Bio
Credentials
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Certificate in Data Analytics and Visualization
IMA | Institute of Management AccountantsMay, 2020- May, 2026 -
Certified in Strategy and Competitive Analysis
IMA | Institute of Management AccountantsMar, 2018- May, 2026 -
Certified Management Accountant
IMA | Institute of Management AccountantsApr, 1988- May, 2026
Experience
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Duke Cannon Supply Co.
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Minneapolis, Minnesota, United States
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Vice President/Controller
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Sep 2020 - Jun 2021
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Minneapolis, Minnesota, United States
Duke Cannon Supply Co.'s vision is to inspire positive masculine virtue. Our mission is to consistently win over hard-working men with an irreverent brand of premium men's grooming products. Our values include hard work, chivalry, patriotism, sincerity, and camaraderie. All of our products are made in the USA and a portion of our profits are given to veterans causes.
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Chief Financial Officer CFO | EOS Traction | Process Improvement & Automation | M&A
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Greater Minneapolis-St. Paul Area
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Strategic Chief Financial Officer CFO | EOS Traction | Process Improvement & Automation | M&A
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Jan 2018 - Sep 2020
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Greater Minneapolis-St. Paul Area
Chief Financial Officer available to lead revenue and operating income growth through strategy execution, process improvement and analysis support to business units.
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Consultant
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Feb 2018 - Apr 2020
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Various
• Updated product costing assumptions to improve pricing competitiveness in the market for targeted customers.• Provided financial leadership for two cost saving initiatives resulting in $40M improvement to earnings for a $1.2B health insurer.• Initiated system changes to eliminate 120-150 hours of manual processing in Accounts Receivable.• Streamlined excel forecast files and processes to reduce errors, improve forecast accuracy and shorten forecast process by two weeks each quarter.
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Werner Electric
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Cottage Grove
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Director of Finance
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Apr 2015 - Jan 2018
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Cottage Grove
Member of Senior Leadership team focused on 5-year strategy development and execution utilizing the EOS Traction process. Led staff of 13 for accounting, financial modeling, budgeting, financial forecasting, financial reporting, capital planning, audit, risk management, and banking relationships. Worked closely with leaders across all functions to improve operational effectiveness and efficiencies.• Negotiated $10M increase in lending capacity, lowered credit fees resulting in $50k annual savings, and restructured 50% of debt through interest rate swaps and fixed rate loans to reduce exposure to interest rates.• Partnered with Sales and Operations to update pricing strategy driving 2% improvement in gross margin %.• Coordinated with President to develop Enterprise Risk Management program as part of the strategic planning process.• Led process improvement initiatives to automated purchase order entry to improve the customer experience by eliminating data entry errors and shortening customer confirmations from 24 hours to 1 hour and automate cash posting to achieve 85% auto posting, reducing tasks requirements from 2 FTE to .5 FTE and increased department scalability for future growth. • Shortened monthly close process from 10 business days to 5 business days, providing leadership team more timely information to manage headcount and operating investments.• Led diligence, acquisition and integration of another distributor resulting in 35% growth in acquired market.
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United States
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Health, Wellness & Fitness
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700 & Above Employee
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CFO
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Sep 2009 - Nov 2014
Member of Senior Leadership team focused on strategic growth plans and due diligence related to acquiring franchise concepts. Led team of 10 staff for accounting, budgeting, financial modeling, financial forecasting, financial reporting, treasury, payroll, audit, risk management and human resource functions for 10 affiliated companies.• Managed rapid growth of franchise system from 601 clubs in the US in 2007 to over 2,600 clubs in 19 countries by 2014 and grew second franchise concept from 5 open units to 14 open units in 2 years. Increased EBITDA from $15M to $28M over same period.• Led general ledger conversion from Peachtree to Microsoft Great Plains, including sales tax module for Avalara resulting in improved consolidation and foreign currency functionality.• Raised $25M through investment banking firm to buy out one owner and led refinance of mezzanine debt after 2 years to lower interest costs. Managed debt covenants and multiple banking relationships.• Raised $155M through sale of 40% of the company to private equity firm to provide diversification and liquidity to remaining owners. • Led diligence, acquisition, and integration efforts for two companies. Drove Divestiture of an under performing entity to focus on higher profit operations.
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Controller
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Sep 2007 - Sep 2009
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Capella University
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Greater Minneapolis-St. Paul Area
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Director of Accounting
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2005 - 2007
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Greater Minneapolis-St. Paul Area
Led team of 13 staff for accounting, finance, payroll, audit, financial reporting, risk management, Sarbanes Oxley compliance, SEC reporting, treasury and banking relationships.• Led implementation of PeopleSoft Payroll, General Ledger, Asset Management, and Accounts Payable modules from Great Plains in 16 weeks.• Shortened monthly close process from 11 days to 5 days by implementing tasks specific deadlines and standardizing processes.• Key member of team to take Capella public in 2005, raised $77M. Ensured all accounting was compliant with SEC and GAAP rules and processes were in place to meet reporting requirements for quarterly and annual filings.
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Lawson Software
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Greater Minneapolis-St. Paul Area
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Accounting Manager
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2000 - 2005
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Greater Minneapolis-St. Paul Area
Led team of 5 staff for general accounting, financial reporting, audit, incentives, risk management, and treasury. • Key member of team to take Lawson public in December 2001, raised $194M. Ensured all accounting was compliant with SEC and GAAP rules and processes were in place to meet reporting requirements for quarterly and annual filings.• Led accounting integration for five acquisitions and due diligence on one acquisition.
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CIGNA Behavioral Health
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Greater Minneapolis-St. Paul Area
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Assistant Director Of Finance
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1993 - 2000
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Greater Minneapolis-St. Paul Area
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Education
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St. Cloud State University
Bachelor of Science - BS, Accounting -
University of St. Thomas
Master of Business Administration - MBA, Finance
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