SUMMARY:

To obtain a Corporate Lead Finance or Operating position that is challenging, interesting, and leverages my existing skill set.

TECHNICAL SKILLS:

SYSTEMS: SAP, PeopleSoft, Deltek Vision, Microsoft Dynamics Nav and AX, Cognos

EXPERIENCE:

Confidential, Chicago, IL

Financial Controller

Responsibilities:

• Oversees the Finance, Accounting, and HR functions for a Confidential with $30 Million in Revenue specializing in group fitness programming with subscription license, trainer certification, and equipment sales revenue streams.
• Oversaw the transition, replacement, and training of the entire accounting and finance team due to its relocation from Baltimore to Chicago.
• Partnered with management to develop multi - year budgets, forecasts, sales targets, and sales manager ROIs.
• Reviewed the business in a consultative approach and corrected many compliance, GL account, and process issues. Developed a list of investments in systems that will allow for scalable growth.

Confidential, Chicago, IL

Senior Vice President Finance

Responsibilities:

• Oversaw the Finance and Accounting functions for an International Architecture and Design Firm with over $70 Million in Gross Revenue.
• Reviewed the corporate business operations in a consultative manner and proposed a blue print of improvements to streamline operations, improve scalability, focus on project performance, and increase resource utilization until the company was sold in May 2016.
• Partnered with the Firm Principals to develop budgets and business strategies.

Confidential, Rolling Meadows, IL

Sr. Director of Finance and Operations

Responsibilities:

• Held highest Finance role and second highest company role for this German publicly traded company which distributes and sells commercial kitchen equipment with revenues approaching $100 Million.
• Oversaw a diverse team with responsibility for Accounts Receivable, Tax, Finance, HR, IT, Warehousing and Logistics, Facilities, Purchasing, Legal, and Regulatory.
• Developed a corporate culture of best in class quality, targeted results, and a safety first mindset utilizing a hands on approach with every process and employee of the company.
• Worked strategically with all Sales Channels to give critical analysis and recommendations regarding distribution, pricing, incentives, marketing, and staffing. Negotiated contracts with key regional dealers.
• Worked strategically with executives and parent company to give critical analysis and recommendations that balance the need for scalable investment and profitability.
• Responsible for significant facility upgrades including relocation of our North American Headquarters and Warehouse and Logistics Center. Responsible for site selection, contract negotiation, design, construction, and change management.
• Oversaw several efficiency and cost saving projects including lockbox automation, sales tax automation, duty drawbacks, and vendor reviews. Corrected many critical deficiencies in the areas of HR, tax, and regulatory compliance. Oversaw transfer pricing study. Revised all critical company agreements and contracts.

Confidential, Addison, IL

Controller

Responsibilities:

• Held highest Finance role in a subsidiary of a German publicly traded company which rents, leases, and sells Mailing Equipment with revenues approaching $50 Million and approximately 70,000 annual customers.
• Oversaw a diverse team of up to 14 responsible for areas of Accounts Payable, Accounts Receivable, Tax, Fixed Assets, Regulatory, Risk/Insurance, Treasury, Purchasing, Finance, Legal, and Accounting.
• Managed company’s standalone ERP System which included manufacturing, rental, leasing, and service activities. Corrected several deficiencies and implemented numerous improvements in the system related to workforce efficiency and improved reporting.
• Rebuilt and improved processes related to Accounts Receivable and reduced DSO by 10 days.
• Improved processes in the AP area resulting in improved speed of processing of invoices and better controls while managing a catch up of outstanding payments.
• Implemented a bank, merchant processor, and payment portal change saving the company $50K annually.
• Responsible for development and administration of compensation for all internal and external sales channels.

Confidential, Chicago, IL

Manager of Planning and Financial Analysis

Responsibilities:

• Held second highest Finance role in a fast growing internet property, with revenues approaching $300 Million. Oversaw all planning and forecasting activities.
• Developed Management experience by growing the finance team, supervising up to 4 Senior and Junior level finance analysts and assisting them in growing professionally.
• Developed significant product management experience, participating in project teams analyzing core product strategies, product pricing, value proposition, product composition and bundling, and sales strategy.
• Developed significant business coordination experience in product rollouts, including setting up process flows from order to cash, product pricing, internal controls, and NPV analysis.
• Developed experience in sales channel modeling through analyzing direct and affiliate sales channels including developing ROIs from pricing models, discount models, and resource allocation.

Confidential, Chicago, IL

Sr. Business Analyst

Responsibilities:

• Promoted several times from Accountant to Senior Level Finance positions for this Fortune 150 sized Publicly Traded Energy Company.
• Installed a foundation of knowledge in many FP&A competencies including budgeting, forecasting, strategic planning, accounting, KPI reporting, benchmarking and cost management.
• Started developing an ability to lead through participating in leadership teams involving diversity, corporate fundamentals, teambuilding, corporate strategy, and reorganization/ mergers.
• Developed foundation of being a change agent and process improvement expert through development of project charters, procedures, and action plans.

Confidential, Chicago, IL

Auditor

Responsibilities:

• Participated in Big 6 auditor experience; creating a foundation for proper management of annual audits and implementing effective internal control environments.