislative liaison relative to company financial issues. Additional functions also include: • Direct and coordinate debt financing and debt service payments with external agencies. • Manage the preparation of financial outlooks and financial forecasts. • Prepare financial analysis for contract negotiations and product investment decisions. • Ensure compliance with local, state, and federal budgetary reporting requirements. • Work with department managers and corporate staff to develop business plans for the company. • Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures. • Design, establish, and maintain an organizational structure and staffing to effectively accomplish the department's goals and objectives. • Oversee financial management of foreign operations to include developing financial and budget policies and procedures. • Direct financial audits and provide recommendations for procedural improvements. • Provide accounting policy orientation for new staff.
2006 - Present
Work with clients in handling the integration of acquisitions, development of marketing strategies, identifying markets, and develop creative cost cutting strategies to manage through the current economic crisis. Customers include 24 Hour Fitness, Inc., Plaza Tax Service, Xpectrum Marketing, SandL Graphic Design, PowerMetal Technologies and Ecolite Concrete. • Responsible for training and working with SBU managers during the budget process, the preparation of monthly financial statements, and the design of finance models to improve performance and forecast direction. • Partner with internal audit team to identify SOX deficiencies and define compliant SOX 404 procedures. • Design Business Models, Marketing Strategies, and conducted market research to market products and services to niche market.
2005 - 2006
Managed staff of 9. Developed strategies and tactics for improving operation efficiencies while improving service levels, reducing inventory levels and operation costs for this $60M hi-tech manufacturer. Responsible for consolidation and analysis of annual financial statements for the organization and its component departments. Recognize revenue in accordance with SOP 97-2 and EITF 00-21. • Coordinate and direct the divisional budgeting process, including development of annual operating and capital plans. Develop tools and processes in an effort to continuously improve financial planning and analysis. • Design, implement, and execute cross-functional SOX strategies with other BU’s & Ops departments improving company performance while receiving no material weaknesses or reportable conditions. • Design, build, and support budget models for the conversion of sales budgets to budgeted manufacturing production build hours and gross margin budget.
2004 - 2005
Worked as a finance analyst consultant for Outreach, Inc. and Taylor Made Adidas Golf. Worked directly with senior management on budget design, planning, and analysis. Responsible for training and working with SBU managers during the budget process, the preparation of monthly financial statements, and the design of finance models to improve performance and forecast direction. Also designed financial model used to plan and schedule inventory of more than 8000 item SKU’s. • With XL Reporter, developed business model and systems to manage budget process, updated forecasts and report on actual vs. budget/forecast results. • Assist in preparing projections for strategic planning. Maintain budgeting systems and coordinated annual budgeting process. Produced monthly departmental budget variance reports. • Redesigned Bill of Materials and Manufacturing Overhead Rate in order to facilitate development/refinement of standard cost system.
2002 - 2004
Interface Displays & Controls
Supervised staff of 3. Managed accounts payable, accounts receivable, payroll, billing, collections, and financial statements for this $10 million electronics manufacturer. Provided daily accounting, budgeting and cash management support in addition to long-range strategic, business and financial planning. Assisted quality department in becoming ISO 9001 certified. Reviewed government contracts, worked with government contracting in government procurement process. • Created a comprehensive accounting and financial reporting system by implementing a series of standards, policies, and systems to more efficiently manage data collection. • Work with the executive team to establish and execute financial objectives for budgets and forecasts. • Coordinate procurement and delivery of military supplies including electronics, modules, boards, and spare parts.