Experience

Flex-O-Glass, Inc.

• United States
• Plastics Manufacturing
• 1 - 100 Employee

• Accounting Controller

  • Aug 2022 - Present



Imbibe

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Financial Analyst

  • Mar 2020 - Aug 2022



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Salaried Professional

  • Jul 2019 - Mar 2020



PL HOSPITALITY

• Controller

  • Oct 2017 - Jul 2019

  Controller of a food and beverage operation. Key Accomplishments: • Created financial reporting package for management and ownership. • Liaised with external stakeholders to build better relationships and get better terms. Controller of a food and beverage operation. Key Accomplishments: • Created financial reporting package for management and ownership. • Liaised with external stakeholders to build better relationships and get better terms.



Sabbatical

• 100 - 200 Employee

• Traveler, volunteer, caretaker

  • Nov 2016 - Oct 2017

  Took time to travel and help my mother during her recovery after surgery. Key Accomplishment: • Completed my quest to step foot on all seven continents. Took time to travel and help my mother during her recovery after surgery. Key Accomplishment: • Completed my quest to step foot on all seven continents.



Inte Q

• United States
• Advertising Services
• 1 - 100 Employee

• Accounting Controller

  • Dec 2014 - Oct 2016

  Oversaw daily operations of nine finance and accounting professionals. Spearheaded financial migration during an acquisition, conducting due diligence, closing, reconciliation, and negotiations for finale purchase price agreements. Initiated improvement procedures on existing structures and protocol to optimize closing processes, month-end processes and intercompany entries. Key Accomplishments: • Successfully integrated accounting and finance groups during an acquisition, consolidating… Show more Oversaw daily operations of nine finance and accounting professionals. Spearheaded financial migration during an acquisition, conducting due diligence, closing, reconciliation, and negotiations for finale purchase price agreements. Initiated improvement procedures on existing structures and protocol to optimize closing processes, month-end processes and intercompany entries. Key Accomplishments: • Successfully integrated accounting and finance groups during an acquisition, consolidating financial systems, reporting and personnel, combining companies of over $60M in revenue. • Assessed bank account necessities, combining 25 bank accounts in four banks into 10 accounts at one bank. • Evaluated existing systems to identify redundancies, minimizing cost of goods and corporate expenses, increasing gross margin and EBITDA. Show less Oversaw daily operations of nine finance and accounting professionals. Spearheaded financial migration during an acquisition, conducting due diligence, closing, reconciliation, and negotiations for finale purchase price agreements. Initiated improvement procedures on existing structures and protocol to optimize closing processes, month-end processes and intercompany entries. Key Accomplishments: • Successfully integrated accounting and finance groups during an acquisition, consolidating… Show more Oversaw daily operations of nine finance and accounting professionals. Spearheaded financial migration during an acquisition, conducting due diligence, closing, reconciliation, and negotiations for finale purchase price agreements. Initiated improvement procedures on existing structures and protocol to optimize closing processes, month-end processes and intercompany entries. Key Accomplishments: • Successfully integrated accounting and finance groups during an acquisition, consolidating financial systems, reporting and personnel, combining companies of over $60M in revenue. • Assessed bank account necessities, combining 25 bank accounts in four banks into 10 accounts at one bank. • Evaluated existing systems to identify redundancies, minimizing cost of goods and corporate expenses, increasing gross margin and EBITDA. Show less



Menards

• United States
• Retail
• 700 & Above Employee

• Tax Analyst

  • Mar 2013 - Nov 2014

  Conduct detailed analyses of tax preparation systems to overhaul existing routines and procedures. In charge of multi-state payroll tax, multi-state sales & use tax , and involved with property tax. Key Accomplishments: • Led company-wide initiative to determine eligibility and tax benefits for Research & Development tax credits. • Effectively expedited tax systems and reduced potential errors in reporting. Conduct detailed analyses of tax preparation systems to overhaul existing routines and procedures. In charge of multi-state payroll tax, multi-state sales & use tax , and involved with property tax. Key Accomplishments: • Led company-wide initiative to determine eligibility and tax benefits for Research & Development tax credits. • Effectively expedited tax systems and reduced potential errors in reporting.



Menard Competition Technologies

• Witney, Oxfordshire, UK

• Financial Controller

  • Feb 2006 - Mar 2013

  Oversee international operations of finance, property management, HR, IT, tax and audits, purchasing and sales, as well as regulatory compliance and legal issues, communicating with the U.S. office to standardize procedures and problem solving methodology. Executed financial duties including month-end and year-end closes, project accounting, payroll, preparation and submission of corporate taxes, import/export/goods/supplies paperwork, banking relationship management and foreign exchange… Show more Oversee international operations of finance, property management, HR, IT, tax and audits, purchasing and sales, as well as regulatory compliance and legal issues, communicating with the U.S. office to standardize procedures and problem solving methodology. Executed financial duties including month-end and year-end closes, project accounting, payroll, preparation and submission of corporate taxes, import/export/goods/supplies paperwork, banking relationship management and foreign exchange transactions. Managed a heavily-matrix and regulated HR compliance structure in the UK, communicating critical differences between the US and UK HR department from a procedural and cultural standpoint. Maintained a 100K square foot building, spanning from contract negotiation, to utilities and maintenance. Key Accomplishments: • Developed a Pegasus/Excel hybrid-reporting package to consolidate data from departments into a central system based on analyses of existing systems, establishing a scorecard that successfully gleaned data and differentiated sales, profit, gross margins, losses and receivables. • Developed financial models to assist sales staff to quote projects more accurately. Show less Oversee international operations of finance, property management, HR, IT, tax and audits, purchasing and sales, as well as regulatory compliance and legal issues, communicating with the U.S. office to standardize procedures and problem solving methodology. Executed financial duties including month-end and year-end closes, project accounting, payroll, preparation and submission of corporate taxes, import/export/goods/supplies paperwork, banking relationship management and foreign exchange… Show more Oversee international operations of finance, property management, HR, IT, tax and audits, purchasing and sales, as well as regulatory compliance and legal issues, communicating with the U.S. office to standardize procedures and problem solving methodology. Executed financial duties including month-end and year-end closes, project accounting, payroll, preparation and submission of corporate taxes, import/export/goods/supplies paperwork, banking relationship management and foreign exchange transactions. Managed a heavily-matrix and regulated HR compliance structure in the UK, communicating critical differences between the US and UK HR department from a procedural and cultural standpoint. Maintained a 100K square foot building, spanning from contract negotiation, to utilities and maintenance. Key Accomplishments: • Developed a Pegasus/Excel hybrid-reporting package to consolidate data from departments into a central system based on analyses of existing systems, establishing a scorecard that successfully gleaned data and differentiated sales, profit, gross margins, losses and receivables. • Developed financial models to assist sales staff to quote projects more accurately. Show less



Menards

• United States
• Retail
• 700 & Above Employee

• Financial Analyst

  • May 2005 - Feb 2006

  Ensure financial compliance to overarching regulations, communicating financial data to both domestic and UK offices, as well as providing quarterly board presentations to both offices. Participated in Director and Executive management meetings to present strategic information and provide actionable recommendations for next steps and improvements. Key Accomplishments: • Established a PowerPoint presentation template utilized in Board presentations. • Conducted pre-due diligence… Show more Ensure financial compliance to overarching regulations, communicating financial data to both domestic and UK offices, as well as providing quarterly board presentations to both offices. Participated in Director and Executive management meetings to present strategic information and provide actionable recommendations for next steps and improvements. Key Accomplishments: • Established a PowerPoint presentation template utilized in Board presentations. • Conducted pre-due diligence research and presentation preparations for potential acquisitions of 84 California-based hardware stores; provided actionable recommendations advising against acquisition based on distance and additional expenditure needed to bring distribution infrastructure up to par. Show less Ensure financial compliance to overarching regulations, communicating financial data to both domestic and UK offices, as well as providing quarterly board presentations to both offices. Participated in Director and Executive management meetings to present strategic information and provide actionable recommendations for next steps and improvements. Key Accomplishments: • Established a PowerPoint presentation template utilized in Board presentations. • Conducted pre-due diligence… Show more Ensure financial compliance to overarching regulations, communicating financial data to both domestic and UK offices, as well as providing quarterly board presentations to both offices. Participated in Director and Executive management meetings to present strategic information and provide actionable recommendations for next steps and improvements. Key Accomplishments: • Established a PowerPoint presentation template utilized in Board presentations. • Conducted pre-due diligence research and presentation preparations for potential acquisitions of 84 California-based hardware stores; provided actionable recommendations advising against acquisition based on distance and additional expenditure needed to bring distribution infrastructure up to par. Show less