Experience

Oil States Piper Valve
• Oil and Gas
• 1 - 100 Employee
• Division Controller

  • Apr 2023 - Present

IDEX Corporation
• United States
• Machinery Manufacturing
• 700 & Above Employee
• Financial Planning and Analysis Manager

  • Oct 2022 - Apr 2023


Next Level Apparel

• United States
• Retail Apparel and Fashion
• 100 - 200 Employee

• Accounting Manager

  • Sep 2020 - Sep 2022

  · Reporting to VP of Finance and Accounting, manage all aspects of the accounting process for the company including developing, implementing, and monitoring operating and accounting procedures · Drive inventory analysis and operational improvements by assisting operations to develop standard procedures, auditing transactions to ensure procedures are followed, and provide feedback to reduce errors · Assist with bi-annual standard cost updates by providing guidance to cost accountant… Show more · Reporting to VP of Finance and Accounting, manage all aspects of the accounting process for the company including developing, implementing, and monitoring operating and accounting procedures · Drive inventory analysis and operational improvements by assisting operations to develop standard procedures, auditing transactions to ensure procedures are followed, and provide feedback to reduce errors · Assist with bi-annual standard cost updates by providing guidance to cost accountant, reviewing and analyzing proposed changes, troubleshoot system issues, calculate the potential revaluation impact, and reviewing changes with VP of Finance and Accounting for approval · Assist in managing ERP implementation from Full Circle to Dynamics 365 including developing and testing system processes, validating system cutover data, verifying accurate transactional and ledger postings, creating SOPs and training staff, and developing reporting · Create and maintain purchase price and manufacturing variance reporting · Manage an accurate and timely month end close by reducing the close from 13+ days to 8 days · Oversee company’s fixed assets management and create the procedure for fixed asset physical reviews · Manage bank reconciliations and assist in implementing SKG Global Software for automatic reconciliations · Provide audit and tax documentation for internal and external review · Provide coaching, development opportunities, and performance feedback to new and existing staff Show less · Reporting to VP of Finance and Accounting, manage all aspects of the accounting process for the company including developing, implementing, and monitoring operating and accounting procedures · Drive inventory analysis and operational improvements by assisting operations to develop standard procedures, auditing transactions to ensure procedures are followed, and provide feedback to reduce errors · Assist with bi-annual standard cost updates by providing guidance to cost accountant… Show more · Reporting to VP of Finance and Accounting, manage all aspects of the accounting process for the company including developing, implementing, and monitoring operating and accounting procedures · Drive inventory analysis and operational improvements by assisting operations to develop standard procedures, auditing transactions to ensure procedures are followed, and provide feedback to reduce errors · Assist with bi-annual standard cost updates by providing guidance to cost accountant, reviewing and analyzing proposed changes, troubleshoot system issues, calculate the potential revaluation impact, and reviewing changes with VP of Finance and Accounting for approval · Assist in managing ERP implementation from Full Circle to Dynamics 365 including developing and testing system processes, validating system cutover data, verifying accurate transactional and ledger postings, creating SOPs and training staff, and developing reporting · Create and maintain purchase price and manufacturing variance reporting · Manage an accurate and timely month end close by reducing the close from 13+ days to 8 days · Oversee company’s fixed assets management and create the procedure for fixed asset physical reviews · Manage bank reconciliations and assist in implementing SKG Global Software for automatic reconciliations · Provide audit and tax documentation for internal and external review · Provide coaching, development opportunities, and performance feedback to new and existing staff Show less



Oil States International

• Oil and Gas
• 700 & Above Employee

• Divisional Financial Controller

  • Jun 2017 - Sep 2020

  · Reporting to VP of Finance and General Manager, responsible for financial management of local division including financial reporting, receivables management, cost accounting, systems administration, forecasting and budgeting, and resolving financial related questions · Manage standard costs process including establishing and maintaining standard costs, annual cost rolls, and cost variance analysis · Oversee manufacturing absorption through calculating and updating manufacturing… Show more · Reporting to VP of Finance and General Manager, responsible for financial management of local division including financial reporting, receivables management, cost accounting, systems administration, forecasting and budgeting, and resolving financial related questions · Manage standard costs process including establishing and maintaining standard costs, annual cost rolls, and cost variance analysis · Oversee manufacturing absorption through calculating and updating manufacturing absorption rates by department, reviewing and analyzing variances, and facilitate process improvements to increase accuracy · Analyze manufacturing work order variances for material and labor accuracy and provide explanations for significant variances. · Manage all aspects of the annual budget and monthly forecast processes for the business unit to include but not limited to preparation of budgets, presentations, and analysis of variances to spending and/or profitability targets · Supervise accounts receivables including invoicing, customer maintenance and coordinating with sales team to facilitate customer relationships and sales growth · Maintain sales commissions payables by calculating reserve required each month and preparing payment requests as receivables are collected · Monitor and reconcile inventory balances as well as calculate excess and obsolete inventory reserves · Direct and oversee the Annual Physical Inventory and reconciliation for all division inventory locations. Implement process changes to reduce inventory shrinkage. · Perform month end responsibilities including preparing journal entry, account reconciliations, reporting and financial statements · Project lead for ERP upgrade implementation · Provide audit and tax documentation Show less · Reporting to VP of Finance and General Manager, responsible for financial management of local division including financial reporting, receivables management, cost accounting, systems administration, forecasting and budgeting, and resolving financial related questions · Manage standard costs process including establishing and maintaining standard costs, annual cost rolls, and cost variance analysis · Oversee manufacturing absorption through calculating and updating manufacturing… Show more · Reporting to VP of Finance and General Manager, responsible for financial management of local division including financial reporting, receivables management, cost accounting, systems administration, forecasting and budgeting, and resolving financial related questions · Manage standard costs process including establishing and maintaining standard costs, annual cost rolls, and cost variance analysis · Oversee manufacturing absorption through calculating and updating manufacturing absorption rates by department, reviewing and analyzing variances, and facilitate process improvements to increase accuracy · Analyze manufacturing work order variances for material and labor accuracy and provide explanations for significant variances. · Manage all aspects of the annual budget and monthly forecast processes for the business unit to include but not limited to preparation of budgets, presentations, and analysis of variances to spending and/or profitability targets · Supervise accounts receivables including invoicing, customer maintenance and coordinating with sales team to facilitate customer relationships and sales growth · Maintain sales commissions payables by calculating reserve required each month and preparing payment requests as receivables are collected · Monitor and reconcile inventory balances as well as calculate excess and obsolete inventory reserves · Direct and oversee the Annual Physical Inventory and reconciliation for all division inventory locations. Implement process changes to reduce inventory shrinkage. · Perform month end responsibilities including preparing journal entry, account reconciliations, reporting and financial statements · Project lead for ERP upgrade implementation · Provide audit and tax documentation Show less



Hertz

• United States
• Travel Arrangements
• 700 & Above Employee

• Financial Analyst

  • Apr 2015 - Jun 2017

  • Financial reporting and data analysis for over 500K vehicles • Calculate theft, wrecks and other fleet reserves valued over ($30M) • Create ad-hoc analysis and reporting as requested by management and executive • Coordinate quarterly audit analysis with fleet department • Continual process improvement

• Senior Accountant

  • Jul 2014 - Apr 2015

  Senior accountant responsible for managing the fleet of France, Italy, and Spain with four direct reports.

• Financial Analyst

  • Dec 2013 - Jun 2014

  Financial Analyst in Fleet Accounting responsible for data analysis, reporting, and forecasting for the international fleet (Europe, Canada, and Puerto Rico).



Wacker Neuson Corporation

• Sales Controlling Analyst

  • Apr 2012 - Sep 2013

  • Meet with affiliate manager to prepare monthly sales forecast of $90mil • Generate monthly forecast presentations, analysis, and system updates • Create new sales reporting templates and prepare sales analysis for executives and managers • Create sales budget for third party and international sales by company, sales office, and product • Create $190 mil field sales incentive budgets by product, customer channel, and sales territory • Establish and update spare parts pricing for… Show more • Meet with affiliate manager to prepare monthly sales forecast of $90mil • Generate monthly forecast presentations, analysis, and system updates • Create new sales reporting templates and prepare sales analysis for executives and managers • Create sales budget for third party and international sales by company, sales office, and product • Create $190 mil field sales incentive budgets by product, customer channel, and sales territory • Establish and update spare parts pricing for affiliate and domestic sales • Complete market analysis and profitability for customer trade in sales orders • Prepare customer price lists

• Senior Cost Accountant

  • Jan 2011 - Apr 2012

  • Key user during enterprise resource planning (ERP) implementation process of SAP including creating, testing and verifying system processes • Train employees for new ERP system and corporate structure • Investigate and resolve cost accounting errors and discrepancies such as product costing errors, inventory reporting accuracy, and accuracy of reporting system (Business Warehouse and SAP) • Complete month end close and reporting process including journal entries, standard cost roll… Show more • Key user during enterprise resource planning (ERP) implementation process of SAP including creating, testing and verifying system processes • Train employees for new ERP system and corporate structure • Investigate and resolve cost accounting errors and discrepancies such as product costing errors, inventory reporting accuracy, and accuracy of reporting system (Business Warehouse and SAP) • Complete month end close and reporting process including journal entries, standard cost roll, reconciliations, sales and cost of sales analysis, and update and/or create reporting for management • Prepare, analyze and distribute monthly production departmental reporting • Meet with production managers to discuss and performance to budget, production scheduling, and labor efficiencies • Product cost analysis for changes in moving average (purchased materials) and standard costs (manufactured materials) • Gather required documentation and prepare worksheets and reconciliations for auditors • Prepare inventory files (total inventory including reserves by product number) and manufacturing cost files for two companies per parent company requirements • Create annual budgets for domestic intercompany sales, third party and affiliate cost of sales, inventory and inventory reserve account balances, departmental expenses for 38 departments, and other sales and cost of sales accounts • Calculate domestic intercompany sales pricing • Calculate conversion rates for nine production departments with total costs exceeding $25mil • Calculate and update material add ons including freight costs by supplier, purchasing expenses for third party suppliers, and development project add ons

• Cost Accountant

  • Jun 2007 - Dec 2010

  • Product costing updates and analysis – Complete manual cost updates as needed and analyze results of weekly cost roll • Investigate and resolve cost accounting errors and discrepancies such as standard cost discrepancies or inventory reporting accuracy • Process Engineering Change Notifications (ECNs) and System Change Requests (SCRs) for product introductions and changes • Set-up system integrations for general ledger mapping • Complete month end close and reporting process… Show more • Product costing updates and analysis – Complete manual cost updates as needed and analyze results of weekly cost roll • Investigate and resolve cost accounting errors and discrepancies such as standard cost discrepancies or inventory reporting accuracy • Process Engineering Change Notifications (ECNs) and System Change Requests (SCRs) for product introductions and changes • Set-up system integrations for general ledger mapping • Complete month end close and reporting process including journal entries, analysis and reporting • Prepare, analyze and distribute monthly departmental reporting for production departments • Calculate and upload manufacturing earned hours and labor efficiencies into reporting system • Gather required documentation and prepare worksheets and reconciliations for auditors • Prepare quarterly inventory and manufacturing files per parent company requirements • Create annual budgets for third party and affiliate cost of sales, inventory and inventory reserves, production departmental expenses, and other sales and cost of sales accounts • Calculate conversion rates for nine production departments with total costs exceeding $25mil • Calculate and update material add ons • Fixed Assets (2007-2009) – Complete monthly depreciation and reconciliations, manage construction in process accounts, coordinate annual fixed asset physical, and prepare annual fixed asset budget