Experience

Mar Cor

• United States
• Medical Equipment Manufacturing
• 100 - 200 Employee

• Senior Manager Finance Operations

  • Jan 2022 - Present

  Skippack , PA Subsidiary of Evoqua - NYSE: AQUA Managed FP&A, Cost Accounting, and Commercial Finance -Completed two sets of monthly financial statements, the Technical Services Agreement (TSA) relating to the Asset Purchase Agreement (APA), for STERIS and for Evoqua, until the businesses moved into their own ERP systems. Created a rigidly defined set of processes and reporting that would allow for quick, consistent, and repeatable results. -Led the team assigned to ensure the accuracy of 'master… Show more Subsidiary of Evoqua - NYSE: AQUA Managed FP&A, Cost Accounting, and Commercial Finance -Completed two sets of monthly financial statements, the Technical Services Agreement (TSA) relating to the Asset Purchase Agreement (APA), for STERIS and for Evoqua, until the businesses moved into their own ERP systems. Created a rigidly defined set of processes and reporting that would allow for quick, consistent, and repeatable results. -Led the team assigned to ensure the accuracy of 'master data' to allow for successful transition from Sage to SAP. -Led a project to create change orders for over 2000 items that were not part of the divested business, as well as another 1500 items due to inactivity. -Aligned reporting from STERIS segmentation to Evoqua segmentation for SEC reporting. This required splitting the historical Equipment bucket into Large Capital, Small Capital, and Aftermarket buckets.

• Senior Manager Financial Planning Analysis

  • Jan 2021 - Jan 2022

  Skippack, PA Subsidiary of STERIS - NYSE: STE Managed FP&A and Cost Accounting -Finance lead on $200M divestiture of Renal business from STERIS to Evoqua. -Completed historical pro-forma income statements that were be used to produce a detailed ‘Quality of Earnings’ report. -Completed pro-forma balance sheet to split AR, AP, Inventory, Fixed Assets, employee census, intellectual properties for the post-acquisition opening/closing balance sheets. -Completed item pricing for supply agreement… Show more Subsidiary of STERIS - NYSE: STE Managed FP&A and Cost Accounting -Finance lead on $200M divestiture of Renal business from STERIS to Evoqua. -Completed historical pro-forma income statements that were be used to produce a detailed ‘Quality of Earnings’ report. -Completed pro-forma balance sheet to split AR, AP, Inventory, Fixed Assets, employee census, intellectual properties for the post-acquisition opening/closing balance sheets. -Completed item pricing for supply agreement and contract manufacturing agreement, based on margin sharing assumptions. -Identified a $3M opportunity to sell a historically domestic product line to international customers. -Aligned reporting from Cantel segmentation to STERIS segmentation. Carved out portions of the Cantel Medical and Life Sciences segments and mapping them to Healthcare, Applied Sterilization Technologies, and Life Sciences segments.

• Financial Planning and Analysis Manager

  • Dec 2017 - Jan 2021

  Skippack, Pennsylvania, United States Subsidiary of Cantel - NYSE: CMD Managed FP&A and Cost Accounting -Implemented and led SIOP meetings to align volume expectations between Sales, Operations, and Finance to ensure labor and stock levels while reducing working capital. -Developed a monthly meeting which resulted in the team being able to react more quickly to changes in product mix and allowed for the procurement team to reduce shortages, limiting excesses in inventory levels. -Created a service inventory dashboard… Show more Subsidiary of Cantel - NYSE: CMD Managed FP&A and Cost Accounting -Implemented and led SIOP meetings to align volume expectations between Sales, Operations, and Finance to ensure labor and stock levels while reducing working capital. -Developed a monthly meeting which resulted in the team being able to react more quickly to changes in product mix and allowed for the procurement team to reduce shortages, limiting excesses in inventory levels. -Created a service inventory dashboard report by location which was used to identify excess inventory in field service warehouses resulting in the ability to re-deploy more than $800K of inventory to warehouses where it could be consumed. -Developed monthly scorecards to hold teams accountable to their annual revenue and cost out commitments.

• Assistant Controller

  • Mar 2014 - Dec 2017

  Skippack, PA Subsidiary of Cantel - NYSE: CMD -Mapped Sage chart of accounts to Hyperion for 3 legal entities and implemented ‘flat file’ data loads to Hyperion to allow for quick consolidation of financial statements with the rest of the corporation. -Introduced detailed liquidation reporting to provide line of site into the number of direct labor hours applied by employee to service and install jobs which resulted in clear visibility into which service offices were under or… Show more Subsidiary of Cantel - NYSE: CMD -Mapped Sage chart of accounts to Hyperion for 3 legal entities and implemented ‘flat file’ data loads to Hyperion to allow for quick consolidation of financial statements with the rest of the corporation. -Introduced detailed liquidation reporting to provide line of site into the number of direct labor hours applied by employee to service and install jobs which resulted in clear visibility into which service offices were under or overstaffed. -Eliminated 2.5 days from monthly closing process through standardizing processes and procedures, while also taking a more pro-active approach to many quarterly accruals: Bad Debt, Right of Return, Warranty, and Inventory Reserve.

• Accounting Manager

  • Nov 2008 - Mar 2014

  Skippack, PA Subsidiary of Cantel - NYSE: CMD -Added MS Access connections via ODBC to SQL tables in Sage. Wrote queries to quickly pull large sets of data that were required for Revenue Recognition, FOB Accruals, Backlog Reporting, Warranty, Account Reconciliations, Budget Loads, and several other items. -Implemented Avalara as a third-party sales tax solution within the Sage ERP system which resulted in the completion of filings by no later than the 10th of each month, an improvement of 50% in… Show more Subsidiary of Cantel - NYSE: CMD -Added MS Access connections via ODBC to SQL tables in Sage. Wrote queries to quickly pull large sets of data that were required for Revenue Recognition, FOB Accruals, Backlog Reporting, Warranty, Account Reconciliations, Budget Loads, and several other items. -Implemented Avalara as a third-party sales tax solution within the Sage ERP system which resulted in the completion of filings by no later than the 10th of each month, an improvement of 50% in time efficiency. -Eliminated 1.5 business days from monthly close process through standardizing processes and procedures.



BC Sports

• United States
• Sporting Goods
• 1 - 100 Employee

• General Ledger and Inventory Control Manager

  • Mar 2003 - Nov 2008

  West Chester, PA -Reduced losses due to shrink by over 50%. -Optimized physical inventory process at 50+ locations with barcode scanners and detailed reporting. -Improved financial reporting by providing more detailed and accurate data. -Introduced corporate initiative to open seasonal stores in strategic locations.



Robert Half

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

• Corporate Accountant

  • 2001 - 2003

  -Completed various general accounting functions for Harsco, Select Medical, and AHEDD



Securaplane Technologies

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

• Financial Accountant

  • 1998 - 2001

  Tuscon, AZ Subsidiary of Danaher - NYSE: DHR -Journal Entries, Account Reconciliations, and Financial Statements. -Implemented and maintained sales order module for ERP software. -Processed invoices, FAA and international documents. -Developed expense forecasts and monitored cash flow.