Experience

Premier Marine

• United States
• Maritime Transportation
• 1 - 100 Employee

• Controller

  • Dec 2021 - Present

  • Oversee the production of monthly financial reports; ensures that reported results comply with generally accepted accounting principles. Produces monthly income statement and cash flow forecast. • Recommends and implements scorecard benchmarks that will be used to measure the company's performance. • Produces the annual operating plan. Reports significant budget differences to executive leadership team monthly. • Provides financial analysis, with emphasis on capital investments… Show more • Oversee the production of monthly financial reports; ensures that reported results comply with generally accepted accounting principles. Produces monthly income statement and cash flow forecast. • Recommends and implements scorecard benchmarks that will be used to measure the company's performance. • Produces the annual operating plan. Reports significant budget differences to executive leadership team monthly. • Provides financial analysis, with emphasis on capital investments, pricing decisions and contract negotiations. • Works with external auditors and internal stakeholders to complete the annual audit. • Responsible for treasury management and owns key banking relationships • Oversee cost accounting function with emphasis around creating more accurate product costing to help leadership team make better decisions. • Provides leadership to the finance team Show less



Polaris Inc.

• United States
• Manufacturing
• 700 & Above Employee

• Senior Product Line Sales Specialist - Snow

  • Sep 2020 - Dec 2021

  Medina, Minnesota, United States • Develop, deploy and measure retail program promotions for the snow business’s $300M in sales. • Liaison between sales team, dealer network and corporate functions to ensure priority alignment • Analyze current trends and forecasts future dealer order volumes and product mix. • Provide monthly and ad hoc reporting to leadership team for decision support and monthly reviews.

• Senior Financial Analyst – International

  • Sep 2018 - Sep 2020

  Medina, Minnesota, United States • Partner with the International team on outlooks, quarterly forecasts, and budget to roll up a total International income statement and balance sheet. Analyze actual results against budget and forecasts • Support strategic initiatives and improve financial results by creating relevant and timely financial models • Prepare monthly operating review presentations for the leadership team • Responsible for managing the intercompany transfer pricing for International subsidiary’s •… Show more • Partner with the International team on outlooks, quarterly forecasts, and budget to roll up a total International income statement and balance sheet. Analyze actual results against budget and forecasts • Support strategic initiatives and improve financial results by creating relevant and timely financial models • Prepare monthly operating review presentations for the leadership team • Responsible for managing the intercompany transfer pricing for International subsidiary’s • Quarterly SOX and audit requests • Lead International Hyperion to OneStream system conversion for reporting and forecasting

• Senior Financial Analyst – Treasury

  • Feb 2017 - Sep 2018

  Medina, Minnesota • Identify, quantify and execute risk mitigation strategy i.e., foreign exchange, interest rate and commodity • Work with Treasurer and FP&A team on outlook, quarterly forecasts, and annual budget for Treasury related income statement items and balance sheet metrics. Analyze actual results against budget and forecasts. • Manage companies credit facility, cash position and investments • Project lead for M&A Treasury integration • Quarterly 10Q reporting, earnings call data and audit… Show more • Identify, quantify and execute risk mitigation strategy i.e., foreign exchange, interest rate and commodity • Work with Treasurer and FP&A team on outlook, quarterly forecasts, and annual budget for Treasury related income statement items and balance sheet metrics. Analyze actual results against budget and forecasts. • Manage companies credit facility, cash position and investments • Project lead for M&A Treasury integration • Quarterly 10Q reporting, earnings call data and audit responsibilities

• Financial Analyst – Retail Credit

  • May 2016 - Feb 2017

  Medina, Minnesota • Manage promotional financing programs for product groups • Responsible for monthly outlooks, quarterly forecasts, and annual budget for Retail Credit along with variance analysis and program realignment • Implement finance programs, track performance and evaluate current and future business opportunities • Work with bank group to implement programs, track performance, hold to contract performance metrics and evaluate current and future business opportunities

• Treasury Analyst

  • Dec 2014 - May 2016

  Medina, Minnesota • Manage companies cash, debt and investments • Responsible for weekly, monthly and annual cash forecasts • Quarterly and annual department budget responsibilities • Provide financial analytical support for corporate finance proposals • Created valuation model to support share repurchase program • Cost of capital modeling • Implementing Treasury Management System (Kyriba) • Accounts receivable management (Cash Dealers)



The Toro Company

• United States
• Machinery Manufacturing
• 700 & Above Employee

• Senior Cost Management Accountant

  • Jun 2014 - Dec 2014

  Bloomington, Minnesota • SAP implementations from a costing perspective. • SAP conversions to new versions as initiated by the company. • Maintain cost configuration tables in SAP. • Participate in the development of reports to better maintain SAP cost accounting information. • Coordinate the entry of activity rates into SAP. • Support respective division from a cost perspective. • Support profitability analysis for product cost planning. • Assist with product costing for next year’s… Show more • SAP implementations from a costing perspective. • SAP conversions to new versions as initiated by the company. • Maintain cost configuration tables in SAP. • Participate in the development of reports to better maintain SAP cost accounting information. • Coordinate the entry of activity rates into SAP. • Support respective division from a cost perspective. • Support profitability analysis for product cost planning. • Assist with product costing for next year’s standards. • Prepare assigned monthly/yearly journal entries. • Assist in year-end audit work and assist external audit team as required. • Participate in taking, and analysis of year-end physical inventory of whole goods. • Participate in taking of mid-year and end of year stats at the manufacturing facilities. • Miscellaneous projects as assigned.

• Financial Analyst – Treasury

  • Jun 2012 - Jun 2014

  Bloomington, Minnesota Support the company’s global cash requirements by managing investment accounts and borrowing’s required. Work extensively with corporate banks to continuously evaluate new treasury processes to maximize efficiency while minimizing costs. Facilitate opening of both foreign and domestic bank accounts. Helped implement new supply chain finance program to improve working capital, 600 suppliers. Create/update model for divisional working capital evaluation. Provide financial analytical support for… Show more Support the company’s global cash requirements by managing investment accounts and borrowing’s required. Work extensively with corporate banks to continuously evaluate new treasury processes to maximize efficiency while minimizing costs. Facilitate opening of both foreign and domestic bank accounts. Helped implement new supply chain finance program to improve working capital, 600 suppliers. Create/update model for divisional working capital evaluation. Provide financial analytical support for corporate finance proposals, foreign currency management, capital structure, and investor relations activities including quarter end financial review and analysis. Prepare and maintain periodic reports for treasury management regarding cash balances, borrowing levels, interest expense, currency hedging and bank fees.



University of St. Thomas

• United States
• Higher Education
• 700 & Above Employee

• Graduate Assistant - Norris Institute

  • Sep 2011 - Jun 2012

  Greater Minneapolis-St. Paul Area

• Graduate Assistant - Healthcare Operations

  • Sep 2011 - Jun 2012



Minnesota Angel Network

• Intern

  • 2012 - 2012



ReconRobotics

• COGS Project Intern

  • Jun 2011 - Sep 2011

  Edina, MN Analyzed COGS for the companies $6,000,000 in sales by identifying and tracking trends. Identified true COGS at 70% and broke down the remaining 30% into meaningful sub categories. Focused on identifying and explaining changes in margin and COGS based on company accounting changes. Evaluated relationship with manufacturer, determining if the contractual 5% annual COGS reduction was met. Presented findings and recommendations in a written and oral report to CEO and CFO.



Venture Bank

• Credit Assistant

  • Oct 2008 - Aug 2010

  Worked with lenders to manage commercial loan portfolio. Audited 30 commercial loan files on quarterly basis. Worked directly with customers to maintain their lines of credit. Responsible for checking clients accounts receivable, inventory and current loan balance to determine available credit. Worked closely with five commercial lenders to prepare and close new commercial loans. Responsible for working with customer’s to get all loan requirements accounted for and documented. Assisted… Show more Worked with lenders to manage commercial loan portfolio. Audited 30 commercial loan files on quarterly basis. Worked directly with customers to maintain their lines of credit. Responsible for checking clients accounts receivable, inventory and current loan balance to determine available credit. Worked closely with five commercial lenders to prepare and close new commercial loans. Responsible for working with customer’s to get all loan requirements accounted for and documented. Assisted commercial lenders in managing client accounts by creating and monitoring lender reports for past dues, overdrafts and financial reporting. Created credit write-ups for five commercial lenders. Reviewed Board and Executive Committee minutes to verify new loan compliance Show less



Mid American Financial Group - a MetLife Company

• Financial Services Representative

  • Dec 2007 - Oct 2008

  Prospected and located clients, scheduled 6 to 10 first meetings weekly. Managed a $800,000 brokerage account portfolio. Achieved New Hire Super Starter Award by generating $10,000 in first quarter commissions. Develop financial plans that include retirement planning, estate planning and insurance needs that help clients achieve their financial goals. Strategically found sale opportunities with current customer base