Experience

Keene Inc.

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Chief Financial Officer

  • Apr 2022 - Present

  Cleveland, Ohio, United States



Materion Corporation

• United States
• Manufacturing
• 700 & Above Employee

• Director Financial Planning & Analysis

  • Dec 2017 - Apr 2022

  • Leader of FP&A function for $500M+ division of publicly traded manufacturer. • Managed team of 7 including responsibility for commercial FP&A, pricing, & business systems. • Integral role in managing through full scale restructuring to integrate existing businesses into 1 cohesive operating unit. • Developed, with leadership team, new org. structure including leading costing of new structure through zero-based budgeting exercise to strategically reallocate resources. • Key… Show more • Leader of FP&A function for $500M+ division of publicly traded manufacturer. • Managed team of 7 including responsibility for commercial FP&A, pricing, & business systems. • Integral role in managing through full scale restructuring to integrate existing businesses into 1 cohesive operating unit. • Developed, with leadership team, new org. structure including leading costing of new structure through zero-based budgeting exercise to strategically reallocate resources. • Key player in developing value streams to determine specifics around new business structure to ultimately better know where value is most derived. • Managed financial redesign of system architecture to overhaul all reporting including 17 system projects to execute restructure & support new business structure. • Team developed transaction level profitability reporting to drive better decision making through awareness of full gross margins. Resulted in aggressive pricing increases to repair margins. • Improved & fully accountable for monthly forecasting processes in very complex business including multi-year forecasting. • Key role in analysis & integration of highly complex long-term customer deal to build a new plant to support new business that would add 25% to revenues within 1 year of production start. • Part of numerous cost savings projects both for immediate implementation & contingency planning. • Worked on multiple strategic & long-range planning cycles to develop future direction and growth targets. • Worked with external consultants on Finance function, Commercial organization, and IT system assessments to benchmark & determine roadmap for future integration. • Core member of Materion IT Governance Committee to prioritize IT projects. • Routinely supported President on ad hoc projects, analysis, and capital justifications, for presentation to top management. • Supported regularly CFO, CEO, and other Corp executives on investor relations & other initiatives. Show less



CBIZ

• United States
• Business Consulting and Services
• 700 & Above Employee

• Director Financial Planning & Analysis

  • Jun 2015 - Dec 2017

  • Leader of FP&A function for $800M+ publically traded professional services corporation • Developed & evolved FP&A function to be a closer business partner with divisional units focusing more time on forecasting & analysis • Revamped executive monthly business review reporting to focus more on key metrics, summaries and organic/same unit performance including greater focus on future forecasts • Responsible for financial support to CEO, CFO, & Division Presidents • Developed &… Show more • Leader of FP&A function for $800M+ publically traded professional services corporation • Developed & evolved FP&A function to be a closer business partner with divisional units focusing more time on forecasting & analysis • Revamped executive monthly business review reporting to focus more on key metrics, summaries and organic/same unit performance including greater focus on future forecasts • Responsible for financial support to CEO, CFO, & Division Presidents • Developed & accountable for monthly forecasts and helped improve accuracy and robustness of forecasts throughout the business driving a culture shift around forecasting relevance and use as a management tool • Central role in establishing long range strategic planning process including modeling, work with external consultants, & partnering with business unit leaders on operational initiatives • Championed a major project to shift business units to contribution margin focus & more centralize all functional departments including process changes to drive G&A cost savings • Lead newly developed functional teams with corporate functional leaders to give better visibility on total functional costs as well as track and strategize around cost savings initiatives • Implemented & managed cloud based budgeting and forecasting software (Host Analytics) lessening time to complete and changed how analysis and exec review of budgets/forecasts are done • Responsible for board presentations, acquisition ROI anlayses, core vs. acquired analyses, & other corporate key financial metrics • Team was responsible for M&A analysis & purchase accounting including forecasting contingent earn out payments from acquisitions and related reserves & payments. Company has averaged 5-6 acquisitions annually. • Performed ad hoc analyses & lease consolidation work plus team handled cash flow, some complex judgmental reserves & various quarterly SEC reporting responsibilities Show less



ShurTech Brands, LLC

• United States
• Consumer Goods
• 1 - 100 Employee

• Director Financial Planning & Analysis

  • Oct 2012 - May 2015

  • Leader of multi-location FP&A function for all of STM Industries, $600M+ global tape manufacturer & retail consumer products company • Senior finance leader at ShurTech division headquarters & part of management team • Key finance business contact for strategic consultation with executives & department leaders on major initiatives or issues • Championed & led major project of over 20 people to rebuild SAP infrastructure & BW databases for all STM companies to have common P&L… Show more • Leader of multi-location FP&A function for all of STM Industries, $600M+ global tape manufacturer & retail consumer products company • Senior finance leader at ShurTech division headquarters & part of management team • Key finance business contact for strategic consultation with executives & department leaders on major initiatives or issues • Championed & led major project of over 20 people to rebuild SAP infrastructure & BW databases for all STM companies to have common P&L structure and execute fully loaded P&Ls for all major customer & product groups including a redefinition of profit centers & creation of product/customer hierarchies for B2B companies • Initiated and involved routinely with cost savings or margin improvement initiatives • Produce regular forecasts to top management & shareholders coordinating entire process globally including ultimate forecast accuracy accountability • Selected & led implementation of new cloud-based budget, forecast & consolidations software (Host Analytics) • Built from scratch an FP&A function for B2B side of the business • Created new reporting, analytics, & insights to serve int’l & domestic B2B companies that offered expanded understanding and visibility to the business aiding in stronger decisions • Expanded scope, accuracy and frequency of forward looking full P&L forecasting done for all companies with enhanced models & pulling together insights from various parts of the business

• Manager Financial Planning & Analysis

  • May 2009 - Oct 2012

  • Leader of FP&A function for $400M+ CPG manufacturer • Managed team & function through extensive company growth in size and complexity without any growth in staff by streamlining efficiency and rationalizing outputs towards most value added activities • Central figure in post-merger full scale integration of 2 equal-sized companies both functionally, in ERP systems, and processes • Designed systems and implemented fully loaded P&Ls through gross profit for all major product and… Show more • Leader of FP&A function for $400M+ CPG manufacturer • Managed team & function through extensive company growth in size and complexity without any growth in staff by streamlining efficiency and rationalizing outputs towards most value added activities • Central figure in post-merger full scale integration of 2 equal-sized companies both functionally, in ERP systems, and processes • Designed systems and implemented fully loaded P&Ls through gross profit for all major product and customer groups within retail business. Also led full data migration of BW systems • Led finance & business intelligence portions of SAP implementation after merger with full discretion from new parent company to personally design accounting/finance systems; unique from current existing companies. (Would later be the model for full consolidated entity rollout) • Led ShurTech finance functional integration after major merger; including simultaneously operating on 2 separate company ERP systems for 1 year & complex transaction service agreement fulfillment • Managed entire planning process for ShurTech establishing timeline and streamlining the process including implementing fully loaded gross profit planning for all major customer and product groups. • Finance leader working in retail business on cross-functional projects and issues. Team provides extensive analytical support to other departments, especially marketing & sales • In charge of maintaining infrastructure and integrity of various financial databases and hierarchy ownership • Championed and implemented many system enhancements and fixes for business issues working with IT team to gain better resource efficiency and business effectiveness by having accurate managerial data • Key finance member on carve out divestiture due diligence



Henkel

• Germany
• Manufacturing
• 700 & Above Employee

• Financial Analyst

  • Jul 2005 - May 2009

  ***Company was divested by Henkel Corporation and purchased by Shurtape Technologies and became ShurTech Brands*** • $500+ million USD subsidiary of $15+ billion EUR German CPG company • Evolved in analyst role to become go-to person for financial guidance and project leadership • Performed profitability analysis and reporting for executives, marketing, and other functional areas; participating in company strategy, pricing and new business review, new item cost review, and… Show more ***Company was divested by Henkel Corporation and purchased by Shurtape Technologies and became ShurTech Brands*** • $500+ million USD subsidiary of $15+ billion EUR German CPG company • Evolved in analyst role to become go-to person for financial guidance and project leadership • Performed profitability analysis and reporting for executives, marketing, and other functional areas; participating in company strategy, pricing and new business review, new item cost review, and product portfolio/mix management • Key business representative on SAP implementation team; especially regarding development of business warehousing tools • In both Oracle and SAP, was an owner of business intelligence infrastructure and championed continued improvement of business intelligence systems and internal accounting methods • Performed analysis and built models for large capital expenditure reviews, cost savings initiatives, make/buy decisions, and various other marketing and operations decisions • In charge of sales and margin budgeting process • Designed reporting of internal financial results for communication and presentation to company • Worked on other non-routine projects including OSI acquisition integration, plant closure, and divestiture Show less



Ernst & Young LLP

• United States

• Senior Auditor

  • Jun 2002 - Jul 2005

  • Reviewed and rated as highly effective in working on various clients. Heavily involved in 1st year SOX implementations on 2 SEC accelerated filers • Often worked without supervision and on advanced tasks for current level, including running day-to-day audit engagements from planning to wrap up as a 2nd year staff on some clients • Worked with all levels of client personnel and had multiple years of managing team of staff • Interned during 2001 busy season in both audit and tax… Show more • Reviewed and rated as highly effective in working on various clients. Heavily involved in 1st year SOX implementations on 2 SEC accelerated filers • Often worked without supervision and on advanced tasks for current level, including running day-to-day audit engagements from planning to wrap up as a 2nd year staff on some clients • Worked with all levels of client personnel and had multiple years of managing team of staff • Interned during 2001 busy season in both audit and tax departments. Show less