Senior Financial Reporting Analyst

• Nov 2022 - Present

Senior Financial Reporting Analyst

• Jun 2021 - Nov 2022

Financial Reporting Analyst

• Aug 2019 - Jun 2021

Senior Financial Reporting Accountant - External Reporting

• Jan 2015 - Aug 2019

Senior Accountant

• Aug 2014 - Jan 2015

Analyze costing of industrial machine tools shipped into Mexico & Canada and reconcile posting to income statement; maintain currency exchange rate database through SAP enterprise software; perform month and quarter-end account reconciliations for Mexico and Canada subsidiaries; calculate and post month-end journal entries; complete, file, and follow up on required government surveys for various Federal bureaus; assist North American foreign subsidiaries with tax compliance; generate ad hoc projects and reports as requested. Show less

Comptroller

• Apr 2013 - Aug 2014

Collect, classify, and report complete and accurate financial data using QuickBooks 2012, Automated Auto Auction software, and spreadsheet software; develop and institute appropriate systems and procedures to facilitate smooth, accurate, and consistent continuing operations; responsible for bill payment, bank transactions, and cash management; complete month-end bank reconciliations; generate monthly and ad hoc income statement and balance sheet; prepare and submit monthly year-to-date financial data for industry owners’ group comparison; supervise front office operations with 2 to 3 direct reports; report directly to ownership; maintain HR and payroll filing and compliance with Group Management Services. •Point person for third party accounting firm compilation engagement from firm selection to engagement completion. Engagement verified company financials for 2010 and reconstructed company financials for 2011 and 2012. •Overhaul financial policies and procedures to correctly record and report transactions; increasing accuracy and transparency while limiting risk and liability. •Research, verify, and correct financial records and customer accounts receivable where necessary. •Complete quarterly Ohio Commercial Activity Tax return, and semi-annual Ohio sales tax return. Show less

Operations Support Manager

• Sep 2007 - Apr 2013

Focused on supporting store managers and operations during peak, transition, and introduction periods by solving problems, analyzing processes, and facilitating communication; managed effective marketing efforts for Cambridge location through negotiation with local media outlets (newspaper and radio station) in securing agreements, creating, and updating ads; created end caps and displays; wrote newsletters; provided basic tech support; placed orders through secondary vendors; diffused customer and employee concerns; and oversaw delivery service and training course in basic hardware as store administrator for National Retail Hardware Association training courses. •Supported the rollout of Newcomerstown location from acquisition to fully functioning retail operation; acted as manager for Cadiz store; supported New Concord location with staffing; and aided with preparation of Berlin location upon purchase. •Negotiated, purchased, and scheduled newspaper and radio advertising; surveyed customers, analyzed results, and determined effectiveness of marketing activities. •Crafted newsletters and managed Excel customer database catering to the introduction of winemaking and home brewing products. •Assisted with introduction, management, and technical support of point of sale system (POS). •Acted as Workers’ Compensation coordinator, ensuring all locations compliant with Ohio Bureau of Workers’ Compensation. Show less

Processor

• May 2006 - May 2007

Credit Manager

• Oct 2005 - May 2006

Project Leader

• Sep 2004 - Oct 2005

Supported national sales team; oversaw consultants and employee teams and scheduling during conversion and remerchandising projects; analyzed financial statements and competitor’s invoices and catalogs; and offered technical support. • Led teams in member stores through projects involving rearranging old stock and placing SKUs on existing stock to facilitate reorder and POS conversion. • Analyzed member financial statements and competitor warehouse catalog items. • Prepared PowerPoint presentations, including creation of annual symposium production designed to assist members with common business challenges. • Trained sales team in use of spreadsheet package facilitating creation of forward-looking financial statements for members. • Facilitated conversions and price comparisons through coordination of competitor warehouse catalog items with Do It Best catalog items. Show less