Experience

Northern Pacific Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2017 - Present

  Private equity investment firm headquartered in Wayzata, Minnesota with "Between the Coasts" orientation and Upper-Midwest focus.http://www.northernpacificgroup.com/

• Controller

  • Oct 2016 - Oct 2017

  Private equity investment firm headquartered in Wayzata, Minnesota with "Between the Coasts" orientation and Upper-Midwest focus.http://www.northernpacificgroup.com/



Kutzky Market

• Manufacturing

• Investor

  • Jul 2015 - Present

  Located on the edge of Kutzky Park Neighborhood in Rochester, Minnesota, you'll find Forager Brewery and Kutzky Market. Forager Brewery is a brewery and restaurant specializing in wood-fired pizza and craft beer! As for Kutzky Market, it's your go-to coffee shop and leasable kitchen. https://foragerbrewery.com/ Located on the edge of Kutzky Park Neighborhood in Rochester, Minnesota, you'll find Forager Brewery and Kutzky Market. Forager Brewery is a brewery and restaurant specializing in wood-fired pizza and craft beer! As for Kutzky Market, it's your go-to coffee shop and leasable kitchen. https://foragerbrewery.com/



Valspar

• Chemical Manufacturing
• 700 & Above Employee

• Finance Manager - International Controllership

  • Feb 2015 - Oct 2016

  Oversaw the monthly/quarterly accounting and reporting for 132 entities across 30 countries – included entities generated $1.9B of net sales and $250.8M of operating profit on $4.1B of assets in FY15. Managed the global intercompany process, including transfer price mark-ups, profit elimination, and cross-charges – aggregate transactions exceeded $1.0B during FY15. Administered the filing of all statutory financial statements, including reviewing local audit reports, audit adjustments, and GAAP vs STAT reconciliations. Performed monthly reviews of all local TBs and manual JEs for unusual/unexpected activity. Prepared quarterly working capital commentary, FX analysis, and regional variance documentation. Laissed between local personnel and corporate finance leadership with respect to all international accounting questions/issues, reporting requirements, control procedures/deficiencies, and ad hoc requests. Notable achievements included:• Led global rollout of Cadency reconciliation management web application – successfully operating in North America, Asia, EMEAI, Latin America, and Australia. The implementation increased visibility to, and documentation of, over 2,300 reconciliations and 12,000 accounts, which subsequently decreased delinquent preparations from 1,574 to 23 over the first 12 months of use. Individual rollouts included developing unique implementation plans, account mapping, personnel training, and issue remediation.• Managed the global B/S and P&L review process for all international entities – key control for the organization. Process included performing an annual risk assessment, developing control questionnaire, performing detailed B/S and P&L analytics, reviewing reconciliations, and evaluating the reasonableness of site-provided commentary/explanations. Performed 75 reviews and identified 214 separate accounting/control issues during FY15, all of which were subsequently remediated.• Reduced the average close period from 7 to 5 days. Show less

• Senior Financial Analyst - Global Indirect Spend

  • Sep 2013 - Feb 2015

  Collaborated with regional, business unit, and functional leadership to achieve $75.0M in global indirect spend – base of $965M in FY13 – savings during FY14-15. Developed reporting and analysis framework to support the identification of global savings opportunities, rationalize targets, monitor performance, and project future benefits. Completed monthly reporting responsibilities related to savings measurement and forecasting and communicated results to executive leadership. Managed third-party consultant relationships and partnered with diverse personnel across multiple spend categories (Marketing, Logistics, Operations, R&D, IT, and Corporate Services) to analyze historical purchasing activity, generate spend reduction recommendations, implement approved proposals, and accurately track and sustain improvements. Notable achievements include:• Achieved $30.7M in-year savings during FY14 (target of $25.0M) and $37.8M of carry-over savings into FY15-16. Specific projects included: outbound freight RFP and optimization analysis ($11.6M savings), advertising media audit and supplier negotiations ($8.3 savings), and MRO RFP and SKU reduction ($6.5M savings). • Improved global strategic sourcing practices (e.g., standardized RFP process, development of global procurement policies, consolidated vendor analysis, etc.) across all major functional areas.• Developed analysis tools/infographics used by global sourcing to identify opportunities and measure performance. Show less

• Senior Financial Analyst - EPS / CCA / Automotive

  • Apr 2012 - Sep 2013

  Completed monthly reporting and analysis responsibilities related to revenue, raw material and conversion costs, and operating expenses. Reviewed period B/S and P&Ls for reasonableness/accuracy and recorded necessary adjustments. Prepared monthly walk-forward commentary and related variance/trend analysis for Corporate review, monthly financial dashboards for business management review, and customer specific sales/pricing data for review by Sales. Managed oversight of working capital metrics, rebate contracts, and customer claims. Tracked and quantified impact of internal volume activity/trends and pilot batch production and billing. Served as the business financial lead for all MRB and LSS initiatives. Notable achievements include:• Led year-end customer mapping and P&L reorganization initiatives to improve margin analysis and customer profitability visibility – GM% improved 312bps and operating profit increased $5.6M, or 17%.• Developed conversion costs analysis tool to measure plant performance/efficiency – manufacturing costs decreased 3% as a percentage of volume.• Performed quarterly forecast updates and developed annual budget for FY2012 and FY2013 – actual results within 1% of projected net sales and operating profit both years. Show less

• Senior Internal Auditor

  • Nov 2009 - Apr 2012

  Performed 20 plant audits (13 international, 7 domestic), 3 information security audits, 1 officer expense audit, and participated in multiple special investigations. Procedures included detailed account reconciliation reviews, extensive inventory, procurement, and expense analysis, and review of receiving, shipping, and billing practices. Ensured compliance with Corporate Financial Control Policies and identified operational improvement opportunities. Notable achievements include:• Designed department’s SharePoint user interface, which expedited and tracked report approvals and decreased work paper review delays – improved average audit report issuance by 9 days, or 30%.• Managed global follow-up audit process to ensure mitigation and sustainability of management corrective actions – reduced average corrective action closure time from 54 to 34 days.• Developed controls and test procedures for the protection of trade secret data. Initial member of Trade Secret Committee, which established access restriction protocols and active monitoring of proprietary formulation data. Show less



Lurie, LLP now EisnerAmper

• United States
• Accounting
• 1 - 100 Employee

• Senior Associate

  • Jun 2004 - Nov 2009

  Performed audit services for small to mid-sized manufacturing, distribution, financial service, and non-profit organizations across a variety of industries. Responsible for the direction and management of all audit-related procedures, financial statement preparation, budget deliverables, and the development and mentoring of staff. Critically analyzed and tested financial performance and internal controls and communicated potential operational and organizational opportunities to executive management. Notable achievements include: • Served as lead auditor for the four largest clients, by revenue, for last three consecutive years. • Led initiative to revise/reduce audit duplicate procedures/inquiries to meet efficiency objectives and address budgetary constraints – 14 of 14 subsequent audits were under budget. Show less