Chief Financial Officer

• Dec 2020 - Present

Chief Financial Officer

• Jun 2015 - Dec 2020

Serves as an active business partner and trusted advisor with regard to organizational performance against both the annual budget and company’s long-term strategy. Manages accounting department of 12 associates and is responsible for all aspects of financial oversight and reporting. Member of the executive leadership team providing business acumen and strategic agility to be able to plan, lead, and drive change while meeting or exceeding business objectives. • Prepares and analyzes financial results; provides recommendations for strategic and tactical changes. • Engages in financial analysis of business initiatives, KPI trending, cost metrics, and reconciliations. • Oversees all financial reporting, including one foreign subsidiary and one foreign branch along with multiple foreign registrations. • Oversees in the annual budgetary process ensuring alignment to the company’s strategic plan. • Directs vendor management and contract negotiation with domestic and foreign vendors. • Manages cash flow projections and credit funding with all banks. • Oversees all audit and tax activities including annual financial audit, tax provision calculations, tax compliance issues, and any state or local tax audits. • Participates in planning and execution of new systems, including implementation of a new accounting system to integrate fully with other company systems. • Manages bank relationship related to debt renewals and financial compliance. • Manages domestic and foreign compliance and insurance activities. • Provides oversight of all human resource related initiatives and activities, as well as domestic and foreign payroll processing and reporting. • Leads administration of employee benefits, including annual renewal and open enrollment. Show less

Controller

• Mar 2013 - Jun 2015

Managed accounting department of seven associates and oversaw all internal and external financial reporting and analysis, including three subsidiary companies in the United States and the Philippines. • Served an active role in executive management meetings related to monthly results and growth planning. • Managed cash flow projections and daily funding with all banks. • Oversaw all audit and tax activities including annual financial audit, tax provision calculations, tax compliance issues, and any state or local tax audits. • Participated in activities with banks related to debt renewals and compliance. • Led administration of employee benefits, including annual renewal, enrollments, and terminations. Show less

Controller

• Feb 2001 - Feb 2013

Managed accounting department of 17 associates and oversaw all internal and external financial reporting, including the reporting of four subsidiary companies in the United States, Mexico and Canada and the associated consolidation reporting to the parent company in Japan and other third parties. • Prepared budget data and reviewed and analyzed monthly budget to actual variances. • Oversaw all audit and tax activities including annual financial audit, tax provision calculations, tax compliance issues, and any state or local tax audits. • Created and maintained all accounting policies and conducted training for other departments on accounting related matters and processes. • Assisted with management of JSOX audit and compliance. • Reduced the close process by more than 60% percent. • Coordinated company year-end change to establish a monthly hard close environment. • Participated in planning and execution of major restructuring projects, including five M&A projects. • Assisted with system-related projects regarding upgrades or changes to the AS/400 or subsystems. Show less

Staff Accountant

• Aug 1999 - Feb 2001

Staff Accountant in Audit including experience with manufacturing, health care, financial institutions, and governmental. Staff Accountant in Audit including experience with manufacturing, health care, financial institutions, and governmental.