Experience

H-D Advanced Manufacturing

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

• Controller

  • Mar 2020 - Present



Hologic, Inc.

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Sr. Operations Financial Analyst

  • Sep 2017 - Mar 2020

  Hologic is a developer, manufacturer and supplier of diagnostics products, medical imaging systems and surgical products specializing in women’s health. • Responsible for Financial Consolidation and Reporting for $600M Diagnostics Division with emphasis in the Cytology and Perinatal Business Units. COGS analytics of key drivers: revenue, mix, volume, standard margin, manufacturing variances, and other COGS. • Manage month end closing and FP&A activities for $50M Perinatal Business to… Show more Hologic is a developer, manufacturer and supplier of diagnostics products, medical imaging systems and surgical products specializing in women’s health. • Responsible for Financial Consolidation and Reporting for $600M Diagnostics Division with emphasis in the Cytology and Perinatal Business Units. COGS analytics of key drivers: revenue, mix, volume, standard margin, manufacturing variances, and other COGS. • Manage month end closing and FP&A activities for $50M Perinatal Business to include Cost of Goods Budgets and preparation of Quarterly forecasts and Annual Budgets. • Development of 5 Year Strategic COGS Financial Plan for Diagnostics Division. • Manage Standard Cost activities for $50M facility to include review and approval of NPI product cost, standards accuracy, annual cost roll ups, calculation of E&O reserves and inventory reconciliation and analytics. • Serve as financial business partner to the Cytology and Perinatal Business Units with the objective to improve analysis and accuracy of forecasts and annual plans as well as drive VIP savings. • Tracking and KPI reporting for the Molecular and Perinatal Business Units. Concentration on: Quality, Safety, Service Level, Production Volume, Efficiency, Spending, VIP, and Capital expenditures. • Developed forecast model to facilitate Production Plan updates, calculation of Labor and Overhead rates and absorption. • Developed model for calculation and monthly accruals of Royalties for the Molecular Business to include monitor of payments and accrual account reconciliation. • Financial System Support focusing on Hyperion Planning, Smartview and Financial database (QlickView and QlickSense). Show less Hologic is a developer, manufacturer and supplier of diagnostics products, medical imaging systems and surgical products specializing in women’s health. • Responsible for Financial Consolidation and Reporting for $600M Diagnostics Division with emphasis in the Cytology and Perinatal Business Units. COGS analytics of key drivers: revenue, mix, volume, standard margin, manufacturing variances, and other COGS. • Manage month end closing and FP&A activities for $50M Perinatal Business to… Show more Hologic is a developer, manufacturer and supplier of diagnostics products, medical imaging systems and surgical products specializing in women’s health. • Responsible for Financial Consolidation and Reporting for $600M Diagnostics Division with emphasis in the Cytology and Perinatal Business Units. COGS analytics of key drivers: revenue, mix, volume, standard margin, manufacturing variances, and other COGS. • Manage month end closing and FP&A activities for $50M Perinatal Business to include Cost of Goods Budgets and preparation of Quarterly forecasts and Annual Budgets. • Development of 5 Year Strategic COGS Financial Plan for Diagnostics Division. • Manage Standard Cost activities for $50M facility to include review and approval of NPI product cost, standards accuracy, annual cost roll ups, calculation of E&O reserves and inventory reconciliation and analytics. • Serve as financial business partner to the Cytology and Perinatal Business Units with the objective to improve analysis and accuracy of forecasts and annual plans as well as drive VIP savings. • Tracking and KPI reporting for the Molecular and Perinatal Business Units. Concentration on: Quality, Safety, Service Level, Production Volume, Efficiency, Spending, VIP, and Capital expenditures. • Developed forecast model to facilitate Production Plan updates, calculation of Labor and Overhead rates and absorption. • Developed model for calculation and monthly accruals of Royalties for the Molecular Business to include monitor of payments and accrual account reconciliation. • Financial System Support focusing on Hyperion Planning, Smartview and Financial database (QlickView and QlickSense). Show less



Competitor Group, Inc.

• United States
• Spectator Sports
• 1 - 100 Employee

• Director Of Accounting

  • Jun 2016 - Sep 2017

  Competitor Group is the leading global media and event entertainment company dedicated to promoting the active lifestyle. It owns and operates events around the world as well as multiple sports related magazines. • Oversee the functions of the accounting department to include the month end close process, financial reporting, inter-company accounting, as well as balance sheet management. Responsible for a team of 8. • Accountable for the recruiting of qualified financial professionals to… Show more Competitor Group is the leading global media and event entertainment company dedicated to promoting the active lifestyle. It owns and operates events around the world as well as multiple sports related magazines. • Oversee the functions of the accounting department to include the month end close process, financial reporting, inter-company accounting, as well as balance sheet management. Responsible for a team of 8. • Accountable for the recruiting of qualified financial professionals to meet the short/long term goals and objectives of the organization. • Responsible for the professional development of the department’s associates for succession planning purposes. • Direct supervision of the General Accountants, Financial Analysts, Accounts Payable, Accounts Receivable and Payroll personnel. • Coordination, review and submission of the annual audits of Competitor Group’s International entities and the implementation of process changes resulting for such audits. • Coordination and review of Corporation’s US Audit. Liaised with audit firm and Corporate Controller to ensure the implementation of process changes resulting from audit. • Ensures that company financial records are maintained in compliance with company policies and US GAAP. • Analyzed and prepared Board of Directors package for monthly meetings. • Direct report to Corporate Controller. • Interacted with bankers, auditors, attorneys on the organization’s behalf nationally and internationally. Show less Competitor Group is the leading global media and event entertainment company dedicated to promoting the active lifestyle. It owns and operates events around the world as well as multiple sports related magazines. • Oversee the functions of the accounting department to include the month end close process, financial reporting, inter-company accounting, as well as balance sheet management. Responsible for a team of 8. • Accountable for the recruiting of qualified financial professionals to… Show more Competitor Group is the leading global media and event entertainment company dedicated to promoting the active lifestyle. It owns and operates events around the world as well as multiple sports related magazines. • Oversee the functions of the accounting department to include the month end close process, financial reporting, inter-company accounting, as well as balance sheet management. Responsible for a team of 8. • Accountable for the recruiting of qualified financial professionals to meet the short/long term goals and objectives of the organization. • Responsible for the professional development of the department’s associates for succession planning purposes. • Direct supervision of the General Accountants, Financial Analysts, Accounts Payable, Accounts Receivable and Payroll personnel. • Coordination, review and submission of the annual audits of Competitor Group’s International entities and the implementation of process changes resulting for such audits. • Coordination and review of Corporation’s US Audit. Liaised with audit firm and Corporate Controller to ensure the implementation of process changes resulting from audit. • Ensures that company financial records are maintained in compliance with company policies and US GAAP. • Analyzed and prepared Board of Directors package for monthly meetings. • Direct report to Corporate Controller. • Interacted with bankers, auditors, attorneys on the organization’s behalf nationally and internationally. Show less



Doncasters GCE Industries, Inc.

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

• Sr. Financial Analyst

  • Apr 2010 - Jan 2016

  GCE Industries is a manufacturer of highly engineered turbine engine components and systems for the power generation and aerospace industries. • Led teams in the planning, execution, auditing and reconciliation of the plant’s Quarterly Physical Inventories (WIP and Stock Counts). Improved process and reduced financial impact resulting in one annual physical after 1st year. • Owned forecast and budget for full P&L and balance sheet. • Prepared monthly Profit and Loss statements and… Show more GCE Industries is a manufacturer of highly engineered turbine engine components and systems for the power generation and aerospace industries. • Led teams in the planning, execution, auditing and reconciliation of the plant’s Quarterly Physical Inventories (WIP and Stock Counts). Improved process and reduced financial impact resulting in one annual physical after 1st year. • Owned forecast and budget for full P&L and balance sheet. • Prepared monthly Profit and Loss statements and cost accounting reports. • Managed consolidation process for quarterly forecast, annual budgets and actuals. • Developed model for reporting gross margin analytics by product line and customer. • Responsible for variance analysis of monthly actuals against forecast and budget. • Facilitated budget review meetings to manage cost center expense and reduce impact of manufacturing variances, scrap and outside processing costs. • Monitored, reviewed and reconciled monthly Inventory and calculated Stock & WIP E&O provisions . • Maintained standard cost system, processed configuration changes for BOMS and routers and validated accuracy of standards. • Developed and implementation financial processes and procedures. • Liaison between Manufacturing Engineering, Operations, and Finance Functions for process improvement initiatives. Show less GCE Industries is a manufacturer of highly engineered turbine engine components and systems for the power generation and aerospace industries. • Led teams in the planning, execution, auditing and reconciliation of the plant’s Quarterly Physical Inventories (WIP and Stock Counts). Improved process and reduced financial impact resulting in one annual physical after 1st year. • Owned forecast and budget for full P&L and balance sheet. • Prepared monthly Profit and Loss statements and… Show more GCE Industries is a manufacturer of highly engineered turbine engine components and systems for the power generation and aerospace industries. • Led teams in the planning, execution, auditing and reconciliation of the plant’s Quarterly Physical Inventories (WIP and Stock Counts). Improved process and reduced financial impact resulting in one annual physical after 1st year. • Owned forecast and budget for full P&L and balance sheet. • Prepared monthly Profit and Loss statements and cost accounting reports. • Managed consolidation process for quarterly forecast, annual budgets and actuals. • Developed model for reporting gross margin analytics by product line and customer. • Responsible for variance analysis of monthly actuals against forecast and budget. • Facilitated budget review meetings to manage cost center expense and reduce impact of manufacturing variances, scrap and outside processing costs. • Monitored, reviewed and reconciled monthly Inventory and calculated Stock & WIP E&O provisions . • Maintained standard cost system, processed configuration changes for BOMS and routers and validated accuracy of standards. • Developed and implementation financial processes and procedures. • Liaison between Manufacturing Engineering, Operations, and Finance Functions for process improvement initiatives. Show less



Seating Concepts LLC

• United States
• Furniture and Home Furnishings Manufacturing
• 1 - 100 Employee

• Controller

  • Sep 2009 - Mar 2010

  Seating Concepts is a leading manufacturer of fixed auditorium seating for the Cinema, Education, Worship, and Sports Markets. • Monthly presentation of financial performance to the Board of Directors. • Prepared monthly Profit and Loss statements in accordance to GAAP. • Performed Balance Sheet Audit expanding 5 years. • Managed Accounts Payable, Payroll, Financial Analysis, and Project Costing. • Prepared monthly Cash Flow forecast and managed daily cash flow… Show more Seating Concepts is a leading manufacturer of fixed auditorium seating for the Cinema, Education, Worship, and Sports Markets. • Monthly presentation of financial performance to the Board of Directors. • Prepared monthly Profit and Loss statements in accordance to GAAP. • Performed Balance Sheet Audit expanding 5 years. • Managed Accounts Payable, Payroll, Financial Analysis, and Project Costing. • Prepared monthly Cash Flow forecast and managed daily cash flow activities. • Sales and Margin Project Management by Customer. • Developed financial process and procedure for the monthly reconciliation of Balance Sheet Accounts. Show less Seating Concepts is a leading manufacturer of fixed auditorium seating for the Cinema, Education, Worship, and Sports Markets. • Monthly presentation of financial performance to the Board of Directors. • Prepared monthly Profit and Loss statements in accordance to GAAP. • Performed Balance Sheet Audit expanding 5 years. • Managed Accounts Payable, Payroll, Financial Analysis, and Project Costing. • Prepared monthly Cash Flow forecast and managed daily cash flow… Show more Seating Concepts is a leading manufacturer of fixed auditorium seating for the Cinema, Education, Worship, and Sports Markets. • Monthly presentation of financial performance to the Board of Directors. • Prepared monthly Profit and Loss statements in accordance to GAAP. • Performed Balance Sheet Audit expanding 5 years. • Managed Accounts Payable, Payroll, Financial Analysis, and Project Costing. • Prepared monthly Cash Flow forecast and managed daily cash flow activities. • Sales and Margin Project Management by Customer. • Developed financial process and procedure for the monthly reconciliation of Balance Sheet Accounts. Show less



Eaton

• Ireland
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Plant Controller

  • Jun 2006 - Mar 2008

  Eaton is a global technology leader in electrical components for industrial and mobile equipment and aerospace fuel, hydraulics and pneumatics systems used for military and commercial purposes. • Responsible for $200M facility financial statement preparation and consolidation in accordance with GAAP. • Development of 5 year strategic plan for manufacturing plant. • Annual Profit Plan preparation including product line revenue, margin projections, direct labor rate development, indirect… Show more Eaton is a global technology leader in electrical components for industrial and mobile equipment and aerospace fuel, hydraulics and pneumatics systems used for military and commercial purposes. • Responsible for $200M facility financial statement preparation and consolidation in accordance with GAAP. • Development of 5 year strategic plan for manufacturing plant. • Annual Profit Plan preparation including product line revenue, margin projections, direct labor rate development, indirect and SGA&E departmental budgets, and capital appropriations. • Timely preparation of monthly and quarterly forecasts and analysis versus actual, plan and last year. • Key member of management team selected to establish new facility in Tijuana, Mexico for Fortune 500 Corporation. • Implementation of manufacturing and financial systems for location. • Business integration and product lines and capital equipment transfer from US and European locations. • Development and implementation of financial processes and procedures. • Sarbanes-Oxley compliance. • Management of finance and accounting areas and personnel. Show less Eaton is a global technology leader in electrical components for industrial and mobile equipment and aerospace fuel, hydraulics and pneumatics systems used for military and commercial purposes. • Responsible for $200M facility financial statement preparation and consolidation in accordance with GAAP. • Development of 5 year strategic plan for manufacturing plant. • Annual Profit Plan preparation including product line revenue, margin projections, direct labor rate development, indirect… Show more Eaton is a global technology leader in electrical components for industrial and mobile equipment and aerospace fuel, hydraulics and pneumatics systems used for military and commercial purposes. • Responsible for $200M facility financial statement preparation and consolidation in accordance with GAAP. • Development of 5 year strategic plan for manufacturing plant. • Annual Profit Plan preparation including product line revenue, margin projections, direct labor rate development, indirect and SGA&E departmental budgets, and capital appropriations. • Timely preparation of monthly and quarterly forecasts and analysis versus actual, plan and last year. • Key member of management team selected to establish new facility in Tijuana, Mexico for Fortune 500 Corporation. • Implementation of manufacturing and financial systems for location. • Business integration and product lines and capital equipment transfer from US and European locations. • Development and implementation of financial processes and procedures. • Sarbanes-Oxley compliance. • Management of finance and accounting areas and personnel. Show less



Eaton

• Ireland
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Manager of Accounting

  • Apr 2004 - Mar 2006

  • Monthly, quarterly and annual profit plan coordination, review and consolidation to include revenue and margins projections by product line and item number, departmental expenses for SGA&E as well as capital expenditures for $400M division and $250M manufacturing facility. • Management of GL, Financial Analysis and Reporting, Budgeting/Forecasting, Payroll, AP, AR and FA. • Preparation of monthly, quarterly and year-end profit and loss statements in accordance with GAAP. • Balance… Show more • Monthly, quarterly and annual profit plan coordination, review and consolidation to include revenue and margins projections by product line and item number, departmental expenses for SGA&E as well as capital expenditures for $400M division and $250M manufacturing facility. • Management of GL, Financial Analysis and Reporting, Budgeting/Forecasting, Payroll, AP, AR and FA. • Preparation of monthly, quarterly and year-end profit and loss statements in accordance with GAAP. • Balance Sheet audits for accuracy and assessment of financial exposure. • Management of capital appropriation process, approvals and expenditures tracking • Responsible for coordination, review and resolution of internal and external audits findings • Sarbanes-Oxley review and compliance of location’s processes • Led AP centralization - Resulted in $117k in annual savings (2 AP Clerks salaries and benefits) • Led consolidation of Division’s payroll – Resulted in $65k in annual savings (Coordinator’s salary & benefits)

• Accounting Supervisor

  • Mar 2001 - Mar 2004

  • Responsible for all reporting, forecasting, planning activities to include preparation of profit and loss statements in accordance to GAAP and departmental budgets. • Management of payroll, credit and collections areas. Resolution of past due AR items. • Led AR centralization – Resulted in $70k in annual savings to division (AR Clerk’s salary & benefits) • Tracking and accounting of risk related programs to include workers compensation insurance and catastrophic health… Show more • Responsible for all reporting, forecasting, planning activities to include preparation of profit and loss statements in accordance to GAAP and departmental budgets. • Management of payroll, credit and collections areas. Resolution of past due AR items. • Led AR centralization – Resulted in $70k in annual savings to division (AR Clerk’s salary & benefits) • Tracking and accounting of risk related programs to include workers compensation insurance and catastrophic health claims • Year-end Corporate schedule preparation and compliance of reporting requirements for government purposes. • Monthly financial reporting and program variance analysis for government funded military programs. • Sales, margin, orders and backlog analysis by customer.

• Sr. Financial Analyst

  • Jun 1999 - Apr 2001

  • Key team member – Implementation of Oracle Financials and GEAC Smartstream reporting systems (General ledger and Accounts Payable modules) • Designed and implemented budgeting model to forecast division’s departmental expenses • Linked data to financial reporting system for consolidation and review • Designed and implemented capital expenditures model to forecast and track monthly expenditures and associated depreciation • Coordinated, prepared, consolidated, and reviewed annual… Show more • Key team member – Implementation of Oracle Financials and GEAC Smartstream reporting systems (General ledger and Accounts Payable modules) • Designed and implemented budgeting model to forecast division’s departmental expenses • Linked data to financial reporting system for consolidation and review • Designed and implemented capital expenditures model to forecast and track monthly expenditures and associated depreciation • Coordinated, prepared, consolidated, and reviewed annual departmental financial plans • Prepared and analyzed monthly division’s profit and loss statements



Lucky Stores

• Buena Park, CA

• Sr. Financial Analyst

  • Jul 1996 - Apr 1998



Aeroquip Corp.

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Staff Accountant

  • Mar 1994 - Jun 1996