Experience

Stellant Systems, Inc.

• United States
• Aviation and Aerospace Component Manufacturing
• 200 - 300 Employee

• Chief Financial Officer

  • Jun 2023 - Present

  Systems, Inc. (Stellant), a premier manufacturer of critical spectrum and RF Amplification Solutions (traveling wave tubes), magnetrons, and thyratrons used in satellite signal amplification, military radar systems and other industrial markets. Systems, Inc. (Stellant), a premier manufacturer of critical spectrum and RF Amplification Solutions (traveling wave tubes), magnetrons, and thyratrons used in satellite signal amplification, military radar systems and other industrial markets.



Consolidated Aerospace Manufacturing, a Stanley Black and Decker Company

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Corporate Controller

  • Jan 2018 - Present

  ✓ Working along side the CFO, interface directly with board of directors, banks, lenders and ratings agencies. Member of the executive team responsible for alignment of financial and operational performance, implementation of key strategic initiatives and execution on M&A projects. ✓ Executed due diligence, secured financing and closed 4 strategic acquisitions in the US and Europe. Including diligence items, executing close activities, performing purchase price allocations, creating and… Show more ✓ Working along side the CFO, interface directly with board of directors, banks, lenders and ratings agencies. Member of the executive team responsible for alignment of financial and operational performance, implementation of key strategic initiatives and execution on M&A projects. ✓ Executed due diligence, secured financing and closed 4 strategic acquisitions in the US and Europe. Including diligence items, executing close activities, performing purchase price allocations, creating and tracking execution of integration plans both in terms of operations as well as acquisition models. ✓ Oversaw the implementation and tracking of cross functional operational improvements road map, contributing an extra 20% of annualized EBITDA. Projects included site consolidations, setting up of operations in Mexico, lean manufacturing, 3 ERP rollouts, implementation of shared services (A/R, A/P, Payroll, G/L and Master Data). ✓ One of a handful of executive members responsible for all key steps of the strategic exit process that lead to the sale of the company to Stanley Black & Decker for an industry leading multiple. Performed analytics and compiled information for the business case, secured successful QofE audit and sell-side business diligence including working on SPA negotiations. ✓ Assessed and adjusted talent, processes and tools in the finance and accounting functions. Including rollout of accounting policies and procedures, live financial reporting tools, automated A/P software, digital capital expenditure approval workflow, implementation of authorization matrix, automated journal entry interfaces for payroll & expense reporting. ✓ Revamped manufacturing costing via activity-based costing improvement, alignment of departmental and variance reporting across all sites. Reorganized the department and created a variety of processes, management reports and KPI’s to improve insight into the business allowing for short cycle time management corrective actions. Show less ✓ Working along side the CFO, interface directly with board of directors, banks, lenders and ratings agencies. Member of the executive team responsible for alignment of financial and operational performance, implementation of key strategic initiatives and execution on M&A projects. ✓ Executed due diligence, secured financing and closed 4 strategic acquisitions in the US and Europe. Including diligence items, executing close activities, performing purchase price allocations, creating and… Show more ✓ Working along side the CFO, interface directly with board of directors, banks, lenders and ratings agencies. Member of the executive team responsible for alignment of financial and operational performance, implementation of key strategic initiatives and execution on M&A projects. ✓ Executed due diligence, secured financing and closed 4 strategic acquisitions in the US and Europe. Including diligence items, executing close activities, performing purchase price allocations, creating and tracking execution of integration plans both in terms of operations as well as acquisition models. ✓ Oversaw the implementation and tracking of cross functional operational improvements road map, contributing an extra 20% of annualized EBITDA. Projects included site consolidations, setting up of operations in Mexico, lean manufacturing, 3 ERP rollouts, implementation of shared services (A/R, A/P, Payroll, G/L and Master Data). ✓ One of a handful of executive members responsible for all key steps of the strategic exit process that lead to the sale of the company to Stanley Black & Decker for an industry leading multiple. Performed analytics and compiled information for the business case, secured successful QofE audit and sell-side business diligence including working on SPA negotiations. ✓ Assessed and adjusted talent, processes and tools in the finance and accounting functions. Including rollout of accounting policies and procedures, live financial reporting tools, automated A/P software, digital capital expenditure approval workflow, implementation of authorization matrix, automated journal entry interfaces for payroll & expense reporting. ✓ Revamped manufacturing costing via activity-based costing improvement, alignment of departmental and variance reporting across all sites. Reorganized the department and created a variety of processes, management reports and KPI’s to improve insight into the business allowing for short cycle time management corrective actions. Show less



Carl Zeiss Inc

• Greater New York City Area

• Senior Manager Finance Accounting

  • Oct 2016 - Jan 2018

  ✓ Partner with local business groups to deliver best in class accounting services. Coordinating accounting activities across seven legal entities throughout the United States and Canada to ensure accurate and timely financial reporting. ✓ Wrote Accounting policy and completed procedure manuals for the division. Streamlined daily accounting functions within department by automating account reconciliations, intercompany reporting, cash maintenance and accounts payable. ✓ Analyzed and… Show more ✓ Partner with local business groups to deliver best in class accounting services. Coordinating accounting activities across seven legal entities throughout the United States and Canada to ensure accurate and timely financial reporting. ✓ Wrote Accounting policy and completed procedure manuals for the division. Streamlined daily accounting functions within department by automating account reconciliations, intercompany reporting, cash maintenance and accounts payable. ✓ Analyzed and maintained pensions alongside 3rd party actuaries, calculated and communicated survivor benefits, as well as retiree dental and medical benefits. Researched and analyzed pension inquiries, calculated and communicated survivor benefits, as well as retiree dental and medical benefits. Prepare and deliver IRS form 5500 filings. Plan audit support, including reconciliations and preparation of reports. Show less ✓ Partner with local business groups to deliver best in class accounting services. Coordinating accounting activities across seven legal entities throughout the United States and Canada to ensure accurate and timely financial reporting. ✓ Wrote Accounting policy and completed procedure manuals for the division. Streamlined daily accounting functions within department by automating account reconciliations, intercompany reporting, cash maintenance and accounts payable. ✓ Analyzed and… Show more ✓ Partner with local business groups to deliver best in class accounting services. Coordinating accounting activities across seven legal entities throughout the United States and Canada to ensure accurate and timely financial reporting. ✓ Wrote Accounting policy and completed procedure manuals for the division. Streamlined daily accounting functions within department by automating account reconciliations, intercompany reporting, cash maintenance and accounts payable. ✓ Analyzed and maintained pensions alongside 3rd party actuaries, calculated and communicated survivor benefits, as well as retiree dental and medical benefits. Researched and analyzed pension inquiries, calculated and communicated survivor benefits, as well as retiree dental and medical benefits. Prepare and deliver IRS form 5500 filings. Plan audit support, including reconciliations and preparation of reports. Show less



Carl Zeiss Meditec AG

• Orange County, California Area

• Senior Controller

  • Jul 2013 - Oct 2016

  ✓ Acted as principal architect in the business transformation – in just 2 years, turning a loss making $30M unit into a fast-growing, profitable division. ✓ Assisted in post-merger integration, identifying, evaluating and realizing post strategic acquisition. Oversaw post acquisition finance team – in charge of due diligence, contract negotiation, price/goodwill allocation, and post-merger integration. Additionally, executed carve-outs of non-core business lines to reduce complexity and… Show more ✓ Acted as principal architect in the business transformation – in just 2 years, turning a loss making $30M unit into a fast-growing, profitable division. ✓ Assisted in post-merger integration, identifying, evaluating and realizing post strategic acquisition. Oversaw post acquisition finance team – in charge of due diligence, contract negotiation, price/goodwill allocation, and post-merger integration. Additionally, executed carve-outs of non-core business lines to reduce complexity and maximize shareholder value. Finally, directed 1 internal merger to reach organizational simplification and tax optimization. ✓ Assisted in planning and execution of 1 site relocation (class III Medical Devices facilities) to enable further growth and drive efficiency while maintaining all certifications (ISO 13485 and FDA). ✓ Planned and directed 2 ERP roll outs from blue-print to go live (all SAP modules and UA). ✓ Identified and lead significant Cost reduction efforts throughout the Division, using renowned Mc Kinsey methodology (greatest achievement in this field: -30% target in 2 years at US location). ✓ Directed Costing, FP&A and Strategic Planning – developed best in class controlling and management reporting system. Created a costing financial and operational “dashboard” for the division that has since been adopted by the group. ✓ Appraise the organization’s and its subsidiaries’ financial position and issue periodic financial and operating reports. Establish the yearly Budget for the Company and its subsidiaries and quarterly rolling forecasts. Establish the yearly five-year strategic planning for the Company and its subsidiaries. ✓ Verify the return on investment (ROI) of investments made (such as capital expenditure or M&A activities), as well as the alignment of past and forecasted performance with ASI’s and CZM’s strategic aspirations. ✓ Improved inventory accuracy from ~65% to over 98%. Show less ✓ Acted as principal architect in the business transformation – in just 2 years, turning a loss making $30M unit into a fast-growing, profitable division. ✓ Assisted in post-merger integration, identifying, evaluating and realizing post strategic acquisition. Oversaw post acquisition finance team – in charge of due diligence, contract negotiation, price/goodwill allocation, and post-merger integration. Additionally, executed carve-outs of non-core business lines to reduce complexity and… Show more ✓ Acted as principal architect in the business transformation – in just 2 years, turning a loss making $30M unit into a fast-growing, profitable division. ✓ Assisted in post-merger integration, identifying, evaluating and realizing post strategic acquisition. Oversaw post acquisition finance team – in charge of due diligence, contract negotiation, price/goodwill allocation, and post-merger integration. Additionally, executed carve-outs of non-core business lines to reduce complexity and maximize shareholder value. Finally, directed 1 internal merger to reach organizational simplification and tax optimization. ✓ Assisted in planning and execution of 1 site relocation (class III Medical Devices facilities) to enable further growth and drive efficiency while maintaining all certifications (ISO 13485 and FDA). ✓ Planned and directed 2 ERP roll outs from blue-print to go live (all SAP modules and UA). ✓ Identified and lead significant Cost reduction efforts throughout the Division, using renowned Mc Kinsey methodology (greatest achievement in this field: -30% target in 2 years at US location). ✓ Directed Costing, FP&A and Strategic Planning – developed best in class controlling and management reporting system. Created a costing financial and operational “dashboard” for the division that has since been adopted by the group. ✓ Appraise the organization’s and its subsidiaries’ financial position and issue periodic financial and operating reports. Establish the yearly Budget for the Company and its subsidiaries and quarterly rolling forecasts. Establish the yearly five-year strategic planning for the Company and its subsidiaries. ✓ Verify the return on investment (ROI) of investments made (such as capital expenditure or M&A activities), as well as the alignment of past and forecasted performance with ASI’s and CZM’s strategic aspirations. ✓ Improved inventory accuracy from ~65% to over 98%. Show less



Levity Live

• United States
• Entertainment Providers
• 1 - 100 Employee

• Controller

  • Dec 2007 - May 2013

  Hired to initially run the accounting operations for an upstart talent management division. Promoted to corporate controller within 2 years. Finance lead in two key acquisitions and one merger. Key member in implementing shared financial services for North American operations. Assisted CFO in establishing group wide financial reporting matrix. Reported to the CFO, oversaw accounting, payroll, and inventory control staff. ✓ Responsible for developing, analyzing, and reporting the financial… Show more Hired to initially run the accounting operations for an upstart talent management division. Promoted to corporate controller within 2 years. Finance lead in two key acquisitions and one merger. Key member in implementing shared financial services for North American operations. Assisted CFO in establishing group wide financial reporting matrix. Reported to the CFO, oversaw accounting, payroll, and inventory control staff. ✓ Responsible for developing, analyzing, and reporting the financial and accounting activities of LEG, LLC ✓ Implement and oversee multi-state shared financial services in conjunction with creating an internal audit team and assisted in yearly audits at all sites ✓ Prepare legal entity's financial statement and management reports on a monthly, quarterly and annual basis (in accordance with GAAP). Coordinate as well as prepare capital and operational budgets on an annual basis ✓ Handle daily accounting activities; journal entries, reconciliations, collection, tax reporting and merchandise accounting ✓ Prepare, review and ensure completion of recurring activities including reconciliations, year-end closings and financial re-porting to executives and board of directors ✓ Process yearend tax paperwork, including distributions, 704(c) allocations, minority ownership, multi-divisional reporting, and schedule K-1 reporting Show less Hired to initially run the accounting operations for an upstart talent management division. Promoted to corporate controller within 2 years. Finance lead in two key acquisitions and one merger. Key member in implementing shared financial services for North American operations. Assisted CFO in establishing group wide financial reporting matrix. Reported to the CFO, oversaw accounting, payroll, and inventory control staff. ✓ Responsible for developing, analyzing, and reporting the financial… Show more Hired to initially run the accounting operations for an upstart talent management division. Promoted to corporate controller within 2 years. Finance lead in two key acquisitions and one merger. Key member in implementing shared financial services for North American operations. Assisted CFO in establishing group wide financial reporting matrix. Reported to the CFO, oversaw accounting, payroll, and inventory control staff. ✓ Responsible for developing, analyzing, and reporting the financial and accounting activities of LEG, LLC ✓ Implement and oversee multi-state shared financial services in conjunction with creating an internal audit team and assisted in yearly audits at all sites ✓ Prepare legal entity's financial statement and management reports on a monthly, quarterly and annual basis (in accordance with GAAP). Coordinate as well as prepare capital and operational budgets on an annual basis ✓ Handle daily accounting activities; journal entries, reconciliations, collection, tax reporting and merchandise accounting ✓ Prepare, review and ensure completion of recurring activities including reconciliations, year-end closings and financial re-porting to executives and board of directors ✓ Process yearend tax paperwork, including distributions, 704(c) allocations, minority ownership, multi-divisional reporting, and schedule K-1 reporting Show less



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Accounting Consultant

  • May 2006 - Dec 2007

  On staff accountant responsible for advising and working with clients of Robert Half. On staff accountant responsible for advising and working with clients of Robert Half.