Experience

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  Ace Precision Machining

  • Oconomowoc, Wisconsin, United States

  • Chief Financial Officer

    • May 2024 - Present
    • Oconomowoc, Wisconsin, United States

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  Goff's Enterprises, Inc.

  • Pewaukee, WI

  • Chief Financial Officer

    • Nov 2021 - Apr 2024
    • Pewaukee, WI

    Hired to bring discipline, financial integrity, cost accounting, and ERP implementation expertise to mid-size manufacturing organization in the midst of turnover within finance department. Assessed departmental needs and created and hired a HR Manager and Senior Accountant to provide expertise in both areas.Provided financial M&A guidance and leadership to secure a new partnership for the company’s continued growth initiatives. Accountable for financial reporting, strategic planning, budgeting, management, and development of finance, HR, KPIs, and administrative functions.Formulated and instituting on an ongoing basis the processes and controls to drive efficiencies and compliance and support a growth-oriented culture resulting in $20M revenue, an increase of 100% over the past four years.Providing leadership on NetSuite ERP system implementation, critical to resolving issues with financial structure, costing, account reconciliations, and inventory control.

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  Milwaukee Bearing & Machining Inc.

  • Menomonee Falls, WI

  • Chief Financial Officer | Controller/Materials Manager │ Controller │ Profitability Solutions

    • Feb 2012 - Nov 2021
    • Menomonee Falls, WI

    Chief Financial Officer, 2016 – 2021; Controller/Materials Manager, 2010 – 2011; 2012 – 2016Controller, 2008 – 2010This family-owned business was undergoing leadership transition, initially brought in to join executive management team as controller. As company addressed the impact of the economic downturn, undertook materials management role as well. Focused on stabilizing and refining financial and reporting requirements, strategizing for growth, analyzing and proposing customer price list agreements, driving company productivity improvements, and assuming internal IT administration to free up sales manager. Supervise and develop accounting and administrative staff, ensuring high level of internal and external customer service and timely reporting. IMPACT: Built strong foundation in systems supporting profitability, high levels of customer service and future growth. Improved margins 5% to meet industry standards during a time of minimal sales growth and fluctuating demand following economic recession, despite 20% inflationary trends through improvement in quoting margin strategies and systems that drove productivity Improvements. Maintained profitability despite 35% drop in demand during a recessionary period by evolving capacity planning tools, streamlining systems, and reducing overhead. Achieved record Customer On-Time Delivery ratings with a 45% improvement over historical measurements and impeccable accuracy results for year-end audits. Implemented Production Planning and Capacity Planning systems, as well as Crystal reports to automate, analyze, and audit data, all critical tools to navigate the economic downturn. Reduced annual financial closing process by five weeks. Played key leadership role in achieving ISO certification.

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  GE Healthcare

  • Waukesha, WI

  • Senior Inventory Valuation Analyst │ Operational Strategies │ Data Management │ Process Improvement

    • 2011 - 2012
    • Waukesha, WI

    Capitalized on growth opportunity, and joined GE Healthcare, with accountability for managing Internal Purchase Price Variances. Performed FIFO, LIFO, and Actual Applied Overhead calculations and analysis for multiple legal entities. Developed estimates, operating plans, and budget data. IMPACT: Refined processes relating to the monthly estimating tools for Inventory Reserve accounts. Created detailed documentation of standard operating procedures for all tasks related to position.

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  Ace Precision Machining Corporation

  • Menomonee Falls, WI/Oconomowoc, WI

  • Cost Accounting Manager | Business Development | Performance Enhancement | Aggressive Growth

    • 2005 - 2008
    • Menomonee Falls, WI/Oconomowoc, WI

    Recruited back to Ace as Cost Accounting Manager and lead accountant at newly opened, OEM manufacturing, Oconomowoc facility. Directed administrative staff accountable for developing and modifying inventory and cost accounting systems, as well as accounting and industrial engineering personnel on special projects. Developed and managed detailed budget for strategic planning and maintained company, departmental, and employee performance measurements.IMPACT: Enhanced ERP system to support continued steep growth from $25M to $55M over a three-year period. Refined production planning systems, implemented and trained online labor reporting, and led the Industrial Engineering Time Study initiatives. Established reconciliation process and work instructions for Quality ERP systems.

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  Klockner KHS, Inc

  • Waukesha, WI

  • Cost Accounting Manager │ Team Leadership │ Quality Assurance │ Process Planning

    • 2003 - 2005
    • Waukesha, WI

    Hired to prepare for, and subsequently collaborate on as member of leadership team, the implementation of ERP software. Reviewed and cleaned up inventory and cost accounting systems to resolve discrepancies and assure data integrity. Provided in the areas of data conversion, inventory control procedures, cost accounting, and production planning processes. IMPACT: Decreased time to complete month-end closing 75% through improved processes and Crystal report writing. Created management analysis tools to include inventory adjustment expense, manufacturing variance analysis, labor and overhead absorption, purchase price variance, and inventory obsolescence reserve.

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  Gardner Bender Tools and Supplies

  • Senior Cost Analyst

    • 2002 - 2003

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  Ace Precision Machining Corporation

  • Cost Accounting Supervisor │ Cost Accountant

    • Mar 1998 - Jun 2002