SUMMARY:

• Finance, Accounting and Operations Professional who combines keen technical accounting and analytical skills with deep understanding of business requirements to improve cost effectiveness, operational efficiency and business results while setting and maintaining all Accounting policies, processes and procedures.
• Strategic member of corporate leadership teams with expertise in manufacturing, technology, public and private equity - able to build loyalty and create high-performing teams to support long-standing corporate needs.
• Extensive experience in risk mitigation and employee benefits planning and strategy.
• Treasury responsibility for up to $200M private equity-owned entity.
• Collaborated with corporate leadership in developing multiyear strategic plans and operating budgets, and presented information to boards and executive committees.
• Executive member of the Strategic Council.
• Set all accounting policies and procedures with continuous updates to accommodate changes in Confidential .
• Oversaw planning, budgeting, forecasting and analysis of $200M technology service provider.
• Maintain fiduciary responsibility as Trustee for company 401(k) plan in excess of $25M asset valuation and treasury responsibility for up to $200M private equity-owned entity.
• Establishing and maintaining best practices in automation for AP, AR, Credit, Collections, GL and all accounting systems.
• Drove six figure bottom-line improvement through product line management, negotiations, process improvement and cost reduction across diverse companies and industries.
• Facilitated divestiture of $65M technology business unit of a public company to private including IT infrastructure, design and selection of ERP system, implementing independent payroll processing, risk management structure and employee benefit plans.
• Due diligence, including preparation of offering materials and leadership of sell- and buy-side processes and post-acquisition integration for multiple transactions in both public and private companies.
• Proven hands on effective leader with an ability to garner trust and loyalty from subordinates, managing an Accounting team of 11 covering 14 operating locations in eight states, and a purchasing and CSR team of 15 staff members.
• Maintain positive, successful relationships with national external accounting firm for annual audit, banking partners for treasury needs and insurance brokers for benefit and risk management programs.
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SIGNATURE COMPETENCIES:

• Multifunctional Leadership and Collaboration
• M&A Management
• Strategic Benefit Management
• Financial Team Management
• Accounting Process Optimization
• Revenue Recognition & Recurring Revenue models
• Risk Management
• State and Federal Tax Filing Management (including corporate income tax, franchise tax, sales tax, property tax, and multi-jurisdiction payroll tax)
• Streamlining | Cost Cutting
• Trustee Management
• Business Transformation | Turnaround

PROFESSIONAL EXPERIENCE:

Confidential, Indianapolis, IN

CHIEF FINANCIAL OFFICER

Responsibilities:

• Fully assimilated a new office in Philadelphia in all operating systems and procedures for an office of 100 new staff members in four months, and established a fully integrated office in less than six months.
• Managed divestiture from the public parent to a privately owned LLC. This included acquiring all internal IT support equipment/structure for the new company network, evaluation and implementation of various infrastructure systems, including payroll, ERP system, evaluate, employee benefit plans, as well as development and implementation of risk management programs. Each touted by leadership as being accomplished on-time and ahead of schedule.
• Continually satisfied all due diligence requirements for the LLC being acquired by private equity company within six months. Other Merger and acquisition activity include successfully assimilating and integrating three other businesses previously acquired by the PE firm, each with distinct ERP systems into one entity with one ERP system managed under our oversight.
• Manage all daily accounting and financial operations in accordance with Confidential to ensure compliance with company policies and procedures, including but not limited to revenue recognition, accounts payable, accounts receivable, credit, budgets, collections, general ledger and billing, in addition to maintaining appropriate staffing quality and levels to ensure proper internal controls are maintained and SOX compliance.
• Key financial reporting to include preparation of monthly, quarterly and annual financial close process including general ledger review, accruals, amortization schedules and account reconciliations. Prepare and analyze monthly financial statements for board and shareholder presentation and review.
• Maintain coordination of weekly/monthly/quarterly forecasting process, including P&L, Balance Sheet and Cash Flows.
• Manage, process and maintain biweekly payroll process for 350 employees located in ten offices with eight state taxing jurisdictions and multiple local tax jurisdictions. This also incorporates quarterly and annual payroll tax filings.
• Maintain reconciliation and filing for all property, sales & use, and franchise tax filings for multiple state and local jurisdictions.
• Customer service contract review for revenue recognition rules and profitability approval.
• Manage monthly balance sheet account reconciliation and monthly financial presentation package for the board of directors. Address periodic board of director ad hoc report and analysis requests.
• Maintain daily relationship management with banking partners, insurance brokers for both risk management and employee benefit plans, outside federal and state tax accountants, and external audit relationships. Interacts successfully with internal and external auditors and support quarter end, interim and year-end audits by providing timely & accurate data and communication.
• Manages the activities of one or more general accounting functions/processes and provides direction and coordination to professional and clerical staff within the department and cross-functionally.
• ERP and systems experience including but not limited to Microsoft Dynamics, Peoplesoft, Hyperion, Quickbooks, and SAP, as well as expert excel skills (pivot tables, logic function, etc).
• Acts as an advisor to subordinate(s) to meet schedules and resolve technical problems. Recommends & implements process improvements. Ability to work with minimal supervision, interact successfully with non-financial personnel.

Confidential

DIVISION CONTROLLER

Responsibilities:

• Implemented a new chart of accounts and converted the general ledger into a stand-alone division from an accounting/controls perspective, in addition to developing new reporting specifically designed for the new division. Resolved this issue within three months.
• Managed the takeover, assimilation and full integration of 80 staff members in three remote locations, including 40 staff members in the Indianapolis office. The process encompassed all operating systems and procedures; resulting in full integration within four months.
• Converted $200M business segment to an agent model at the mandate of the product manufacturer. Combined revenue sources from 11 separate states resulting in product coverage for multiple jurisdictions.
• Led the process to identify, evaluate, procure and implement a new ERP system in less than a year due to elimination of an entire mainframe system and internal IT staff that managed it.
• Oversaw all accounting and financial day-to-day activities, including accounts payable, accounts receivable, credit, collections, general ledger and billing, in addition to maintaining appropriate staffing quality and levels to ensure proper controls are maintained in accordance with GAAP.
• Managed monthly, quarterly and annual financial statement preparation for consolidation to corporate headquarters.
• Coordinated weekly/monthly/quarterly forecasting process, including P&L, Balance Sheet and Cash Flows.
• Managed monthly balance sheet account reconciliation, monthly financial presentation package for Corporate finance team.