Chief Financial Officer

• Dec 2021 - Present

The first few months I consulted at ISCorp as Controller/Acting CFO. The first few months I consulted at ISCorp as Controller/Acting CFO.

Consultant

• Sep 2021 - Dec 2021

Chief Financial Officer

• Jan 2021 - Sep 2021

Controller

• 2019 - 2020

Bertelmann Inc. (a German Company) purchased the private equity firm, Oncourse learning (OCL), in November of 2018. They integrated about one half of OCL – the nursing division – into one of their subsidiaries, Relias. After I started at OCL, we split the remaining divisions of OCL – Real Estate and Financial Services into two separate legal entities as of Feb. 1, 2019 and then prepped them for sale. With just a few months to accomplish this task, Bertelsmann sold the two entities to Adtalem (which owns Becker) on May 31 and Life Long Learners (PSI) on June 23 – within one month of each other. Up to that point, all divisions were very integrated under one roof, being OCL. There was extensive work behind the splitting up of the companies and establishing separate entities, including setting up full entity balance sheets, stand-alone bank payments and accounting for cash receipts accurately to correct firm. My role as Controller was to lead the team of approx. 8 people as well as roll up my sleeves to achieve the sales of these firms. I played a pivotal role very in researching and providing answers to due diligence questions and working as part of the M&A team. We also implemented a revision of the sales tax accounting in our ERP system with Avalara. For AR, we implemented Anytime Collect, or ATC and we had several customer facing portal changes which had big implications for accounting that we dealt with. Show less

Interim Controller - Ahlstrom Munksjo

• Oct 2018 - Jan 2019

Ahlstrom-Muenksjo purchased Expera in October 2018. I was recruited by Baker Tilly as an Interim Controller in Appleton while the company was transitioning. Some of the main duties in addition to leading a team of 20+ employees: -Supported CFO on revisions to the Opening Balance Sheet and the effect on the Purchase Price for the sale. -Assisted on Audit of Opening Balance Sheet with external Auditors and other accounting aspects to now handle an international corporation and intercompany relationships. -Supported Ahlstrom-Muenskjo on mapping of existing monthly Trial Balance to their TB for OBS and first months results. -Input of the historical data from Cognos into Ahlstrom’s Hyperion (HFM) system – Revenue, Balance Sheets, Headcount, KPI data, etc. Show less

Finance Director - Huf North Americas

• Apr 2011 - 2018

Huf is a German Auto Parts Manufacturer. I led a team of 5 employees in accounting in the USA and I supported the Controller in Mexico in accounting activities. Special Projects at Huf: -I implemented the Automated ACH payments process to reduce time and errors in manually processing payments online or via check. We were able to pay over 90% via ACH vs check within 6 months, resulting in a savings of an estimated $10k per annum in personnel costs. -We also implemented a purchase requisition process. The system used was created internally by our IT and it mostly captured our approval process and status indicator which saved a lot of time for initiators, approvers and accounting. -Led the Concur Expense Report project. This project as well stream-lined mainly the approval process and seamless integration into the Baan ERP system. -I was an integral part for preparing the Opening Balance Sheet of the new Die Cast firm and setting up bank accounts, lines of credits, separate AP and AR processes, reporting, etc. -During my time at Huf, we built a $20M+ paint plant in TN. -Due to the transition of the US Accounting to Huf in Mexico, I led the paperless project for AP. Show less

Finance Manager - Central Region - Germany, Netherlands, Switzerland

• 2003 - 2011

Led a team in accounting and purchasing of 12 employees in 3 countries – Germany, Netherlands and Switzerland. Held quarterly presentations of the region’s quarterly results to US Senior Management team. Beckman in Germany has a reagents manufacturing plant. Special Projects at Beckman: -Implemented Oracle software for accounting and additional modules. -Led the transition in Finance into Oracle after the purchase of Olympus Diagnostics Division with Beckman Coulter in Germany. Show less

Director Of Finance - Headquarters

• 2001 - 2003

Managed an accounting department of three at Utimaco’s Headquarters reporting to CFO. Since it was right at the 9-11 market crash, this was a critical time for the company in terms of cash and funding, so the major focus was on cash management to keep the company attractive for investors. This company was public and I was involved with the annual report. Managed an accounting department of three at Utimaco’s Headquarters reporting to CFO. Since it was right at the 9-11 market crash, this was a critical time for the company in terms of cash and funding, so the major focus was on cash management to keep the company attractive for investors. This company was public and I was involved with the annual report.

Business Partner/Controller - Germany, Switzerland, Austria

• 2000 - 2001

Finance Manager - Germany, Austria

• 1996 - 2000