Accomplishments

 - Directed team of financial professionals to successfully tranfer accounting process from an outsourced provider back inside following audit findings of material weakness, unreconciled accounts and lack of control.

- Achieved 80th percentile on Gallup employee survey for two years.

- Received accolades from Board of Directors for "notable improvements in efficiency, effectiveness, and customer satisfaction".

Summary

Partnership-oriented Finance Leader with progressive experience collaborating with operational counterparts to manage internal controls, design / implement infrastructure, drive change and achieve targets.Effective leadership and communication skills combined with high energy to set and implement strategic plans, mediate conflicting business needs and negotiate compromises.Recognized for exceptional problem-solving skills with proven capacity to accurately assess organizational needs, demonstrate sound judgment, and deliver results with unquestioned integrity.Experience includes:

qStrategic / Business Planning

qPolicy / Process Development

qTeam Leadership

qDiversity implementation

qContinual Process Improvement

qPolicy / Process Development

qEmployee Training / Coaching

qInternal Controls / Reporting

qTrend / Opportunity Evaluation

qWorkforce Planning

qBudgeting / Forecasting

qBusiness Continuity Planning

qHuman Resources Management

Interest

Building financial models, designing process improvement programs, financial reform trends, new laptop wireless technology, management training, interior design, bicycling, running and swimming. Hiking along the Minnesota north shore is a favorite past time.

Objective

Director of Finance and Administration, adding value by providing financial leadership, analysis, and governance to Indigo Identityware in Edina, MN.

Work History

Work History
Dec 2010 - Present

Controller, Finance & Administration

Indigo Identityware, Inc.

INDIGO IDENTITYWARE, Inc., Edina, MN12/10 – Present

A $2.0 million company that provides software solutions for Strong Authentication, Enterprise Single Sign-On, Workflow Management and Secure Remote Access.

Controller/Director, Finance & Administration

Implemented financial controls and governance by instituting policies and procedures throughout the organization.Developed accounting manual and revenue recognition policy covering software, professional services, maintenance & support, and hardware.

qDeveloped and produced executive level / Board presentation to report financial analyses to identify cost, customer, vendor and operations drivers and enhance decision-making capabilities.

qEnhanced cash analysis to accurately predict cash flow resulting from expediting collections.

qImplemented budgeting process to account for operational expense and capital investment.

qInstituted cost accounting analysis for hardware and professional services.

qPersonally managed office operations and developed / executed HR programs addressing workforce planning, diversity, training and development, and employee recognition / incentives.

Nov 2009 - Dec 2010

Owner / Contractor / Financial Business Intelligence Consultant

Innovative Financial Business Solutions

On a full-time and part-time basis provided accounting, financial reporting, and process improvement for various companies including CH Robinson, Carlson Restaurants, Burnet Financial Group, Hudson Financial, and Marshall BankFirst.

qImplemented accounting, financial reporting, and process improvements for a restaurant company located in Dallas, Texas.

qDesigned a detailed 12-month earnings statement to calculate Last Twelve Month (LTM) run rate and current year-to-date run rate and to analyze specific expense line items.

qParticipated in the implementation of Oracle 10.7 to 11i.Provided cost and working capital analysis for the restaurant business.Utilized Hyperion reports and essbase to analyze accounts.

qInstituted a cash forecast program to predict daily cash flow.

qConducted profitability / productivity analyses and applied statistical techniques to identify and correct accounting issues and increase productivity as measured by KPI metrics.

qProvided accounting, risk management and process improvements for banking client to mitigate risk; assisted with the implementation and reconciliation of ITI Navigator in loan processing in construction / project loans

qManaged three limited commercial real estate projects AP / AR / Cash Management.

Jun 2007 - Nov 2009

Controller

Carlson Companies

Led enterprise-wide department designing and implementing shared services consistent with the needs of global business units.Developed vision and strategy for the corporate finance organization.Acted as liaison between Corporate Finance and IT to establish and deploy new processes to ensure compliance in acquisition, disposition and fixed assets.Improved customer service, cost effectiveness and internal control.Leveraged common tools and processes to provide flexibility and efficiency to each business enterprise.Managed multi-million dollar department budget.

qImplementeda workforce plan and achieved an increase in customer satisfaction (based on annual surveys) despite a reduction in staff.

qCollaborated with business leadersincludingITto develop methodologies for estimating cost and benefit analysis and achieve strategic agenda to improve data warehousing.

qDeveloped / delivered executive-level presentations to report financial analyzes, identify cost, customer, vendor and operations drivers, and enhance decision-making capabilities.

qReceived accolades from Board of Directors for “notable improvements in efficiency, effectiveness, and customer satisfaction.

qCreated Vision, Value and Purpose Statements to inspire individual contributors to engage in team goal of delivering exceptional service.Provided employee training / coaching in customer service and established reward program to support team goal.

qParticipated in the design and implementation of a Business Continuity Plan (BCP).

qApplied statistical techniques to identify and correct accounting and technology-related issues and increase productivity as measured by Key Performance Indicators (KPI) metrics.

Jul 1997 - Jun 2006

Director of Finance

Coldwell Banker Burnet

The Minnesota residential real estate brokerage operation of NRT LLC, a division of Realogy, LLC, with annual revenues derived from billions in real estate sales.

Directed professionals and clerical support team members maintaining shared service relationships with Sales Associates and employees in branch and corporate locations.Outsourced functions to domestic hub while maintaining high customer satisfaction scores. Managed a multi-million department budget.Oversaw purchase of Accounting hardware and software and negotiated vendor contracts.

qInstituted statistical quality performance measurements to maintain an error factor of less than 1% on commission processing transactions.

qCreated and led a diversity study of employees and sales associates to identify opportunities and design sales tactics consistent with the emerging marketplace.

qDesigned and implemented an incentive compensation program for Regional and Branch Vice Presidents with focus on quantified revenue and expense targets.

qRe-negotiated purchase contract for functional system hardware and software, including a 5-year maintenance agreement that resulted in a savings from the previous contract.

qSelected by management team to provide data and cost analysis used for comprehensive decision-making related to independent contractor compensation.

qInterfaced with internal legal professionals to develop fund allocation procedures and address A/R collection issues.

Jul 2002 - Sep 2005

Adjunct Professor

Cardinal Stritch University

Instruct on various business and finance topics within the Master of Business Administration (MBA) program. Courses included corporate finance, audit, and business mathematics.

Aug 1992 - Jul 1997

Accounting Manager

Transport America

A multi million freight carrier and logistics services provider, Transport America is a preferred carrier for a wide range of Fortune 500 shippers.

Partnered with IT and operations leaders to develop and implement a turnaround plan that eventually took the company public in 1994.As Operations Team member, reported to Controller and held responsibility for profit initiatives, metrics development and financial reporting.

qTurned around a weak financial environment and under-performing accounts payable and general ledger team.Results included enhanced transparency and decision-making, correction of internal control deficiencies, and improved team performance with 100% retention.

qServed as liaison between Accounting Department and IT to institute controls over expense and capital projects.

qCreated an automated financial reporting package for management that included earnings statement details and future expense forecasts.

Dec 1983 - Aug 1992

Cost Accountant / Internal Audit

The Pillsbury Company

A division of General Mills a consumer foods company controlling multiple brands including Pillsbury Foods, Haagen-Dazs, Green Giant, Burger King, and Alpo Pet Foods.

Rapidly progressed through a series of promotions in the finance organization.Positions included:

Internal Auditor – Pillsbury – Corporate, Minneapolis, MN (1990 – 1992)

Cost Accounting Supervisor – Green Giant, Watsonville, CA (1987 – 1990)

Cost Accounting Supervisor – Pillsbury – Bakery Sweet Foods, Terre Haute, IN (1986 – 1987)

Sales & Administrative Accountant – Pillsbury - Bakery Sweet Foods (1985 – 1986)

Assistant Financial Analyst – Pillsbury – Bakery Sweet Foods (1984 – 1985)

Merchandising Assistant – Pillsbury / Peter Cremer, GMBH Minneapolis, MN (1983 – 1984)

Education

Education
1998 - 2001

MBA

Cardinal Stritch University

Wrote Thesis on Quality Improvement Techniques in an Accounting Function by using Statistical Process Control (SPC) to monitor the process.

1984 - 1987

BA

Metropolitan State University

Skills

Skills

Specialties

Excel, PowerPoint, Visio, Word, Outlook, Analysis Planning & Control, Financial Management Systems, Forensic Auditing, Project Management, Financial Best Practice Implementation, Mergers & Acquisition Integration, Working Capital Management, Budgeting, Forecasting, Process Improvement, Model Financial Reporting, Department Turnaround, P&L, Business Intelligence, Performance Management, Oracle, Hyperion, Essbase, Cognos Reporting, ERP Enterprise Platform, Governance & Process Design.

Executive Level Reports and Presentation

Exceptionally strong written and verbal communication skills.   q Developed / delivered executive-level presentations to report financial analyzes, identify cost, customer, vendor and operations drivers, and enhance decision-making capabilities. q Created Vision, Value and Purpose Statements to inspire individual contributors to engage in team goal of delivering exceptional service.  Provided employee training / coaching in customer service and established reward program to support team goal.  q Designed and implemented a multi million incentive compensation program for Regional and Branch Vice Presidents with focus on quantified revenue and expense targets. q Collaborated with Marketing and Sales Associates to redesign and deploy a Home Warranty Program leading to annual sales increases.

Audit

Audit Developed, participated in, and implemented audit techniques in fiscal year-end, forensic, inventory cycle counts, sales tax, and IRS audits.  Improved internal controls by implementing account reconciliation sigma standards, desk top procedures, and role-clarity to each business enterprise.   q Partnered with external auditors in acquisition and divestiture audits.  Reviewed balance sheet accruals and completed financial inventory calculations.  Presented findings to management. q Led department to clear all outstanding management comments from external auditors.  q Performed operational audit function, collaborating with business units.  Designed and implemented improved performance measurements for product costing. q Assisted with the audit and reconciliations of a loan processing system for a financial institution. q Proofread 10Q and 10K reports, prepared audit workpapers. q Negotiated IRS and Sales Tax audits resulting in a significant savings to the company.

Project Management

Led enterprise-wide department designing and implementing shared services consistent with the needs of global business units.  Improved customer service, cost effectiveness and efficiency to the organization.   q Received accolades from Board of Directors for “notable improvements in efficiency, effectiveness, and customer satisfaction” (2008).  q Participated in the design and implementation of a Business Continuity Plan (BCP). q Conducted profitability / productivity analyses and applied statistical techniques to identify and correct accounting issues and increase productivity as measured by KPI metrics. q Implemented a workforce plan and achieved an increase in customer satisfaction from 2007 to 2009 (based on annual surveys) despite a reduction in staff. q Collaborated with business leaders including IT to develop methodologies for estimating cost and benefit analysis and achieve strategic agenda to improve data warehousing. q Served as liaison between Accounting Department and IT to institute controls over expense and capital projects.

Controller Financial Analysis / Accounting

Finance/Accounting Provided accounting, risk management and process improvements for organizations to mitigate risk; assisted with the implementation and reconciliation of financial systems. q Reconciled unique balance sheet accruals and instituted quality performance measurements to maintain a 97.7% quality rating for balance sheet accounts. q Participated in the implementation of Oracle 10.7 to 11i including a system to warehouse data.  Provided cost and working capital analysis. q Instituted a cash forecast program to predict daily cash flow. q Oversaw purchase of Accounting hardware and software and negotiated vendor contracts. q Selected by management team to provide data and cost analysis used for comprehensive decision-making related to independent contractor compensation. q Turned around a weak financial environment and under-performing accounts payable and general ledger team.  Results included enhanced transparency and decision-making, correction of internal control deficiencies, and improved team performance with 100% retention. q Created an automated financial reporting package for management that included earnings statement details and future expense forecasts.