Experience

Redwood Logistics

• United States
• Transportation, Logistics, Supply Chain and Storage
• 500 - 600 Employee

• Senior Vice President of Finance

  • Jan 2019 - Present

  Chicago, Illinois, United States

• Vice President of Finance

  • Jan 2015 - Jan 2019

  Chicago, IL • Overseeing all functions of accounting, FP&A and treasury, AR & AP for high growth tech & logistics company • Handling monthly and annual close while continuously improving controls and accounting policy • Integrating acquired companies’ accounting ensuring compliance with GAAP and company policy • Designed accounting structure to administer financial reporting for business leaders, investors and lenders • Developed budgeting & forecasting mechanisms for quick collection of… Show more • Overseeing all functions of accounting, FP&A and treasury, AR & AP for high growth tech & logistics company • Handling monthly and annual close while continuously improving controls and accounting policy • Integrating acquired companies’ accounting ensuring compliance with GAAP and company policy • Designed accounting structure to administer financial reporting for business leaders, investors and lenders • Developed budgeting & forecasting mechanisms for quick collection of information from business leaders • Implemented Great Planes to NetSuite conversion in a 4 month period • Invented a process to exchange information between AR and sales reps to improve cash collection and billing • Managed treasury department including designing liquidity forecast and lender compliance management • Implemented firm-wide expense requisition workflow with information capturing and tiered approvals • Established multiple end user process improvements contributing to efficiency of back office • Provided multiple data financial analysis for business leaders to improve margin rates • Managed finance team through multiple acquisitions, bank transitions and insurance conversion • Prepared board presentations using PowerPoint, waterfall graphs & interactive visuals • Continuously mentored and trained professionals in concepts of value adding and self-development • Processed company-wide payroll with high trust from executives

• Controller

  • Sep 2011 - Dec 2014

  Chicago, Illinois • Managed accounting team and portion of back room through monthly close • Supported explosive growth by automating day to day internal processes and continuous staff coaching • Restructured internal accounting processes to allow quick integration of acquired companies • Trained direct reports in process improvements utilizing advanced excel and accounting itemization • Developed processes of intercompany balance reconciliation, transfer pricing and overhead… Show more • Managed accounting team and portion of back room through monthly close • Supported explosive growth by automating day to day internal processes and continuous staff coaching • Restructured internal accounting processes to allow quick integration of acquired companies • Trained direct reports in process improvements utilizing advanced excel and accounting itemization • Developed processes of intercompany balance reconciliation, transfer pricing and overhead allocations • Supported treasury cash management by insuring sufficient working capital • Facilitated support for financial and bank audits • Managed through Microsoft Great Plains version upgrade and restructured accounting accordingly • Managed finance team through bank transition • Managed accounting team through payroll service provider transition



HSBC FINANCE CORP

• Treasury accounting manager

  • Jun 2008 - Aug 2011

  Manage month-end close process and prepare financial statement analysis Lead, manage, and mentor a team of accountants (including CPA's) Supervise all treasury debt general ledger account reconciliations Monitor department work to develop efficient procedures while maintaining accuracy Drive continuous improvement and standardization within the functional area Act as a financial liaison with the parent corporation Assist internal and external auditors in the timely resolution… Show more Manage month-end close process and prepare financial statement analysis Lead, manage, and mentor a team of accountants (including CPA's) Supervise all treasury debt general ledger account reconciliations Monitor department work to develop efficient procedures while maintaining accuracy Drive continuous improvement and standardization within the functional area Act as a financial liaison with the parent corporation Assist internal and external auditors in the timely resolution of questions Perform other related duties or ad hoc projects within the scope of responsibilities

• Senior Accountant from Entry Accountant

  • Jun 2004 - Jun 2008

  Senior Accountant Feb 2007 - June 2008 Delivered derivatives accounting, reporting, reconciliation and analysis under US GAAP and IFRS. Became major contributor to swap accrual accounting automation project. Developed expedited FIN39 accounting process reducing the close by four hours. Coordinated elimination of affiliated derivatives by trade ID at the holding company… Show more Senior Accountant Feb 2007 - June 2008 Delivered derivatives accounting, reporting, reconciliation and analysis under US GAAP and IFRS. Became major contributor to swap accrual accounting automation project. Developed expedited FIN39 accounting process reducing the close by four hours. Coordinated elimination of affiliated derivatives by trade ID at the holding company level. Established accounting and coordinated reporting needs for non-qualified hedging instruments. Fully Qualified Accountant Dec 2005 - Feb 2007 Developed a new process of recording accounting for foreign currency debt and swap accruals, followed by JE automation and monthly revaluation process establishment Monthly journal entries, reporting, reconciliation Supplemental analysis of swap and debt interest accruals Purchasing accounting entries for debt adjustments, swap deferrals and mark-to-market goodwill Entry Level Accountant June 2004 - Dec 2005