Experience

FIRST

• United States
• Non-profit Organization Management
• 700 & Above Employee

• Sr. Director of Planning & Administration

  • Oct 2021 - Present

• Director of Planning & Administration

  • Jun 2014 - Oct 2021

• Consultant - Finance

  • Dec 2013 - Jun 2014



Koko FitClub, LLC

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Consultant - Finance & Operations

  • Sep 2013 - Dec 2013



Koko. A Digital Gym.

• Wellness and Fitness Services
• 1 - 100 Employee

• VP, Finance & Operations / VP, Finance & Admin

  • Apr 2006 - Aug 2013

  Private manufacturer, angel capital backed, of the innovative Koko Smartrainer; franchisor of Koko FitClubs• Implementation of SAP Business One, including training and roll out to team.• Developed all infra-structure for this start up business. Responsible for financial control, planning and analysis of all financial, human resources and operations functions.• Developed nation-wide installation and service partners.• Determined, negotiated and sourced materials requirements for production. Developed relationships with three new Asian Suppliers in Thailand and China.• Negotiated with team, worldwide distribution partner. Negotiated termination of relationship.• Developed appropriate financial reporting for all constituencies; work with same to understand their impact on the business.• Researched Human Resource partners, negotiated contract with final candidate.• Administer all legal activities; new capital offerings, and financing activities in partnership with the CEO.• Primary responsibility to identify needs and develop and procure the solutions. Manage the implementation of all “business systems” (e.g., phone, IT systems, office space) in support of the company’s growth.• Attend and present financial information at Board of Directors meetings.



Segway

• United States
• Manufacturing
• 100 - 200 Employee

• Director of Finance

  • Jan 2005 - Apr 2006

  Private manufacturer, venture capital backed, of the innovative Segway Human Transporter• Responsible for financial control, planning and analysis of operational functions including manufacturing, service, supply chain and product development, as well as, all corporate financial functions.• Developed credit review approval process and collection procedures.• Developed cost/price structure for all Segway products.• Identified, negotiated and executed an affinity/apparel partner solution for the company.

• Operations Controller

  • Oct 2001 - Dec 2004

  Private manufacturer, venture capital backed, of the innovative Segway Human Transporter• Implemented Oracle. Hands on expertise in operational modules including inventory, purchasing, BOM, order management, and service.• Identified and established relationships for consumer finance solutions for product-- DCU and MBNA.• Participated in numerous marketing activities introducing the product to commercial and consumer customers, including product orientations to hundreds of consumers.



Bemis Associates

• United States
• Plastics Manufacturing
• 100 - 200 Employee

• Corporate Controller

  • Oct 1997 - Sep 2001

  $45M, private, international manufacturer of thermoplastic adhesives• Responsible for worldwide financial control, planning, consolidation and analysis. • Develop and maintain decision support and performance measurement systems for operational management. • Responsible for tax planning, compliance and reporting, including a Foreign Sales Corporation. • Act as fiduciary for defined benefit and contribution plans. Included review of re-writes for updated laws.• Mix analysis, cost, profitability and efficiency reporting, analysis and improvement planning.• Led multiple cost saving initiatives resulting in excess of $500k savings• Business partner on a cross-functional team that executed product rationalization, and established a distributor relationship.• Successfully completed IRS and State Tax audits. Formalized R&D Tax Credit tracking.• Negotiated 7.5% cost reduction in healthcare benefits.



Healthsource, Inc.

• Financial Operations Manager

  • Aug 1995 - Oct 1997

  $1B, public, health insurer – purchased by CIGNA May 97• Provided analysis and input for operational decisions for approximately 18 Healthsource Companies. • Trained/transitioned all MHC Plans to one IBNR methodology, including COB receivable calculation. • Overall responsibility for Company wide 1099 Audit and Compliance. • Responsible for Internal and Regulatory financial reporting for parent and acquired entities. $1B, public, health insurer – purchased by CIGNA May 97• Provided analysis and input for operational decisions for approximately 18 Healthsource Companies. • Trained/transitioned all MHC Plans to one IBNR methodology, including COB receivable calculation. • Overall responsibility for Company wide 1099 Audit and Compliance. • Responsible for Internal and Regulatory financial reporting for parent and acquired entities.



OSRAM SYLVANIA INC., formerly GTE Products Corporation

• Operations Controller

  • Nov 1988 - Jul 1995

  ($180M, public, manufacturer of automotive and miniature lighting, subsidiary of billion dollar company)Operations Controller (9/94-7/95) (reporting to Plant Manager & Division Controller; Plant Controller (5/93-9/94); Supervisor of Accounting Services (11/90-05/93); Accounting Supervisor (11/88-11/90)• Extensive business partnership role for eight P&Ls, fifty-five cost centers and feeder plants. • Operational and financial analysis for growing operation -- including budgeting, annual Long Range Planning, monthly forecasting, and analyses. • Partnered with marketing to execute new product launches including pricing and quoting readiness.• Developed, with Engineering and Manufacturing, associated costing, investment packages and long range planning profiles across the product spectrum, with special focus on new products.• Automated and integrated the Budget/LRP cycle, reducing development time and increasing depth of analysis.• Reduced Month End Closing cycle.• Increased effectiveness of Accounts Payable department by doubling the number of ERS (Evaluated Receipt Settlement) suppliers.• Chairperson for Division transition to Fully Absorbed Cost Methodology from Standard Direct Cost. • Developed Fully Absorbed Cost Reporting structure adopted by entire company.• Received Meteor Award for displaying initiative, innovation and commitment and achieving superior results in accomplishing integration goals.• Provided analysis and input for operational decisions including productivity programs, new product programs and systems implementation. Major programs supported required capital investment outlays up to $11.0M. • Reduced Finished Goods Top 25 Aged Inventory by 30% and reduced Raw Material reserve by 40% • Developed Manufacturing/Accounting Continuous Improvement Team to focus on cost reduction. • Defined Management Information System to capture Divisional Costing for monthly closing and reporting.

• Operations Controller

  • Nov 1988 - Jul 1995

  • Implemented cycle counting for the plant; eliminated annual physical inventories.• Initiated supplier invoice reduction program; achieved 5% reduction goal. • Reduced Accounts Payable backlog from 1500 to 250. Streamlined processing: annual savings of $40,000. • Reduced Departmental Overtime 50% through design and implementation of automated spreadsheets.• Spearheaded teams that reduced Inventory Reserve Accounts, reduced time spent on supplier payment issues (ERS), and formalized the Engineering Change Order process, supporting a TQE initiative.