Experience

Frozen Specialties, Inc.

• Manufacturing
• 1 - 100 Employee

• Controller

  • Jan 2009 - Present

  • Transitioned budget process from CFO and built the corporate budget template for all departments • Publish monthly and yearly financial packages for internal management, owners and bank groups • Analyze and evaluate actual earnings versus plan and prior year to support upper management decision making. Identify risks and/or opportunities • Publish and analyze customer level profitability scenarios • Established MRP Team to implement forecasting system and forward production… Show more • Transitioned budget process from CFO and built the corporate budget template for all departments • Publish monthly and yearly financial packages for internal management, owners and bank groups • Analyze and evaluate actual earnings versus plan and prior year to support upper management decision making. Identify risks and/or opportunities • Publish and analyze customer level profitability scenarios • Established MRP Team to implement forecasting system and forward production schedule • Instituted compliance tracking systems for tax returns, annual reports and licensing requirements. • Assisted in finalizing and closing $20MM refinancing package • Directed the completion of the yearly financial audit and tax returns with new accounting firm Show less



Hickory Farms, LLC

• United States
• Retail
• 300 - 400 Employee

• Controller

  • Nov 1999 - Dec 2008

  Corporate Controller – March 2006 to December 2008 • Managed all financial accounting functions including A/R, A/P, Cost Accounting, Tax, Treasury, Financial Planning and Payroll • Coordinated due diligence with owners, lawyers and banks to establish credit facility of $85,000,000 • Supervised a team of 5 managers and 15 accountants • Compiled, reviewed and published monthly, quarterly and yearly financial statements • Analyzed and evaluated actual earnings versus plan and prior… Show more Corporate Controller – March 2006 to December 2008 • Managed all financial accounting functions including A/R, A/P, Cost Accounting, Tax, Treasury, Financial Planning and Payroll • Coordinated due diligence with owners, lawyers and banks to establish credit facility of $85,000,000 • Supervised a team of 5 managers and 15 accountants • Compiled, reviewed and published monthly, quarterly and yearly financial statements • Analyzed and evaluated actual earnings versus plan and prior year to support upper management decision making. Identify risks and/or opportunities • Simplified and streamlined accounting processes allowing staff to support business units with analysis Assistant Controller - May 2001 to March 2006 • Managed Cost Team of 1 Manager and 4 cost accountants • Supported and advised the Corporate Controller and CFO on a variety of issues • Developed Standard Cost Model for Overhead Allocations to business units • Analyzed and reviewed monthly and yearly financial statements of the supply chain • Automated many cost maintenance functions to improve efficiencies and reduce costs • Liaison with Financial Planning Manager and built planning models to improve accuracy, reduce time windows and validate the budget • Expanded the cross functional BOM Task Force to develop standard procedures and controls for overall SKU management • Established procedures to calculate and record manufacturing variances including reformulation, factory mix, and purchase price variance • Managed Tax Team of 2-3 individuals • Implemented Vertex software and procedures for processing 100-120 monthly Sales & Use Tax returns nationwide in a timely manner • Managed the implementation of personal property tax returns initiative • Analyzed company tax reserves for audits • Established a ‘Managed Audit’ program and reduced tax audit exposure by 78% over 3 years • Assured the company was tax compliant in all 51 state jurisdictions and multiple localities

• Manager of Cost Accounting

  • Nov 1999 - Apr 2001

  • Restructured cost accounting team of 5 individuals to more effectively track $90MM in inventory • Established and directed a Bill Of Material (BOM) Task Force to improve efficiencies • Integrated processes around ERP system, MRP/DRP functions, EDI and facilities to monitor and track $90MM of inventory throughout 5-6 company facilities and up to 25 outside storage warehouses throughout the country • Cost Team was responsible for 99.6% accuracy inventory flow average • Improved… Show more • Restructured cost accounting team of 5 individuals to more effectively track $90MM in inventory • Established and directed a Bill Of Material (BOM) Task Force to improve efficiencies • Integrated processes around ERP system, MRP/DRP functions, EDI and facilities to monitor and track $90MM of inventory throughout 5-6 company facilities and up to 25 outside storage warehouses throughout the country • Cost Team was responsible for 99.6% accuracy inventory flow average • Improved efficiencies and reduced processing time for monthly and yearly inventory closes from 3 days to 1 day and managed year end physical inventory



The Andersons, Inc.

• United States
• Food and Beverage Manufacturing
• 700 & Above Employee

• Credit Supervisor

  • Aug 1987 - Nov 1999

  Credit Supervisor – Jan 1996 to Nov 1999 • Performed ongoing financial analysis of customer accounts to establish credit worthiness • Implemented credit policies, procedures and controls • Assisted Ag Group Credit Manager with $20-50 million portfolio including promissory notes Futures and Options Accounting (various positions) – Aug 1987 to Dec 1995 • Prepared and processed option control reporting and daily grain position reports • Managed hedge desk and maintained… Show more Credit Supervisor – Jan 1996 to Nov 1999 • Performed ongoing financial analysis of customer accounts to establish credit worthiness • Implemented credit policies, procedures and controls • Assisted Ag Group Credit Manager with $20-50 million portfolio including promissory notes Futures and Options Accounting (various positions) – Aug 1987 to Dec 1995 • Prepared and processed option control reporting and daily grain position reports • Managed hedge desk and maintained futures and option control systems • Performed domestic grain accounting for White Pigeon including daily/monthly closings • Organized and developed financial and position reports for grain group management • Developed a grain group Historical Database Ferguson Group Manager – Sept 1994 to Nov 1999 • Concurrent with other duties at The Andersons, I managed their Ag Consulting initiative, known as The Ferguson Group, by providing services to the grain customer base. • Services included accounting system set up, financial analysis, budget and tax consulting and financial training with education. Show less



Various Sales and Management Positions

• Sales

  • 1975 - 1986

  The Gio Company Realtors Self Employed Broker/Associate - Sept 1979 to Aug 1986 Metropolitan Insurance Insurance Sales Associate - Mar 1984 to Dec 1985 The Jewel Co, Inc. District Sales Manager - July 75 to Aug 1979, 1981