VP of Finance

• Mar 2023 - Present

Director of Finance

• Nov 2022 - Present

Controller

• Jun 2022 - Nov 2022

Controller

• Feb 2020 - Jun 2022

Oversee accounting and finance department for the US manufacturing entity. Responsible for month-end close process and preparing the financial reporting. Reviewed and established processes to maintain SOX compliance. Responsible for maintaining cash position. Responsible for budget and forecasting. Prepare multiple reporting packs along with monthly MD&A. Responsible for establishing and reporting Operational KPI's. Establish process improvements within the department and broadly in Operations.… Show more Oversee accounting and finance department for the US manufacturing entity. Responsible for month-end close process and preparing the financial reporting. Reviewed and established processes to maintain SOX compliance. Responsible for maintaining cash position. Responsible for budget and forecasting. Prepare multiple reporting packs along with monthly MD&A. Responsible for establishing and reporting Operational KPI's. Establish process improvements within the department and broadly in Operations. Improve inventory control and cost analysis. Enhanced financial reporting by expanding accounting functions and Financial Planning & Analysis. Key Achievements:  Restructured account classifications, GL Activity, and added over 150 GL Accounts to enhance financial reporting ability.  Created and managed the North American Financial Consolidation for Internal Financial Reporting across five entities in US and Canada.  Saved $250K annually on freight expense and reduced holding inventory by $1.5M by analyzing, identifying, and establishing enhanced purchasing practices and forecasts.  Established several crucial accounting practices to bring the facility to US GAAP standards. Show less Oversee accounting and finance department for the US manufacturing entity. Responsible for month-end close process and preparing the financial reporting. Reviewed and established processes to maintain SOX compliance. Responsible for maintaining cash position. Responsible for budget and forecasting. Prepare multiple reporting packs along with monthly MD&A. Responsible for establishing and reporting Operational KPI's. Establish process improvements within the department and broadly in Operations.… Show more Oversee accounting and finance department for the US manufacturing entity. Responsible for month-end close process and preparing the financial reporting. Reviewed and established processes to maintain SOX compliance. Responsible for maintaining cash position. Responsible for budget and forecasting. Prepare multiple reporting packs along with monthly MD&A. Responsible for establishing and reporting Operational KPI's. Establish process improvements within the department and broadly in Operations. Improve inventory control and cost analysis. Enhanced financial reporting by expanding accounting functions and Financial Planning & Analysis. Key Achievements:  Restructured account classifications, GL Activity, and added over 150 GL Accounts to enhance financial reporting ability.  Created and managed the North American Financial Consolidation for Internal Financial Reporting across five entities in US and Canada.  Saved $250K annually on freight expense and reduced holding inventory by $1.5M by analyzing, identifying, and establishing enhanced purchasing practices and forecasts.  Established several crucial accounting practices to bring the facility to US GAAP standards. Show less

Accounting Manager

• Jan 2018 - Feb 2020

Oversee accounting operations and month-end close process while directly managing AR, AP and general accounting for a P.E. funded organization. Prepare and manage annual financial audit, review, and tax compliance. Establish process improvements to inventory control and cost analysis. Enhance efficiency of accounting functions by reducing close time, documenting processes and controls, and improving financial reporting. Financial Planning & Analysis. Serve as System Administrator. Key… Show more Oversee accounting operations and month-end close process while directly managing AR, AP and general accounting for a P.E. funded organization. Prepare and manage annual financial audit, review, and tax compliance. Establish process improvements to inventory control and cost analysis. Enhance efficiency of accounting functions by reducing close time, documenting processes and controls, and improving financial reporting. Financial Planning & Analysis. Serve as System Administrator. Key Achievements: • Significantly reduced Income Statement, Balance Sheet, and Cashflow preparation time by restructuring financial files. • Successfully managed EDI project to implement automatic batch processing in financial software to EDI partner resulting in reduced A/R billing time. • Saved $25K annually on borrowing fees and interest by improving efficiency of borrowing against line of credit and reducing related expenses. • Executed automated system processes to enhance financial and operational efficiency and accuracy. • Identified $4K monthly savings by eliminating underutilized IT and software subscriptions. Show less Oversee accounting operations and month-end close process while directly managing AR, AP and general accounting for a P.E. funded organization. Prepare and manage annual financial audit, review, and tax compliance. Establish process improvements to inventory control and cost analysis. Enhance efficiency of accounting functions by reducing close time, documenting processes and controls, and improving financial reporting. Financial Planning & Analysis. Serve as System Administrator. Key… Show more Oversee accounting operations and month-end close process while directly managing AR, AP and general accounting for a P.E. funded organization. Prepare and manage annual financial audit, review, and tax compliance. Establish process improvements to inventory control and cost analysis. Enhance efficiency of accounting functions by reducing close time, documenting processes and controls, and improving financial reporting. Financial Planning & Analysis. Serve as System Administrator. Key Achievements: • Significantly reduced Income Statement, Balance Sheet, and Cashflow preparation time by restructuring financial files. • Successfully managed EDI project to implement automatic batch processing in financial software to EDI partner resulting in reduced A/R billing time. • Saved $25K annually on borrowing fees and interest by improving efficiency of borrowing against line of credit and reducing related expenses. • Executed automated system processes to enhance financial and operational efficiency and accuracy. • Identified $4K monthly savings by eliminating underutilized IT and software subscriptions. Show less

Assistant Controller

• Aug 2016 - Jan 2018

Managed financial and accounting processes and assisted in annual financial audits. Prepare, review, and analyze the Financial package for Board of Directors. Directly managed department including AR, AP, and general accounting. In addition, I designed and implemented cost and financial analysis reports. Financial Planning & Analysis. Served as System Administrator. Key Achievements include: Managed financial and accounting processes and assisted in annual financial audits… Show more Managed financial and accounting processes and assisted in annual financial audits. Prepare, review, and analyze the Financial package for Board of Directors. Directly managed department including AR, AP, and general accounting. In addition, I designed and implemented cost and financial analysis reports. Financial Planning & Analysis. Served as System Administrator. Key Achievements include: Managed financial and accounting processes and assisted in annual financial audits. Prepare, review, and analyze the Financial package for Board of Directors. Directly managed department including including AR, AP, and general accounting. In addition, I designed and implemented cost and financial analysis reports and served as System Administrator. Key Achievements: • Overhauled entire close process to decrease close time from 9 business days to less than 5 days. • Restructured bonus plan for service department resulting in record bonus amounts paid out and record net income. • Reduced average days paid on receivables by 20+ days and 90+ day aging by 94%. • Performed risk management analysis and implemented new parts warehouse controls audits. • Optimized business profitability by introducing several key reports never utilized by management. • Participated in the successful opening of new business location in Indianapolis by performing financial analysis on business impact. Show less Managed financial and accounting processes and assisted in annual financial audits. Prepare, review, and analyze the Financial package for Board of Directors. Directly managed department including AR, AP, and general accounting. In addition, I designed and implemented cost and financial analysis reports. Financial Planning & Analysis. Served as System Administrator. Key Achievements include: Managed financial and accounting processes and assisted in annual financial audits… Show more Managed financial and accounting processes and assisted in annual financial audits. Prepare, review, and analyze the Financial package for Board of Directors. Directly managed department including AR, AP, and general accounting. In addition, I designed and implemented cost and financial analysis reports. Financial Planning & Analysis. Served as System Administrator. Key Achievements include: Managed financial and accounting processes and assisted in annual financial audits. Prepare, review, and analyze the Financial package for Board of Directors. Directly managed department including including AR, AP, and general accounting. In addition, I designed and implemented cost and financial analysis reports and served as System Administrator. Key Achievements: • Overhauled entire close process to decrease close time from 9 business days to less than 5 days. • Restructured bonus plan for service department resulting in record bonus amounts paid out and record net income. • Reduced average days paid on receivables by 20+ days and 90+ day aging by 94%. • Performed risk management analysis and implemented new parts warehouse controls audits. • Optimized business profitability by introducing several key reports never utilized by management. • Participated in the successful opening of new business location in Indianapolis by performing financial analysis on business impact. Show less

Senior Accountant- Inventory Accounting

• Apr 2015 - Aug 2016

In my role as a Senior Accountant, I performed monthly account reconciliations and close processes. I consistently monitored inventory transactions to identify errors and variances and assisted with layering inventory into brand budgets and forecasts. software to produce required data for analysis. In addition, I: Key Achievements include: • Played a key role in cross-training of future employees by improving all large, complex close journal entry templates with corresponding… Show more In my role as a Senior Accountant, I performed monthly account reconciliations and close processes. I consistently monitored inventory transactions to identify errors and variances and assisted with layering inventory into brand budgets and forecasts. software to produce required data for analysis. In addition, I: Key Achievements include: • Played a key role in cross-training of future employees by improving all large, complex close journal entry templates with corresponding instructions and optimal design. • Enhanced the report system by designing reports to pull more effectively from SAP BI, BW, and BO versus manual extraction. Show less In my role as a Senior Accountant, I performed monthly account reconciliations and close processes. I consistently monitored inventory transactions to identify errors and variances and assisted with layering inventory into brand budgets and forecasts. software to produce required data for analysis. In addition, I: Key Achievements include: • Played a key role in cross-training of future employees by improving all large, complex close journal entry templates with corresponding… Show more In my role as a Senior Accountant, I performed monthly account reconciliations and close processes. I consistently monitored inventory transactions to identify errors and variances and assisted with layering inventory into brand budgets and forecasts. software to produce required data for analysis. In addition, I: Key Achievements include: • Played a key role in cross-training of future employees by improving all large, complex close journal entry templates with corresponding instructions and optimal design. • Enhanced the report system by designing reports to pull more effectively from SAP BI, BW, and BO versus manual extraction. Show less

Staff Accountant

• Jul 2013 - Apr 2015

While completing daily, monthly, and annual accounting operations, I also conducted branch audits. I collaborated with management during the merger of two groups and trained all new staff accountants. Key Achievements include: • Selected by the Regional Controller to train all incoming staff accountants obtained from the regional merger. • Implemented new software from the old legacy system and trained branch managers on the new system. While completing daily, monthly, and annual accounting operations, I also conducted branch audits. I collaborated with management during the merger of two groups and trained all new staff accountants. Key Achievements include: • Selected by the Regional Controller to train all incoming staff accountants obtained from the regional merger. • Implemented new software from the old legacy system and trained branch managers on the new system.

Property Tax Admin.

• Jul 2012 - Jul 2013

I supported the Property Tax department and provided account assistance. I ensured invoices were accurate by examining each lease and cross-references with real estate taxes. Key Achievement includes: • Effectively organized and submitted property tax payments for Kroger’s 2,400 stores across 38 states. I supported the Property Tax department and provided account assistance. I ensured invoices were accurate by examining each lease and cross-references with real estate taxes. Key Achievement includes: • Effectively organized and submitted property tax payments for Kroger’s 2,400 stores across 38 states.