Financial Controller

• Oct 2023 - Present

Finance & Accounting Manager

• Oct 2020 - Sep 2023

Financial Management: • Create/track Annual Budget/Quarterly Forecast • Manage operational accounting activity (GAAP accounting), expense reporting/alignment with chart of accounts • Support finance operations; identify value creation opportunities • Analyze project-level margin; report/recommend changes • Prepare/present Cash flow model • Collaborate in business development strategy • Build/maintain organizational financial model/dashboard (e.g., KPI measurement/reporting) • Maintain focus/implement value-added process improvement/automation Corporate Governance and Compliance: • Maintain key investor relationships; monitor capital processing return/metrics • Facilitate/present public-facing Board of Directors communication/presentation/Q&A • Direct/review/ensure accuracy of annual audit/review point of contact/facilitation • Manage compliance/statutory recertification • Oversee/review/process annual company operational insurance requirements • Supervise/account for fleet/maintenance/insurance • Manage back-office operations (e.g., patent annuity, subscription renewals, positive pay processing/management, etc.) Operations/Logistics • Supervise logistics/inventory/communication • Oversee AR/AP (e.g., coding/processing review, track metrics); create/review invoices • Manage/review/close Monthly/Quarterly/Annual Accounting • Supervise vendor onboarding/ongoing management • Collaborate in procurement (e.g., pricing strategy/risk management/financial modeling/execution) • Maintain ongoing Treasury management, manage quarterly banking covenant reporting HR and Employee Management: • Manage/facilitate HR/Payroll/Benefits/open enrollment/retirement administration • Facilitate annual employee review support/feedback/payroll changes • Collaborate in hands-on Talent Acquisition (e.g., hire, interview, onboard) • Steward of company culture Show less

Finance Manager, FP&A/Financial Reporting

• Dec 2019 - Aug 2020

• Collaborated with Business Unit managers developing recommendations based on in-depth financial analysis • Collaborated with Business Unit managers to utilize financial/KPI information to mitigate risk • Managed/reported monthly/quarterly profile/loss variances; tracked critical KPIs • Led preparation of executive financial report packages • Oversee/review accounting activities (e.g., monthly, quarterly, yearly financial statements) • Train/coach accounting staff (e.g., systems, business processes) Show less

Senior Financial Analyst, FP&A (promoted), Senior Accountant, Corporate Accounting

• 2017 - 2019

Sr. Financial Analyst (promoted) • Collaborated with client-facing sales teams/operations staff; provided information for data-driven decisions • Led monthly portfolio financial performance reviews using flash/dashboard reports to present key monthly forecast variances/trends to senior management • Consulted with Executive Compensation staff calculating/reporting quarterly client sales/team bonus payments utilizing KPI/financial data Senior Accountant • Championed/implemented improvements to financial reporting data leading to organizational effectiveness to budget, forecast, model assumptions through increased ability to retrieve/compare historical data; resulted in timely/accurate action items/data driven decisions • Analyzed complex accounting impact of debt restructuring/assisted with implementation of ASC 606 • Built comprehensive analysis of derivative portfolio enabling broader understanding of trends/market swings • Developed quarterly/annual financial reporting/technical research (e.g., application/update accounting standards) • Performed operational accounting (e.g., debt, derivatives, leases) reporting results to senior management Show less

Internal Auditor (promoted) | Financial Analyst, Corp Accounting (promoted) | Supply Chain/Inv Acctg

• 2012 - 2016

Auditor• Conducted corroborating interviews with facility/regional management in preparation for audit with findings presented to senior management• For corporate staff units/containers plants/paper mills, executed audit programs testing expenses, inventory, revenue, balance sheet variances • Collaborated with management to develop/review action plans to improve internal controlsFinancial Analyst (x2)• Prepared sections of 10-Q/10-K with XBRL tagging for external reporting purposes (e.g., individual/ institutional investor)• Analyzed company-wide long-term assets/current liabilities cash flow variances reporting (quarterly) results to Director of Corporate Accounting• Managed engagement/relationship with Deloitte during annual audit• Conducted/reconciled physical inventory audits at domestic third-party storage warehouses, ports, regional distribution centers, consignment locations in England/The Netherlands • Served as SAP IT support for international shipments from domestic ports (Wilmington, NC/Charleston, SC)• Managed month-end GL close (e.g., domestic ports/regional distribution centers with company inventory) Show less

Financial Analyst - Supply Chain/Inventory Accounting

• Apr 2012 - Dec 2013

Conducted and reconciled physical inventory audits at domestic third-party storage warehouses, ports, International Paper regional distribution centers and consignment locations in England and the NetherlandsServed as SAP IT support for the expedition of export shipments through domestic ports at Wilmington, NC and Charleston, SCManaged month-end closing duties for all domestic ports and regional distribution centers containing International Paper inventoryLed an initiative to integrate roll-stock trades processes during the Temple Inland acquisition Show less

Property Accountant

• Oct 2011 - Mar 2012

Managed full-cycle accounting and prepared financial reports for 10 hotels owned by Supertel Corporation Reconciled monthly bank statements for all cash and credit card charges transmitted from each hotel Built and strengthened the relationship with our client by preparing accurate financials as well as providing excellent customer service which resulted in a 20% increase of hotels managed within the Supertel portfolio Analyzed and explained monthly variances to hotel management, regional Vice-Presidents and Supertel ownership Show less

Associate Accountant

• Jun 2010 - Sep 2011

Managed full-cycle accounting and prepared financial reports for 12 industrial properties within several client portfolios, one of which was considered a strategic account due to its large impact upon management fee revenue Created synergy in the management and transition of several properties that moved from Minneapolis to the Memphis Client Accounting hub Ensured a high level of customer service when engaging with clients, both internal and external Analyzed and explained monthly variances between actual and budgeted amounts on the income statement Show less