Experience

FMI Aerostructures (Forrest Machining)

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Vice President Finance

  • Jul 2021 - Present



II-VI Aerospace & Defense

• Murrieta, CA

• Financial Group Controller

  • Mar 2019 - May 2020



Walbar Engine Components LLC

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2018 - Nov 2018



Brek Manufacturing Company

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2016 - Jan 2018

  • CFO for $56M Aerospace Manufacturer • Responsible for all finance activities • Work closely with the V.P. of operations to accurately predict monthly, quarterly, annual results • Oversaw a 22% growth in revenue in 2016 and helped to win approximately 17% more work in 2017 due to the development of robust costing models to properly price our products and ultimately become more competitive • Beat budgeted non cost of sales expenses by 11% by developing a detailed tracking tool and… Show more • CFO for $56M Aerospace Manufacturer • Responsible for all finance activities • Work closely with the V.P. of operations to accurately predict monthly, quarterly, annual results • Oversaw a 22% growth in revenue in 2016 and helped to win approximately 17% more work in 2017 due to the development of robust costing models to properly price our products and ultimately become more competitive • Beat budgeted non cost of sales expenses by 11% by developing a detailed tracking tool and working with purchasing to ensure proper/timely ordering practices • Created and now maintain/enforce appropriate accounting controls by re-distributing work load amongst the relatively small accounting staff • Created an extremely detailed forecasting/valuation model for use in successfully marketing the company for sale • Gave over 20 management presentations and oversaw all due diligence efforts in the marketing/sale of the company • Upgraded the talent level of the finance team in order to position the company to grow from $33M in 2015 to over $70M forecasted by 2021 • Developed a 13 week rolling cash forecast tool in order to hit budgeted cash goals • Developed a detailed budgeting/forecasting tool to enable top management to accurately predict outcomes and an early warning detection tool in order for senior management to make changes well in advance of any detrimental scenarios • Created monthly close process that changed the monthly closing process from 15 days to 3 • Created policies and procedures to ensure 100% accuracy in all areas of the financials • Developed accurate work center rates to properly bid parts that previously were losing money • Created a Safety Committee that helped significantly lower the company’s prior year mod rating saving thousands of dollars in workers compensation premiums • Worked with our benefits broker to actually lower 2017 insurance premiums while maintaining the same level of coverage for our employees Show less • CFO for $56M Aerospace Manufacturer • Responsible for all finance activities • Work closely with the V.P. of operations to accurately predict monthly, quarterly, annual results • Oversaw a 22% growth in revenue in 2016 and helped to win approximately 17% more work in 2017 due to the development of robust costing models to properly price our products and ultimately become more competitive • Beat budgeted non cost of sales expenses by 11% by developing a detailed tracking tool and… Show more • CFO for $56M Aerospace Manufacturer • Responsible for all finance activities • Work closely with the V.P. of operations to accurately predict monthly, quarterly, annual results • Oversaw a 22% growth in revenue in 2016 and helped to win approximately 17% more work in 2017 due to the development of robust costing models to properly price our products and ultimately become more competitive • Beat budgeted non cost of sales expenses by 11% by developing a detailed tracking tool and working with purchasing to ensure proper/timely ordering practices • Created and now maintain/enforce appropriate accounting controls by re-distributing work load amongst the relatively small accounting staff • Created an extremely detailed forecasting/valuation model for use in successfully marketing the company for sale • Gave over 20 management presentations and oversaw all due diligence efforts in the marketing/sale of the company • Upgraded the talent level of the finance team in order to position the company to grow from $33M in 2015 to over $70M forecasted by 2021 • Developed a 13 week rolling cash forecast tool in order to hit budgeted cash goals • Developed a detailed budgeting/forecasting tool to enable top management to accurately predict outcomes and an early warning detection tool in order for senior management to make changes well in advance of any detrimental scenarios • Created monthly close process that changed the monthly closing process from 15 days to 3 • Created policies and procedures to ensure 100% accuracy in all areas of the financials • Developed accurate work center rates to properly bid parts that previously were losing money • Created a Safety Committee that helped significantly lower the company’s prior year mod rating saving thousands of dollars in workers compensation premiums • Worked with our benefits broker to actually lower 2017 insurance premiums while maintaining the same level of coverage for our employees Show less



Cadence Aerospace

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Group Controller

  • Sep 2014 - Mar 2016

  • Group Controller for $300M Cadence Aerospace – Aerostructures group • Acting controller for Cadence Aerospace – Astro/Arden Operations ($100M) • Responsible for all controller duties for Arden Operations (See list under PMW Operations) • Responsible for establishing and enforcing appropriate accounting controls by working with site controllers to gain control of manufacturing reporting and ensuring accurate and timely reporting of key information • Responsible for… Show more • Group Controller for $300M Cadence Aerospace – Aerostructures group • Acting controller for Cadence Aerospace – Astro/Arden Operations ($100M) • Responsible for all controller duties for Arden Operations (See list under PMW Operations) • Responsible for establishing and enforcing appropriate accounting controls by working with site controllers to gain control of manufacturing reporting and ensuring accurate and timely reporting of key information • Responsible for implementing adequate systems and controls to ensure proper cost accounting and inventory accuracy • Responsible for developing a detailed forecasting process that can deliver detailed annual budgets and a detailed monthly rolling re-forecast • Responsible for playing a lead role in the optimization of a newly implemented ERP system at two locations and soon to be implemented at two others • Responsible for providing leadership to the finance team and establish credibility with the President and management leadership of the sites • Responsible for playing a key role in optimizing cash flow and reducing working capital by working with the site controllers

• Controller

  • Feb 2005 - Sep 2014

  • Head of finance for 85 million dollar aerospace manufacturer (Part of $300M portfolio) • Prepares and analyzes all financial statements • Reconciles all balance sheet accounts monthly • Presents monthly financial results to corporate CFO, CEO and COO • Prepares bridge analysis to identify variances to Sales and EBITDA • Reconciles and analyzes inventory monthly to ensure that it is accurate • Reconciles cash daily to monitor at all times cash and line of credit balances •… Show more • Head of finance for 85 million dollar aerospace manufacturer (Part of $300M portfolio) • Prepares and analyzes all financial statements • Reconciles all balance sheet accounts monthly • Presents monthly financial results to corporate CFO, CEO and COO • Prepares bridge analysis to identify variances to Sales and EBITDA • Reconciles and analyzes inventory monthly to ensure that it is accurate • Reconciles cash daily to monitor at all times cash and line of credit balances • Updates weekly 12 week rolling cash flow forecast to ensure proper cash levels and identify potential future problems • Monitors all New Product Development to ensure that we do not go over budget • Monitors all new CAPEX projects to ensure that we do not go over budget • Creates a daily supplies, repairs and inventory schedule and presents it to operations and all program managers so they know every day how we are doing to budget on the expense items and how much inventory each program is carrying versus the targeted level • Fully coordinates all audit activities, ensuring all schedules are completed and accurate to ensure as small of an audit bill as possible • Responsible for all duties related to preparing the annual budget. Coordinates all areas of the company to compile all necessary information for a complete budget. • Presents each preliminary stage of the budget to Senior Management for feedback and buy-off • Analyzes gross margins for all parts monthly to ensure adherence to budget • Prepares annually the finance portion of the 5 year strategic plan and presents it to corporate • Makes quarterly financial results presentations to corporate officers • Makes annual budget presentation to corporate officers and Board of Directors



Soundview Mortgage Co.

• Tacoma, Washington

• Controller

  • 2004 - 2007

  • Prepared and analyzed all financial statements monthly for three locations • Handled all payroll activities including reconciling loan officer billing to the final HUD statement for that particular client • Handled all State, Local and Labor and Industries tax returns • Handled all 401(K) issues • Handled all HR related issues; including employee garnishments • Input all new client information into the Loan Origination computer system • Worked with the underwriter in the… Show more • Prepared and analyzed all financial statements monthly for three locations • Handled all payroll activities including reconciling loan officer billing to the final HUD statement for that particular client • Handled all State, Local and Labor and Industries tax returns • Handled all 401(K) issues • Handled all HR related issues; including employee garnishments • Input all new client information into the Loan Origination computer system • Worked with the underwriter in the Mortgage Banking division doing various tasks including pricing of loans and inputting into the underwriting computer system • Negotiated all office contracts including insurance, office equipment, IT support and various outside services • Coordinated the customer rewards program to ensure customer satisfaction throughout the loan process • Handled all purchasing for the office including office supplies, equipment, etc. ensuring the best quality and pricing • Worked extensively with the company’s American Cancer Society Relay For Life team, generating donations for auctions as well as organizing and coordinating an annual golf tournament Show less • Prepared and analyzed all financial statements monthly for three locations • Handled all payroll activities including reconciling loan officer billing to the final HUD statement for that particular client • Handled all State, Local and Labor and Industries tax returns • Handled all 401(K) issues • Handled all HR related issues; including employee garnishments • Input all new client information into the Loan Origination computer system • Worked with the underwriter in the… Show more • Prepared and analyzed all financial statements monthly for three locations • Handled all payroll activities including reconciling loan officer billing to the final HUD statement for that particular client • Handled all State, Local and Labor and Industries tax returns • Handled all 401(K) issues • Handled all HR related issues; including employee garnishments • Input all new client information into the Loan Origination computer system • Worked with the underwriter in the Mortgage Banking division doing various tasks including pricing of loans and inputting into the underwriting computer system • Negotiated all office contracts including insurance, office equipment, IT support and various outside services • Coordinated the customer rewards program to ensure customer satisfaction throughout the loan process • Handled all purchasing for the office including office supplies, equipment, etc. ensuring the best quality and pricing • Worked extensively with the company’s American Cancer Society Relay For Life team, generating donations for auctions as well as organizing and coordinating an annual golf tournament Show less



AWC Collision Centers

• Tacoma, Washington

• Controller

  • 2002 - 2004

  • Prepared and analyzed all financial statements monthly for four different locations • Handled all payroll activities including reconciling technician’s billing against estimate for the repair to ensure accurate payment • Handled all state, local and Labor & Industries tax returns • Handled all 401(K) issues • Handled all employee garnishments • Supervised Accounts Payable, Accounts Receivable and Purchasing • Analyzed monthly all balance sheet accounts to ensure proper… Show more • Prepared and analyzed all financial statements monthly for four different locations • Handled all payroll activities including reconciling technician’s billing against estimate for the repair to ensure accurate payment • Handled all state, local and Labor & Industries tax returns • Handled all 401(K) issues • Handled all employee garnishments • Supervised Accounts Payable, Accounts Receivable and Purchasing • Analyzed monthly all balance sheet accounts to ensure proper accounting • Worked with the corporate office on rolling up of all P&L’s from all divisions • Worked with corporate office on cash flow issues to ensure proper levels and use of cash • Handled all division fixed assets to ensure proper book values • Fully responsible for year end audit including all prepared by client schedules. • Worked with Sales and Production on annual budget to meet company expectations Show less • Prepared and analyzed all financial statements monthly for four different locations • Handled all payroll activities including reconciling technician’s billing against estimate for the repair to ensure accurate payment • Handled all state, local and Labor & Industries tax returns • Handled all 401(K) issues • Handled all employee garnishments • Supervised Accounts Payable, Accounts Receivable and Purchasing • Analyzed monthly all balance sheet accounts to ensure proper… Show more • Prepared and analyzed all financial statements monthly for four different locations • Handled all payroll activities including reconciling technician’s billing against estimate for the repair to ensure accurate payment • Handled all state, local and Labor & Industries tax returns • Handled all 401(K) issues • Handled all employee garnishments • Supervised Accounts Payable, Accounts Receivable and Purchasing • Analyzed monthly all balance sheet accounts to ensure proper accounting • Worked with the corporate office on rolling up of all P&L’s from all divisions • Worked with corporate office on cash flow issues to ensure proper levels and use of cash • Handled all division fixed assets to ensure proper book values • Fully responsible for year end audit including all prepared by client schedules. • Worked with Sales and Production on annual budget to meet company expectations Show less



Cadence Aerospace

• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Accounting Supervisor

  • 1997 - 2002

  • Worked with CFO on preparation of all financial statements • Analyzed all balance sheet accounts and reviewed them with CFO • Administered the company’s ESOP program ensuring proper expense recognition each year for new shares granted. • Supervised Accounts Payable and Accounts Receivable • Worked with CFO on annual audit with the main focus being on the roll-up costs of our many multi-level parts. • Responsible for all inventory related issues pertaining to finance. Ran the… Show more • Worked with CFO on preparation of all financial statements • Analyzed all balance sheet accounts and reviewed them with CFO • Administered the company’s ESOP program ensuring proper expense recognition each year for new shares granted. • Supervised Accounts Payable and Accounts Receivable • Worked with CFO on annual audit with the main focus being on the roll-up costs of our many multi-level parts. • Responsible for all inventory related issues pertaining to finance. Ran the monthly cycle counts as well as the year end auditor witnessed full inventory count. • Handled all margin analysis of all parts to budget and reconciled differences for CFO • Worked with CFO on designing consignment program with our cutter supplier Show less • Worked with CFO on preparation of all financial statements • Analyzed all balance sheet accounts and reviewed them with CFO • Administered the company’s ESOP program ensuring proper expense recognition each year for new shares granted. • Supervised Accounts Payable and Accounts Receivable • Worked with CFO on annual audit with the main focus being on the roll-up costs of our many multi-level parts. • Responsible for all inventory related issues pertaining to finance. Ran the… Show more • Worked with CFO on preparation of all financial statements • Analyzed all balance sheet accounts and reviewed them with CFO • Administered the company’s ESOP program ensuring proper expense recognition each year for new shares granted. • Supervised Accounts Payable and Accounts Receivable • Worked with CFO on annual audit with the main focus being on the roll-up costs of our many multi-level parts. • Responsible for all inventory related issues pertaining to finance. Ran the monthly cycle counts as well as the year end auditor witnessed full inventory count. • Handled all margin analysis of all parts to budget and reconciled differences for CFO • Worked with CFO on designing consignment program with our cutter supplier Show less



Pizza Blends, Inc.

• Food and Beverage Manufacturing
• 1 - 100 Employee

• Accounting Manager

  • 1992 - 1997

  • Worked with controller on preparation of financial statements for 40 million dollar food manufacturer • Supervised accounts payable and accounts receivable for three locations in three states • Analyzed monthly balance sheet accounts and reviewed them with CFO • Worked with controller on preparation of year end audit • Supervised monthly inventory counts at Kent, WA plant and Portland, OR plant • Supervised year-end inventory count at Kansas City, MO plant • Reconciled… Show more • Worked with controller on preparation of financial statements for 40 million dollar food manufacturer • Supervised accounts payable and accounts receivable for three locations in three states • Analyzed monthly balance sheet accounts and reviewed them with CFO • Worked with controller on preparation of year end audit • Supervised monthly inventory counts at Kent, WA plant and Portland, OR plant • Supervised year-end inventory count at Kansas City, MO plant • Reconciled physical counts to the general ledger and made changes where appropriate Show less • Worked with controller on preparation of financial statements for 40 million dollar food manufacturer • Supervised accounts payable and accounts receivable for three locations in three states • Analyzed monthly balance sheet accounts and reviewed them with CFO • Worked with controller on preparation of year end audit • Supervised monthly inventory counts at Kent, WA plant and Portland, OR plant • Supervised year-end inventory count at Kansas City, MO plant • Reconciled… Show more • Worked with controller on preparation of financial statements for 40 million dollar food manufacturer • Supervised accounts payable and accounts receivable for three locations in three states • Analyzed monthly balance sheet accounts and reviewed them with CFO • Worked with controller on preparation of year end audit • Supervised monthly inventory counts at Kent, WA plant and Portland, OR plant • Supervised year-end inventory count at Kansas City, MO plant • Reconciled physical counts to the general ledger and made changes where appropriate Show less