Experience

Kennicott

• United States
• Wholesale
• 100 - 200 Employee

• Controller

  • Oct 2018 - Present

  Kennicott Brothers, an ESOP organization, with 16 branches and over 400 shareholders. • Coordinate monthly/yearly accounting close process, providing full financial reporting and comparative analysis for a 16 branch, $135M wholesale company • Establish and maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions • ESOP Plan Administrator, responsible for annual company valuations and share price determination, re-leveraging… Show more Kennicott Brothers, an ESOP organization, with 16 branches and over 400 shareholders. • Coordinate monthly/yearly accounting close process, providing full financial reporting and comparative analysis for a 16 branch, $135M wholesale company • Establish and maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions • ESOP Plan Administrator, responsible for annual company valuations and share price determination, re-leveraging transactions, annual re-purchase obligations and reporting • Coordinate annual insurance renewals with insurance brokers • Negotiated with credit card providers to implement credit card surcharging program, with an estimated savings of $1.8M annually • Implemented lock box program with bank and restructured AR department to reduce staffing by half • Implemented new corporate credit card program to improve approval processes and earn more benefits on credit card spend • Oversee all accounting functions including AP, AR, Credit, budgeting/forecasting, margin improvement, expense reduction and sustainable bottom line improvement • Proven relationship builder with key internal and external stakeholders including Board members, employees, customers, suppliers, bank executives and outside legal, tax and accounting professionals • Support M & A activity • Active role in selection of new ERP system • Applied for and received PPP loan of $3.9M, then applied for and successfully received full forgiveness of the loan Show less Kennicott Brothers, an ESOP organization, with 16 branches and over 400 shareholders. • Coordinate monthly/yearly accounting close process, providing full financial reporting and comparative analysis for a 16 branch, $135M wholesale company • Establish and maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions • ESOP Plan Administrator, responsible for annual company valuations and share price determination, re-leveraging… Show more Kennicott Brothers, an ESOP organization, with 16 branches and over 400 shareholders. • Coordinate monthly/yearly accounting close process, providing full financial reporting and comparative analysis for a 16 branch, $135M wholesale company • Establish and maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions • ESOP Plan Administrator, responsible for annual company valuations and share price determination, re-leveraging transactions, annual re-purchase obligations and reporting • Coordinate annual insurance renewals with insurance brokers • Negotiated with credit card providers to implement credit card surcharging program, with an estimated savings of $1.8M annually • Implemented lock box program with bank and restructured AR department to reduce staffing by half • Implemented new corporate credit card program to improve approval processes and earn more benefits on credit card spend • Oversee all accounting functions including AP, AR, Credit, budgeting/forecasting, margin improvement, expense reduction and sustainable bottom line improvement • Proven relationship builder with key internal and external stakeholders including Board members, employees, customers, suppliers, bank executives and outside legal, tax and accounting professionals • Support M & A activity • Active role in selection of new ERP system • Applied for and received PPP loan of $3.9M, then applied for and successfully received full forgiveness of the loan Show less



Midwest Truck & Auto Parts

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Controller

  • Apr 2015 - Oct 2018

  • Lead monthly/yearly accounting close process, providing full financial reporting and comparative analysis for a $75M distribution company • Manage the accuracy and performance of accounting functions including AP, AR, billing, fixed assets, credit, inventory, GL • Maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions • Coordinate annual insurance renewals with insurance brokers • Develop and implement policies and… Show more • Lead monthly/yearly accounting close process, providing full financial reporting and comparative analysis for a $75M distribution company • Manage the accuracy and performance of accounting functions including AP, AR, billing, fixed assets, credit, inventory, GL • Maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions • Coordinate annual insurance renewals with insurance brokers • Develop and implement policies and procedures to strengthen internal controls • Oversee sales tax reporting for five different states • Work closely with IT department to increase/improve accounting reporting • Actively work with all departments on cost saving measures, in order to increase profitability • Work with Infor XA ERP system Show less • Lead monthly/yearly accounting close process, providing full financial reporting and comparative analysis for a $75M distribution company • Manage the accuracy and performance of accounting functions including AP, AR, billing, fixed assets, credit, inventory, GL • Maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions • Coordinate annual insurance renewals with insurance brokers • Develop and implement policies and… Show more • Lead monthly/yearly accounting close process, providing full financial reporting and comparative analysis for a $75M distribution company • Manage the accuracy and performance of accounting functions including AP, AR, billing, fixed assets, credit, inventory, GL • Maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions • Coordinate annual insurance renewals with insurance brokers • Develop and implement policies and procedures to strengthen internal controls • Oversee sales tax reporting for five different states • Work closely with IT department to increase/improve accounting reporting • Actively work with all departments on cost saving measures, in order to increase profitability • Work with Infor XA ERP system Show less



Flexan

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Controller

  • Jun 1997 - Apr 2015

  Responsible for the overall direction, coordination and evaluation of the accounting and tax activities and relationships of a $40M manufacturing organization; two domestic entities and consolidating with one foreign entity (China) - Manage the accuracy and performance of accounting functions including AP, AR, billing, fixed assets, credit, inventory, GL - Serve as the International liaison for the organization with the China finance team, providing support to the start up team and… Show more Responsible for the overall direction, coordination and evaluation of the accounting and tax activities and relationships of a $40M manufacturing organization; two domestic entities and consolidating with one foreign entity (China) - Manage the accuracy and performance of accounting functions including AP, AR, billing, fixed assets, credit, inventory, GL - Serve as the International liaison for the organization with the China finance team, providing support to the start up team and on-going collaboration - Lead monthly/yearly accounting close process, providing full financial reporting and comparative analysis - Coordinate and Oversee financial audit with external auditors - Establish and maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions - Key role in financial strategic planning, preparing budgets, forecasting and conducting variance analysis - Coordinate annual insurance renewals with insurance brokers - Develop and implement policies and procedures to strengthen internal controls - Involved in the development of a foreign subsidiary in China; worked with attorneys/consultants to fill out applications, met with foreign officials, aided in search for initial foreign employees, traveled to China to vet/choose appropriate ERP system - Liaison for external attorneys - Project Manager of a cross functional implementation group in the transition from a legacy computer system to a fully integrated ERP system - Key participant in corporate transition to PEO relationship to handle HR functions, Payroll processing, 401(k) plan and employee benefits - Oversight/Administration responsibilities for Payroll function Show less Responsible for the overall direction, coordination and evaluation of the accounting and tax activities and relationships of a $40M manufacturing organization; two domestic entities and consolidating with one foreign entity (China) - Manage the accuracy and performance of accounting functions including AP, AR, billing, fixed assets, credit, inventory, GL - Serve as the International liaison for the organization with the China finance team, providing support to the start up team and… Show more Responsible for the overall direction, coordination and evaluation of the accounting and tax activities and relationships of a $40M manufacturing organization; two domestic entities and consolidating with one foreign entity (China) - Manage the accuracy and performance of accounting functions including AP, AR, billing, fixed assets, credit, inventory, GL - Serve as the International liaison for the organization with the China finance team, providing support to the start up team and on-going collaboration - Lead monthly/yearly accounting close process, providing full financial reporting and comparative analysis - Coordinate and Oversee financial audit with external auditors - Establish and maintain banking relationships, including renewal of lines of credit, covenant reporting and Treasury functions - Key role in financial strategic planning, preparing budgets, forecasting and conducting variance analysis - Coordinate annual insurance renewals with insurance brokers - Develop and implement policies and procedures to strengthen internal controls - Involved in the development of a foreign subsidiary in China; worked with attorneys/consultants to fill out applications, met with foreign officials, aided in search for initial foreign employees, traveled to China to vet/choose appropriate ERP system - Liaison for external attorneys - Project Manager of a cross functional implementation group in the transition from a legacy computer system to a fully integrated ERP system - Key participant in corporate transition to PEO relationship to handle HR functions, Payroll processing, 401(k) plan and employee benefits - Oversight/Administration responsibilities for Payroll function Show less



FedEx

• United States
• Freight and Package Transportation
• 700 & Above Employee

• Courier/Management Trainee Program

  • 1992 - 1997

  - Involved in LEAP Management Training Program - Involved in LEAP Management Training Program