SUMMARY:

• Visionary and Perceptive Finance Leader that has an eye to look for opportunities to streamline processes and procedures with Innovative Technology in order to Improve Efficiencies, Financial Metrics, and Profitability.
• Some key Financial Measurements used are as follows: ROI's, KPI's, M&A, Financial Planning/Modeling/Forecasting, and Data Analysis with a Team Focused and Hands - on out of the box approach.

EXPERIENCE:

Meadows, IL

Finance/Controller

Confidential

Responsibilities:

• Mentored and shaped a team of three direct reports to efficiently and timely present all of the Finance, Accounting, Treasury, Risk Management, Tax (compliance and reporting), and Human Resources for the organization.
• Established and streamlined company Processes and Procedures, Financial Planning, Strategy, Data Analysis, Financial Modeling, Budgeting, KPI's, ROI, M&A, Debt financing, Banking relationships, Investor funding/relationships, and Fixed Assets in order ensure compliance with FASB and GAAP Standards.
• Executive Management Team Member who prepares and presents the Board Package and Investor Review on both a quarterly and annual basis.
• Spearhead the monthly close activities that include Financial Cost Allocations, Journal Entries, Monthly Accruals, Accounts Payables/Receivables, DSO, and Intercompany Invoicing/Reporting/Balancing, and KPI's for 9 Entities.
• All aspects of Inventory (cycle counts, and inventory reserve) and Cost Accounting/Analysis.
• Implementation of a new ERP Software called Acumatica; which included the Set-up of Chart of Accounts, Payables, Receivables/billing, Financial Statement preparation, Budgeting, Rolling-forecasts, and Consolidation of Entities.
• Systems/Software: Acumatica (Cloud Based ERP), Microsoft Office 2015 (Access, V-lookups, Pivot Tables, and Excel Visual Basic Programming), Magento for E-commerce, One Drive for Business (Cloud Storage).

Arlington Heights, IL

Finance/CFO/Controller

Confidential

Responsibilities:

• Executive Team Member responsible for the Financial Planning/Forecasting/Budgeting, Financial Preparation/Analysis, Asset Planning/Management, Financial Controls, Cash/Treasury Management, Leasing Initiatives, Project Management, Tax Compliance/Reporting, Risk Management for a $65M manufacturing company.
• Lead, Directed, Mentored the following Teams: Finance/Accounting, Information Technology, Human Resources, Procurement, and Safety/Quality Control Departments (16 direct reports and 22 indirect reports).
• All aspects of Inventory (cycle counts, inventory reserve, and annual audit), Cost Accounting preparation (Standard Costing/analysis/system updates, BOM, PPV, material yield, Labor & Overhead analysis/variances, Raw Material Costing, Cycle Counts, Time Case Studies/Analysis to Improve Production Processes).
• Prepared both domestic and international (Germany, Canada, Thailand, Bulgaria, Belgium, France) balance sheet, profit and loss statements, and trial balances on an individual company basis and a group consolidation basis to ensure compliance with GAAP Accounting Standards and Enterprise Performance Management (EPM), Hyperion (HFM).
• Made recommendations to improve operating efficiencies and enhance financial results through cost-cutting and streamlining measures.
• Plan Administrator and Trustee for the 401(k) Plan, oversee 401(k) loans, distributions and wire transfers.
• ISO9001 Certification/Compliance, and Audit Team Member.
• Systems/Software: Oracle (11i), ERP, E-Time, ADP Workforce Now, Microsoft Office 2010, Sage Fixed Assets, Hyperion (HFM), Discoverer.
• Achieved significant cost savings by driving all financing and treasury efforts, eliminating redundant positions, inventory reduction, and implementing a multi-million-dollar cost savings initiative for the 2015 calendar year.
• Automation of monthly accounting processes to and statements resulting in moving the Financial close from 15 days to 5 days.
• Implementation of Lean Process Improvements for manufacturing processes, inventory valuation, inventory costing, material yield.
• Implementation of strict governance of Accounting Policies and Procedures, Cross-Training and Team Orientated approach to the Accounting/Finance team functions.
• Restructured the pension, 401K and medical plans for a workforce of approximately 250 employees.

Chicago, IL

Transactional Accountant 

Confidential

Responsibilities:

• Managed a Shared Services Team of three accounts payable clerks who process over 6,000 invoices a month for 17 manufacturing plants across the United States and Mexico.
• Oversaw/Managed the following daily activities: AP processing, Cash Management/Disbursements, EDI Processing/Reporting, Managed/Reconciled the general ledger transactions for weekly payroll uploads into SAP General Ledger from the Kronos System.
• Monthly close activities include financial cost allocations: journal entries, accrual entries, logistics and warehousing invoice processing, analysis and intercompany invoicing/reporting/balancing for over 26 global locations.
• Processed monthly recurring payables, daily credit card transactions and weekly supplier purchases.
• Maintain the project management and fixed asset modules within SAP.
• Participated in the semi-annual and annual audit review.
• Proficient in the following: SAP v6.0, Oracle, Kronos, ERP, Concur, Sentry file system, Logistics TM system and Microsoft Office 2010 (Access, macros, pivot tables, queries).
• Project Manager to consolidate and move the Accounts Payables from Elk Grove, IL to Chicago, IL and created a Shared Services Environment.
• Project Manager on the implementation the Concur System which made the processing of Travel and Expense Reporting and payments paperless fully electronic for (700+ users) with integration into SAP.
• Project Manager for the implementation of a cloud based storage system (Sentry File System) to move the accounts payables, accounts receivables, cash, financial close documents/records to create an electronic paperless work environment.
• Logistics MS Project Team Member to overhaul, streamline processes and upgrade the Logistics/Freight TM System which fully integrated into SAP.
• Discovery of over $5 million in logistics invoices not initially accrued during the 2010 year-end financial review (accrue due to my due-diligence with the AP accrual review).

Lake Forest, IL

Accounting Manager

Confidential

Responsibilities:

• Management of the daily accounting functions of a company that develops, manufactures, and sells tablet-counting machines to Pharmaceutical and other manufacturing companies (over $20M in Annual Revenues).
• Daily inventory (tracking, analysis and costing of finished goods, raw materials, BOM’s, and inventory reserve calculations).
• Fixed asset (maintenance, analysis, and reporting).
• Monthly financial close (journal entries, variance analysis, financial statement analysis, and reporting)
• Daily cash management and sales position processing and reporting.
• ADP Workforce Now Bi-weekly payroll processing for 100+ employees.
• Review of accounts payables and accounts receivables daily.
• Quarterly Physical Inventory Audit (Finished Goods and Raw Materials Analysis and Reporting).
• Proficient in the following: Microsoft Dynamics (Great Plains V10.0), FRX Financial Software, SQL Server, Crystal Reports, Microsoft Office 2007 (Access, macros, pivot tables, queries).
• Project Manager to re-vamp and automate Inventory to a Bar Code System.
• Implemented an inventory tracking system for pharmaceutical machines and a large inventory of product specific parts for machines.
• Implemented a payroll conversion from Paychex to ADP Workforce Now.

Divisional Financial Controller

Confidential

Responsibilities:

• Implementation/upgrade of Microsoft Dynamics Great Plains to Version 10.0.
• Organized and streamlined the monthly close process transitioning from a 15-day close to a 5-day close.
• Organized and established Internal Controls Procedures.
• Established internal guidelines/compliance for Accounting, Office Operations and Human Resources.