Cost Accountant/ Financial Analyst

• Apr 2023 - Present

Accounting and Bookkeeping Services

• Aug 2022 - Present

Offering businesses, both small and large, bookkeeping and accounting services at a reasonable cost! Experience with building Financial Statements from Tax Returns to Excel into Quickbooks. Highly experienced with Quicbooks Desktop as well as working/ utilization knowledge of Quicbooks Online. Offering businesses, both small and large, bookkeeping and accounting services at a reasonable cost! Experience with building Financial Statements from Tax Returns to Excel into Quickbooks. Highly experienced with Quicbooks Desktop as well as working/ utilization knowledge of Quicbooks Online.

Controller

• Jul 2021 - Jun 2023

Responsible for financial and operational transactions for Kramer family of entities. Day to day bookkeeping, cash flow management, monthly, quarterly, and yearly accounting & income tax record keeping. Including consolidating financial statements. Installed and maintained SIMPLE IRA Plan, expanded/ improved Medicare & Final Expense insurance accounting, as well as other value added projects. Responsible for financial and operational transactions for Kramer family of entities. Day to day bookkeeping, cash flow management, monthly, quarterly, and yearly accounting & income tax record keeping. Including consolidating financial statements. Installed and maintained SIMPLE IRA Plan, expanded/ improved Medicare & Final Expense insurance accounting, as well as other value added projects.

CFO

• Sep 2019 - May 2021

Key member of the Regal Management Team. The CFO has day-to-day responsibility for accounting, finance, forecasting, budgeting, strategic planning, property management, deal analysis, and negotiations. Specific activities include: Management of the General Ledger Risk Assessment and Mitigation pertaining to the General Insurance Program Treasury Federal and State Income Taxes Financial Consultant Role to Regal Site Branch Managers and other Senior Management Members Show less

Corporate Controller

• Oct 2018 - Oct 2019

After completing a contract assignment with Douglas Products and Packaging, essentially created and assumed Corporate Controller role for the company. Due to an aggressive acquisition strategy, I was responsible for the initial Corporate Controller role for Douglas. Within this title, I helped implement consolidated reporting for new entities, coordinated various purchase accounting activities such as intangibles valuation, fixed asset appraisal, as well as transfer pricing paradigm development. Assisted in development of the Liberty, MO team as well as working as conduit with staff in New York and Illinois. Show less

Vice-President of Finance

• Mar 2014 - Mar 2018

Returned to Cross Manufacturing for the past 4 years as VP of Finance. Total tenure with the Company was just under 16 years. Details of my career at Cross are as follows: • Achieved highest financial position for family owned hydraulics manufacturing company • Support privately held company which has employed anywhere from 120 – 315 employees with revenues of fifteen to thirty-one million dollars • Responsible for accounting and finance activities including monthly close with a consistent average of 3 - 4 days in duration • Heavy in manufacturing and cost accounting experience utilizing FIFO Standard Cost for internal operations and LIFO for income taxes and financial statement presentation • Coordinate and prepare PBC schedules for yearly independent financial statement audit • Participate in Executive Committee to set direction and manage execution of corporate objectives • Coordinate, maintain, and develop the remaining major financial activities: perform internal control and account audit activities, budget preparation, variance analysis, cash management, corporate tax activities, and fixed asset management • Provide oversight and management of the following activities, including three to ten employees: investments, accounts payable & receivable, health care plan administration, 401(k) plan administration, general insurance – including management of captive activities, governmental reporting, human resources, and Environmental Health & Safety • Report directly to the president and CEO, as well as the family ownership group Show less

Vice-President of Finance

• Oct 2000 - Aug 2012

Vice-President of Finance (This was my last position with the Company) - Highest financial position for family owned manufacturing company. This position reported to the President. Responsibilities included all financial activities for multi-site hydraulics manufacturer. Major activities: financial statement preparation, LIFO & Standard Cost inventory analysis, budget preparation, variance analysis, cash management, corporate tax activities, and fixed asset management. Responsibilities also included: investments, accounts payable & receivable management, health care plan administration, 401(k) plan administration, general insurance, governmental reporting, and human resource management. Show less

Operations Manager

• Dec 1995 - Oct 1999

Operations Manager (This was my last position with the Company) - Highest administrative position for privately held electronics manufacturer which employed approximately 15 employees. This position reported to the President. Responsibilities included: cash management, accounts payable, inventory, financial reporting, health care plan & retirement plan administration, general insurance, purchasing, governmental reporting, production scheduling, and human resource management. Operations Manager (This was my last position with the Company) - Highest administrative position for privately held electronics manufacturer which employed approximately 15 employees. This position reported to the President. Responsibilities included: cash management, accounts payable, inventory, financial reporting, health care plan & retirement plan administration, general insurance, purchasing, governmental reporting, production scheduling, and human resource management.