Experience

Jones Road Beauty

• United States
• Manufacturing
• 1 - 100 Employee

• Financial Controller

  • Oct 2022 - Present



MÜNZING

• United States
• Chemical Manufacturing
• 100 - 200 Employee

• Manager of Financial Analysis

  • Jan 2021 - Oct 2022

  *Responsible for the accurate reporting and analysis of Gross Profit line and above on P&L for four legal entities*Analyst for sales, material margin and gross profit for six business units and three production sites within the Americas as well as two business units globally (Americas, EMEA + APAC)*Report to Managing Director (CFO) while I manage one direct report in a newly formed plant controller/cost accountant role that assists me as well as a dotted line Staff Accountant for Accounts Receivable *Work closely with product management team to suggest and help implement customer/product price increases based on market raw material increases*Developed a simulation tool within excel to pull current data from SAP and forecast raw material increases, production cost increases and quantity forecasts-helping our product managers with the ever changing need for price increases as well as our purchasing/procurement departments need for accurate volume forecasts *Provide open order backlog analysis and forecast monthly sales to managing directors, sales managers, and product managers*Manage Americas region sales reporting and KPI’s presented in an understandable format through dashboards and pivot tables to sales managers, product managers and managing directors*Helped to develop and administrate web-based sales reporting tool, QlikView-Collaborated with colleague in Germany to create necessary business intelligence tabs based on needs of sales-Highlighted important KPI’s -Tested ease of use and effectiveness with small user group-Created user guide and held multiple training sessions for sales group of 20+-Continue to train and administer tool*Learned LucaNet-global financial consolidation tool, and assisted with development of intercompany gross profit and material cost addition and elimination *Manage and work as an escalation point for day to day accounts receivable needs (invoicing, cash application and collection efforts) for over 1500 accounts

• Senior Financial Analyst

  • Aug 2015 - Jan 2021

  *Analyzed financials for potential acquisition and then participated with the pre-acquisition walk through and due diligence before closing*Handled the financial analysis with concentration on sales revenue for three potential company acquisitions*Created and administrate the Finance Department job handbook within OneNote which provides SOP’s for every task within department*Created new credit application and new customer policy for company*Freight coding workbook developed for automatic coding of over 500 freight bills per month*Instructed in house excel classes to sales force on basic skills, pivot tables and formulas *Developed order backlog analysis for reporting to managing directors*Presented and participated in first global company finance meeting in Germany*Presented redesigned budget process to partial board of directors at HQ in Germany*Rolled out web-based team collaboration tool, Asana, to finance and customer service departments*Teamed with IT to research, test and deploy expense reporting web tool, Expensify-Identified needs from controlling and accounts payable-Tested multiple platforms -Created test user group and used feedback to identify and fix issues-Developed user guide and held multiple training sessions for 50+ users



Reeb Millwork

• Montclair, New Jersey

• National Accounts Credit Coordinator

  • Feb 2008 - Aug 2015

  *Managed credit and collections for 1200 accounts *Worked closely with the VP of Sales and CFO to resolve and prevent customer pricing and product disputes *Created and reviewed web alerts regarding mergers, acquisitions, or expansions for each customer daily for risk management *Job standard creation and best practices for credit/collections administrator position as well as training new team members in the credit administrator position and the corporate credit manager position *Successful in updating credit applications for a client base of 300+ accounts Created process for acquiring credit applications and trained three departments on how to be successful within the process *Created and reported KPI’s to Sales Manager on customer order patterns to recognize potential sales opportunities *Worked closely with the sales department to resolve pricing issues and customer complaints *Created in house credit limit formula based on company risk philosophy *Tested and created training documents for several major ERP software upgrades *Worked with IT department and in-house web design group to make changes to our customer experience web portal *Participated in several LEAN Kaizen initiatives as a subject matter expert for the credit department *Committee member of Wellness Team offering suggestions that led programs to encourage and incentivize a healthy lifestyle



Metro Bank

• United States
• Banking
• 700 & Above Employee

• Customer Service Representative

  • May 2007 - Feb 2008

  *Led district in unsecured and home equity loans two months in a row *Hand selected for advanced management training within the organization *Led district in unsecured and home equity loans two months in a row *Hand selected for advanced management training within the organization



Donegal Insurance Group

• Insurance
• 400 - 500 Employee

• Administrative Claims Assistant

  • Oct 2006 - May 2007

  *First point of contact for insurance claim submission *Gained knowledge of workers compensation laws and practices, as well as auto, commercial liability and property insurance *First point of contact for insurance claim submission *Gained knowledge of workers compensation laws and practices, as well as auto, commercial liability and property insurance



Donsco Inc.

• United States
• Mining
• 1 - 100 Employee

• Accounts Receivable Manager

  • Nov 2001 - Oct 2006

  *Managed Accounts Receivables for over three hundred accounts globally, fourteen multimillion-dollar accounts *Performed daily cash application *Assisted with period end journal entries *Analyzed and made credit recommendations based on company financial profiles using Dunn & Bradstreet reporting as well as customer supplied references *Performed accounts payable functions such as inputting invoices into our system for 3-way match *Participated in weekly status meetings with CFO and Vice President of Sales *Cross communicated with sales, customer service, quality, production and shipping and receiving on a daily basis *Participated in Lean endeavor of purchase order entry system *Developed system to track product from customer order through production and shipping to final payment entry, allowing analysis as to which collection methods to use for individual customers *Developed spreadsheets and graphs for tracking a variety of KPI’s in finance, sales, and logistics