Experience

Hunter Fan Company

• United States
• Consumer Goods
• 100 - 200 Employee

• Division Controller

  • Mar 2021 - Present

  • Key finance management leader of Hunter Fan Industrial • Work with SVP/GM as a leader in the Industrial management team to create and sustain a culture of entrepreneurialism ad accountability - creating a set of metrics and dashboards that will be used to determine the short term and long term health of the business • Support the Sales team with customer relationships, analysis, and review of contracts & sales agreements to ensure expectations are in line with business goals and… Show more • Key finance management leader of Hunter Fan Industrial • Work with SVP/GM as a leader in the Industrial management team to create and sustain a culture of entrepreneurialism ad accountability - creating a set of metrics and dashboards that will be used to determine the short term and long term health of the business • Support the Sales team with customer relationships, analysis, and review of contracts & sales agreements to ensure expectations are in line with business goals and objects • Support Supply Chain with both regular and a hoc analysis to ensure reliable delivery at or below expected costs • Interact with technical and managerial leaders from across the parent company to ensure resources are secured and best practices are shared • Proactively communicate and partner with Manufacturing and Engineering to work towards Best in Class manufacturing of product at cost expectations; ensuring alignment with Budget • Coordinate with VP, Engineering to review project schedules, costs, non-conformance and risk analysis activities • Coordinate and communicate with Engineering on all ongoing Value Engineering activities including ideation, feasibility analysis, and execution • Work with each Director/Manager in the Industrial/Commercial division to implement budgets that are challenging but achievable • Direct all budget, forecast and S&OP processes and work with Hunter Corporate office and Industrial SVP/GM to ensure linkage and alignment with corporate objectives • Manage all monthly, quarterly and annual reporting (GAAP) for the Industrial/Commercial Division; inclusive of annual Audits as required by CFO/Controller • Provide financial expertise to the Industrial SVP/GM and to the organization to ensure that the business outcome is as expected or to fully communicate and defend when the business outcomes are different than expectation • Coordinate and oversee the Pricing and FP&A efforts along with Product Marketing resources

• Senior FP&A Analyst

  • Jul 2020 - Mar 2021

  • Manage financial analysts within the FP&A department. • Review and manage the income statement and balance sheet of the company’s international entities. • Lead various financial, system, and accounting implementation projects in order to increase efficiency. • Works closely with eCommerce marketing and sales teams to develop metrics to drive increased sales and profitability

• FP&A Analyst

  • Aug 2019 - Jul 2020

  • Provide financial analysis at the direction of the Manager of FP&A, Corporate Controller, Marketing Director and CFO. Supports the needs of New Product Development for Ceiling Fans, Lighting, and eCommerce growth initiatives. Responsible for financial forecasting and analysis of margins and expenses. • Responsible for annual budget and quarterly forecasts for certain sales, marketing and advertising departments. • Responsible for financial analyses of New Product Development; including… Show more • Provide financial analysis at the direction of the Manager of FP&A, Corporate Controller, Marketing Director and CFO. Supports the needs of New Product Development for Ceiling Fans, Lighting, and eCommerce growth initiatives. Responsible for financial forecasting and analysis of margins and expenses. • Responsible for annual budget and quarterly forecasts for certain sales, marketing and advertising departments. • Responsible for financial analyses of New Product Development; including post-analysis. • Develop financial models and analyses to support strategic initiatives for various customers.



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Audit Senior

  • Jun 2018 - Aug 2019

  • Conduct financial statement audits on both private and publicly traded clients in various industries including: Private Equity, Regional Banking, Broker-Dealers, Healthcare, and Manufacturing • Develop and execute audit plans based on risk assessment of client’s audit areas • Analyze financial statement for inconsistent or unusual fluctuations to determine risk assessment conclusions • Plan and prepare budgets and financial forecasts for multiple teams • Create alternatives and… Show more • Conduct financial statement audits on both private and publicly traded clients in various industries including: Private Equity, Regional Banking, Broker-Dealers, Healthcare, and Manufacturing • Develop and execute audit plans based on risk assessment of client’s audit areas • Analyze financial statement for inconsistent or unusual fluctuations to determine risk assessment conclusions • Plan and prepare budgets and financial forecasts for multiple teams • Create alternatives and recommend courses of action to reduce cost and improve client’s financial position

• Audit Associate

  • Aug 2016 - Jun 2018

  • Communicate issues or status of projects with client personnel and team management • Perform compliance auditing for Broker-Dealer and Banking institutions • Compare and review accuracy of data regarding transactions • Generate and review reports, charts, and tables on financial information for client personnel and team management • Conduct benchmarking and process analysis



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Intern

  • Jan 2015 - Mar 2015



The University of Memphis

• University of Memphis

• Event Technician

  • Nov 2012 - Nov 2014

  -Communicate with clients about the details of their event planning and how to best fit their needs. -Communicate with clients about the details of their event planning and how to best fit their needs.