Experience

UPCAP
• United States
• Consumer Services
• 1 - 100 Employee
• Chief Financial Officer

  • Jan 2021 - Present

Delta Force P.I., LLC
• United States
• Security and Investigations
• 1 - 100 Employee
• CFO

  • Jul 2020 - Nov 2020


WS Packaging Group

• United States
• Printing Services
• 300 - 400 Employee

• Senior Manager of Financial Planning and Analysis

  • 2018 - Jan 2020

  Green Bay, Wisconsin, United States Responsible for directing budgeting and forecasting including capital spending, labor and job costing; and overall management of departmental projects; and interviewing, hiring, and conducting performance reviews. • Conducted post-audits of CAPEX requests which provided the leadership team with data to aide in the evaluation of future spends. • Collaborated with Plant Controllers and Vice Presidents of Operations to consolidate the weekly sales and expense forecasts, which were presented… Show more Responsible for directing budgeting and forecasting including capital spending, labor and job costing; and overall management of departmental projects; and interviewing, hiring, and conducting performance reviews. • Conducted post-audits of CAPEX requests which provided the leadership team with data to aide in the evaluation of future spends. • Collaborated with Plant Controllers and Vice Presidents of Operations to consolidate the weekly sales and expense forecasts, which were presented to senior level management. • Provided insight and analysis to senior level management in support of the company’s strategic planning and decision making. • Utilized a forecasting model to conduct comparative and trending analyses, determined favorable and unfavorable variances, and distributed forecasted sales and EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization) to the leadership team on a weekly basis.

• Senior Financial Analyst

  • 2016 - 2018

  Green Bay, Wisconsin, United States Responsible for researching, developing and analyzing reports and raw data to support data accuracy and business unit profitability; performed a variety of financial activities including budgeting, forecasting, and assisting with financial planning; prepared reports using a Data Warehouse and Excel; and assisted with month end and year end close processes. • Led weekly calls with Chief Transformation Officer, Vice Presidents of Operations, and General Plant Managers to direct optimization… Show more Responsible for researching, developing and analyzing reports and raw data to support data accuracy and business unit profitability; performed a variety of financial activities including budgeting, forecasting, and assisting with financial planning; prepared reports using a Data Warehouse and Excel; and assisted with month end and year end close processes. • Led weekly calls with Chief Transformation Officer, Vice Presidents of Operations, and General Plant Managers to direct optimization initiatives, monitor costs, track progress to goals, and report the EBITDA savings. • Increased direct involvement in operations at all locations to analyze processes, determine best practices, and establish optimization plans and metrics to improve overall operations companywide. • Actively participated in the Data Governance Committee to ensure availability, usability, integrity and security of data.

• Senior Corporate Accountant

  • Apr 2014 - 2016

  Green Bay, Wisconsin, United States Responsible for preparing and analyzing financial statements, calculating commissions, processing payroll, and preparing work papers for quarterly and annual audits for multiple locations. • Collaborated with plant management on a monthly basis to establish operational goals. • Analyzed proposed commission compensation plan to determine feasibility, collaborated with Vice President of Sales to make necessary adjustments, and implemented the new plan company-wide. • Utilized inventory… Show more Responsible for preparing and analyzing financial statements, calculating commissions, processing payroll, and preparing work papers for quarterly and annual audits for multiple locations. • Collaborated with plant management on a monthly basis to establish operational goals. • Analyzed proposed commission compensation plan to determine feasibility, collaborated with Vice President of Sales to make necessary adjustments, and implemented the new plan company-wide. • Utilized inventory audit experience to assist with the coordination of physical counts for year-end, which reduced labor hours and cost. • Managed inquiries from general managers regarding various concerns, absorbed responsibilities of a colleague during a leave of absence, and infused over-all positivity into the company which earned me the Employee of the Quarter and Employee of the Year Awards, as well as a promotion to Senior Financial Analyst. • Partnered with colleagues and the Vice President of Accounting to interview, assess qualifications, and collaborate on the selection of potential department staff additions.



The Bay Family of Companies

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Senior Corporate Accountant

  • 2007 - 2014

  Green Bay, Wisconsin, United States Responsible for managing monthly financial information for multi-plant operations as well as intercompany accounting. • Partnered with an outside vendor to customize, implement, and test a new ERP software system which centralized operational and financial data. • Successfully developed curriculum and provided on-site and webinar training, at over 70 locations, on the use of Microsoft Dynamic AX ERP system, as well as provided technical support for the software. • Partnered with the… Show more Responsible for managing monthly financial information for multi-plant operations as well as intercompany accounting. • Partnered with an outside vendor to customize, implement, and test a new ERP software system which centralized operational and financial data. • Successfully developed curriculum and provided on-site and webinar training, at over 70 locations, on the use of Microsoft Dynamic AX ERP system, as well as provided technical support for the software. • Partnered with the Business Acquisitions team to determine overall inventory asset valuations. • Played a key role in the development of companywide accounting and business procedures and trained newly acquired business units to provide constancy. • Utilized strong analytical skills to develop effective product strategies including inventory flow, bills of materials, and margin pricing. Show less



Tru-Arx Manufacturing, LLC (aquired by Bay Family)

• Controller

  • 2005 - 2007

  De Pere, Wisconsin, United States Responsible for preparing, analyzing, and auditing various types of financial information including general ledger, receivables, payables, and account reconciliations, as well as processing payroll and benefits. • Participated in the business startup including planning, setting policies and procedures, and developing strategies to promote and drive the business to meet and exceed goals. • Consulted with owners to establish work procedures which ensured deadlines were met and financial… Show more Responsible for preparing, analyzing, and auditing various types of financial information including general ledger, receivables, payables, and account reconciliations, as well as processing payroll and benefits. • Participated in the business startup including planning, setting policies and procedures, and developing strategies to promote and drive the business to meet and exceed goals. • Consulted with owners to establish work procedures which ensured deadlines were met and financial reports were prepared in a timely manner. • Collaborated with Manufacturing Engineer and Operations Manager to perform a cost analysis which provided accurate product pricing. • Analyzed financial reports to make recommendations for budget adjustments. Show less



Northeast Wisconsin Technical College

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Instructor

  • 2005 - 2005

  Oconto Falls, Wisconsin, United States Responsible for a semester of instructing Accounting Principles, Payroll, Computer Ledger and QuickBooks courses including developing curriculum, grading assignments and testing. Utilized experience, subject expertise, and management skills to successfully instruct individuals entering or currently established within the accounting workforce.



Buhr & Associates, Inc

• Senior Accountant/Assistant Controller

  • 2003 - 2005

  Green Bay, Wisconsin, United States Responsible for office management, providing financial consultation, and client support including Accounts Payable; Accounts Receivable; processing payroll; managing employee benefits; preparing financial reports including general ledger; account reconciliations, and depreciation schedules; and preparing income tax returns for Partnership, Corporate and Individual clients. • Assessed and rewrote financial and payroll procedures for clients which streamlined processes and increased… Show more Responsible for office management, providing financial consultation, and client support including Accounts Payable; Accounts Receivable; processing payroll; managing employee benefits; preparing financial reports including general ledger; account reconciliations, and depreciation schedules; and preparing income tax returns for Partnership, Corporate and Individual clients. • Assessed and rewrote financial and payroll procedures for clients which streamlined processes and increased productivity and consistency. • Successfully assisted clients with the installation and use of QuickBooks. • Provided on-site analysis of financial procedures which improved efficiency and audit results. • Participated in networking events and promoted the company within the community to bring in new business and retain the client base. • Collaborated with Partners to test and implement new tax accounting software which generated additional revenue. Show less



ALBERTS & HELING, CPA'S LLC

• United States
• Accounting

• Senior Tax Accountant

  • 2000 - 2003

  Green Bay, Wisconsin, United States Responsible for providing financial consultation and client support including Accounts Payable; Accounts Receivable; processing payroll; managing employee benefits; preparing financial reports including general ledger; account reconciliations, and depreciation schedules; and preparing income tax returns for Partnership, Corporate and Individual clients. • Assessed and rewrote financial and payroll procedures for clients which streamlined processes and increased productivity and consistency… Show more Responsible for providing financial consultation and client support including Accounts Payable; Accounts Receivable; processing payroll; managing employee benefits; preparing financial reports including general ledger; account reconciliations, and depreciation schedules; and preparing income tax returns for Partnership, Corporate and Individual clients. • Assessed and rewrote financial and payroll procedures for clients which streamlined processes and increased productivity and consistency. • Successfully assisted clients with the installation and use of QuickBooks. • Provided on-site analysis of financial procedures which improved efficiency and audit results. • Participated in networking events and promoted the company within the community to bring in new business and retain the client base. • Collaborated with Partners to test and implement new tax accounting software which generated additional revenue. Show less



Thomson Creative Solutions

• Software Development
• 1 - 100 Employee

• Technical Support Specialist

  • 1998 - 2000

  Ann Arbor, Michigan, United States Responsible for providing technical support for accounting, tax, depreciation, and payroll applications, and assisting in the development and testing of software.