Kevin Alderfer
CFO at CHL Systems- Claim this Profile
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Bio
Credentials
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Chartered Global Management Accountant
AICPAJan, 2012- Nov, 2024 -
Certified Public Accountant (CPA)
State of PennsylvaniaSep, 1991- Nov, 2024 -
American Institute of Certified Public Accountants
-Jan, 1991- Nov, 2024 -
Pennsylvania Institute of Certified Public Accountants
-Jan, 1991- Nov, 2024 -
Member of Beta Gamma Sigma
-Jan, 1989- Nov, 2024
Experience
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CHL Systems
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United States
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Automation Machinery Manufacturing
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1 - 100 Employee
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CFO
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Feb 2004 - Present
CFO (2009 – present) Corporate Controller (2004-2009) Corporate officer promoted to the CFO role for this $30M Engineering and Fabrication firm of specialty clean environment industrial equipment. Directly lead a management team with oversight for a 200 person staff. Broad scope of authority included executive guidance for all: Corporate & Operational Finance Human Resources Information Technology Accounting Safety & Risk Management Quality Procurement Continuous Improvement Business Planning & Execution Responsibilities: Position company for growth through scaling infrastructure, developing viable financial models, building human resources acquisition program and planning capital needs. Direct financial strategy, planning and forecasts; Confer with President, Vice President of Sales and Department heads. Study, analyze, and report on trends, opportunities for expansion and projection of future company growth. Oversee all company accounting practices, prepare budgets, financial reports, tax and audit functions. Established, implemented and direct operational metrics, resulting in annual sales growth of 17% and bottom line profit increases of 20%. Document and build operating procedures. Lead implementation team to develop and rollout new ERP system, Dynamics AX. Oversee quality standard requirements by leading and managing the company ISO 9001 Quality Management certification. Implemented Captive Workers Compensation / General Liability Insurance Program resulting in a 32% savings or $450,000 to organization. Serve on Board of Directors and Finance Committee for the captive insurance company (Evolution Insurance Ltd ), an insurance company with $58 million in premium revenue. Led management team in developing corporate business plan and am leading the implementation of the strategic objectives to achieve the corporate vision and mission. Show less
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Univest
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United States
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Financial Services
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500 - 600 Employee
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VP, Trust Officer, Business Succession Consultant
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2001 - 2004
Advised high net worth closely-held business owners in business succession planning and established tax efficient transfers of wealth through implementation of trust and insurance programs. Held series 6 and 27 licenses and managed $20M of wealth investments. Held health and life insurance license and utilized life insurance products to recapitalize asset valued due to tax loss. Utilized charitable trust programs to serve immediate tax liabilities and create income streams through annuity programs. Accomplishments: Designed, developed and launched a new business unit, Univest Foundation, a charitable donor advised fund. Earned CSEP designation through the accounting association. Show less
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Principal, CFO
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1999 - 2001
Positioned a fast growing immerging medical and insurance document management technology company for growth through effective management and transformational leadership of business operations. Accomplishments: Developed and presented business plan and financial models to investors, resulting in $1.2M early stage funding. Established and directed all financial and corporate management and operations to support human resources advancement (30 new personnel) and sales growth of over 850% ($300,000 to $3.5M) in a 12 month period. Show less
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THP Homes
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Real Estate
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100 - 200 Employee
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Financial Controller
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1997 - 1999
Directed finance, accounting, human resources, information technology, safety, quality, and procurement management for nationally recognized fastest growing residential developer. Accomplishments: Negotiated and executed creative, nonconventional financial arrangements, resulting in reduced interest expense (45% lower than competitors) and carrying costs. Designed, established and launched title division. Directed finance, accounting, human resources, information technology, safety, quality, and procurement management for nationally recognized fastest growing residential developer. Accomplishments: Negotiated and executed creative, nonconventional financial arrangements, resulting in reduced interest expense (45% lower than competitors) and carrying costs. Designed, established and launched title division.
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Baum, Smith and Clemens, CPAs
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Lansdale, PA
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Senior Manager
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1989 - 1997
Serviced corporate customers in the $5M to $80M sales volume category as auditor, tax planner and business consultant for a professional accounting firm serving private company marketplace. Accomplishments: Account Manager responsible for all audit clients. Trusted business and tax advisor to client shareholders, implementing wealth growth strategies in conjunction with tax advantaged tax programs. Advised and implemented family business succession programs. Worked with numerous generational shareholders in various stages of transition to protect company value and successfully transfer family management responsibility. Show less
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Education
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1987 - 1989
Temple University
BBA, Accounting and Finance -
1985 - 1987
Messiah College
Bachelor of Business Administration (BBA), Accounting and Finance -
Cairn University
Master’s in Organizational Leadership
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