Experience

WRIS Web Services

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2021 - Present

  Chagrin Falls, Ohio, United States • Strategic planning, budgeting, forecasting for a growing organization. • Review of possible acquisition targets, due diligence and integration. • Develop metrics around employee productivity and margins by clients as well as cash flow projections. • Responsible for tax compliance by state. • Manage the banking relationships and relationships with employee benefit brokers. • Determine appropriate systems needed for a growing organization and provide project management for these… Show more • Strategic planning, budgeting, forecasting for a growing organization. • Review of possible acquisition targets, due diligence and integration. • Develop metrics around employee productivity and margins by clients as well as cash flow projections. • Responsible for tax compliance by state. • Manage the banking relationships and relationships with employee benefit brokers. • Determine appropriate systems needed for a growing organization and provide project management for these system implementations. Show less



NCR Voyix

• Technology, Information and Internet
• 400 - 500 Employee

• Finance Executive

  • Oct 2021 - Present

  Atlanta, Georgia, United States Managing the local office acquisitions – all aspects of the process from the valuation, financial due diligence and opening balance sheet testing, to the purchase accounting and integration of the group onto NCR platforms.



RGP

• United States
• Business Consulting and Services
• 700 & Above Employee

• Finance Executive Consultant

  • Oct 2021 - Present

  Cleveland, Ohio, United States Finance/Accounting, M&A Consultant



CBIZ

• United States
• Business Consulting and Services
• 700 & Above Employee

• CFO, Retirement Plan Services

  • Oct 2015 - Oct 2021

  Cleveland/Akron, Ohio Area • Direct team of 15 finance professionals in all aspects of the financial operations of the business unit including monthly results and analysis, budgeting, forecasting, mergers and acquisitions and process improvement initiatives. • Partner with the President and Sr. Vice President of Operations of the business unit to improve efficiency and profits while continuing to organically grow top line revenue. • Partner with the Chief Compliance Officer to develop standard and streamlined… Show more • Direct team of 15 finance professionals in all aspects of the financial operations of the business unit including monthly results and analysis, budgeting, forecasting, mergers and acquisitions and process improvement initiatives. • Partner with the President and Sr. Vice President of Operations of the business unit to improve efficiency and profits while continuing to organically grow top line revenue. • Partner with the Chief Compliance Officer to develop standard and streamlined processes within the highly regulated broker dealer and RIA side of the business. • Develop detailed financial models and valuation analysis for potential transactions as well as coordinate and manage financial due diligence and integration for all acquisitions. • Project leader/business sponsor of the Acumatica System implementation project (time & billing). Due to the various acquisitions with different systems, one common time and billing system was needed. Successfully transitioned 10 business units onto the new platform and created positive change management throughout the implementations. • Responsible for continual process improvement, development of financial controls and processes as well as adherence to SOX controls within the organization. • Created a centralized, shared service finance team, in Cleveland, for the RPS Division including reorganization of the finance team, job descriptions and expectations for all positions.

• Director of Finance - Employee Services Division

  • May 2013 - Sep 2015

  Cleveland/Akron, Ohio Area • Liaison between Corporate Finance and the Benefits & Insurance Services division with regard to all financial operations and controls. • Led a team of over 20 Controllers and finance professionals in all aspects of the financial operations of the division including monthly results and analysis, budgeting, forecasting, mergers and acquisitions and process improvement initiatives. • Active member of the Sr. Management Team of the Division that worked closely together to develop business… Show more • Liaison between Corporate Finance and the Benefits & Insurance Services division with regard to all financial operations and controls. • Led a team of over 20 Controllers and finance professionals in all aspects of the financial operations of the division including monthly results and analysis, budgeting, forecasting, mergers and acquisitions and process improvement initiatives. • Active member of the Sr. Management Team of the Division that worked closely together to develop business plans for the different product lines within the division, navigate through environment and regulatory issues, improve efficiencies and drive organic revenue growth. • Responsible for the Retirement Plan Services finance group including financial analysis, budgeting, forecasting and monthly recommendations to management. • Managed the internal and external audit requests for the Division. • Project team member and subject matter expert for the Benefits and Insurance Services Division throughout the Host Analytics system implementation project for the new Budgeting/Forecasting software.

• Controller

  • Jan 2008 - Apr 2013

  • Served as the primary financial contact for business unit presidents within the Employee Services Division (Insurance & Retirement Services) of CBIZ. • Provided monthly analytics on financial statements as well as strategic advice to management. • Led the annual budget and monthly forecast process throughout the year. Worked with each business unit president individually to develop an attainable, yet improved budget each year. • Managed financial due diligence and integration for… Show more • Served as the primary financial contact for business unit presidents within the Employee Services Division (Insurance & Retirement Services) of CBIZ. • Provided monthly analytics on financial statements as well as strategic advice to management. • Led the annual budget and monthly forecast process throughout the year. Worked with each business unit president individually to develop an attainable, yet improved budget each year. • Managed financial due diligence and integration for all acquisitions.



Saint-Gobain UK & Ireland

• United Kingdom
• Construction
• 400 - 500 Employee

• Accounting Manager

  • Jan 2005 - Jan 2008

  • Managed staff of eleven finance professionals and oversaw day to day activities in accounting, tax, A/P, fixed assets, financial analysis and payroll. • Responsible for timely and accurate preparation of monthly financial statements, which consolidated results for 150 branch locations. Also assisted the controller with weekly and monthly forecasts as well as the budgeting process. • Handled external and internal SOX audits and ensured GAAP and SOX compliance throughout financial… Show more • Managed staff of eleven finance professionals and oversaw day to day activities in accounting, tax, A/P, fixed assets, financial analysis and payroll. • Responsible for timely and accurate preparation of monthly financial statements, which consolidated results for 150 branch locations. Also assisted the controller with weekly and monthly forecasts as well as the budgeting process. • Handled external and internal SOX audits and ensured GAAP and SOX compliance throughout financial processes. • Financial representative on the SAP Implementation Project team. • Successfully completed Fresh Start Accounting as the company emerged from bankruptcy. • Completed seven sales and use tax audits and reduced assessments by over 50%. • Participated in two Kaizen events (waste elimination events) and led one Kaizen event in my first two years with Norandex. These events eliminated over 30,000 hours of work, which translated into a savings of over $1MM for the company. Show less



ABB

• Switzerland
• Automation Machinery Manufacturing
• 700 & Above Employee

• Senior Financial Analyst

  • Jun 2002 - Jan 2005

  • Prepared & analyzed monthly financial statements and made recommendations to management. • Responsible for the month end close, balance sheet, and monthly account reconciliations. • Supervised and reviewed the work of 10 business administrators within our group who performed monthly invoicing, accounts receivable duties, and project setups. • Handled project accounting and held monthly meetings with management to review progress and issues.

• Senior Accountant

  • Jun 2000 - May 2002

  • Developed and implemented a streamlined process to track cash receipts and disbursements. • Changed and improved existing system for tracking balance sheet withholding accounts. Established new account reconciliations for these accounts. • Assisted in shortening the month end close process from five days to two. • Performed all accounting functions relating to month end close, including account reconciliations, journal entries, and other analytical projects. • Executed the Sales… Show more • Developed and implemented a streamlined process to track cash receipts and disbursements. • Changed and improved existing system for tracking balance sheet withholding accounts. Established new account reconciliations for these accounts. • Assisted in shortening the month end close process from five days to two. • Performed all accounting functions relating to month end close, including account reconciliations, journal entries, and other analytical projects. • Executed the Sales & Use Tax functions utilizing the Vertex system.



American Greetings

• United States
• Manufacturing
• 700 & Above Employee

• Tax Analyst/Staff Accountant

  • Mar 1997 - Jun 2000