SUMMARY

• Creative and versatile, high energy financial manager, MBA, with an entrepreneurial attitude who thrives on challenge. Mitigates risk, creates the financial and operational reports needed for effective decision - making. Provides strategic analysis to establish long-range goals, plans, and policies. Leadership and insight boosts revenue, productivity, and profitability while controlling expenses for growing companies. Exhibits impeccable ethics and integrity in all endeavors.

PROFESSIONAL EXPERIENCE

Cost Controller

Confidential, Silverton, OR

Responsibilities:

• Lead the ROI analysis for plant improvements and logistics investments. Focus on ERP System improvements, financial analysis, and doing process upgrades needed for opening new plants. Work daily with Operations and Sales Managers in tracking performance metrics, material & overhead costs and establishing internal controls across multiple plants.
• Streamlined payment approvals for contract manufacturing and achieved better tracking of scrap costs.
• Created new costing models for budgeting Standard Costs and results used by Sales for profit forecasting by product
• Resolved ERP problems to improve all departmental reporting and to speed up new product introductions.
• Inventory variance analysis drove needed changes and the product re-work needed to recover costs, saving $700K.

Cost Accountant

Confidential, Eugene, OR

Responsibilities:

• Managed the costing systems for this “Internet of Things” manufacturing company, to meet the new standards for SOX compliance. Worked with all Operations, Sales and Accounting staff to make ERP system enhancements, install inventory controls and focus on improving profitability and reducing key costs. Novatel Wireless acquired the company and discontinued production.
• Made freight costs changes that cut expenses and enabled Sales to make more competitive quotes while also creating a new revenue source, targeting $100K for 2016.
• Provided Audit Physical Inventory Valuations and created forecasts for Obsolete Reserves and Warranty needs.
• Led the product repairs and returns ERP process, achieving better costs and to make system changes to enable Operations to better track repairs and returns. Results used to generate $50K in new outside repair revenues.

Accounting Manager/Controller

Confidential, Seattle, WA

Responsibilities:

• Managed all accounting functions: staff supervision, internal controls and reporting. Developed the skills of the financial staff, implemented using sales forecasting & budgeting software and worked with department leaders to better manage all aspects of company financials, cash flow and budgeting for this $36M family-owned metal fabricator of medical products.
• Brought business rigor and discipline to company financials and cost structure as well as business logic to operations and production. Trained staff on Inventory & Dynamics software for ERP process improvements.
• Worked directly with Sales to improve proposals, winning multi-year government contract for a 9% revenue gain.

Finance Manager- Manufacturing / Cost Accounting

Confidential, Seattle, WA

Responsibilities:

• Work with Sourcing Managers to control overseas contract manufacturing product costs and provide monthly closing support and cost accounting for the Xbox and Surface Product Lines.
• Revised Fixed Assets process for tracking Confidential -owned equipment inventory at contract suppliers.
• Improved the cost allocations and reporting for Xbox rework/ repair costs by project and product lines.
• Managed the Confidential equipment financing program for suppliers and the related inter-company consolidations.

Cost Accounting Manager

Confidential, Eugene, OR

Responsibilities:

• Spearheaded and managed initiatives resulting in rapid growth (4 year: $23M to $144M+) fueled by new product lines (4 to 38) and the successful implementation of in-house and outsourced production and distribution strategy. Led the company in seeking out profitable co-packing revenue by building competitive proposals.
• Established new cost modeling system to establish standard costs and to price new products/projects. Converted company to activity-based cost overhead allocations. Provided all COG reports to CFO.
• Supported Sales with forecasts and timely profit reviews of projects and new pricing proposals.
• Managed raw materials and finished inventory. Immediately analyzed freight costs to negotiate better rates and created carrier cost tracking systems. Reduced shipping costs 18%, inventory charge-offs/adjustments by 8%, and inventory turns improved by 46%. Cost savings used to pursue and win new Big Box retailers and more focused brand promotions.

Cost Accountant

Confidential, Penrose, CO

Responsibilities:

• Created cost review & pricing processes, provided financial analysis for CFO and managed the new product development for all divisions of this aero-space manufacturer. Position eliminated following a massive toy recall.
• Revised the bill of materials (BOM) process, improving communications between R&D, Sales and Operations, this boosted quality, and created better logistics planning with Asian and U.S. suppliers.
• Pricing models boosted margins 9%. Reduced supplier purchase order changes and retailer charge-backs.

Project Manager / Financial Analyst

Confidential, Boulder, CO

Responsibilities:

• Recruited to provide market and financial analysis expertise to the business development team challenged to create new markets for company products and partnership projects to best use the assets of the $1B chain of natural and organic grocery stores. Led new product marketing and distribution activities for sales outside of company stores. Conducted financial analysis for COO and prepared business plans, proposed pricing used for negotiation with partner companies.
• Established Holistic Health “store-in-a-store” with grocery retailer, Stop & Shop, generating $100K in new sales with plans to expand to 40 additional stores.
• Managed Peapod Organic online category sales, growing them 46% in one year, resulting in the expansion to 3 new cities; developed pricing schedules for online profit margin yielding 45% in contrast to 38% for other product categories. Resolved A/R problems and overcame related vendor and inventory issues.
• Pursued sales alliance with Amazon.com, forecasted to generate $2.5M in online revenue.
• Created a new pricing system for the company’s seafood products increasing margin 2% nationally.