Experience

Tennessee Department of Transportation

• United States
• Government Administration
• 700 & Above Employee

• Assistant Director, Multimodal Transportation Resources

  • 2012 - Present



Health Care Business Venture Project

• Financial & Operational Development

  • 2011 - 2014

  Health care business venture startup. Worked with team on financial and operational strategy and presentation. Developed financial template to adjust with changing scenarios to plan and analyze revenue and costs. Health care business venture startup. Worked with team on financial and operational strategy and presentation. Developed financial template to adjust with changing scenarios to plan and analyze revenue and costs.



Asurion

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

• Contractor, Inventory Accounting

  • 2010 - 2012

  Inventory accounting, reconciliations, sales entry, and special projects. Inventory accounting, reconciliations, sales entry, and special projects.



B&H Publishing Group

• Manager, Business and Operations Analysis

  • 2007 - 2010

  Managed the Business Analysis Department for product development and production functions. Consulted and guided department operations by analyzing business activity, forecasting, budgeting, variance analysis, and reporting of business results. Recommended solutions to operating performance issues and led implementation. Managed and trained personnel. * Financial planning of projects valued at $10K to $500K as basis for author/book/product launches. Project scenarios included product… Show more Managed the Business Analysis Department for product development and production functions. Consulted and guided department operations by analyzing business activity, forecasting, budgeting, variance analysis, and reporting of business results. Recommended solutions to operating performance issues and led implementation. Managed and trained personnel. * Financial planning of projects valued at $10K to $500K as basis for author/book/product launches. Project scenarios included product development, royalty, marketing, production, and sales operations planning and costing. * Developed $6.3 million production budget and generated transactions for general ledger. * Forecasted an approximate $50 million revenue budget and $22 million COGS budget. * $11 million finished goods inventory financial management responsibilities, including cost variance review, obsolescence review, and purchase and liquidation recommendations. * Created inventory pallet database for monthly valuation of returned inventory averaging $100K. * Created a profit and loss project analysis tool for forecasting and reporting projects that reduced business financial planning time from 14 days to 4 days. * Developed project financial result to budget comparison reporting tool incorporating various sales channels and product lines. Also used for project year-to-year performance analysis. Developed using Microsoft Access and Excel integration for low cost solution. * Teamed with production department to develop automated production schedule integrated with budget/performance system increasing project status and performance visibility. * Training, supervision, and management responsibilities for employees. Show less Managed the Business Analysis Department for product development and production functions. Consulted and guided department operations by analyzing business activity, forecasting, budgeting, variance analysis, and reporting of business results. Recommended solutions to operating performance issues and led implementation. Managed and trained personnel. * Financial planning of projects valued at $10K to $500K as basis for author/book/product launches. Project scenarios included product… Show more Managed the Business Analysis Department for product development and production functions. Consulted and guided department operations by analyzing business activity, forecasting, budgeting, variance analysis, and reporting of business results. Recommended solutions to operating performance issues and led implementation. Managed and trained personnel. * Financial planning of projects valued at $10K to $500K as basis for author/book/product launches. Project scenarios included product development, royalty, marketing, production, and sales operations planning and costing. * Developed $6.3 million production budget and generated transactions for general ledger. * Forecasted an approximate $50 million revenue budget and $22 million COGS budget. * $11 million finished goods inventory financial management responsibilities, including cost variance review, obsolescence review, and purchase and liquidation recommendations. * Created inventory pallet database for monthly valuation of returned inventory averaging $100K. * Created a profit and loss project analysis tool for forecasting and reporting projects that reduced business financial planning time from 14 days to 4 days. * Developed project financial result to budget comparison reporting tool incorporating various sales channels and product lines. Also used for project year-to-year performance analysis. Developed using Microsoft Access and Excel integration for low cost solution. * Teamed with production department to develop automated production schedule integrated with budget/performance system increasing project status and performance visibility. * Training, supervision, and management responsibilities for employees. Show less



B&H Publishing Group

• Manager, Production and Inventory Control

  • 2001 - 2006

  Managed purchasing department to achieve inventory investment and product contribution margin budgetary goals. * Reviewed and approved purchase orders of approximately $20 million annually * Decreased finished goods inventories from $17 million to $11 million, resulting in $6 million in additional cash flow over two years. * Developed product order tracking process to gain visibility and control of purchase orders and internal and external supplier management *… Show more Managed purchasing department to achieve inventory investment and product contribution margin budgetary goals. * Reviewed and approved purchase orders of approximately $20 million annually * Decreased finished goods inventories from $17 million to $11 million, resulting in $6 million in additional cash flow over two years. * Developed product order tracking process to gain visibility and control of purchase orders and internal and external supplier management * Installed supply chain management software to create product forecasts and order recommendations to decrease inventory investment and improve customer service. * Participated on team to install a new ERP/Financial system (Oracle) to replace an expiring legacy ERP system. Assisted in designing the product costing process using purchased goods process or work orders, bill of materials and routings. * Production policy development and implementation. Show less Managed purchasing department to achieve inventory investment and product contribution margin budgetary goals. * Reviewed and approved purchase orders of approximately $20 million annually * Decreased finished goods inventories from $17 million to $11 million, resulting in $6 million in additional cash flow over two years. * Developed product order tracking process to gain visibility and control of purchase orders and internal and external supplier management *… Show more Managed purchasing department to achieve inventory investment and product contribution margin budgetary goals. * Reviewed and approved purchase orders of approximately $20 million annually * Decreased finished goods inventories from $17 million to $11 million, resulting in $6 million in additional cash flow over two years. * Developed product order tracking process to gain visibility and control of purchase orders and internal and external supplier management * Installed supply chain management software to create product forecasts and order recommendations to decrease inventory investment and improve customer service. * Participated on team to install a new ERP/Financial system (Oracle) to replace an expiring legacy ERP system. Assisted in designing the product costing process using purchased goods process or work orders, bill of materials and routings. * Production policy development and implementation. Show less



Ingram Industries Inc.

• Pension and Thrift Plan Department Manager

  • 1994 - 2001

  Human resources department manager that worked with executive management in analyzing the alignment of corporate strategies with retirement benefit provisions to attract and maintain workforce. Created and supervised department operational procedures for implementation of benefit provisions internally and with contract administrators. Managed work production of department; managed and trained personnel. * Responsible for all transactions of approximately $100 million defined benefit… Show more Human resources department manager that worked with executive management in analyzing the alignment of corporate strategies with retirement benefit provisions to attract and maintain workforce. Created and supervised department operational procedures for implementation of benefit provisions internally and with contract administrators. Managed work production of department; managed and trained personnel. * Responsible for all transactions of approximately $100 million defined benefit plan and $400 million defined contribution plan; employee contributions, investment allocations, investment returns, participant distributions. * Received and reconciled monthly investment statements and prepared monthly and annual plan financial statements and governmental form 5500 filing. * Calculation of employee benefit amounts and purchase of annuities or payment of lump sums and the payment of tax withholding. * Completed design of benefit administration system to facilitate internal plan administration until new corporate strategy was determined, preventing extra expense of transitional outsourcing. * Led team that completed the spin-off of divisional 401(k), defined benefit plans, and nonqualified plans, saving time and expense. * Led team that transferred the internal record keeping of company 401(k) plan to a contract administrator. * Improved validation process to ensure proper crediting of employee contributions to employee accounts, decreasing process time. Show less Human resources department manager that worked with executive management in analyzing the alignment of corporate strategies with retirement benefit provisions to attract and maintain workforce. Created and supervised department operational procedures for implementation of benefit provisions internally and with contract administrators. Managed work production of department; managed and trained personnel. * Responsible for all transactions of approximately $100 million defined benefit… Show more Human resources department manager that worked with executive management in analyzing the alignment of corporate strategies with retirement benefit provisions to attract and maintain workforce. Created and supervised department operational procedures for implementation of benefit provisions internally and with contract administrators. Managed work production of department; managed and trained personnel. * Responsible for all transactions of approximately $100 million defined benefit plan and $400 million defined contribution plan; employee contributions, investment allocations, investment returns, participant distributions. * Received and reconciled monthly investment statements and prepared monthly and annual plan financial statements and governmental form 5500 filing. * Calculation of employee benefit amounts and purchase of annuities or payment of lump sums and the payment of tax withholding. * Completed design of benefit administration system to facilitate internal plan administration until new corporate strategy was determined, preventing extra expense of transitional outsourcing. * Led team that completed the spin-off of divisional 401(k), defined benefit plans, and nonqualified plans, saving time and expense. * Led team that transferred the internal record keeping of company 401(k) plan to a contract administrator. * Improved validation process to ensure proper crediting of employee contributions to employee accounts, decreasing process time. Show less



Willis Corroon Corporation Of Kansas

• DB and DC Retirement Plan Administration Department Supervisor

  • 1983 - 1994

  Responsible for consultation and benefit administration services to approximately 150 benefit plan clients. Monitored productivity and trained staff of four administrative employees. Developed and maintained procedures to increase efficiency and accuracy and reduced service delivery times to meet competitive challenges of other service providers. * Receive and reconcile investment statements and prepare annual and quarterly plan and employee financial statements for 150 clients… Show more Responsible for consultation and benefit administration services to approximately 150 benefit plan clients. Monitored productivity and trained staff of four administrative employees. Developed and maintained procedures to increase efficiency and accuracy and reduced service delivery times to meet competitive challenges of other service providers. * Receive and reconcile investment statements and prepare annual and quarterly plan and employee financial statements for 150 clients according to retirement plan provisions. * Developed client interactive computer program that streamlined administrative process, resulting in a reduction of client reporting errors and reducing administrative service turnaround times. * Built business relationships between staff and clients leading to professional growth of staff, improving accuracy of reporting and client retention. * Monitored regulations to update administrative procedures. * Managed daily office client workflow. Show less Responsible for consultation and benefit administration services to approximately 150 benefit plan clients. Monitored productivity and trained staff of four administrative employees. Developed and maintained procedures to increase efficiency and accuracy and reduced service delivery times to meet competitive challenges of other service providers. * Receive and reconcile investment statements and prepare annual and quarterly plan and employee financial statements for 150 clients… Show more Responsible for consultation and benefit administration services to approximately 150 benefit plan clients. Monitored productivity and trained staff of four administrative employees. Developed and maintained procedures to increase efficiency and accuracy and reduced service delivery times to meet competitive challenges of other service providers. * Receive and reconcile investment statements and prepare annual and quarterly plan and employee financial statements for 150 clients according to retirement plan provisions. * Developed client interactive computer program that streamlined administrative process, resulting in a reduction of client reporting errors and reducing administrative service turnaround times. * Built business relationships between staff and clients leading to professional growth of staff, improving accuracy of reporting and client retention. * Monitored regulations to update administrative procedures. * Managed daily office client workflow. Show less