Chief Financial Officer

• Apr 2023 - Present

Effective April 1, 2023, I transitioned from my role as Financial Controller to Chief Financial Officer and Treasurer. I'm proud to be a part of a tremendous group of professionals serving an industry critical to the United States infrastructure and the world.

Financial Controller

• Sep 2019 - Apr 2023

Effective December 31, 2021, Birkey's is a 100% Employee-Owned Company! Our Mission Statement is as follows: "We are committed to consistently satisfying our customers' needs and exceeding their expectations by providing quality services and building and maintaining genuine relationships." The company, headquartered in Champaign, Illinois, owns and operates a network of full-service Case IH agricultural and Case construction equipment stores throughout Illinois and western Indiana. The… Show more Effective December 31, 2021, Birkey's is a 100% Employee-Owned Company! Our Mission Statement is as follows: "We are committed to consistently satisfying our customers' needs and exceeding their expectations by providing quality services and building and maintaining genuine relationships." The company, headquartered in Champaign, Illinois, owns and operates a network of full-service Case IH agricultural and Case construction equipment stores throughout Illinois and western Indiana. The Birkey’s network serves the Illinois communities of Annawan, Arthur, Bloomington, Casey, Galesburg, Gibson City, Henry, Hoopeston, Macomb, Mattoon, Newton, Oakland, Polo, Prophetstown, Shelbyville, and Urbana, as well as Williamsport, IN.

Temporary Special Project Opp

• Sep 2019 - Sep 2019

Director of Finance

• Oct 2012 - Jul 2019

As Director of Finance, some of my current responsibilities include treasury management, financial reporting, external audit, tax and other compliance, material control and business planning and strategy. I have been a company leader in various projects including document imaging/paperless systems, disaster recovery procedures, general ledger restructuring, expense reduction, lodging and employee p-card system management and forecasting. I'm also instrumental in our companies… Show more As Director of Finance, some of my current responsibilities include treasury management, financial reporting, external audit, tax and other compliance, material control and business planning and strategy. I have been a company leader in various projects including document imaging/paperless systems, disaster recovery procedures, general ledger restructuring, expense reduction, lodging and employee p-card system management and forecasting. I'm also instrumental in our companies community outreach and volunteerism programs. Additionally, I'm an active participant in the employee development program, helping to create and build a library of continuing professional education material for our workforce. Finally, I recently began managing the FDS LinkedIn page and dabble in creation of marketing material. Show less As Director of Finance, some of my current responsibilities include treasury management, financial reporting, external audit, tax and other compliance, material control and business planning and strategy. I have been a company leader in various projects including document imaging/paperless systems, disaster recovery procedures, general ledger restructuring, expense reduction, lodging and employee p-card system management and forecasting. I'm also instrumental in our companies… Show more As Director of Finance, some of my current responsibilities include treasury management, financial reporting, external audit, tax and other compliance, material control and business planning and strategy. I have been a company leader in various projects including document imaging/paperless systems, disaster recovery procedures, general ledger restructuring, expense reduction, lodging and employee p-card system management and forecasting. I'm also instrumental in our companies community outreach and volunteerism programs. Additionally, I'm an active participant in the employee development program, helping to create and build a library of continuing professional education material for our workforce. Finally, I recently began managing the FDS LinkedIn page and dabble in creation of marketing material. Show less

Assurance Senior Manager

• Jan 2012 - Oct 2012

As the nation's newest top 10 accounting firm, CliftonLarsonAllen (CLA) is well positioned to bring you an exceptional level of knowledge, insight, and industry-specific consultation. CLA is the alliance of Clifton Gunderson and LarsonAllen, two peer firms that have merged to create a different kind of professional services firm. We are one of very few firms of our size and scope to focus solely on privately held businesses and their owners, public sector organizations, and… Show more As the nation's newest top 10 accounting firm, CliftonLarsonAllen (CLA) is well positioned to bring you an exceptional level of knowledge, insight, and industry-specific consultation. CLA is the alliance of Clifton Gunderson and LarsonAllen, two peer firms that have merged to create a different kind of professional services firm. We are one of very few firms of our size and scope to focus solely on privately held businesses and their owners, public sector organizations, and individuals. My duties encompass a variety of functions, including: - Managing client engagements in the areas of attestation and tax planning. - Supervision of staffing on attestation engagements. - Marketing and new business growth. - Client billings. - Relationship management (internal and external). Having grown up around the construction industry and working road construction during my summers in college, I developed a specific interest in the industry. Clifton Gunderson (now CliftonLarsonAllen) allowed me to pursue that interest in so many ways. I served on our regional Construction and Real Estate niche group. I specialized in assurance services to the construction industry, serving as senior manager over assurance services for various construction companies primarily in central Illinois. In August 2009, I attained the CFMA’s Certified Construction Industry Financial Professional (CCIFP) designation (no longer active). In addtion to construction, I also enjoyed serving clients in varoius other industries including agriculture, manufacturing, publishing and not-for-profit. Show less As the nation's newest top 10 accounting firm, CliftonLarsonAllen (CLA) is well positioned to bring you an exceptional level of knowledge, insight, and industry-specific consultation. CLA is the alliance of Clifton Gunderson and LarsonAllen, two peer firms that have merged to create a different kind of professional services firm. We are one of very few firms of our size and scope to focus solely on privately held businesses and their owners, public sector organizations, and… Show more As the nation's newest top 10 accounting firm, CliftonLarsonAllen (CLA) is well positioned to bring you an exceptional level of knowledge, insight, and industry-specific consultation. CLA is the alliance of Clifton Gunderson and LarsonAllen, two peer firms that have merged to create a different kind of professional services firm. We are one of very few firms of our size and scope to focus solely on privately held businesses and their owners, public sector organizations, and individuals. My duties encompass a variety of functions, including: - Managing client engagements in the areas of attestation and tax planning. - Supervision of staffing on attestation engagements. - Marketing and new business growth. - Client billings. - Relationship management (internal and external). Having grown up around the construction industry and working road construction during my summers in college, I developed a specific interest in the industry. Clifton Gunderson (now CliftonLarsonAllen) allowed me to pursue that interest in so many ways. I served on our regional Construction and Real Estate niche group. I specialized in assurance services to the construction industry, serving as senior manager over assurance services for various construction companies primarily in central Illinois. In August 2009, I attained the CFMA’s Certified Construction Industry Financial Professional (CCIFP) designation (no longer active). In addtion to construction, I also enjoyed serving clients in varoius other industries including agriculture, manufacturing, publishing and not-for-profit. Show less

Assurance Senior Manager

• Aug 2004 - Jan 2012

I am a CPA specializing in assurance services, including audits, reviews and compilations in the commercial industry with a special emphasis on the construction contractor and manufacturing industries. I am a native of Champaign, IL and work out of the CG Champaign office. My passion is in serving clients and being more than just an "auditor"; going beyond the assurance service to become a trusted advisor. A sample of results obtained for clients: • Through analytical audit work… Show more I am a CPA specializing in assurance services, including audits, reviews and compilations in the commercial industry with a special emphasis on the construction contractor and manufacturing industries. I am a native of Champaign, IL and work out of the CG Champaign office. My passion is in serving clients and being more than just an "auditor"; going beyond the assurance service to become a trusted advisor. A sample of results obtained for clients: • Through analytical audit work performed on a contractor, I located a contract for which the client had overlooked a billing opportunity, which generated an additional $20,000 of revenue that would have otherwise been forgone. • Have assisted client accounting staff through “hands-on” approach with all aspects of the accounting function to allow clients/owners to place comfort on monthly internal financial statements, aiding them in making timely and informed business decisions. Show less I am a CPA specializing in assurance services, including audits, reviews and compilations in the commercial industry with a special emphasis on the construction contractor and manufacturing industries. I am a native of Champaign, IL and work out of the CG Champaign office. My passion is in serving clients and being more than just an "auditor"; going beyond the assurance service to become a trusted advisor. A sample of results obtained for clients: • Through analytical audit work… Show more I am a CPA specializing in assurance services, including audits, reviews and compilations in the commercial industry with a special emphasis on the construction contractor and manufacturing industries. I am a native of Champaign, IL and work out of the CG Champaign office. My passion is in serving clients and being more than just an "auditor"; going beyond the assurance service to become a trusted advisor. A sample of results obtained for clients: • Through analytical audit work performed on a contractor, I located a contract for which the client had overlooked a billing opportunity, which generated an additional $20,000 of revenue that would have otherwise been forgone. • Have assisted client accounting staff through “hands-on” approach with all aspects of the accounting function to allow clients/owners to place comfort on monthly internal financial statements, aiding them in making timely and informed business decisions. Show less

Intern/Staff Accountant/Senior Accountant

• May 1999 - Jul 2004

Began career by performing bookkeeping services for various clients and moved into auditing of companies in a variety of industries. Started as an intern while completing school at the UI and came on full time and worked up to the Senior Accountant position. Developed initial interest in working with construction contractor and other for-profit entities. Began career by performing bookkeeping services for various clients and moved into auditing of companies in a variety of industries. Started as an intern while completing school at the UI and came on full time and worked up to the Senior Accountant position. Developed initial interest in working with construction contractor and other for-profit entities.

Laborer

• May 1995 - Aug 1998

Hard work and hot work, but a fun and enjoyable summer job to pay for college. Illiana is a road construction company focusing primarily on oil and chip work. My duties included handsrapying intersections in preparation for chipping, directing traffic, weighing trucks, and performing overall activities including shoveling and sweeping rock in order to prepare roads for priming, oiling, and chipping. Hard work and hot work, but a fun and enjoyable summer job to pay for college. Illiana is a road construction company focusing primarily on oil and chip work. My duties included handsrapying intersections in preparation for chipping, directing traffic, weighing trucks, and performing overall activities including shoveling and sweeping rock in order to prepare roads for priming, oiling, and chipping.