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Finance Manager Resume

Mukwonago, WI

EXPERIENCE:

Finance Manager

Confidential, Mukwonago, WI

Responsibilities:

  • Changed the structure of the accounting function to a corporate accounting and finance team.
  • Automated manual accounting methods to streamline and make processing efficient.
  • Implemented a company budget with various scenarios contingent on raw goods pricing.
  • Developed and implemented internal controls aimed at cost savings resulting in a 2% decline in overhead spend and 400k savings due to overtime controls.
  • Identified tax return credits missing/errors, resulting in the recapture of 500k in lost benefit.
  • Training and mentoring a team of 3 direct reports.
  • Handled all tax reporting including, MP, PPT, Sales and Use, Income Tax for multiple states and federal.
  • Implemented revenue forecasting with sales flashes to management teams.

Self Employed/Owner

Confidential, Waukesha, WI

Responsibilities:

  • Help small businesses get their payroll taxes under control and filing accurately and up to date.
  • Prepared financial packages for lending purposes.
  • Produced W - 2’s, 1099’s, and other tax reporting for small business clients.
  • Consulted on best practices for workflow, internal controls, and financial matters.

Sr. Financial Analyst

Confidential, Brookfield, WI

Responsibilities:

  • Managing and monitoring month end close process to ensure accounting entries are done correctly.
  • Developing new service metrics for the field team to monitor and ensure non-essential service warranty cost.
  • Analyzed and presented findings on multiple issues driving up costs with appropriate action plans driving 1M in improvements as well as revenue findings of 372k.
  • Responsible for revenue forecasting and was able to keep it within the 3% variance of actuals.
  • New Installation and Warranty reporting for product lines to the factories.
  • Develop new way to plan for the overhead allocations.
  • Consolidated all service business units into management reporting for the first time.
  • Responsible for Annual Operating Plan compiling for services commercial business unit.
  • Responsible for the training Europe on new budgeting methods.

Financial Analyst

Confidential, Brookfield, WI

Responsibilities:

  • Responsible for all the major reporting and analysis functions as well as guidance.
  • Prepare forecasts for revenue including remodeling data sources and improving the forecast process .
  • Working to revamp the cost accrual process by using actual costing method to replace an outdated statistical method.
  • Sales Commission calculation and payout.
  • Month end closing process management.
  • Training and mentoring accounting staff and ensuring accounting is correct.
  • Preparing the annual operating plan.
  • Process improvement - new standards and policies for the contract closeout process for the accounting team.
  • Development of new reporting methods including contract level profit loss statements, and various rolling reports for management.
  • Further tightening of internal controls such as locking access to drives, restricting permissions, and creating segregation of duties in areas that were deficient.

Senior Accountant

Confidential, Madison, WI

Responsibilities:

  • Handling the technical journal entries in the general ledger accounts, reconciliations, and supporting documentation.
  • Developing and analyzing month end direct cost with analysis.
  • Responsible for training and mentoring the accounting peers.
  • Working with contract administration team on contract clearing cleanup.
  • Kept Brookfield site afloat during turnover periods.
  • Worked with order administration and internal audit pulling and explaining sales orders.
  • Working with the field on accounts receivable collections during interim transition periods.

Sr. Accountant

Confidential, Brookfield, WI

Responsibilities:

  • Responsible for the complex accounting functions.
  • Maintaining the close process with the accounting specialists.
  • Handling the technical journal entries in the general ledger accounts, reconciliations, and supporting documentation.
  • Developing and analyzing month end direct cost with analysis.
  • Revamped the entire commission process for client service teams to promote behavior in alignment with corporate objectives.
  • Resolved the inter-company payables and receivable issues and setup a system to manage the process resulting in my overseeing of the IC process.
  • Manages all tax issues for the site, including VDA's, Audits, and programming.
  • Lead a team to revamp the entire sales tax process touching all departments internally.
  • Designed cost model used for all contract pricing for a more consistent accurate pricing.
  • Implemented SOX assessment & and reactive testing.
  • Lead a PPI team to improve misdirected vendor invoices from 22% down to 8%.
  • In charge of the Confidential assessments, testing and working directly with IT.

Client Manager

Confidential, Waukesha, WI

Responsibilities:

  • Managed bookkeepers and staff to ensure quality friendly service was given to client base.
  • Managed a client base of 60 small to medium businesses in diverse industries. Conducted corporate and individual tax planning and supervised tax preparation including multi-state tax returns.
  • Supervised the preparation of financial statements by bookkeepers and authorized release of statements.
  • Aided clients in third party financing, costing, and budgeting objectives.
  • Consulted on various tax, management, and business issues.
  • Ensured accurate and timely sales tax and payroll deposits and filings for multiple states by the bookkeepers.
  • Was directly responsible for billing and accounts receivable for the client base.
  • **Awarded Employee of the Year in 2005.
  • *** Led the client managers in highest number of referrals in 2006.

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