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• Working to revamp the cost accrual process by using actual costing method to replace an outdated statistical method.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.