Chief Financial Officer

• Oct 2022 - Present

Senior Vice President & Chief Financial Officer

• Mar 2019 - Oct 2022

Business partner and advisor supporting the business strategy. Directs a fully integrated Finance function including Accounting, Financial Planning & Analysis, Financial Reporting, Treasury, Risk Management, Tax, Mergers & Acquisitions, Internal Audit, and Credit through a team of up to 5 direct reports and 40+ associates. Presents to the Board of Directors quarterly. Member of Strategic Leadership Council. • Led the project to break the US business into three separate business unit… Show more Business partner and advisor supporting the business strategy. Directs a fully integrated Finance function including Accounting, Financial Planning & Analysis, Financial Reporting, Treasury, Risk Management, Tax, Mergers & Acquisitions, Internal Audit, and Credit through a team of up to 5 direct reports and 40+ associates. Presents to the Board of Directors quarterly. Member of Strategic Leadership Council. • Led the project to break the US business into three separate business unit functions. • Identified and implemented opportunities to improve the pricing process during inflationary pressure. • Conducted due diligence and closing of largest acquisition, 2019. Completed first acquisition in Mexico, 2020. • Negotiated payment terms with North American suppliers. • Collaborated with Operations leader to execute a capacity study and develop a footprint plan. • Oversaw IT function for one year and participated in hiring a new CIO. -Partnered with IT to develop an annual project roadmap improving project visibility to business. -Member of a team selecting OneStream consolidation software as well as the SAP ERP system. -Lead a system gap analysis project to assess organization’s long term system architecture strategy. • Member of Strategic Leadership Council that developed strategies for the entire organization for all functions.

Corporate Controller

• Mar 2016 - Mar 2019

Directed corporate accounting, cost accounting, financial planning and analysis and treasury management. Responsible for the close process to ensure financial results were reported timely and accurately. Responsible for coordination of tax compilation to support third party execution of corporate and shareholder tax returns. • Developed enhanced processes and internal controls decreasing audit fees and reducing risk of audit adjustments. • Implemented an automated process to execute… Show more Directed corporate accounting, cost accounting, financial planning and analysis and treasury management. Responsible for the close process to ensure financial results were reported timely and accurately. Responsible for coordination of tax compilation to support third party execution of corporate and shareholder tax returns. • Developed enhanced processes and internal controls decreasing audit fees and reducing risk of audit adjustments. • Implemented an automated process to execute the quarterly debt covenants in a timely and accurate manner. • Championed four successful green belt projects improving efficiency and increasing capacity. Increased AP throughput saving $160,000 annually. • Executed succession planning process to maximize and leverage talent within Finance. • Drove annual budget process and implemented reporting technology to improve visibility to senior leadership. Utilized Microsoft Dynamics capabilities. • Joined Oatey’s Strategic Leadership Council and provided representation of Finance function.

Director of Accounting

• Jul 2013 - Mar 2016

Led corporate accountants, accounts payable and accounts receivable groups to embrace newly implemented system and improve manual processes. Managed monthly close process and provided results by day 4. • Spearheaded an automated AP system eliminating need for paper. Technology implemented allowed AP to scale with the growing business without the need of additional resources. • Implemented Fixed Asset system within ERP eliminating need for unsupported legacy system. • Established… Show more Led corporate accountants, accounts payable and accounts receivable groups to embrace newly implemented system and improve manual processes. Managed monthly close process and provided results by day 4. • Spearheaded an automated AP system eliminating need for paper. Technology implemented allowed AP to scale with the growing business without the need of additional resources. • Implemented Fixed Asset system within ERP eliminating need for unsupported legacy system. • Established customer rebate system improving accounting and enhancing customer program analytics and reporting.

Finance Manager, Distribution Division

• Jan 2013 - Jul 2013

Finance Manager, Distribution Division | 1/2013 to 7/2013 Senior Financial Analyst, Distribution Division | 1/2012 to 1/2013 Provided financial support for this $1B division. Responsible for month end close and reporting. Partnered with business unit executive leader to improve profitability. • Responsible for creating, recruiting, and developing direct report to support growing business. • Prepared and provided guidance to leaders of 10 separate P&Ls. • Partnered with… Show more Finance Manager, Distribution Division | 1/2013 to 7/2013 Senior Financial Analyst, Distribution Division | 1/2012 to 1/2013 Provided financial support for this $1B division. Responsible for month end close and reporting. Partnered with business unit executive leader to improve profitability. • Responsible for creating, recruiting, and developing direct report to support growing business. • Prepared and provided guidance to leaders of 10 separate P&Ls. • Partnered with strategic business leaders to develop customer rebate agreements designed to incentivize customers to convert spend to PolyOne. • Trained as a Green Belt in six sigma. Used six sigma techniques improving accuracy of month end reporting. • Hands on leader automating rebate accruals in SAP and revamp reporting to leverage Hyperion. Show less Finance Manager, Distribution Division | 1/2013 to 7/2013 Senior Financial Analyst, Distribution Division | 1/2012 to 1/2013 Provided financial support for this $1B division. Responsible for month end close and reporting. Partnered with business unit executive leader to improve profitability. • Responsible for creating, recruiting, and developing direct report to support growing business. • Prepared and provided guidance to leaders of 10 separate P&Ls. • Partnered with… Show more Finance Manager, Distribution Division | 1/2013 to 7/2013 Senior Financial Analyst, Distribution Division | 1/2012 to 1/2013 Provided financial support for this $1B division. Responsible for month end close and reporting. Partnered with business unit executive leader to improve profitability. • Responsible for creating, recruiting, and developing direct report to support growing business. • Prepared and provided guidance to leaders of 10 separate P&Ls. • Partnered with strategic business leaders to develop customer rebate agreements designed to incentivize customers to convert spend to PolyOne. • Trained as a Green Belt in six sigma. Used six sigma techniques improving accuracy of month end reporting. • Hands on leader automating rebate accruals in SAP and revamp reporting to leverage Hyperion. Show less

Internal Risk & Control Analyst

• Jan 2009 - Jan 2012

Internal Risk & Control Analyst | 1/2011 to 1/2012 Internal Auditor |1/2009 to 1/2011 • Created and executed operational audit plans world-wide including audits in North America, Europe, and Asia. • Drafted and communicated audit reports to Executive Management. • Liaison between Internal Audit and external auditors for all planning, execution, and reporting audit plans. • Conducted ethics report violations investigations resolving the situations. • Developed a formal cycle… Show more Internal Risk & Control Analyst | 1/2011 to 1/2012 Internal Auditor |1/2009 to 1/2011 • Created and executed operational audit plans world-wide including audits in North America, Europe, and Asia. • Drafted and communicated audit reports to Executive Management. • Liaison between Internal Audit and external auditors for all planning, execution, and reporting audit plans. • Conducted ethics report violations investigations resolving the situations. • Developed a formal cycle count audit plan to provide documentation to external auditors. Show less Internal Risk & Control Analyst | 1/2011 to 1/2012 Internal Auditor |1/2009 to 1/2011 • Created and executed operational audit plans world-wide including audits in North America, Europe, and Asia. • Drafted and communicated audit reports to Executive Management. • Liaison between Internal Audit and external auditors for all planning, execution, and reporting audit plans. • Conducted ethics report violations investigations resolving the situations. • Developed a formal cycle… Show more Internal Risk & Control Analyst | 1/2011 to 1/2012 Internal Auditor |1/2009 to 1/2011 • Created and executed operational audit plans world-wide including audits in North America, Europe, and Asia. • Drafted and communicated audit reports to Executive Management. • Liaison between Internal Audit and external auditors for all planning, execution, and reporting audit plans. • Conducted ethics report violations investigations resolving the situations. • Developed a formal cycle count audit plan to provide documentation to external auditors. Show less

Audit Senior & Auditor

• Sep 2006 - Jan 2009

Audit Senior & Auditor | 9/2006 to 1/2009 • Assisted in filing four 10-Ks in 2+ years for 2 large local publicly traded companies. • Led staff and interns in performing audit work which included reviewing their daily work. • Researched and applied accounting pronouncements and authoritative literature to audits. Audit Senior & Auditor | 9/2006 to 1/2009 • Assisted in filing four 10-Ks in 2+ years for 2 large local publicly traded companies. • Led staff and interns in performing audit work which included reviewing their daily work. • Researched and applied accounting pronouncements and authoritative literature to audits.