Sandy Smith, CPA
Director of Finance at Pembroke Hill School- Claim this Profile
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Bio
Cassie Atteberry (she/her)
I had the privilege of working with Sandy at Hallmark Cards in a variety of capacities; we were on multiple leadership teams together and she was a "client" within my role as HR Director supporting the Finance Division. Sandy's biggest strength is that she is a good business woman, not just a finance person. She learns the business and creates strong, creative solutions that maximize results. She has a versatility that enables her to do well in both large corporate and small start-up businesses; she is excellent at the strategic level while able to manage a lot of complexity and changing details. She brings intellectual horsepower as well as a willingness to roll up her sleeves and do what needs done. She works hard, has a nose for talent and has built and led strong teams - both large and small. She is driven, holds herself to high standards and leads with strong personal integrity. Sandy is an asset to any team.
Cassie Atteberry (she/her)
I had the privilege of working with Sandy at Hallmark Cards in a variety of capacities; we were on multiple leadership teams together and she was a "client" within my role as HR Director supporting the Finance Division. Sandy's biggest strength is that she is a good business woman, not just a finance person. She learns the business and creates strong, creative solutions that maximize results. She has a versatility that enables her to do well in both large corporate and small start-up businesses; she is excellent at the strategic level while able to manage a lot of complexity and changing details. She brings intellectual horsepower as well as a willingness to roll up her sleeves and do what needs done. She works hard, has a nose for talent and has built and led strong teams - both large and small. She is driven, holds herself to high standards and leads with strong personal integrity. Sandy is an asset to any team.
Cassie Atteberry (she/her)
I had the privilege of working with Sandy at Hallmark Cards in a variety of capacities; we were on multiple leadership teams together and she was a "client" within my role as HR Director supporting the Finance Division. Sandy's biggest strength is that she is a good business woman, not just a finance person. She learns the business and creates strong, creative solutions that maximize results. She has a versatility that enables her to do well in both large corporate and small start-up businesses; she is excellent at the strategic level while able to manage a lot of complexity and changing details. She brings intellectual horsepower as well as a willingness to roll up her sleeves and do what needs done. She works hard, has a nose for talent and has built and led strong teams - both large and small. She is driven, holds herself to high standards and leads with strong personal integrity. Sandy is an asset to any team.
Cassie Atteberry (she/her)
I had the privilege of working with Sandy at Hallmark Cards in a variety of capacities; we were on multiple leadership teams together and she was a "client" within my role as HR Director supporting the Finance Division. Sandy's biggest strength is that she is a good business woman, not just a finance person. She learns the business and creates strong, creative solutions that maximize results. She has a versatility that enables her to do well in both large corporate and small start-up businesses; she is excellent at the strategic level while able to manage a lot of complexity and changing details. She brings intellectual horsepower as well as a willingness to roll up her sleeves and do what needs done. She works hard, has a nose for talent and has built and led strong teams - both large and small. She is driven, holds herself to high standards and leads with strong personal integrity. Sandy is an asset to any team.
Credentials
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Certified Public Accountant (CPA)
Kansas Society of CPAs
Experience
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Pembroke Hill School
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United States
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Primary and Secondary Education
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100 - 200 Employee
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Director of Finance
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Jul 2022 - Present
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Lindt & Sprüngli (North America) Inc.
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United States
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Manufacturing
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1 - 100 Employee
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VP Finance & Accounting
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2021 - Jun 2022
CFO role for a Lindt subsidiary providing centralized warehousing, transportation, IT, legal, procurement, and tax services to North America subsidiaries Lindt USA, Russell Stover, and Ghirardelli Chocolate Company. Responsible for all finance and accounting activities including FP&A, budgeting and forecasting, treasury, internal audit, tax, risk management, general ledger, AP, and capital investments. CFO role for a Lindt subsidiary providing centralized warehousing, transportation, IT, legal, procurement, and tax services to North America subsidiaries Lindt USA, Russell Stover, and Ghirardelli Chocolate Company. Responsible for all finance and accounting activities including FP&A, budgeting and forecasting, treasury, internal audit, tax, risk management, general ledger, AP, and capital investments.
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Hallmark Cards
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United States
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Retail
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700 & Above Employee
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Senior Finance Director - Shared Services
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2018 - 2020
Head of financial shared services team as an executive leader on the CFO’s leadership team. Managed highly efficient, cost effective shared services model for domestic and international subsidiaries focused on continuous improvement and a positive, customer service culture. Financial areas supported include Accounts Receivable, Accounts Payable, Travel, Business Expense, and Payroll. Managed finance team of 47 upgrading organizational capability with increased talent. Implemented new… Show more Head of financial shared services team as an executive leader on the CFO’s leadership team. Managed highly efficient, cost effective shared services model for domestic and international subsidiaries focused on continuous improvement and a positive, customer service culture. Financial areas supported include Accounts Receivable, Accounts Payable, Travel, Business Expense, and Payroll. Managed finance team of 47 upgrading organizational capability with increased talent. Implemented new technology in travel, business expense, and payment processing. Completed extensive due diligence and blue printing of HCM and SAP. Chair of Finance College Recruiting Board; developed recruiting strategy that resulted in a 575% increase in intern and full-time applicants for on-campus interviews.
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Finance Director - Gifts Business Unit
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2012 - 2018
Cross-divisional leadership team member of an entrepreneurial start-up business of 80 employees reporting to business unit President and dotted line to Global CFO. Developed short-term and long-term business strategies to enhance the reach of the Hallmark brand with upscale home décor product sold to specialty retailers and ecommerce. Developed short-term and long-term business strategies to achieve business and financial objectives. Prepared annual financial plan, forecasts, and 3-year… Show more Cross-divisional leadership team member of an entrepreneurial start-up business of 80 employees reporting to business unit President and dotted line to Global CFO. Developed short-term and long-term business strategies to enhance the reach of the Hallmark brand with upscale home décor product sold to specialty retailers and ecommerce. Developed short-term and long-term business strategies to achieve business and financial objectives. Prepared annual financial plan, forecasts, and 3-year strategic plans within a matrix organization consisting of product teams, customer teams, and support organizations. Hands-on leader of all financial aspects, merchandise planning, and inventory for 3 start-up brands selling on ecommerce sites, showrooms at national gift shows, and through third-party sales representatives.
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Finance Director - FP&A
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2008 - 2012
Managed financial reporting, planning, and analysis of Hallmark’s North America business, the largest operating unit within the global organization. Highly visible role requiring a deep understanding of the entire North America business and critical business strategies across multiple business unit categories, customer teams, and business models. Served as the Chief of Staff to the Senior VP of North America Finance, managed team of 3 and coordinated across 50 finance directors, managers, and… Show more Managed financial reporting, planning, and analysis of Hallmark’s North America business, the largest operating unit within the global organization. Highly visible role requiring a deep understanding of the entire North America business and critical business strategies across multiple business unit categories, customer teams, and business models. Served as the Chief of Staff to the Senior VP of North America Finance, managed team of 3 and coordinated across 50 finance directors, managers, and analysts supporting product, customer, and supply chain teams. Created complex financial models to support 3-year strategic plans. Developed revenue targets for the matrix organization and multimillion-dollar budget targets for all North America divisions. Planned and executed annual financial planning process and updated annual forecasts prior to each quarterly board meeting, including cash flow forecasting utilizing Hyperion Planning software. Prepared and presented monthly financial reporting to C-suite and other senior executives.
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Finance Manager - Retail
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2005 - 2008
Financial planning, analysis, and business decision support of business unit wholesaling gift product to Gold Crown specialty retailers. Product line profitability responsibility for fifteen distinct gift categories. Recommended business model changes to enhance profitability. Responsible for revenue forecasting, terms of sale analysis and approval, product cost targets, inventory discards, nonproduct budget management, and innovation opportunities. Additional relevant experience:… Show more Financial planning, analysis, and business decision support of business unit wholesaling gift product to Gold Crown specialty retailers. Product line profitability responsibility for fifteen distinct gift categories. Recommended business model changes to enhance profitability. Responsible for revenue forecasting, terms of sale analysis and approval, product cost targets, inventory discards, nonproduct budget management, and innovation opportunities. Additional relevant experience: Ernst & Young, LLC Kansas City, MO Audit Senior
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Education
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University of Missouri-Columbia
Bachelor of Science (B.S.), Accounting