Experience

OCG Companies LLC.

• United States
• Construction
• 1 - 100 Employee

• Director Of Finance And Accounting

  • Apr 2021 - Present

  OCG specializes in hard and soft surface restoration, trucking, forestry, and many other complementary services. Through our excellent customer service and continual growth, we have transitioned into one of the largest utility servicing companies in Michigan.



Conquest Manufacturing and Firespray

• United States
• Construction
• 1 - 100 Employee

• Corporate Controller / Chief Financial Officer

  • Mar 2016 - Apr 2021

  Warren, MI Entrepreneur owned, disruptive technology to the fire and life safety industry, serving the commercial construction market. Conquest engineers, manufactures, and sells the Flamebar™ fire-rated HVAC duct system. Flamebar™ is manufactured from enhanced sheet metal duct, coated with proprietary, fire resistant BW11. It is the only HVAC ductwork system in North America that complies with the International Building Code, and is fully tested to meet two hour ISO 6944 standards for Type A and Type B… Show more Entrepreneur owned, disruptive technology to the fire and life safety industry, serving the commercial construction market. Conquest engineers, manufactures, and sells the Flamebar™ fire-rated HVAC duct system. Flamebar™ is manufactured from enhanced sheet metal duct, coated with proprietary, fire resistant BW11. It is the only HVAC ductwork system in North America that complies with the International Building Code, and is fully tested to meet two hour ISO 6944 standards for Type A and Type B (fire inside / fire outside) conditions. It is a quicker and easier to install, more economical, and most importantly, fully code compliant compared to current products and practices. Reporting directly to the CEO, responsibilities include oversight of all accounting and finance functions. Primary contact for outside accountants, insurance, legal, investors, payroll and benefits, and treasury management. Supported the CEO throughout a $29m recapitalization of the Company. Worked with the investment bankers on preparation of the offering memo and management presentation. Presented the financial section to approximately 15 prospective investors. Primary point person for all diligence. Daily oversight of all cash transactions. Manage the Company's Asset Based Lending line, changing providers in 2016, 2019, and 2020. Quarterly bank audits have all been clean. Extensive financial modeling, including the development of five year forecasts and business plans at variable growth levels, along with the impact of selling regional licenses. Publish weekly operational and sales metrics and KPI's. Present quarterly Board updates. Developed a robust, statistical revenue forecasting model based on the time from quote to purchase order, win rate, and backlog burn rate, which led to a significant improvement in forecast accuracy. Show less



Ascent Aerospace

• United States
• Aviation and Aerospace Component Manufacturing
• 100 - 200 Employee

• Financial Controller

  • Apr 2014 - Mar 2016

  Macomb, MI Private equity owned aerospace tooling manufacturer serving the commercial and military markets. Responsibilities include oversight of month end close (review journal entries, reconciliations, SAP to Hyperion load), preparation and presentation of the monthly management report, budgeting, forecasting, tax / governmental filings, cash forecasting, A/R & A/P, and the annual financial statement audit. Sales are accounted for using the percentage of completion method. Directly supervise a… Show more Private equity owned aerospace tooling manufacturer serving the commercial and military markets. Responsibilities include oversight of month end close (review journal entries, reconciliations, SAP to Hyperion load), preparation and presentation of the monthly management report, budgeting, forecasting, tax / governmental filings, cash forecasting, A/R & A/P, and the annual financial statement audit. Sales are accounted for using the percentage of completion method. Directly supervise a team of three, providing daily guidance and oversight. Partner with the General Manager and plant management to help drive financial and operational performance. Prepare and present a comprehensive weekly metrics package to the management team. Active participant in LEAN and continuous improvement efforts. Leader of a cross-functional team focusing on improving employee engagement and changing the culture throughout the company. Developed frameworks to help improve company communication, employee development, and an employee recognition program structured around the core values. Show less



RevSpring

• United States
• Information Technology & Services
• 400 - 500 Employee

• Corporate Controller

  • Jan 2009 - Apr 2014

  Wixom, MI Private equity owned, technology and services business process outsourcer serving the Accounts Receivable Management and Revenue Cycle Management industries. Strong focus on customer service, cost saving initiatives, automation, and innovation. Responsibilities included Treasury Management, Accounting (all functions including Billing/AR, Accounts Payable, General Ledger, Financial Statements/Audits, Comprehensive monthly reporting, Tax, Financial Analysis/Capital planning… Show more Private equity owned, technology and services business process outsourcer serving the Accounts Receivable Management and Revenue Cycle Management industries. Strong focus on customer service, cost saving initiatives, automation, and innovation. Responsibilities included Treasury Management, Accounting (all functions including Billing/AR, Accounts Payable, General Ledger, Financial Statements/Audits, Comprehensive monthly reporting, Tax, Financial Analysis/Capital planning, Budgets/Forecasting, Financial Systems and the Consolidation of RevSpring and all its subsidiaries. Provide direction and supervision to a team of 20 individuals (9 direct reports) across four separate locations. Assisted with due diligence on five acquisitions (2 customer acquisitions and 3 asset purchases), as well as played a significant role in a sale process of the company to new PE ownership. Show less



Hyatt Hotels Corporation

• United States
• Hospitality
• 700 & Above Employee

• Sr. Manager - Financial Services

  • Feb 2006 - Jan 2009

  Chicago, IL Primary finance and accounting contact for the following business units: Global Product & Brand Development, Corporate Overhead, Global Legal, and Global Information Technology. • Directly supervised two senior and two staff accountants, along with providing occasional oversight to an additional three seniors and four staff members. Supervisory duties consisted of reviewing and posting month end journal entries, reviewing monthly general ledger reconciliations, providing assistance and staff… Show more Primary finance and accounting contact for the following business units: Global Product & Brand Development, Corporate Overhead, Global Legal, and Global Information Technology. • Directly supervised two senior and two staff accountants, along with providing occasional oversight to an additional three seniors and four staff members. Supervisory duties consisted of reviewing and posting month end journal entries, reviewing monthly general ledger reconciliations, providing assistance and staff development, and preparing semi-annual performance evaluations. • Assisted senior management with the preparation of the monthly executive management report. Performed monthly variance analysis on financial statements ranging from consolidated segment statements to over 60 individual overhead department statements. • Facilitated preparation of the quarterly corporate forecast and annual corporate budget. Show less



ORIX Real Estate Capital, Inc.

• United States
• 1 - 100 Employee

• Accounting Manager

  • Jul 2002 - Feb 2006

  Chicago, IL • Provided direct supervision over one accounting staff and assisted other accounting staff on an as needed basis • Prepared and reviewed the monthly construction draw packages, monthly GAAP basis financial statements, and yearly US Tax basis financial statements • Ensured proper recording of all accounting transactions, maintained fixed asset records, and prepared and reviewed various reconciliations on a monthly basis • Served as the primary accountant on 15 project sales… Show more • Provided direct supervision over one accounting staff and assisted other accounting staff on an as needed basis • Prepared and reviewed the monthly construction draw packages, monthly GAAP basis financial statements, and yearly US Tax basis financial statements • Ensured proper recording of all accounting transactions, maintained fixed asset records, and prepared and reviewed various reconciliations on a monthly basis • Served as the primary accountant on 15 project sales. Responsibilities included preparation of the closing statements and sales proceeds schedules, calculation of the Corporate gain/loss, review of all legal documentation including the purchase and sale agreement, preparation of the loan payoff letter, and assisted the Title Company and attorneys with other ad hoc requests • Assisted asset management with the preparation of the yearly operating property budgets • Performed analytical reviews on the monthly financial statements and provided variance analysis for senior management Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Senior

  • Sep 1998 - Jun 2002

  Milwaukee, WI and Chicago, IL • Performed all aspects of the senior role including audit planning, client coordination, staff supervision and development, wrap-up of fieldwork, and report issuance • Industry experience includes manufacturing, retail, distribution, pharmaceutical, not-for-profit, managed care, construction, real estate, broker dealer, venture capital, hospitality, and employee benefit plans • Evaluated business processes, identifying both internal control weaknesses and operational inefficiencies of… Show more • Performed all aspects of the senior role including audit planning, client coordination, staff supervision and development, wrap-up of fieldwork, and report issuance • Industry experience includes manufacturing, retail, distribution, pharmaceutical, not-for-profit, managed care, construction, real estate, broker dealer, venture capital, hospitality, and employee benefit plans • Evaluated business processes, identifying both internal control weaknesses and operational inefficiencies of client’s infrastructure, and communicated recommendations to management • Other engagement related experience includes first-time engagements, purchase accounting, quarterly reviews, providing performance appraisals, and assisting with recruiting Show less