Director of Finance

• Sep 2023 - Present

Business Team Leader – Program Management Office

• Jul 2017 - Sep 2023

In this role, I directed a team of 17 in the program office. Presented quarterly key programs for Aerospace Group executives. I drove military and commercial development projects and partnered with senior leadership to develop Aerospace Group Yearly PMLC execution strategy. I also facilitated Program Management Audits at multiple global sites and oversaw the training and education of project teams on the financial impacts of work status reports. Some key accomplishments include: •… Show more In this role, I directed a team of 17 in the program office. Presented quarterly key programs for Aerospace Group executives. I drove military and commercial development projects and partnered with senior leadership to develop Aerospace Group Yearly PMLC execution strategy. I also facilitated Program Management Audits at multiple global sites and oversaw the training and education of project teams on the financial impacts of work status reports. Some key accomplishments include: • Co-chaired Parker Aerospace Program Management Leadership Council. • Lead budget process for Engineering and Program Management, owning Fiscal Year development budgets and monthly forecasts worth $30M in NRE. • Directed high-performance teams and Kaizen Event. • Develop risk management process improvements to increase efficacy and improvements. • Generate the highest engagements scores in Parker Aerospace using rigorous employee development strategies and isolating key talent within the division. • Increased schedule development efficiency by creating standardized project planning templates. • Drove PMLC initiatives at Division, including Earned Value Management Dashboard, Variance Analysis Tool, Schedule Training across North American Aerospace Group, ProPrice, Project Change Request Systems.

Project Planning & Control Specialist

• Jul 2016 - Jul 2017

In this role, I conducted in-depth research to compile and provide variance analysis and drivers to senior leadership. I developed and implemented a new Sales Forecasting and Actuals tracking process, as well as new systems that created the ability to track and store historical data. I trained and developed finance business partners on sales and cost tracking models, including visual basics, and presented to and trained Program Management team. Some key accomplishments include: •… Show more In this role, I conducted in-depth research to compile and provide variance analysis and drivers to senior leadership. I developed and implemented a new Sales Forecasting and Actuals tracking process, as well as new systems that created the ability to track and store historical data. I trained and developed finance business partners on sales and cost tracking models, including visual basics, and presented to and trained Program Management team. Some key accomplishments include: • Received three separate awards for financial performance contributions to the division. • Increased efficiency in the financial forecasting process by two weeks through redesign and implementation of new P&L forecasting process and procedures, generating $100K labor savings. • Lead cost management tracking and reporting process for MA700 and C919 using PRISM, as well as the FY18 Engineering financial planning process.

Sales Finance Operations and Control Manager

• May 2015 - Jul 2016

In this role, I lead customer/shopper marketing support across all national accounts while managing Morning Foods Sales Finance Marketing Spend. I also lead three full-time employees and became the preeminent subject matter expert for all matters marketing finance, as well as project finance transformation. Some key accomplishments include: • Redesigned customer profitability reporting, reducing reporting process by 5-days through tool optimization. • Selected as PWC Audit Response… Show more In this role, I lead customer/shopper marketing support across all national accounts while managing Morning Foods Sales Finance Marketing Spend. I also lead three full-time employees and became the preeminent subject matter expert for all matters marketing finance, as well as project finance transformation. Some key accomplishments include: • Redesigned customer profitability reporting, reducing reporting process by 5-days through tool optimization. • Selected as PWC Audit Response lead, providing field support and leading Section 404 trade promotions audits.

Snacks Finance Commercial Business Partner – FP&A

• Apr 2013 - May 2015

In this role, I collaborated with Marketing and Finance leadership to analyze business results and outlook. I provided margin guidance to marketing to influence favorable profit mix and advised senior leadership on monthly sales performance. Some key accomplishments include: • Improved and standardized category sales IBP call process with better tracking. • Managed DSD P&L creation and validation for monthly forecasts and bet process. • Developed new teammates on marketing… Show more In this role, I collaborated with Marketing and Finance leadership to analyze business results and outlook. I provided margin guidance to marketing to influence favorable profit mix and advised senior leadership on monthly sales performance. Some key accomplishments include: • Improved and standardized category sales IBP call process with better tracking. • Managed DSD P&L creation and validation for monthly forecasts and bet process. • Developed new teammates on marketing finance processes and system training.

Morning Foods/COE, Associate Finance Manager – AP&T

• Feb 2011 - Apr 2013

In this role, I oversaw the completion of executive AP&T reporting and lead cost process for Kellogg Marketing Mix. I supervised the ION conversion process for 2013 Kashi Integration and drove alignment across Marketing Mix brands to maintain standardization for ROI consistency.I expertly managed budgets and monthly accruals for promotions and coupon and provided key guidance to Brand Managers to insure compliance with Kellogg accounting policy. I also created monthly forecasts for changes in… Show more In this role, I oversaw the completion of executive AP&T reporting and lead cost process for Kellogg Marketing Mix. I supervised the ION conversion process for 2013 Kashi Integration and drove alignment across Marketing Mix brands to maintain standardization for ROI consistency.I expertly managed budgets and monthly accruals for promotions and coupon and provided key guidance to Brand Managers to insure compliance with Kellogg accounting policy. I also created monthly forecasts for changes in promotion and coupon strategy - supplying them to senior management - and assisted in policy adjustments as business needs change. Some key accomplishments include: • Covered Snacks AP&C through transition and standardized accrual tracking process between Morning Foods and Snacks. • Influenced timing of programs based on P&L objectives from upper management.

COE, Sr. Financial Analyst – Reporting and Master data

• Nov 2009 - Feb 2011

COE, Sr. Financial Analyst – Reporting and Master data Nov, 2009 – Feb 2011 • Work with all levels of the organization • Aligned all Kellogg USA Business Unit’s on standardized Innovation reporting. • Presented and influenced the use of the brand analysis tool across KNA. • Developed Excel-based Mix/Brand Analysis tools for strategic estimates and preliminary budgets. • Created and distributed Mix and GSV reporting for all of KNA with Commentary. • Redesigned… Show more COE, Sr. Financial Analyst – Reporting and Master data Nov, 2009 – Feb 2011 • Work with all levels of the organization • Aligned all Kellogg USA Business Unit’s on standardized Innovation reporting. • Presented and influenced the use of the brand analysis tool across KNA. • Developed Excel-based Mix/Brand Analysis tools for strategic estimates and preliminary budgets. • Created and distributed Mix and GSV reporting for all of KNA with Commentary. • Redesigned Excel-based Innovation reporting tool. • Oversee and insure accuracy of Kellogg product hierarchy, including innovation.

Sr. Financial Analyst – Financial Applications

• May 2007 - Nov 2009

Project Vista: Hyperion • Developed reports • Rebuilt hierarchies • Designed New Business Rules Hyperion Super User: • North American super-user including consolidations and translation business rules for Canada. • Liaison between Information Technology and Finance. • Crosswalk maintenance and reconciliation methodologies for HFM transfers. • Develop annual budgeting and forecasting cycles and timing for Business Units. • Supported all business units and… Show more Project Vista: Hyperion • Developed reports • Rebuilt hierarchies • Designed New Business Rules Hyperion Super User: • North American super-user including consolidations and translation business rules for Canada. • Liaison between Information Technology and Finance. • Crosswalk maintenance and reconciliation methodologies for HFM transfers. • Develop annual budgeting and forecasting cycles and timing for Business Units. • Supported all business units and Corporate Planning with budget and strategic estimate Hyperion needs. • Insured that the Financial Reporting and AP&T teams met crucial close deadlines by maintaining the data integrity and functionality of Hyperion business rules and system. • Maintained Hyperion Hierarchies to align with SAP. • Rebuilt hierarchies and restated actual data for Project Crystal. • Improved Hyperion business rules to create more efficient brand allocations during close and budget. • Completed all testing for Hyperion system upgrade. • Designed business rules for Bear Naked and Gardenburger acquisitions.  Trainer: • Presented to and trained Hyperion users on Essbase, Business Rules, Web-forms and Hyperion Reports. Financial Analysis: • Completed COE budget and overhead for 2010 budget. • Created, analyzed and distributed overhead reporting for FSC.

KUSA Customer Financial Services, Cash Analyst

• Dec 2002 - May 2007

Worked in Accounts Receivable as a Cash Analyst for Morning Food, Frozen, Murray and Snacks Business units. Backed up Snacks Credit/Collections Analysts. Integrations: • Transitioned Girl Scouts $32 mm collection process to Battle Creek. • Contributed as a CFS team member, during the Keebler integration, by helping reduce unapplied cash from $70 million/month to $7.5 million/month. • Assisted on Section 404 audit and SAP integration… Show more Worked in Accounts Receivable as a Cash Analyst for Morning Food, Frozen, Murray and Snacks Business units. Backed up Snacks Credit/Collections Analysts. Integrations: • Transitioned Girl Scouts $32 mm collection process to Battle Creek. • Contributed as a CFS team member, during the Keebler integration, by helping reduce unapplied cash from $70 million/month to $7.5 million/month. • Assisted on Section 404 audit and SAP integration testing. Optimizations: • Worked on an SAP optimization project and reduced unapplied cash from a daily balance of $6.2mm to $3.2mm. This optimization is still in use. • Implemented process improvement of daily operation that resulted in time savings of 2 hours/day. Super User: • Lead Analyst for Cool Document Imaging System in Accounts Receivable. • ReadSoft Accounts Receivable Scanning Software. • Developed customer templates for improved application and check reconciliation. • ReadSoft trainer

Materials and Receiving Supervisor

• May 2000 - Oct 2002

Materials and Receiving Supervisor  Developed and improved receiving procedures.  Implement raw material storage procedures.  Supervised union associates  Worked as an Inventory Specialist.  Managed three warehouse’s bank inventories.  Supervised warehouse team. Procurement  Saved $100K/year by outsourcing service parts and assembly subcomponents.  Negotiated outsourced price for all service parts with manager.  Worked as External Pull Systems… Show more Materials and Receiving Supervisor  Developed and improved receiving procedures.  Implement raw material storage procedures.  Supervised union associates  Worked as an Inventory Specialist.  Managed three warehouse’s bank inventories.  Supervised warehouse team. Procurement  Saved $100K/year by outsourcing service parts and assembly subcomponents.  Negotiated outsourced price for all service parts with manager.  Worked as External Pull Systems Coordinator.  Assessed three Mexican plants for External and Internal Pull Systems.  Implemented Internal Pull System; lowering inventory by $500K/year.  Lowered inventory-carrying costs by $50K/year with internal Toyota Production System.  Helped oversee a joint venture with Chivas Industries.  Interned in Purchasing and Materials. Show less Materials and Receiving Supervisor  Developed and improved receiving procedures.  Implement raw material storage procedures.  Supervised union associates  Worked as an Inventory Specialist.  Managed three warehouse’s bank inventories.  Supervised warehouse team. Procurement  Saved $100K/year by outsourcing service parts and assembly subcomponents.  Negotiated outsourced price for all service parts with manager.  Worked as External Pull Systems… Show more Materials and Receiving Supervisor  Developed and improved receiving procedures.  Implement raw material storage procedures.  Supervised union associates  Worked as an Inventory Specialist.  Managed three warehouse’s bank inventories.  Supervised warehouse team. Procurement  Saved $100K/year by outsourcing service parts and assembly subcomponents.  Negotiated outsourced price for all service parts with manager.  Worked as External Pull Systems Coordinator.  Assessed three Mexican plants for External and Internal Pull Systems.  Implemented Internal Pull System; lowering inventory by $500K/year.  Lowered inventory-carrying costs by $50K/year with internal Toyota Production System.  Helped oversee a joint venture with Chivas Industries.  Interned in Purchasing and Materials. Show less