Experience

Hiniker Company

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Director of Accounting and Finance

  • Jan 2023 - Present

  Mankato, Minnesota, United States



Duke Cannon Supply Co.

• United States
• Manufacturing
• 1 - 100 Employee

• Consultant

  • Jan 2023 - Aug 2023

  Supported the successor controller and offered additional support to ensure a successful handoff.

• Controller

  • Aug 2021 - Jan 2023

  In my role as controller, I directed the company’s tax return filings and audited financial statements, while leading an entire accounting team. I deployed accounting process improvements to generate accurate and timely financial statements. I also oversaw all HR-related accounting activities. I built a workflow for monthly reporting and reconciliations, in addition to acting as a primary advisor to the new CFO. My key achievements in this role included the following: • Reorganized… Show more In my role as controller, I directed the company’s tax return filings and audited financial statements, while leading an entire accounting team. I deployed accounting process improvements to generate accurate and timely financial statements. I also oversaw all HR-related accounting activities. I built a workflow for monthly reporting and reconciliations, in addition to acting as a primary advisor to the new CFO. My key achievements in this role included the following: • Reorganized the ledger to create significant KPIs for the executive team. • Completed three sales tax audits and minimized initial liabilities by ~75% through correctly questioning assumptions and finding critical information. • Championed new processes to properly allocate landed costs to inventory and methods to track and analyze purchase price variances. • Finished the 2021 audit in a timely manner without any adjustments despite multiple flaws with predecessor procedures. • Introduced company's first 401K plan and implemented practical applications for registrations and deposits. • Developed a SharePoint filing system to retrieve and share information with appropriate levels of permission.

• Interim Controller

  • Jun 2021 - Jul 2021



ShopSabre CNC

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Director of Accounting and Finance

  • Apr 2020 - May 2021

  Lakeville, Minnesota, United States In this director position, I formed the accounting team, established accounting procedures, and set the pace for process completion. By building a system to shift from periodic to perpetual inventory, I enabled the company to review margins, plan for materials, and increase inventory controls without shutting down production. As a customer-centric professional, I projected all sales taxes and notified customers about available exemptions to mitigate tax burdens. Furthermore, I collected… Show more In this director position, I formed the accounting team, established accounting procedures, and set the pace for process completion. By building a system to shift from periodic to perpetual inventory, I enabled the company to review margins, plan for materials, and increase inventory controls without shutting down production. As a customer-centric professional, I projected all sales taxes and notified customers about available exemptions to mitigate tax burdens. Furthermore, I collected exemption certificates from previous sales and advised the state department of revenue to decrease penalties. Notably, I led the company's first two financial statement audits, in addition to generating revenue and improving procedures through these accomplishments: • Helped facilitate significant company revenue growth year-over-year by leading the recruiting team (manufacturing and professional staff) and overhauling HR procedures. • Enabled automatic collection and filing of sales taxes in approximately 35 states by registering in multiple states and integrating Avalara certificate capture and Avatax. • Initiated a predictable time frame to define responsibilities, release financial statements, and other deliverables. • Developed a 13 weeks cash flow forecast and regular board financials. • Introduced numerous HR processes, including workers compensation reporting, a cloud-based time clock, hiring, and onboarding. Show less



CLA (CliftonLarsonAllen)

• Accounting
• 700 & Above Employee

• BizOps Controller

  • Jun 2018 - Apr 2020

  Minneapolis, MN My time as an outsourced controller allowed me to drive new growth initiatives in several organizations, including developing, adapting, and improving processes, while providing training to the staff to follow those procedures. I introduced software systems, including QuickBooks, cloud based reporting applications, general ledger and mobile expense reporting tools to improve process efficiency. While leading inventory management, I implemented and reviewed system processes to confirm… Show more My time as an outsourced controller allowed me to drive new growth initiatives in several organizations, including developing, adapting, and improving processes, while providing training to the staff to follow those procedures. I introduced software systems, including QuickBooks, cloud based reporting applications, general ledger and mobile expense reporting tools to improve process efficiency. While leading inventory management, I implemented and reviewed system processes to confirm correct pricing was reflected in the financial statements. By collaborating with project managers, I ensured rapidity in completing invoicing and analyzed job pricing to confirm favorable margins. Moreover, I created and structured the financial reporting required to support clients in managing and securing funding. Lastly, I acted as a trusted advisor to owners and CEOs and used my professional expertise to achieve profitable operations. As the recognized “fixer" for the most challenging assignments, I helped restore confidence and build trust with the clients that I served. Show less



All In One Accounting

• United States
• Accounting
• 1 - 100 Employee

• Controller

  • Oct 2016 - Jun 2018

  Eagan, MN



The Emmerich Group

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Senior Accountant

  • Dec 2015 - Nov 2016

  Bloomington, MN In this senior role, I initiated clean-up and reconciliation of the balance sheet and accounting books, including complete documentation and analysis of all accounts on the trial balance. As a senior accountant, I developed and distributed daily, weekly, and monthly financial reporting packages comprised of review changes in balance sheet accounts, management discussions, and budget discrepancies. By combining data on future goals, revenue sources, and department-related expense forecasts… Show more In this senior role, I initiated clean-up and reconciliation of the balance sheet and accounting books, including complete documentation and analysis of all accounts on the trial balance. As a senior accountant, I developed and distributed daily, weekly, and monthly financial reporting packages comprised of review changes in balance sheet accounts, management discussions, and budget discrepancies. By combining data on future goals, revenue sources, and department-related expense forecasts, I prepared the annual budget. Being a senior professional, I also provided training to accounting team members on coding, invoicing, managing internal controls, and other accounting responsibilities. Furthermore, I guided the CEO in understanding company financials, including pro forma estimates for year-end, payroll, PCI, and tax. Here are a few of my other key contributions: • Created the entire accounting department and established the financial reporting packages. • Implemented controls to support company objectives. • Clarified financial results, processes, and reporting packages for the owner. Show less



Jostens

• United States
• Manufacturing
• 700 & Above Employee

• Financial Analyst

  • 1999 - 2002

  •Key player during the Jostens merger with Investcorp including accounting and recording of the transaction and preparation of financial disclosures for an Offering Memorandum and Registration Statement •Responsible for preparation of quarterly 10-Q’s and annual 10-K including all financial statements, disclosures, and Management’s Discussion and Analysis •Prepared analytical materials used by the CEO, CFO, and Controller during quarterly conference calls and answered investor and press… Show more •Key player during the Jostens merger with Investcorp including accounting and recording of the transaction and preparation of financial disclosures for an Offering Memorandum and Registration Statement •Responsible for preparation of quarterly 10-Q’s and annual 10-K including all financial statements, disclosures, and Management’s Discussion and Analysis •Prepared analytical materials used by the CEO, CFO, and Controller during quarterly conference calls and answered investor and press questions during the quarterly call •Communication with many functions internal and external to the organization to ensure accurate reporting •Performed extensive research on the proper accounting, presentation and disclosure requirements of FASB, EITF, and SEC rulings and the numerous nuances created by the merger with Investcorp Show less



McGladrey & Pullen, LLP

• United States
• Medical Practices

• Accountant

  • 1997 - 1999

  •In charge of planning, staffing, performing and coordinating audits •Interaction with clients’ executive management to advise on technical accounting issues •Drafted financial statements and management letters •Proven leader for benefit plan audits •Mentor to junior staff members including review of staff work papers