Director of Finance

• Jul 2022 - Present

Assistant Controller

• Feb 2022 - Jul 2022

Controller

• Oct 2019 - Nov 2021

Responsible for all aspects of the accounting, finance, and compliance departments Maintained relationships with multiple banks while handling all treasury functions Worked collaboratively with senior management on all aspects of the business, providing financial insights on major projects Successfully navigated company’s financial situation through the COVID-related shutdown, including weekly cashflow forecasting, continuous financial modeling, and tracking for PPP-loan… Show more Responsible for all aspects of the accounting, finance, and compliance departments Maintained relationships with multiple banks while handling all treasury functions Worked collaboratively with senior management on all aspects of the business, providing financial insights on major projects Successfully navigated company’s financial situation through the COVID-related shutdown, including weekly cashflow forecasting, continuous financial modeling, and tracking for PPP-loan forgivability benefits Prepared several financial models while looking at various future-state scenarios for the company, including the sale and relocation of the manufacturing plant Implemented Adaptive Insights as a new planning and reporting tool, transitioning the company into cloud-based planning for the 2022 budget process and beyond Show less Responsible for all aspects of the accounting, finance, and compliance departments Maintained relationships with multiple banks while handling all treasury functions Worked collaboratively with senior management on all aspects of the business, providing financial insights on major projects Successfully navigated company’s financial situation through the COVID-related shutdown, including weekly cashflow forecasting, continuous financial modeling, and tracking for PPP-loan… Show more Responsible for all aspects of the accounting, finance, and compliance departments Maintained relationships with multiple banks while handling all treasury functions Worked collaboratively with senior management on all aspects of the business, providing financial insights on major projects Successfully navigated company’s financial situation through the COVID-related shutdown, including weekly cashflow forecasting, continuous financial modeling, and tracking for PPP-loan forgivability benefits Prepared several financial models while looking at various future-state scenarios for the company, including the sale and relocation of the manufacturing plant Implemented Adaptive Insights as a new planning and reporting tool, transitioning the company into cloud-based planning for the 2022 budget process and beyond Show less

Controller

• Oct 2017 - Oct 2019

Responsible for overall financial functions at 3 plants in Sarasota, FL Oversaw G/L accounting, cost accounting, A/P, and A/R Created department-level budget for the first time at Sun, using a zero-based approach for all discretionary spend and began budget vs actual analysis on a monthly basis Worked with Adaptive Insights to streamline budgeting and reporting Responsible for overall financial functions at 3 plants in Sarasota, FL Oversaw G/L accounting, cost accounting, A/P, and A/R Created department-level budget for the first time at Sun, using a zero-based approach for all discretionary spend and began budget vs actual analysis on a monthly basis Worked with Adaptive Insights to streamline budgeting and reporting

Financial Analyst

• Aug 2016 - Oct 2017

• Strategically partnered with Sales & Marketing, assisting to make sound business decisions by providing various analyses, including pricing and margin analysis. • Responsible for all cost accounting duties, including standard costing at 5 plants in North America and providing analysis for the operations team • Improved standard costing, reducing the manufacturing variances from an average of 5.6% ($3.6mil) to 0.1% ($45K). • Successfully led a cross-functional team to create and… Show more • Strategically partnered with Sales & Marketing, assisting to make sound business decisions by providing various analyses, including pricing and margin analysis. • Responsible for all cost accounting duties, including standard costing at 5 plants in North America and providing analysis for the operations team • Improved standard costing, reducing the manufacturing variances from an average of 5.6% ($3.6mil) to 0.1% ($45K). • Successfully led a cross-functional team to create and implement an ROI/Feasibility process as the spearhead process for the larger Speed to Market initiative Show less • Strategically partnered with Sales & Marketing, assisting to make sound business decisions by providing various analyses, including pricing and margin analysis. • Responsible for all cost accounting duties, including standard costing at 5 plants in North America and providing analysis for the operations team • Improved standard costing, reducing the manufacturing variances from an average of 5.6% ($3.6mil) to 0.1% ($45K). • Successfully led a cross-functional team to create and… Show more • Strategically partnered with Sales & Marketing, assisting to make sound business decisions by providing various analyses, including pricing and margin analysis. • Responsible for all cost accounting duties, including standard costing at 5 plants in North America and providing analysis for the operations team • Improved standard costing, reducing the manufacturing variances from an average of 5.6% ($3.6mil) to 0.1% ($45K). • Successfully led a cross-functional team to create and implement an ROI/Feasibility process as the spearhead process for the larger Speed to Market initiative Show less

Senior Accountant

• Apr 2015 - Aug 2016

• Oversee general ledger accounting for 10+ ports across the Northeast US while working in a shared-service environment, including closing the books monthly, performing monthly account reconciliations for over 150 accounts, posting weekly payroll, and preparing monthly and quarterly reports • Responsible for working with local port finance and operations personnel to address significant accounting issues, including fixed asset audits, payroll issues, and process improvements • Actively… Show more • Oversee general ledger accounting for 10+ ports across the Northeast US while working in a shared-service environment, including closing the books monthly, performing monthly account reconciliations for over 150 accounts, posting weekly payroll, and preparing monthly and quarterly reports • Responsible for working with local port finance and operations personnel to address significant accounting issues, including fixed asset audits, payroll issues, and process improvements • Actively engaged with process owners in a company-wide documentation project, working with process owners to develop enhanced documentation around internal controls, including creating flow charts and risk and control matrices to improve decision making • Provide expert counsel to various additional projects including research and memo generation on multiple accounting topics, company-wide policy creation, management reporting, KPI development and tracking, financial statement preparation, and audit assistance Show less • Oversee general ledger accounting for 10+ ports across the Northeast US while working in a shared-service environment, including closing the books monthly, performing monthly account reconciliations for over 150 accounts, posting weekly payroll, and preparing monthly and quarterly reports • Responsible for working with local port finance and operations personnel to address significant accounting issues, including fixed asset audits, payroll issues, and process improvements • Actively… Show more • Oversee general ledger accounting for 10+ ports across the Northeast US while working in a shared-service environment, including closing the books monthly, performing monthly account reconciliations for over 150 accounts, posting weekly payroll, and preparing monthly and quarterly reports • Responsible for working with local port finance and operations personnel to address significant accounting issues, including fixed asset audits, payroll issues, and process improvements • Actively engaged with process owners in a company-wide documentation project, working with process owners to develop enhanced documentation around internal controls, including creating flow charts and risk and control matrices to improve decision making • Provide expert counsel to various additional projects including research and memo generation on multiple accounting topics, company-wide policy creation, management reporting, KPI development and tracking, financial statement preparation, and audit assistance Show less

Cost Accountant III

• Feb 2014 - Apr 2015

• Actively led continuous improvement activities, employing technical various tools including Kaizen events, Value Stream Mapping events, and Root-Cause analysis to significantly improve core processes • Collaborated with business leadership to drive efficiency and utilization improvements while reducing variances through costing improvements and cost reductions • Partnered frequently with the government compliance team, including rate development, Government Controls Reporting System… Show more • Actively led continuous improvement activities, employing technical various tools including Kaizen events, Value Stream Mapping events, and Root-Cause analysis to significantly improve core processes • Collaborated with business leadership to drive efficiency and utilization improvements while reducing variances through costing improvements and cost reductions • Partnered frequently with the government compliance team, including rate development, Government Controls Reporting System assessments and testing, and disclosure statement creation • Controls lead for Lighting, assisting with SOX testing and gap assessments, and conducting Accounting Controls Assessment reviews, both domestically and internationally

Government Cost Accountant

• Aug 2012 - Feb 2014

• Engaged in government/military program management, providing financial support, including standard costing, actual financials reporting, and job cost ledger maintenance • Partnered with business development, supply chain, operations, human resources and finance to develop direct and indirect rates using budgeted spend and forecasted sales data • Teamed with Cost Accountant to improve utilization, efficiency, and variance reporting • Prepared budget versus actual spend analysis for… Show more • Engaged in government/military program management, providing financial support, including standard costing, actual financials reporting, and job cost ledger maintenance • Partnered with business development, supply chain, operations, human resources and finance to develop direct and indirect rates using budgeted spend and forecasted sales data • Teamed with Cost Accountant to improve utilization, efficiency, and variance reporting • Prepared budget versus actual spend analysis for the entire plant

Recruiter

• Feb 2012 - Jun 2012

• Specialized in staffing accounting and finance professionals in temporary and temporary-to-hire positions while working in recruiting, marketing, and job coordination • Specialized in staffing accounting and finance professionals in temporary and temporary-to-hire positions while working in recruiting, marketing, and job coordination

Associate

• Jan 2010 - May 2011

• Performed several audits, specializing in telecommunications and engineering • Created projections, forecasts, and compiled financial statements in various industries, including the oil and gas industry • Consulted clients to help with their tax and accounting needs • Prepared corporate, small business, and individual tax returns • Performed several audits, specializing in telecommunications and engineering • Created projections, forecasts, and compiled financial statements in various industries, including the oil and gas industry • Consulted clients to help with their tax and accounting needs • Prepared corporate, small business, and individual tax returns

Accounting Intern

• Mar 2009 - Sep 2009

• Performed daily tasks using QuickBooks, including making journal entries, entering invoices, entering bills, applying payments, making payments • Developed a system to streamline game-day entries, reducing the chance for errors and time spent on task • Designed and created a sales-tracking system to determine the profitability of suite-rental contracts • Performed daily tasks using QuickBooks, including making journal entries, entering invoices, entering bills, applying payments, making payments • Developed a system to streamline game-day entries, reducing the chance for errors and time spent on task • Designed and created a sales-tracking system to determine the profitability of suite-rental contracts

Infantryman

• Sep 1999 - Jan 2004

• Directly responsible for the well-being and operational effectiveness of a squad of soldiers and oversight for in excess of one million dollars worth of government equipment • Combat Veteran of Operation Iraqi Freedom • Awards received: Combat Infantryman Badge, Army Commendation Medal (2), Army Achievement Medal (2), National Defense Service Medal, Rifle Marksmanship Qualification Badge (Expert), Overseas Service Bar, Combat Lifesavers Certification, and the Army Service Ribbon • Directly responsible for the well-being and operational effectiveness of a squad of soldiers and oversight for in excess of one million dollars worth of government equipment • Combat Veteran of Operation Iraqi Freedom • Awards received: Combat Infantryman Badge, Army Commendation Medal (2), Army Achievement Medal (2), National Defense Service Medal, Rifle Marksmanship Qualification Badge (Expert), Overseas Service Bar, Combat Lifesavers Certification, and the Army Service Ribbon