Experience

Federal Broach & Machine Company LLC

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2023 - Present

• Controller - Nidec Corporation

  • Aug 2021 - Jul 2023

  Responsible for Federal Broach Holdings, LLC, Federal Broach Machine (Harrison, MI) and Southeast Broach (Greer, SC) with roll up from Nidec Machine Tool America (Wixom, MI). Our holding company rolls up to Nidec Americas Holding Corp and is a part of the Machine Tool Division. Nidec Machine Tool Japan, which rolls up to Nidec Corporation Japan.

• Controller - Mitsubishi Heavy Industries

  • Jan 2021 - Aug 2021

  Business partner to the Company CEO, President and management staff to ensure the understanding of financial performance, importance of cash flow, return on investments and maximizing shareholder value while managing their segment of the business. Directs and manages all accounting and financial aspects of the company, overseeing the accounting department. Responsible for establishing and implementing accounting and financial policies. Acts in a pro-active manner to identify trends and seeks… Show more Business partner to the Company CEO, President and management staff to ensure the understanding of financial performance, importance of cash flow, return on investments and maximizing shareholder value while managing their segment of the business. Directs and manages all accounting and financial aspects of the company, overseeing the accounting department. Responsible for establishing and implementing accounting and financial policies. Acts in a pro-active manner to identify trends and seeks ways to reduce exposure of risk. Assists in implementing changes to increase company profitability.

• Senior Accountant

  • Apr 2018 - Jan 2021

  Harrison, Michigan Prepares financial statements, and supporting schedules and analysis of operations, prepares reports that outline the company's financial position in the areas of income, expenses, and earnings based on past, present, and future operations. Development, analysis, and interpretation of statistical and accounting information in order to appraise operating results in terms of profitability, performance against budget, and other matters bearing on the fiscal soundness and operating effectiveness of… Show more Prepares financial statements, and supporting schedules and analysis of operations, prepares reports that outline the company's financial position in the areas of income, expenses, and earnings based on past, present, and future operations. Development, analysis, and interpretation of statistical and accounting information in order to appraise operating results in terms of profitability, performance against budget, and other matters bearing on the fiscal soundness and operating effectiveness of the organization. Furnishes internal reports to Mitsubishi Heavy Industries, the controlling owner, revises and updates reports to be more useful and efficient, and furnishes external reports as necessary.



IAC Group

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Senior Financial Analyst

  • May 2016 - Apr 2018

  Alma, MI Prepares the daily, weekly, and monthly financial reports, and supports the monthly forecasts in accordance with GAAP Produced financial month to date results to plant management team daily Improved internal control and SOX conformance from 67% pass rate to 100% pass rate Increased vendor debits $436k or over 900% of prior year working with Quality department in one year Improved accuracy of sales by state reporting working with the tax and shipping departments Identifies cost… Show more Prepares the daily, weekly, and monthly financial reports, and supports the monthly forecasts in accordance with GAAP Produced financial month to date results to plant management team daily Improved internal control and SOX conformance from 67% pass rate to 100% pass rate Increased vendor debits $436k or over 900% of prior year working with Quality department in one year Improved accuracy of sales by state reporting working with the tax and shipping departments Identifies cost reduction and profit improvement opportunities and assists in implementation with cross functional teams to attain business goals Oversees preparation of capital forecasts with local management working with corporate plans Oversees maintenance of fixed asset schedule Assists in annual budget and forecasts Work with materials department to generate excess and obsolete inventory entries $75M annual sales for plant, 440 employees. Show less



Nexteer Automotive

• FP&A - Financial Analyst II

  • Oct 2014 - Apr 2016

  Saginaw, MI Implementation of QAD Manufacturing ERP Streamlined reporting process by creating new method for reporting sales by platform, product and plant Produced management reports to show daily actual sales vs forecast and budget Provided financial impact analysis working with sales team for commodity and contract agreements Assisted team to improved internal controls and SOX compliance from failing to meeting requirements



Migizi Economic Development Co

• Interim Controller

  • Sep 2013 - Sep 2014

  Mt. Pleasant, Michigan Analyze operations and recommend actions to maximize efficiencies to achieve company objectives. Work with CEO, Migizi BOD, and Tribal CFO to ensure that Migizi internal control policies do not conflict with the overall welfare of the Saginaw Chippewa Indian Tribe of Michigan. Implementation of Microsoft Dynamics tribal wide. Oversee the accounting, cash management and internal controls of multiple business entities in various geographical locations, including the corporate… Show more Analyze operations and recommend actions to maximize efficiencies to achieve company objectives. Work with CEO, Migizi BOD, and Tribal CFO to ensure that Migizi internal control policies do not conflict with the overall welfare of the Saginaw Chippewa Indian Tribe of Michigan. Implementation of Microsoft Dynamics tribal wide. Oversee the accounting, cash management and internal controls of multiple business entities in various geographical locations, including the corporate office, a waterpark and hotel, golf course, rv park, gas stations, marina, outfitters, pharmacy, gift shop, pro shop, business park and other residential and commercial properties. Manage accounting staff, for AR, AP, GL and Payroll. Prepare forecasts, budgets, financial analysis of operations, and work with auditors for year-end audit. Perform cash management activities, and file all regulatory and tax reports and licensing documents. Create, modify, implement, and oversee efficient business processes and procedures to ensure a robust internal control environment ensuring compliance with company policies, applicable laws and regulations, and safeguarding of assets. Show less



McMahan, Thomson & Associates CPAs

• CPA - Staff Accountant

  • Oct 2011 - Aug 2013

  Midland, Michigan Management Advisory Services, Business and Tax return preparation and Auditing Areas of expertise and clientele industry concentration in public service organizations in construction, mortgage, domestic violence, land conservation, professional sports team, and community resource phone referral services. Areas of clientele industry concentration and experience include new home and restorative construction companies, various commercial and residential rental properties, retail sales… Show more Management Advisory Services, Business and Tax return preparation and Auditing Areas of expertise and clientele industry concentration in public service organizations in construction, mortgage, domestic violence, land conservation, professional sports team, and community resource phone referral services. Areas of clientele industry concentration and experience include new home and restorative construction companies, various commercial and residential rental properties, retail sales businesses including minor league concessions, art shop, bakeries, restaurants, convenience stores, clothing, janitorial supplies, stone and mulch, landscaping, and professional service businesses. Show less



Do-All, Inc.

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Controller

  • Jan 2011 - Aug 2011

  Bay City, MI Oversight of finance, HR and IT departments of growing organization with over $5.6 million dollar gross sales annually Updated HR policies and procedures, compensation and benefits packages after research and market analysis Ensure financial statements were prepared accurately and timely for management as well as board of directors Developed and created forecasts and budgets for each department previously all consolidated Responsible for grant applications from a wide variety of… Show more Oversight of finance, HR and IT departments of growing organization with over $5.6 million dollar gross sales annually Updated HR policies and procedures, compensation and benefits packages after research and market analysis Ensure financial statements were prepared accurately and timely for management as well as board of directors Developed and created forecasts and budgets for each department previously all consolidated Responsible for grant applications from a wide variety of sources, grant compliance and reporting requirements Implemented ACCPAC system (now Sage 300) creating more useful, GAAP compliant financials. Show less



Maier & Associates Financial Group

• Controller / Tax & Accounting Manager

  • Jan 2010 - Jan 2011

  Bay City, MI In depth business management advisory services and business and tax return preparation Responsible for general ledger and fixed asset schedules Researched tax law and analyzed applicability to specific businesses and individuals, including foreign controlled corporations Successful representation in U.S. Tax Court for client against IRS ruling



Yeo & Yeo CPAs & Advisors

• United States
• Accounting
• 100 - 200 Employee

• Staff Accountant - CPA

  • Dec 2007 - Dec 2009

  Bay City, Michigan Management Advisory Services, Business and Tax return preparation and Auditing Assisted in creating SAS70 audit program to remain compliant with new testing and reporting requirements. Audit of fund accounting clients, school, governmental and non profit based.