Chief Financial Officer

• Dec 2021 - Present

Chief Financial Officer

• Aug 2016 - Dec 2021

Access, Inc. is Wisconsin and Upper Michigan’s premier source of Heating, Ventilating and Air Conditioning (HVAC) and critical support equipment and services. We work hand in hand with business owners, contractors, value added resellers, and engineers, helping them apply our products and services to solve their HVAC and critical support problems in the most reliable and economic way. Access, Inc. is Wisconsin and Upper Michigan’s premier source of Heating, Ventilating and Air Conditioning (HVAC) and critical support equipment and services. We work hand in hand with business owners, contractors, value added resellers, and engineers, helping them apply our products and services to solve their HVAC and critical support problems in the most reliable and economic way.

Owner

• Jan 2009 - Aug 2016

I provide contract financial consulting to small business owners, preparing financial statements and tax returns, assisting with new business start-ups, and acquisition analysis. I provide contract financial consulting to small business owners, preparing financial statements and tax returns, assisting with new business start-ups, and acquisition analysis.

Controller (6 Month Assignment)

• Nov 2015 - May 2016

Controller for a $500 million private label food manufacturer, leading finance professionals through the financial forecasting, reporting, internal audit, and project analysis. I spearheaded the implementation of several best practices to streamline the financial reporting systems. I acted in a contract position at a time where the organization was down 2 key senior financial managers. Controller for a $500 million private label food manufacturer, leading finance professionals through the financial forecasting, reporting, internal audit, and project analysis. I spearheaded the implementation of several best practices to streamline the financial reporting systems. I acted in a contract position at a time where the organization was down 2 key senior financial managers.

Director Finance

• Aug 2010 - Oct 2015

As the Director of Finance I provided management oversight for all financial roles. I was able to successfully identify opportunities and develop strategic processes that took the company from a loss to a net income 6% of sales. I achieved this through executing monthly forecasting processes that created for more efficient staffing based on seasonality and periods of growth. I was able to align leadership on an annual budget that became the basis for the annual profit sharing plan… Show more As the Director of Finance I provided management oversight for all financial roles. I was able to successfully identify opportunities and develop strategic processes that took the company from a loss to a net income 6% of sales. I achieved this through executing monthly forecasting processes that created for more efficient staffing based on seasonality and periods of growth. I was able to align leadership on an annual budget that became the basis for the annual profit sharing plan. Through better understanding of customer profitability I was able to create new reporting tolls to benefit customer analysis and trends. This allowed the company to review positions that were unprofitable in order to implement changes such as price increases and profitability. I developed and implemented employee benefits program (401k, health benefits, EAP), as well as a new profit sharing program and commission plans. Show less As the Director of Finance I provided management oversight for all financial roles. I was able to successfully identify opportunities and develop strategic processes that took the company from a loss to a net income 6% of sales. I achieved this through executing monthly forecasting processes that created for more efficient staffing based on seasonality and periods of growth. I was able to align leadership on an annual budget that became the basis for the annual profit sharing plan… Show more As the Director of Finance I provided management oversight for all financial roles. I was able to successfully identify opportunities and develop strategic processes that took the company from a loss to a net income 6% of sales. I achieved this through executing monthly forecasting processes that created for more efficient staffing based on seasonality and periods of growth. I was able to align leadership on an annual budget that became the basis for the annual profit sharing plan. Through better understanding of customer profitability I was able to create new reporting tolls to benefit customer analysis and trends. This allowed the company to review positions that were unprofitable in order to implement changes such as price increases and profitability. I developed and implemented employee benefits program (401k, health benefits, EAP), as well as a new profit sharing program and commission plans. Show less

CFO

• Mar 2007 - Dec 2008

As the Chief Financial Officer, I worked with the President and VP of Sales to implement changes that reduced the company’s net loss by over $1 million during a time of sales and demand decrease. I was able to implement savings measures through a reduction in labor and benefit costs. I created a product that allowed us to compete against lower cost products from off-shored companies. As the Chief Financial Officer, I worked with the President and VP of Sales to implement changes that reduced the company’s net loss by over $1 million during a time of sales and demand decrease. I was able to implement savings measures through a reduction in labor and benefit costs. I created a product that allowed us to compete against lower cost products from off-shored companies.

Corporate Controller

• Mar 2003 - Mar 2007

The position of Corporate Controller allowed me to step into a role where I was immediately able to make an impact through the rebranding of the accounting department to allow it to become a respected team that was relied upon by senior management. I was able to develop processes that allowed our team to complete the annual audit before it’s’ deadline and with no adjustments, where the previous year’s audit had over 50 adjustments generating in an expense of over $2 million. I was able to… Show more The position of Corporate Controller allowed me to step into a role where I was immediately able to make an impact through the rebranding of the accounting department to allow it to become a respected team that was relied upon by senior management. I was able to develop processes that allowed our team to complete the annual audit before it’s’ deadline and with no adjustments, where the previous year’s audit had over 50 adjustments generating in an expense of over $2 million. I was able to initiate and a monthly forecast process allowing senior management insight into where consolidation could assist in allowing us to remain competitive as the paper market decreased. Show less The position of Corporate Controller allowed me to step into a role where I was immediately able to make an impact through the rebranding of the accounting department to allow it to become a respected team that was relied upon by senior management. I was able to develop processes that allowed our team to complete the annual audit before it’s’ deadline and with no adjustments, where the previous year’s audit had over 50 adjustments generating in an expense of over $2 million. I was able to… Show more The position of Corporate Controller allowed me to step into a role where I was immediately able to make an impact through the rebranding of the accounting department to allow it to become a respected team that was relied upon by senior management. I was able to develop processes that allowed our team to complete the annual audit before it’s’ deadline and with no adjustments, where the previous year’s audit had over 50 adjustments generating in an expense of over $2 million. I was able to initiate and a monthly forecast process allowing senior management insight into where consolidation could assist in allowing us to remain competitive as the paper market decreased. Show less

Corporate Controller

• Apr 1996 - Sep 2002

I was responsible for the financial management staff that oversaw a staff of 14. I reported financial analysis directly to the CFO of the $600 million frozen appetizer company. I created processes to establish a three month rolling financial forecast that was instrumental in meeting FY 2000 budgeted income. I restructured lock box locations to improve cash flow by one day. Played an integral role in providing analysis that led to the sale of the company. I began as an Accounting Supervisor and… Show more I was responsible for the financial management staff that oversaw a staff of 14. I reported financial analysis directly to the CFO of the $600 million frozen appetizer company. I created processes to establish a three month rolling financial forecast that was instrumental in meeting FY 2000 budgeted income. I restructured lock box locations to improve cash flow by one day. Played an integral role in providing analysis that led to the sale of the company. I began as an Accounting Supervisor and was promoted to Corporate Controller after 2 years in role. Show less I was responsible for the financial management staff that oversaw a staff of 14. I reported financial analysis directly to the CFO of the $600 million frozen appetizer company. I created processes to establish a three month rolling financial forecast that was instrumental in meeting FY 2000 budgeted income. I restructured lock box locations to improve cash flow by one day. Played an integral role in providing analysis that led to the sale of the company. I began as an Accounting Supervisor and… Show more I was responsible for the financial management staff that oversaw a staff of 14. I reported financial analysis directly to the CFO of the $600 million frozen appetizer company. I created processes to establish a three month rolling financial forecast that was instrumental in meeting FY 2000 budgeted income. I restructured lock box locations to improve cash flow by one day. Played an integral role in providing analysis that led to the sale of the company. I began as an Accounting Supervisor and was promoted to Corporate Controller after 2 years in role. Show less