Experience

Alleguard

• United States
• Packaging and Containers Manufacturing
• 1 - 100 Employee

• Director of Financial Planning and Analysis

  • May 2022 - Present

  Brentwood, Tennessee, United States Director of Financial Planning and Analysis for PE-backed Global Materials Manufacturer. Responsible for the development and implementation of monthly reporting and planning, analysis of results, and presentation materials for Executive Management and Board of Directors.



Cat Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Planning and Analysis Manager

  • Nov 2018 - May 2022

  Nashville, TN Direct activities of 7 worldwide accounting staff including month-end close process in accordance with GAAP, variance analysis of month results vs annual budget and quarterly forecast, support and analysis of new business initiatives to drive revenue growth, and the long-range planning process with operations divisions. Responsible for monthly variance analysis for presentation to Caterpillar Inc Executive Office. ◼Accountable for budgeting and forecasting for finance unit with more than… Show more Direct activities of 7 worldwide accounting staff including month-end close process in accordance with GAAP, variance analysis of month results vs annual budget and quarterly forecast, support and analysis of new business initiatives to drive revenue growth, and the long-range planning process with operations divisions. Responsible for monthly variance analysis for presentation to Caterpillar Inc Executive Office. ◼Accountable for budgeting and forecasting for finance unit with more than $3B in annual revenue ◼Led project to develop and implement new budgeting and forecasting process for worldwide division which improved accuracy and reduced time to complete from 3 months to 3 weeks ◼Coordinated the reporting of worldwide cost reduction efforts leading to $40M in annual savings through streamlining the collection of past due accounts and fees, improvements in accounts receivable balances, reductions in write-offs and provision for losses Show less



Caterpillar Inc.

• United States
• Machinery Manufacturing
• 700 & Above Employee

• Solutions Business Manager - Caterpillar Jobsite Solutions

  • 2014 - 2018

  Peoria, Illinois Responsible for coordinating with Caterpillar Legal and Accounting the development of models for conducting business internationally and presenting results to Caterpillar Executive Management. Directed 5 accounting supervisors and staff over the month-end legal entity close process in accordance with GAAP, calculation of billing transactions to customers, creation of customer invoices, revenue analysis, customer contract maintenance, and month-end analysis reports comparing actual to annual… Show more Responsible for coordinating with Caterpillar Legal and Accounting the development of models for conducting business internationally and presenting results to Caterpillar Executive Management. Directed 5 accounting supervisors and staff over the month-end legal entity close process in accordance with GAAP, calculation of billing transactions to customers, creation of customer invoices, revenue analysis, customer contract maintenance, and month-end analysis reports comparing actual to annual budget and forecast. ◼Accountable for contract portfolio of startup business that had grown from $250M in 2014 to $1B in 2018 ◼Served as Key Leader of team developing groundbreaking Solutions Services Model for Caterpillar ◼Worked on team developing innovative contract structure to meet customer equipment ownership, finance, and fleet management needs leading to $100M in incremental sales annually ◼Installed control mechanisms to ensure contract compliance and profitability, resulting in contracts of 100% parts sales to customers vs typical 40% realized rate over the life of the machine

• Senior Accounting Manager - Cat Global Services/Cat World Trade

  • 2009 - 2014

  Peoria, Illinois Supervised daily activities of 2 accounting supervisors and staff that had responsibility for legal entity month end close, profit center month end close, analysis of results vs annual business plan and quarterly forecast. Oversaw booking of capital assets and proper depreciation of those assets. Responsible for monthly account reconciliations, while supporting regular financial audits. Responsible for integration into corporate accounting systems. Acted as trusted advisor in all phases of… Show more Supervised daily activities of 2 accounting supervisors and staff that had responsibility for legal entity month end close, profit center month end close, analysis of results vs annual business plan and quarterly forecast. Oversaw booking of capital assets and proper depreciation of those assets. Responsible for monthly account reconciliations, while supporting regular financial audits. Responsible for integration into corporate accounting systems. Acted as trusted advisor in all phases of financial management. ◼Responsible for financial analysis and monthly closing of 2 legal entities and 2 profit centers. ◼Developed and implemented process for reviewing Caterpillar Mining Sales Support contracts for significant accounting issues and helped ensure proper revenue recognition treatment to ensure that over $1B in mining sales revenue was recognized properly ◼Led financial analysis for the acquisition of privately owned Solutions companies leading to $50M in incremental revenue annually

• Senior Accounting Supervisor - Engine Components Business Unit

  • 2007 - 2009

  Peoria, Illinois Worked extensively with and provided financial guidance to cross functional areas including; Engineering Managers, Supply Chain, and Logistics Managers. Prepared consolidated monthly P&L and analysis of results. Led presentations to Senior Management, including variance analysis and prior year comparisons. Served as key member on multiple new product introduction teams ◼Directed 4 staff accountants at manufacturing facility in Monterrey, Mexico with accountability for review of monthly… Show more Worked extensively with and provided financial guidance to cross functional areas including; Engineering Managers, Supply Chain, and Logistics Managers. Prepared consolidated monthly P&L and analysis of results. Led presentations to Senior Management, including variance analysis and prior year comparisons. Served as key member on multiple new product introduction teams ◼Directed 4 staff accountants at manufacturing facility in Monterrey, Mexico with accountability for review of monthly general ledger closing and analysis of results ◼Led and managed budgeting and quarterly forecast process for unit with $100M in annual sales ◼Identified cost reductions related to inventory reductions ($10M) and material cost improvements ($5M) ◼Provided cash flow analysis, R&D, capital spend projections, and product cost development for new products designed to meet Tier IV emissions standards

• Accounting Supervisor - Caterpillar Technical Center

  • 2005 - 2007

  Peoria, Illinois Supervised daily activities of 3 staff accountants. Assigned roles and responsibilities of staff, provided direction and decision making for alternative processes/improvements. Provided quarterly performance feedback for staff and directed professional performance goals. Completed monthly general ledger closing, analysis of results. ◼Developed annual budgets and quarterly forecasts for R&D unit with annual spend of $600M ◼Managed capital budget for R&D facility totaling over $100M… Show more Supervised daily activities of 3 staff accountants. Assigned roles and responsibilities of staff, provided direction and decision making for alternative processes/improvements. Provided quarterly performance feedback for staff and directed professional performance goals. Completed monthly general ledger closing, analysis of results. ◼Developed annual budgets and quarterly forecasts for R&D unit with annual spend of $600M ◼Managed capital budget for R&D facility totaling over $100M annually