Aaron Cates
Senior Financial Analyst at PCC Airfoils- Claim this Profile
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Bio
Aaron is a fantastic professional and is always seeking how to improve processes and systems. He can get down and dig in the data but also likes to be strategic in his thinking and is able to convey concepts to all levels of an organization as well as presenting information clearly to the C-suite. Highly intelligent and not afraid to address difficult problems or challenges, Aaron would be an incredible addition to any organization!
Aaron is a fantastic professional and is always seeking how to improve processes and systems. He can get down and dig in the data but also likes to be strategic in his thinking and is able to convey concepts to all levels of an organization as well as presenting information clearly to the C-suite. Highly intelligent and not afraid to address difficult problems or challenges, Aaron would be an incredible addition to any organization!
Aaron is a fantastic professional and is always seeking how to improve processes and systems. He can get down and dig in the data but also likes to be strategic in his thinking and is able to convey concepts to all levels of an organization as well as presenting information clearly to the C-suite. Highly intelligent and not afraid to address difficult problems or challenges, Aaron would be an incredible addition to any organization!
Aaron is a fantastic professional and is always seeking how to improve processes and systems. He can get down and dig in the data but also likes to be strategic in his thinking and is able to convey concepts to all levels of an organization as well as presenting information clearly to the C-suite. Highly intelligent and not afraid to address difficult problems or challenges, Aaron would be an incredible addition to any organization!
Credentials
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Private Aircraft Pilot
Federal Aviation Administration
Experience
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PCC Airfoils
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Aviation & Aerospace
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500 - 600 Employee
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Senior Financial Analyst
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Dec 2019 - Present
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Fannie May Confections Brands Inc.
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United States
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Consumer Goods
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100 - 200 Employee
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Senior Business Intelligence Analyst
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May 2019 - Nov 2019
* Provided key support to senior management for manufacturing and retail management operations* Overhauled tools for OPEX reporting, manufacturing overhead, departmental P&L, variance analysis, streamlined production process by 90%, implemented data visualization models* Produced daily budgeting and volume forecasts for fiscal year for portfolio of seasonal retail facilities* Created and maintained operating capital forecasting models
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Johnson Controls
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Ireland
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Industrial Machinery Manufacturing
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700 & Above Employee
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Acting Finance Manager, SFA
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Dec 2014 - Nov 2018
* Centralized operational reporting for Security and Fire divisions, providing analytics for government, national, and retail lines of business* Designed and implemented skill mapping initiative to identify undiscovered talent, drive employee engagement, and improve internal capabilities* Created executive KPI dashboards for Security and Fire divisions, overhauled data management methods and tools* Created and operated cash flow forecast model for $1.5B annually, accurate within 4% variance* Developed budget and resource allocation strategy used to manage post-merger integration* Created data management applications for HR budgeting, sales order production, billing performance, cash apps * Created and implemented performance management & compensation program across 34 functional teams using 32 individual metrics* Provided professional development and training to direct reports on advanced Excel utilization and data modeling methods, and directed continuous improvement initiatives
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The Limerick Group
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Accounting
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Principal, Consultant
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Jun 2010 - Nov 2014
* Served as financial operations consultant to executives in the healthcare industry* Provided advisory services including process evaluation, accounting/financial controls, operational risk mitigation* Implemented financial software, built custom managerial queries and reports, served as system administrator, established corporate expense and reporting policies, produced web-centric training multimedia
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TRIMEDX Foundation
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Director of Finance
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Jan 2008 - Sep 2010
* Created annual strategic plans, prepared budget, developed KPI's* Presented quarterly results to Board of Directors* Managed restricted funds, supervised accounting functions
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Medxcel
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United States
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Hospitals and Health Care
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700 & Above Employee
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Senior Financial Analyst
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Mar 2007 - Sep 2010
Senior Financial Analyst, Private Investment Company* Chief analyst for holding company and SBUs, advisor to Executive Directors, reporting to CFO* Created strategy for business incubator and international new venture creation, including operational process, organizational design, legal framework, and adaptive capitalization models* Created strategy for transition of shared service departments to profit center and subsequent spin-off enterprise* Innovated new contract service pricing models to optimize value to customer and guarantee profitability threshold requirements* Led due diligence process, planning, negotiation for acquisition of data warehousing operationFinancial Analyst, Clinical Engineering SBU* Organized and led strategy workshops for regional directors and managers, collaborated to identify opportunities to streamline operating expenditures and establish best practices* Served as finance liaison as member of IT Governance Board, identified cross-functional impacts and weighted benefits of prospective development initiatives, supported project prioritization* Led organizational development and cultural renewal, chaired standing committee, developed humanitarian outreach campaigns, employee engagement initiatives, and philanthropic grant program* Implemented financial software for 500 employees, developed training, served as interim system administrator* T&E administrator, created and enforced policy, managed tool, performed related accounting* Managed A/R for $120 million in annual contract revenue, improved performance from 31 to 23 average DSO
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Operations Manager
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Mar 2003 - Dec 2004
* Developed business strategy for wireless communications startup providing services to B2B and B2C customers, managed implementation from concept to launch* Introduced B2B service offerings for industrial customers including auditing, cost reduction consulting, and direct sales* Managed the construction, buildout, and opening of retail location for B2C direct sales* Established and managed vendor relationships with five national service carriers
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Burton D. Morgan Foundation
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Advisor and Liaison
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Mar 2001 - Feb 2003
* Retained by entrepreneur Burt Morgan to provide strategic support for development of prospective international air cargo operations* Provided counsel on business model development, implementation planning, HR strategy, and capital requirements* Served as liaison to aviation transport industry contacts in Moscow, Russia
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Project Manager
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Jan 2000 - Dec 2001
* Created development strategy for real estate ecommerce startup, established requirements for web-centric application functionality, user interface and content, and fulfillment processes* Served as liaison between company leadership and IT development partners, translated business requirements into technical specifications, defined deliverables, managed expectations* Managed team of front-end developers, back-end programmers, and graphic designers, ensured conformance to timelines and performance to budget* Software deliverables deployed within budget and deadline requirements
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Operations Manager
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Jan 1999 - Dec 1999
* Supported post-merger integration of four acquired companies, reporting to chief executive* Led turnaround initiative, returning company to profitability within six months* Implemented tech support processes, reduced resolution time by 80%, increased customer retention to 90%* Managed staff of 32, administered hiring, scheduling, payroll functions
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Education
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The University of Akron
Bachelor of Science in Corporate Finance, International Business, Entrepreneurship -
Embry-Riddle Aeronautical University
Transferred, Aerospace, Aeronautical and Astronautical Engineering