Experience

American Trim

• United States
• Manufacturing
• 200 - 300 Employee

• Plant Controller

  • Nov 2021 - Present

  • Manage P&L and financial performance for two plants totaling roughly $90M in sales • Ensure all journal entries and reconciliations are properly prepared • Prepare notes to financial statements each period and provide to C-Suite • Participate in cross-functional teams within both plants to improve specific areas of performance • Work hand-in-hand with Commercial team on pricing updates and provide ad-hoc pricing analysis • Roll costs and ensure accuracy of BOMs and… Show more • Manage P&L and financial performance for two plants totaling roughly $90M in sales • Ensure all journal entries and reconciliations are properly prepared • Prepare notes to financial statements each period and provide to C-Suite • Participate in cross-functional teams within both plants to improve specific areas of performance • Work hand-in-hand with Commercial team on pricing updates and provide ad-hoc pricing analysis • Roll costs and ensure accuracy of BOMs and routings • Prepare annual budget • Prepare ad-hoc analysis for C-Suite and plant management Show less • Manage P&L and financial performance for two plants totaling roughly $90M in sales • Ensure all journal entries and reconciliations are properly prepared • Prepare notes to financial statements each period and provide to C-Suite • Participate in cross-functional teams within both plants to improve specific areas of performance • Work hand-in-hand with Commercial team on pricing updates and provide ad-hoc pricing analysis • Roll costs and ensure accuracy of BOMs and… Show more • Manage P&L and financial performance for two plants totaling roughly $90M in sales • Ensure all journal entries and reconciliations are properly prepared • Prepare notes to financial statements each period and provide to C-Suite • Participate in cross-functional teams within both plants to improve specific areas of performance • Work hand-in-hand with Commercial team on pricing updates and provide ad-hoc pricing analysis • Roll costs and ensure accuracy of BOMs and routings • Prepare annual budget • Prepare ad-hoc analysis for C-Suite and plant management Show less



Auria

• United States
• Motor Vehicle Manufacturing
• 500 - 600 Employee

• Controller

  • May 2021 - Nov 2021

  • Prepare and support the Daily, Weekly, and Monthly financial reports, monthly/quarterly forecasts, annual budget, and long term (5yr) plan • Lead plant finance team during monthly close, ensuring all journal entries and reconciliations are properly prepared • Complete all financial transactions and reporting on a timely and accurate basis • Analyze and accurately report current month financial results to the plant and corporate management, explaining any variances in budget vs actual… Show more • Prepare and support the Daily, Weekly, and Monthly financial reports, monthly/quarterly forecasts, annual budget, and long term (5yr) plan • Lead plant finance team during monthly close, ensuring all journal entries and reconciliations are properly prepared • Complete all financial transactions and reporting on a timely and accurate basis • Analyze and accurately report current month financial results to the plant and corporate management, explaining any variances in budget vs actual results • Participate in physical inventory, investigating and booking inventory adjustments • Support analysis of excess & obsolete inventory items on a semi-annual basis • Maintain perpetual inventory and ensure inventory is in balance with the general ledger • Roll costs and ensure accuracy of BOMs • Oversee preparation of capital forecasts with management and ensure capital is properly accounted • Assist in preparation of capital requests • Attend and present financials during daily plant production meetings

• Assistant Controller

  • Mar 2021 - May 2021

  • Prepare and support the Daily, Weekly, and Monthly financial reports, monthly/quarterly forecasts, annual budget, and long term (5yr) plan • Actively participate in the monthly close process, ensuring all journal entries and reconciliations are properly prepared • Complete all financial transactions and reporting on a timely and accurate basis • Analyze and accurately report current month financial results to the plant and corporate management, explaining any variances in budget vs… Show more • Prepare and support the Daily, Weekly, and Monthly financial reports, monthly/quarterly forecasts, annual budget, and long term (5yr) plan • Actively participate in the monthly close process, ensuring all journal entries and reconciliations are properly prepared • Complete all financial transactions and reporting on a timely and accurate basis • Analyze and accurately report current month financial results to the plant and corporate management, explaining any variances in budget vs actual results • Participate in physical inventory, investigating and booking inventory adjustments • Roll costs and ensure accuracy of BOMs • Oversee preparation of capital forecasts with management and ensure capital is properly accounted • Assist in preparation of capital requests • Attend and present financials during daily plant production meetings



Emerson Commercial & Residential Solutions

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Sr. Financial Analyst

  • Sep 2019 - Mar 2021

  • Perform monthly budget vs actual analysis and monthly budget submission for all Procurement cost centers • Prepare monthly journal entries and accruals • Perform monthly analysis and forecast of Material Price Variance • Manage inflation model for all business units within Commercial and Residential Solutions • Coordinate monthly inflation model submission for P&L reporting • Run quarterly inflation reviews with Commodity Managers • Review and approve Appropriation… Show more • Perform monthly budget vs actual analysis and monthly budget submission for all Procurement cost centers • Prepare monthly journal entries and accruals • Perform monthly analysis and forecast of Material Price Variance • Manage inflation model for all business units within Commercial and Residential Solutions • Coordinate monthly inflation model submission for P&L reporting • Run quarterly inflation reviews with Commodity Managers • Review and approve Appropriation Requests • Manage Procurement capital budget for AC and Refrigeration business units • Establish annual standard cost for direct material parts • Perform ad-hoc requests for the VP-Global Supply Chain and the VP-Global Sourcing • Prepare exhibits for Emerson reviews (Finance Review, Perfect Execution Review, Profit Review, and President’s Council) • Perform annual reset of base year spend in the inflation model

• Commodity Manager

  • Sep 2018 - Sep 2019

  • Manage all spend and develop sourcing strategy for Grey Iron Casting commodity • Develop regionalization strategy for all parts in commodity • Negotiate pricing and contracts with suppliers • Present commodity strategy to management • Establish Supply Chain metrics and goals with suppliers • Perform electronic sourcing bid events • Forecast containment and inflation projects for current and future years, and present to management five times per year

• Sr. Financial Analyst

  • Aug 2016 - Sep 2018

  • Manage inflation model for all business units within Commercial and Residential Solutions • Coordinate monthly inflation model submission for P&L reporting • Run quarterly inflation reviews with Commodity Managers • Review and approve Appropriation Requests • Manage Procurement capital budget for AC and Refrigeration business units • Establish annual standard cost for direct material parts • Prepare exhibits for Emerson reviews (Finance Review, Perfect Execution Review… Show more • Manage inflation model for all business units within Commercial and Residential Solutions • Coordinate monthly inflation model submission for P&L reporting • Run quarterly inflation reviews with Commodity Managers • Review and approve Appropriation Requests • Manage Procurement capital budget for AC and Refrigeration business units • Establish annual standard cost for direct material parts • Prepare exhibits for Emerson reviews (Finance Review, Perfect Execution Review, Profit Review, and President’s Council) • Perform ad-hoc requests for the VP-Global Supply Chain and the VP-Global Sourcing • Manage monthly Excess & Obsolete accrual • Perform annual reset of base year spend in the inflation model

• Sr. Financial Analyst

  • Apr 2014 - Aug 2016

  • Responsible for reporting and submitting global headcount for Emerson Climate Technologies • Key contributor on a multifunctional team assisting in a company-wide Oracle implementation • Responsible for performing validity testing for the move to Oracle Payroll • Prepare headcount breakdowns for executives to utilize during the monthly ECE meetings • Prepare monthly analysis of DSOs and DPOs for the VP - Finance • Prepare monthly Balance Sheet forecast for Emerson Climate… Show more • Responsible for reporting and submitting global headcount for Emerson Climate Technologies • Key contributor on a multifunctional team assisting in a company-wide Oracle implementation • Responsible for performing validity testing for the move to Oracle Payroll • Prepare headcount breakdowns for executives to utilize during the monthly ECE meetings • Prepare monthly analysis of DSOs and DPOs for the VP - Finance • Prepare monthly Balance Sheet forecast for Emerson Climate Technologies • Submit Headcount, AR Aging, Balance Sheet, VAT, and DSO/DPO information to HFM • Prepare a monthly SG&A expenditure analysis for the VP- Finance and CFO • Perform ad-hoc analysis as requested by the CFO, VP-Finance, and/or Director of Financial Planning and Analysis • Prepare Emerson exhibits for Finance Review, Profit Review, and President’s Council • Perform monthly variance analysis of SG&A Engineering expenses versus forecast expenses • Consolidate submitted cost center budgets and submit computer runs • Prepare and post journal entries as part of the monthly close process

• Sr. Operational Auditor

  • Jul 2011 - Apr 2014

  • Complete audit tasks assigned by the Director – Operational Audit • Complete Sarbanes-Oxley internal control and compliance audits • Responsible for identifying cost reduction opportunities, overbillings, and missed credits in excess of $85,000 • Performed on site audits in Mexico, Canada, and Europe and responsible for collaborating with employees in Australia, Thailand, China, and the Philippines via email • Assist plant locations and new acquisitions with implementing internal… Show more • Complete audit tasks assigned by the Director – Operational Audit • Complete Sarbanes-Oxley internal control and compliance audits • Responsible for identifying cost reduction opportunities, overbillings, and missed credits in excess of $85,000 • Performed on site audits in Mexico, Canada, and Europe and responsible for collaborating with employees in Australia, Thailand, China, and the Philippines via email • Assist plant locations and new acquisitions with implementing internal controls • Identify internal control deficiencies and develop corrective actions to address the deficiencies • Document internal controls and prepare/update the Internal Controls Questionnaire (ICQ) for plant locations • Write comprehensive audit reports documenting audit findings • Responsible for understanding and flowcharting various business processes such as Scrap, Terms & Conditions, Warranty, Volume Rebate, and Capital Spending • Lead audit team on operational audits



Auditor of State - Ohio

• United States
• Government Administration
• 1 - 100 Employee

• Assistant Auditor II

  • May 2006 - Jul 2011

  • Complete audit tasks assigned by Audit Manager and Senior Audit Manager • Lead pre-audit and closing audit meetings • Address audit findings with local government leaders • Inquire with clients regarding the Government’s activities • Complete planning documents and audit reports for assigned audits • Evaluate financial controls at local governments • Prepare audit reports and develop corrective actions • Complete audit tasks assigned by Audit Manager and Senior Audit Manager • Lead pre-audit and closing audit meetings • Address audit findings with local government leaders • Inquire with clients regarding the Government’s activities • Complete planning documents and audit reports for assigned audits • Evaluate financial controls at local governments • Prepare audit reports and develop corrective actions