Bio
Experience
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United States
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Appliances, Electrical, and Electronics Manufacturing
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100 - 200 Employee
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Tax Compliance Manager
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Apr 2020 - Present
Similar tax support as prior role. Additional support to upgrade Vertex Q Series tax engine to O Series. Assisted with tax connectors between JDE 9.2 and Vertex. Expanded Vertex from one company to all US and Canadian companies.
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Risk Insurance Manager
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Apr 2020 - Present
Similar insurance coverage support as prior role. Additional policy renewal innovation. Additional cyber security risk support with risk management and IT teams.
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Project Manager, Finance
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Jul 2018 - Mar 2020
• Facilitated timely information compilation and coordinate discussions for the annual renewal of regional corporate insurance policies – WC, Cyber, PL, GL, Property, E&O, Officer Liability, Terrorism Response etc.• Successfully implemented Microsoft Team Site to facilitate regional insurance policy renewals in the US, Canada, Mexico and Brazil – including the use of external Omron team members. • Drove Indirect Tax Processing Optimization Project including interviewing three online solution providers and formulating the RFP for an automated tax rate engine, indirect tax return preparation and exemption certificate management.• Standardized transactional tax processing and consolidated activity for 6 Omron companies at the management center for 35+ states and Canada.• Implemented Trintech Cadency to automate approval flow and enhanced management visibility of the monthly close process including journal entries and account reconciliations.• Championed pilot to move audit of expense reports from in-house staff to a more standardized process with a third party provider. Implement third party audit of expense reports across all companies in the region. Enhanced expense reporting and corporate credit card metric reporting.
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Manager, Financial Planning and Reporting
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Apr 2016 - Jun 2018
• Support of Global Internal Controls Enhancement Project and Global Payment Hubs to make the management center the final release point of all Omron bank transactions in the region. Administrator and backup approver of bank transactions.• Expanded purchasing cards use within the region including linkage to SAP Concur for approval flow and documentation. Implemented Concur Global Pay Enhancement including transitioning all existing users to new protocol and adding transaction support of transactions on the Canadian corporate credit cards. Transitioned various Omron companies from legacy systems and processes to SAP Concur for travel and expense planning and expense processing and approval (including direct configuration of these systems).• Administration of various company programs – BMO Diners MasterCard Corporate Credit Cards, SAP Concur Travel Planning and Expense Report Processing Software, IMB Cognos TM1 Budgeting Application• Driver for the successful setup of a one corporate credit card program and travel agency for all of the Omron companies in Mexico including direct linkage to and payment by the expense reporting software • Assist with clarification of intercompany SLA’s for management center services
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Finance Manager
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Apr 2015 - Mar 2016
• Adopted new HFM reporting of results to Omron Headquarters in Japan• PMI of two new acquisitions (Delta Tau and Adept) into the Omron treasury, corporate credit card program and travel and expense reporting systems• Assisted in check print outsourcing to the bank to further enhance fraud prevention and internal controls• MDM support of new vendor approval and support in local ERP’s• Assisted with UAT of upgrade of JDE software to version 9.1. Assisted with movement of some Omron companies from legacy ERP to JDE.• SME for internal training department’s Beginning/Intermediate/Advanced Microsoft Excel Training• Project Management, IBM Cognos TM1 Performance Modeler and off-site IMB Cognos Report Studio Training
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Finance & Accounting Manager
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Apr 2013 - Mar 2015
• Chosen to participate in the initial phase of Back Office Integration Project – transfer of responsibilities due to creation of shared services support at the management center in order to optimize expertise and allow for further career development of staff• Support of BNA Fixed Asset software for select Omron companies. • Capital project budgeting and tracking support for the automotive manufacturing business of one Omron company.• Assisted in transition of check deposits to an in-house scanner for direct deposit to the bank• Validated information transferred from ERP’s to BI tool
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Accounting Manager
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Apr 2005 - Mar 2013
Omron Electronic Components LLCAccounting Manager - April 2010 to March 2013; Senior Financial Accountant - April 2005 to March 2010• Support of segment reporting by operation headquarters in Japan including setting up the appropriate allocations of common expenses• Created KPI to track sales performance including graphical representations• Perform semi-annual reviews/audits of the recently implement cycle count process in the warehouse• Integrate newly obtained Canadian employees financial reporting and support into US led operations• Perform a full inventory of company fixed asses after a long period of neglect• Training on Fair Value Accounting and International Financial Reporting Standards. • Achieved monthly close and reporting of financial results in most months in 3 days
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American NTN Bearing Mfg
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Elgin, Illinois 60123
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Accounting Manager
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Jun 2001 - Apr 2005
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Elgin, Illinois 60123
Accounting Manager - June 2001 to April 2005
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Union Special Corporation
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Huntley, Illinois 60142
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Accounting Manager
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Nov 1991 - Jun 2001
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Huntley, Illinois 60142
Accounting Manager - September 1999 to June 2001; Assistant Accounting Manager - October 1996 to August 1998; Accounts Payable Supervisor - August 1995 to October 1996; Senior Staff Accountant – November 1991 to August 1995
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Education
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1989 - 1991University of Illinois at Chicago
Bachelor of Science (B.S.), Accounting
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