Experience

The Eastern Company

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2023 - Present

  Shelton, Connecticut, United States

• Vice President of Finance, Treasurer and Secretary

  • May 2017 - Feb 2023

  Naugatuck, Connecticut Publicly traded conglomerate of diverse manufacturing companies. • Oversight and preparation of financial reporting - quarterly and annual SEC filings on Form 10Q and Form 10K. • Manage financial relationships including negotiating and closing $120 million credit agreement with an optional $75 million accordion for an $83MM acquisition. • Member of executive team to manage company during crisis by conserving cash, reducing expenses and developing policies to mitigate… Show more Publicly traded conglomerate of diverse manufacturing companies. • Oversight and preparation of financial reporting - quarterly and annual SEC filings on Form 10Q and Form 10K. • Manage financial relationships including negotiating and closing $120 million credit agreement with an optional $75 million accordion for an $83MM acquisition. • Member of executive team to manage company during crisis by conserving cash, reducing expenses and developing policies to mitigate risk. • Manage internal audit manager and ensure company is SOX and regulatory compliant. • Interface with finance companies regarding management of debt and compliance with financial covenants. • Manage treasury, cashflow, and debt compliance. • Responsible for preparing monthly worldwide tax provision model, interface with tax auditors and oversight of federal and state tax returns in multiple jurisdictions. • Maintain risk management and insurance program including employee benefit insurance. • Manage and administer company pension, stock plans and 401k plans. • Work with actuary and auditors in the preparation of all annual reports and required regulatory filings including ERISA filings. • Drive due diligence for the acquisitions and sale of divisions of company. Prepare purchase accounting and interface with valuation experts for acquisitions. • Management of corporate accounting staff including recruiting, interviewing and hiring of new team members as necessary. • Over site of financial needs and statutory audits of foreign operations in China, Hong Kong, Taiwan, Canada, England, and Mexico.



Fischer Technology, Inc.

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Director of Finance, Accounting and Human Resources

  • May 2013 - May 2017

  * Prepare monthly financial packages to senior management and parent company. * Interface with auditors for preparation of annual reporting package and corporate tax returns. * Review, analyze and interpret financial and budgetary reports on a monthly basis. * Responsible for daily cash management, cash forecasting, cash investments and weekly foreign currency trading. * Oversee the financial accounting system required to maintain reporting and internal… Show more * Prepare monthly financial packages to senior management and parent company. * Interface with auditors for preparation of annual reporting package and corporate tax returns. * Review, analyze and interpret financial and budgetary reports on a monthly basis. * Responsible for daily cash management, cash forecasting, cash investments and weekly foreign currency trading. * Oversee the financial accounting system required to maintain reporting and internal controls. * Prepare and analyze product cost information to assist in determining appropriate pricing and identifying cost saving opportunities. * Oversee tax compliance matters including federal, multi-state and local corporate tax; state and local sales tax; property tax; payroll tax; import and export reporting. * Review and analyze contracts with both vendors and customers. * Oversee Human Resource function. * Oversee company benefit plans. Show less



The Nano Group, Inc., Inframat Corporation, US Nanocorp, Inc.

• Controller

  • Sep 2008 - May 2013

  Manufacturer and distributor of thermal spray products and equipment wholesale and retail via web and a research and development contractor for US Government (DoD). Feb. 2012 – May 2013 – Controller & General Manager Sept. 2008 – Jan. 2012 - Controller * Lead company during a transitional stage and assist with CEO responsibilities while the company conducts a search for a new CEO. * Manage and lead 9 employees who include research and development PhDs, warehouse and… Show more Manufacturer and distributor of thermal spray products and equipment wholesale and retail via web and a research and development contractor for US Government (DoD). Feb. 2012 – May 2013 – Controller & General Manager Sept. 2008 – Jan. 2012 - Controller * Lead company during a transitional stage and assist with CEO responsibilities while the company conducts a search for a new CEO. * Manage and lead 9 employees who include research and development PhDs, warehouse and customer service personnel. * Negotiated multiple agreements including sensitive compensation agreements with employees to better align their interests and company interests. * Timely & accurate preparation of consolidated financial statements (GAAP). * Consolidated office and lab space to reduce overhead burden. * Cost analysis on new production of materials and implemented a strategy to maximize return on investment. * Maintain budgets and job costing for government contracts (FAR). * Responsible for DCAA audits. * Successfully resolved a debarment by the federal government due to an investigation that began in 2002. * Manage cash flow under difficult circumstances. * Calculate and review monthly overhead and G&A rates. * Implemented and wrote ethics policy, government contracting & grant manual, and other policies to ensure government compliance. * Negotiated multiple debt settlements with creditors. * Instituted new inventory system & cost systems to provide accurate pricing and reduce warehouse costs. * Instituted internal controls to prevent misstatements in the P&L and Balance Sheet. * Oversaw all accounting and human resource functions and supervised staff including monthly & yearly closes, fixed asset policies for depreciation and maintenance, bank reconciliations, accounts payable & accounts receivable. * Transitioned accounting systems from Deltek to QuickBooks saving approximately $40k annually while still providing same level of information and internal controls. Show less



Simply Clean Air & Water, Inc.

• Accountant

  • Mar 2008 - Feb 2009

  * Oversaw all functions of accounting including quarterly & yearly closing. * Preparation of Financial Statements on a year end and quarterly basis. * Responsible for maintenance and reconciliation of the general ledger * Assisted with due diligence for acquisition. * Developed new procedures for sales process to streamline the sales process. * Preparation of multiple states sales tax returns. * Reduced A/R Debt by 20% through new collection procedures.



Gene F. Prentiss & Company P.C. CPAs

• Staff Accountant

  • Oct 2005 - Mar 2008

  * Performed audits, reviews and compilations for all types of entities including construction contractors with $25 million in annual sales. Detailed work for work in process & completed contract revenue recognition (AIA). * Compiled and reviewed Financial Statements (GAAP) for private companies and government contractors. * Developed and customized new accounting systems for companies focusing on proper classification for government auditing purposes. * Preparation of… Show more * Performed audits, reviews and compilations for all types of entities including construction contractors with $25 million in annual sales. Detailed work for work in process & completed contract revenue recognition (AIA). * Compiled and reviewed Financial Statements (GAAP) for private companies and government contractors. * Developed and customized new accounting systems for companies focusing on proper classification for government auditing purposes. * Preparation of federal and state tax returns for partnerships, corporations, individuals, trusts and estates. Forms 1065, 1120, 1120S, 1040, 1041,706, 709. * Preformed tax planning for estate and retirement purposes. * Correspondence with the IRS regarding payroll and tax concerns. * Registration and compliance for multi states companies in sales, payroll, unemployment, and corporate taxes. * Contracted by Volvo Aero to support and train their rotating controllers on their accounting system. Show less



Gene F. Prentiss & Company P.C. CPAs

• Junior Accountant - CO-OP

  • Jan 2002 - Jun 2003

  * Prepared financial statements and tax returns, for both corporations and individuals. * Bookkeeping, sales tax returns, payroll reports. * Managed accounts payable and accounts receivable for clients. * Received field experience in general accounting.