Experience

CANNON Instrument Company

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

• Chief Financial Officer

  • Jan 2022 - Present

  State College, Pennsylvania, United States • Partnering with a decisive group of leaders, providing information necessary to drive financial performance; • Providing reporting to AH Thomas’s CFO, including detailed financial metrics, business results, and future opportunities; • Planning and directing the Company’s fiscal function and performance; • Providing timely and accurate analysis of budgets, financial reports, and financial trends; • Analyzing and interpreting financial data meaningfully and effectively… Show more • Partnering with a decisive group of leaders, providing information necessary to drive financial performance; • Providing reporting to AH Thomas’s CFO, including detailed financial metrics, business results, and future opportunities; • Planning and directing the Company’s fiscal function and performance; • Providing timely and accurate analysis of budgets, financial reports, and financial trends; • Analyzing and interpreting financial data meaningfully and effectively to promote the company’s continued financial health; • Leveraging Cannon data and analytical tools to create short-term and long-term financial plans and strategies with measurable performance indicators; • Supporting the CEO and CFO of AH Thomas in their endeavors to develop capital formation plans in support of company growth targets; • Providing strategic financial input and leadership on decision-making issues affecting the Company; • Overseeing periodic company audits; • Mentoring, managing, and recruiting a high performing financial team; • Inspiring and cultivating a culture of agility, performance and innovation Show less



FAMCO Service & Machine

• United States
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Nov 2020 - Jan 2022

  Pittsburgh PA, Indianapolis IN, Rifle CO, Olivehurst CA, Atlanta GA · Lead company efforts to plan, develop, organize, implement, direct, and monitor the organization’s fiscal function and performance. · Communication with the Board of Directors on financial matters as requested. · Assist on project prioritization/de-selection in accordance with the company’s strategic/tactical goals. · Lead the processes to develop the corporation’s plans and programs as a strategic partner with CEO and Leadership Team. · Provide timely and accurate reporting… Show more · Lead company efforts to plan, develop, organize, implement, direct, and monitor the organization’s fiscal function and performance. · Communication with the Board of Directors on financial matters as requested. · Assist on project prioritization/de-selection in accordance with the company’s strategic/tactical goals. · Lead the processes to develop the corporation’s plans and programs as a strategic partner with CEO and Leadership Team. · Provide timely and accurate reporting and analysis of budgets, financial reports, consolidated financial statements, and financial trends in order to assist the CEO and executive management team in performing their responsibilities. · Manage corporate information systems. Enhance and/or develop, implement, and enforce policies and procedures of the organization by way of systems that will improve overall operation and productivity of the corporation and safeguard the assets of the corporation. · Provide leadership around cost accounting. · Provide strategic financial input and leadership on decision-making issues affecting the organization: Identification and evaluation of potential alliances, acquisitions, and/or mergers. Lead negotiation and integration efforts with any acquisitions. · Optimize the handling of bank relationships and initiate targeted strategies to enhance cash position. Manage exchange rate risk to optimize returns and minimize loss exposures. Manage finances to meet debt to equity ratios. · Develop and monitor capital expenditure budgeting considering project cost, financing costs, cash flow, and return on investment. Also, review existing capital investments to justify viability. · Corporate tax function: Along with outside tax advisors, coordinate tax planning strategies to minimize tax liabilities while meeting regulatory requirements, both domestic and international. Show less



Acuity Brands

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

• Group Director, Finance - Architectural Specialty

  • Feb 2020 - Nov 2020

  Pittsburgh, Pennsylvania, United States • Supporting the planning, execution, and continuous improvement of the enterprise-wide corporate annual and long-term planning processes. • Analyzing plans and results across multiple business units on a consolidated basis to identify past and future business drivers and trends. • Assist in monitoring of the financial, operational, and strategic performance of the business units and follow up on unusual trends and variance expectations. • Continually evaluate, challenge, and improve… Show more • Supporting the planning, execution, and continuous improvement of the enterprise-wide corporate annual and long-term planning processes. • Analyzing plans and results across multiple business units on a consolidated basis to identify past and future business drivers and trends. • Assist in monitoring of the financial, operational, and strategic performance of the business units and follow up on unusual trends and variance expectations. • Continually evaluate, challenge, and improve financial transparency and corporate efficiency. • Monitor critical balance sheet and income statement accounts to ensure appropriate working of internal controls and corporate governance. • Providing financial reporting and FP&A via management reporting with the support of providing insights for understanding and explaining business unit financial reporting performance and outlook. • Assess the adequacy of group financial forecasts and provide directions as needed. • Integration of numerous advanced parent company tools i.e. internal cost control, SOX requirements, reporting alignment and segregation. • Provide on-going support, coaching and direction to business unit finance leaders and their teams. Show less



A-Light Architectural Lighting

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

• Director Of Finance, Accounting & HR (ACUITY BRANDS)

  • Nov 2016 - Feb 2020

  Oceanside, CA & Edison, NJ • Operating within the Executive Management Team to help drive company performance and strategy. • Management of Finance, Accounting, Human Resource and Administration departments. • Proficiency in all aspects of corporate accounting and ensuring adherence to GAAP and all other business regulations. • Maximize EBITDA in every activity of the business through thorough internal control and partnering with business managers to help develop greater financial awareness outside of the… Show more • Operating within the Executive Management Team to help drive company performance and strategy. • Management of Finance, Accounting, Human Resource and Administration departments. • Proficiency in all aspects of corporate accounting and ensuring adherence to GAAP and all other business regulations. • Maximize EBITDA in every activity of the business through thorough internal control and partnering with business managers to help develop greater financial awareness outside of the Finance Department. • Driving financial planning and risk management strategies. • Develop, implement and maintain financial policies and procedures. • Responsibility for Financial Reporting to all business stakeholders. • Key player within company acquisition strategy. Show less



Alphatec Spine

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Manager, Finance Operations & Cost Accounting

  • Oct 2015 - Nov 2016

  Carlsbad, CA • Support and assist management in accomplishing the requirements as set by the Company which will include ensuring that all accounting entries are timely, accurate, and comply with GAAP. • Completion of all month-end close activities related to cost accounting. • Prepare weekly and monthly cost and inventory reports with appropriate analysis and follow-up action items. • Coordinate with process owners to report and analyze purchase and production variances monthly. • Identification… Show more • Support and assist management in accomplishing the requirements as set by the Company which will include ensuring that all accounting entries are timely, accurate, and comply with GAAP. • Completion of all month-end close activities related to cost accounting. • Prepare weekly and monthly cost and inventory reports with appropriate analysis and follow-up action items. • Coordinate with process owners to report and analyze purchase and production variances monthly. • Identification and implementation of process and efficiency improvements within cost accounting and recognize cost savings opportunities within Operations. • Perform margin analysis relating to Cost of Goods Sold • Continually validate the integrity of the transaction processing in the ERP system to ensure accuracy of information. Provide training and guidance to the organization on systems transactions and process controls. • Develop, maintain, and review standard costs to ensure financial statement accuracy. Developed new 2016 standard cost approach to evolving operational business model. • Calculation of excess and obsolete inventory including a review with product managers and also management to ensure reserves are appropriate. • Monthly review and analysis of departmental spending including budget vs. actual and reforecasting. • Provide support for annual, global operating plan-budgeting process. • Provide financial support, as requested to other functional departments/groups within the organization. • Supporting external auditor’s requirements as part of the quarter-end reviews and year-end audits. • Document and drive the Sarbanes-Oxley process as it relates to cost accounting. Show less



Cosworth

• Motor Vehicle Manufacturing
• 200 - 300 Employee

• Group Financial Controller

  • Jul 2013 - Oct 2015

  Torrance, CA • Producing Group financials and managing IFRS and US GAAP accounting treatments across all subsidiaries. • Managing information for US tax requirements. • Full Group company financial consolidation and reconciliation • Ensure accuracy and integrity of the Group’s accounting records and financial systems. • Providing relevant, efficient and timely financial information to the CFO/CEO to enable review and assessment on the Group’s continuing operations and strategies. • Provide… Show more • Producing Group financials and managing IFRS and US GAAP accounting treatments across all subsidiaries. • Managing information for US tax requirements. • Full Group company financial consolidation and reconciliation • Ensure accuracy and integrity of the Group’s accounting records and financial systems. • Providing relevant, efficient and timely financial information to the CFO/CEO to enable review and assessment on the Group’s continuing operations and strategies. • Provide leadership and administer daily US operations in accordance with companies overall business strategy. • Creating, review and implementation of business procedures. • Monitor, mentor and track the performance and achievements of the US employees and ensure performance is in line with company objectives. • Creation of contingency plans and acting in a timely manner to ensure successful rollout. • Resource planning and implementation. • Management of US SAP MRP and supply chain to maintain on time delivery requirements. • Project management decision making and support to key projects. Ensuring financials for the project managers are accurate, understood and easily reported. • Looking to achieve continuous improvement in all aspects of the Group company operations. Focusing specifically on efficiencies in processes.

• Finance Manager

  • Feb 2011 - Jun 2013

  Torrance, CA • Full Income Statement and Balance Sheet management in accordance with IFRS and liaison across many different business units. Developed a new SAP structure and segregated SAP financial reporting to individual business units and directed company leaders with financial empowerment. • Producing detailed sales reporting focusing management attention on trends, growth and decline. Guiding the company to react quickly to capitalize on any opportunities that are highlighted. • Developed SAP… Show more • Full Income Statement and Balance Sheet management in accordance with IFRS and liaison across many different business units. Developed a new SAP structure and segregated SAP financial reporting to individual business units and directed company leaders with financial empowerment. • Producing detailed sales reporting focusing management attention on trends, growth and decline. Guiding the company to react quickly to capitalize on any opportunities that are highlighted. • Developed SAP integrated Microsoft office tools for use in sales outlook forecasting including sales gap analysis. Utilization of these reports contributed to maximization of order intake and mitigation of lowering future demand. • Financial project management on large scale contracts between $60m-$100m in revenue and detailed investment appraisal by means of strict ROI, DCF, NPV, IRR etc. • In depth control of daily cash flow and driving the production of cash forecasts. Increased the capital cycle significantly through reduction of debtor days, negotiation of vendor terms and advancing the liquidity of company assets. • Strict cost control – reduced central SG&A costs by 15% in 2012 through renegotiation and restructure. • Producing quarterly business unit and company forecasts and budgets. • Preparing period end draft statutory accounts and audit pack and full liaison with external auditors. • Preparation of corporation tax packs. • Daily management of accounting function including management of AP and AR departments. Manage a team of 2 finance personnel and 3 office administrators. • Ensuring ongoing and continuing improvement with procedures and controls. Reduced timescales of month end reporting by use of automatic loading of data into SAP. • Liaison with the DCAA and ensuring compliance with DFAR standards and controls. Development of SAP allowing company eligibility for US government contracts.

• Business Unit Accountant

  • Aug 2009 - Jan 2011

  Northampton, United Kingdom • Preparing business unit management accounts for three separate business units (Performance Parts, Engineering and Defense). • Helping business unit leaders understand the financial information to which they are presented including the composition and review of accounting period packs with various business unit leaders, eliminating wasteful information and including important company metrics to present to the general manager, CFO and CEO. • Preparing statutory accounts to senior… Show more • Preparing business unit management accounts for three separate business units (Performance Parts, Engineering and Defense). • Helping business unit leaders understand the financial information to which they are presented including the composition and review of accounting period packs with various business unit leaders, eliminating wasteful information and including important company metrics to present to the general manager, CFO and CEO. • Preparing statutory accounts to senior managers. • Creating monthly reporting for cash flow and balance sheet by business unit as a means of controlling working capital requirements. • In depth analysis of set standards and actual performance variances within a manufacturing environment. Also close review of WIP and the standard setting process. Maintaining SAP costing process by configuring MRP, work orders, BOM's and routes. • Highlighting the relationships between variance analysis and efficiencies within a manufacturing department, providing recommendations and ensuring focus remains on cost control. • Analyzing sales figures and producing forecasts on trends. • Investment appraisal by use of NPV, DCF, lease vs buy and payback techniques to ensure the best possible allocation of company resources and meeting shareholder expectations. • System process training – becoming finance business processing officer for the SAP system. Managing the finance implementation, configuration and personnel training of the SAP system into a newly created entity in India.

• Financial Controller

  • Mar 2008 - Jul 2009

  Cambridge, United Kingdom • Producing detailed and reliable accounting information to senior management as a ongoing tool for company decision making. • Streamlining current processes to reduce reporting timescales. • Cash management reporting at all levels including long term forecasting. • Management of large levels of intercompany accounting with overseas group companies and significant interaction and advice to the finance department of the U.S. company subsidiary. • General review and management of… Show more • Producing detailed and reliable accounting information to senior management as a ongoing tool for company decision making. • Streamlining current processes to reduce reporting timescales. • Cash management reporting at all levels including long term forecasting. • Management of large levels of intercompany accounting with overseas group companies and significant interaction and advice to the finance department of the U.S. company subsidiary. • General review and management of balance sheet and P&L, highlighting trend analysis. • Driving quarterly and yearly forecasts and budgets. • Government reporting. • Managing and mentoring of 2 finance personnel. • Development of SAP reporting to ensure efficiency in data recording.

• Management Accountant

  • Aug 2003 - Feb 2008

  Cambridge, United Kingdom • Preparation of management accounting information and commentary for middle and senior management. • UK VAT reporting and government intrastate submission. • Monthly Balance Sheet review, reconciliation and relevant margin review reporting. • In depth intercompany accounting with group companies in UK, US and India. • Year end audit prep and statutory reporting.



Wickham, Hunt & Co

• Trainee Accountant

  • 1999 - 2001