Chief Financial Officer

• Jul 2022 - Present

Senior Manager - Tax

• Jun 2016 - Jul 2022

Specializing in tax services for financial institutions including compliance, planning, projections, and M&A taxation. Job responsibilities include fiercely focusing on delivering value to clients, managing client relationships, growing client base, managing tax engagements, supervising associates, reviewing work papers, preparing and reviewing tax returns, reviewing internal audit and agreed-upon procedures reports, and providing best practice, strategic, and other recommendations for clients.

Senior Manager - Audit

• Nov 2010 - Jun 2016

Specializing in financial statement audits and agreed-upon procedures for financial institutions. Job responsibilities include fiercely focusing on delivering value to clients, managing client relationships, growing client base, managing audit engagements, supervising associates, reviewing audit work papers, preparing and reviewing financial statements and footnotes in accordance with GAAP, reviewing agreed-upon procedures reports, and providing best practice and other recommendations for… Show more Specializing in financial statement audits and agreed-upon procedures for financial institutions. Job responsibilities include fiercely focusing on delivering value to clients, managing client relationships, growing client base, managing audit engagements, supervising associates, reviewing audit work papers, preparing and reviewing financial statements and footnotes in accordance with GAAP, reviewing agreed-upon procedures reports, and providing best practice and other recommendations for clients.

Manager

• Feb 2004 - Oct 2010

Effective October 1, 2010, Wipfli and Lindgren, Callihan, Van Osdol merged practices. Effective October 1, 2010, Wipfli and Lindgren, Callihan, Van Osdol merged practices.

Finance Manager - Integrated Supply Chain

• May 2003 - Feb 2004

Financial support and analysis to operations leaders for 15 global factories including monthly operations reviews; partner with operations vice president in preparing, analyzing, and reviewing annual budgets.

Senior Accountant - Financial Support Group

• May 2002 - Apr 2003

Provided financial support to Commercial Business Group including P&L review and analysis and venture analysis. Supported plant operations by providing ongoing restructuring analysis and reporting, capital spending justifications, overhead review and analysis, and Six Sigma savings.

Accountant - Cost and Inventory Group

• May 2000 - Apr 2002

Prepared journal entries and general ledger reconciliations; general ledger summary analyses; job variance and cost change variance analyses. Supported Oracle implementation including creation of Cycle Count program solution. Performed annual physical inventory audit.

Associate Accountant - FP&A Group

• May 1997 - Apr 2000

Supported Annual Operating Plan process by calculating and analyzing plan product line P&Ls. Provided product line business team support by analyzing and presenting P&Ls in monthly operations reviews. Prepared, analyzed, and reviewed IRRs for capital decision making, completed lease-vs- buy analyses, and make-vs-buy analyses.

Preventive Medicine Specialist

• Feb 1989 - Jan 1993