Experience

Bradley Machining Inc.

• United States
• Manufacturing
• 1 - 100 Employee

• Chief Operating Officer

  • Jan 2023 - Present



Bradley Machining, Inc.

• Accounting and Operations Manager

  • Jan 2019 - Jan 2023

  Oversee all aspects of accounting and manufacturing operations.

• Senior Accountant

  • Jun 2017 - Jan 2019



Wells Fargo Rail

• Chicago, IL

• Senior Credit Analyst

  • Jul 2016 - Jun 2017



Specialty Enterprises, Inc

• United States
• Oil and Gas
• 1 - 100 Employee

• Financial Controller & Programmer

  • Aug 2012 - Jul 2016

  Finance • Ensure the accuracy of tax returns, financial statements, and crucial customized reports. • Maintain general ledger and perform journal entry duties. • Code all expenses. • Develop customized reports designed to track and measure financial goals. • Track and maintain the accounts receivable and accounts payable reports. • Prepare month end and annual financial statements as well as perform day to day bookkeeping duties. • Perform an “annual” analysis of financial statements and create a budget for the upcoming fiscal year. • Analyze cost data to determine the profitability of manufactured products and provide pricing recommendations. • Track and analyze trends in weekly financial data. Operations • Reduced the labor cost of manufacturing numerous products by as much as 50% and improved efficiencies by combining multiple manufacturing processes into one as well as designing and building creative fixturing. • Improved the efficiency of office clerical work by overhauling the entire accounting and invoicing system from an MS-DOS based system to Intuit QuickBooks Manufacturing & Wholesale Premier 2014, which allowed for the reduction of office clerical workers from 3 to 1. • Implemented a system for tracking incoming bills/invoices and created an accounts payable report. • Developed a digital filing system to organize information and increase productivity. • Program CNC machines used in the manufacturing process. Show less



MB Financial Bank

• Financial Services
• 700 & Above Employee

• Commercial Credit Analyst

  • Jan 2011 - Aug 2012

  • Analyzed and interpreted the financial statements of middle market companies and determined their credit quality. • Examined and assessed different risks involved in lending to a potential borrower. • Prepared complex reports for Senior Credit Management effectively communicating the findings of my underwriting analysis. • Underwrote commercial and industrial loans, commercial real estate loans and loans to private equity firms. • Experienced with underwriting loans in a work-out scenario. • Monitored existing borrowers’ accounts receivable, accounts payable and borrowing base certificates on a monthly basis to ensure compliance with all controls and covenants. • Determined the profitability of potential and existing relationships. • Structured loan terms to maximize profitability and minimize risk. • Completed a formal commercial credit training program with an emphasis on accounting. Show less



Specialty Enterprises, Inc

• United States
• Oil and Gas
• 1 - 100 Employee

• Business Analyst

  • Nov 2008 - Dec 2010

  • Recorded and tracked the cost of inputs required to manufacture various products. • Analyzed cost data to determine the profitability of manufactured products and customer relationships as a whole. • Provided pricing recommendations based on profitability and relationship analysis. • Increased customer base and grew revenue by 4% ($40,000). • Programmed CNC lathes and mills to produce various products from metal. • Learned the intricacies and day-to-day operations of a small business. • Created “www.specialtyenterprise.com”. Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative Internship

  • Jan 2008 - Nov 2008

  • Evaluated the finances of individuals and made recommendations based on my analysis and their long-term financial goals. • Provided financial services in a highly competitive environment. • Obtained life, health & accident and long term care insurance licenses. • Obtained series 6 and 63 investment licenses. • Evaluated the finances of individuals and made recommendations based on my analysis and their long-term financial goals. • Provided financial services in a highly competitive environment. • Obtained life, health & accident and long term care insurance licenses. • Obtained series 6 and 63 investment licenses.