Gerri H. McLendon, CPA, CMA

Director of Finance at Phononic Inc
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Contact Information
us****@****om
(386) 825-5501
Location
Raleigh, North Carolina, United States, US

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Credentials

  • IMA Data Analytics & Visualization Fundamentals Certification
    IMA | Institute of Management Accountants
    Apr, 2020
    - Nov, 2024
  • Certified Management Accountant (CMA)
    IMA | Institute of Management Accountants
    Aug, 2014
    - Nov, 2024
  • Certified Professional Accountant (CPA)
    North Carolina State Board of CPA Examiners
    Oct, 2010
    - Nov, 2024

Experience

  • Phononic Inc
    • United States
    • Renewable Energy Semiconductor Manufacturing
    • 1 - 100 Employee
    • Director of Finance
      • May 2023 - Present

      Operational accounting and finance, including costing, inventory, reserves, forecasting, strategic planning and analysis. Operational accounting and finance, including costing, inventory, reserves, forecasting, strategic planning and analysis.

  • Vaco
    • United States
    • Staffing and Recruiting
    • 700 & Above Employee
    • Financial Consultant
      • Jun 2021 - May 2023

      As a Vaco consultant, served clients in life sciences/biotech and semiconductor manufacturing by working collaboratively with others; leveraging diverse experiences designing, executing, and improving controls, processes, and documentation; and drawing upon previous experience driving large Agile regulatory change implementations. As a Vaco consultant, served clients in life sciences/biotech and semiconductor manufacturing by working collaboratively with others; leveraging diverse experiences designing, executing, and improving controls, processes, and documentation; and drawing upon previous experience driving large Agile regulatory change implementations.

  • Credit Suisse
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Director - Head of CCAR 14A Reporting
      • Jan 2020 - Jun 2021

      Managed a team of eight (three direct reports) responsible for the production of the CCAR FR Y-14A regulatory reporting and projections aggregation for the US Intermediate Holding company, submitted to the Federal Reserve Board.

    • VP - Head of CCAR 14A Reporting
      • Jul 2017 - Dec 2019

      Managed a team of six (three direct reports) responsible for the production of the CCAR FR Y-14A regulatory reporting for the US Intermediate Holding company, submitted to the Federal Reserve Board.

    • VP - CCAR Regulatory Reporting Manager
      • Jan 2017 - Jul 2017

      Led a team responsible for producing the CCAR 14A report for the US Intermediate Holding Company, as well as the quarterly sourcing of actuals data supporting the CCAR projections contained within the report.

    • AVP - CCAR Regulatory Reporting Manager
      • Jul 2015 - Dec 2016

      Participated in the design and development of CCAR reporting for the newly created US Intermediate Holding Company. This included supporting dry run prep and execution, designing processes and controls, and building a reporting team in Raleigh prior to filing.

  • Cree
    • United States
    • Semiconductor Manufacturing
    • 700 & Above Employee
    • Cost Accounting Manager
      • Jul 2014 - Jun 2015

      Coordinated and oversaw cost accounting related monthly close processes, reporting, and analysis and provided support for business unit controllers to drive the business.

    • Senior Cost Accounting Analyst
      • May 2012 - Jul 2014

      Performed timely and accurate monthly and quarterly inventory close, reporting, and analysis for LED Chips business unit, including inventory costing, reserve calculations, R&D adjustments, supporting schedules, journal entries, and account reconciliations (including consolidated inventory recon).

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Audit Senior
      • Sep 2009 - Mar 2012

      Performed planning, testing (substantive, analytical, and controls), and reporting for integrated audits primarily in the banking, REIT, and manufacturing (consumer product and pharmaceutical) industries with both public and private companies (large, mid-market, and small. Performed planning, testing (substantive, analytical, and controls), and reporting for integrated audits primarily in the banking, REIT, and manufacturing (consumer product and pharmaceutical) industries with both public and private companies (large, mid-market, and small.

  • University of North Carolina Wilmington
    • United States
    • Higher Education
    • 700 & Above Employee
    • Graduate Teaching Assistant
      • Aug 2008 - May 2009

      Taught two undergraduate Intro to Accounting Lab courses per semester, which covered business communications, Excel basics, financial statement presentation, ratios, and company research. Taught two undergraduate Intro to Accounting Lab courses per semester, which covered business communications, Excel basics, financial statement presentation, ratios, and company research.

Education

  • University of North Carolina at Wilmington
    MSA, Accountancy
    2008 - 2009
  • University of North Carolina at Wilmington
    B.S., Business Administration
    2004 - 2007

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