Bio
Experience
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United States
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Sporting Goods
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700 & Above Employee
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Finance Manager
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Nov 2021 - Present
Consensus leader to drive 5-year plan, annual P & L forecasting with quarterly updates and monthly variance reporting for the Americas (US, Canada and South America). Provided commentary for senior management team.● Developed dynamic long term planning model for multi-million-dollar budget with full P & L detail and drill-down granular P & Ls with region, currency, dealer, retail store and product type dimensions.● Implemented financial stewardship of internal teams with ongoing guidance and illumination of their decision making within a complex budget and competing organizational KPIs. This has resulted in increased ownership of spending decisions within the financial framework.● Mentored 2 new Financial Analysts over two years to take ownership of both wholesale and retail P & L forecasting and reporting processes and associated Balance Sheet entries.● Consistently managed favorable S G & A outcomes during both times of expansion and contraction with 13 budget managers.● Presented dozens of business case forecasts and ad hoc models including emergency regional P & Ls during the uncertainty of COVID years to facilitate what-if scenario analysis and proactive decision making.● ERP and Financial Reporting Software: SAP, BI, PowerBI, Hyperion, OneStream, Infor M3.● Lead ecommerce accounting team to create accurate, automated billing and cash application processes in new ERP (Infor M3).● 16 years SAP. Production, Testing and Development.● FP&A responsibilities since 2017.
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Credit Manager - Americas
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Oct 2016 - Oct 2021
Oversight of multi-million-dollar credit and collection portfolio in US, Canada and South America.● Cross-functional team leader to drive successful outcomes: sales, operations, finance.● Consistent annual results with low Bad Debt vs. company plan and industry standards.● Managed team of 3 Asst. Credit Managers, 2 Key Account Reps, and 2 Credit Representatives and 1 ERP and Ecommerce Specialist. Team collected 100% of annual fiscal year end cash targets every year.● Securitization of Assets. Legal and third-party collection coordination.● Traveled extensively across North America to meet with dealers, discuss their financials, and in certain cases create paydown plans. ● Lead Credit Team successes and developed efficiency and training to such a degree that the team of 8, (driven by wider company reorganizations) gradually became a team of 3, achieving the same results and saving $300,000 annually.● Added FP&A responsibilities in 2017.
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Credit Manager – Canada and Credit Manager - North America
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May 2012 - Oct 2016
● Fully responsible for credit and collections planning and execution in Canada.● Promoted to Credit Manager – North America in 2013, overseeing over 1000 accounts in both countries.● Consistent annual results with low Bad Debt vs. company plan and industry standards.● Traveled extensively across North America to meet with dealers, discuss their financials, and create paydown plans where needed.● Proposed and lead team which saved tons of paper and physical space by switching to electronic invoicing and an electronic document storage system. Annual savings were estimated to be $30K annually.
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Assistant Credit Manager - Canada
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Jun 2009 - Jul 2012
● Manager for credit and collections of 400 Canadian accounts in 750+ doors across Canada.● Revamped Key Account chargeback accounting practices, leveraging cost assignment for timely action saving the company hundreds of thousands of dollars annually.● Consistent annual results with low Bad Debt vs. company plan and industry standards.● Manager for Canadian Accounts Receivable Representative.● Appointed Business Process Officer for the credit team, meeting with company BPOs biweekly to solve cross-functional ERP issues.
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IT User Support Analyst
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Jul 2007 - Jun 2009
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Practice Manager
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Mar 2006 - Jun 2007
• Business Manager of pediatric clinic (staff of seven) for children with special needs.• Supported Board of Directors in developing The Philo Center’s vision and practice while facilitating Board to Clinic communications.• Developed marketing and advocacy programming and materials.• Prepared, summarized all financial reports and regularly briefed Board of Directors.• Administered Accounts Receivable and Payable.• Coordinated fundraising and grant writing program. • Overhauled and oversaw Human Resources processes and systems.• IT Infrastructure and Network Administrator
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Financial Consultant
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Jan 2005 - Mar 2006
Financial Engineering Consulting and Marketing.Consulted with individuals and families in creating sound, long-term financial strategies to meet their personal goals. Applied a low-risk/high-return method of leveraging personal assets for long and short term results. Led various seminars for general public and specific interests groups of 10 to 60 people. Represented firm at business associations.
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Founder/ Owner/ CEO
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Nov 2002 - Apr 2005
Managed the daily operations of this residential and commercial mortgage company. Hired, trained, and managed staff of 20 people in Vermont and Maryland offices. ● Built infrastructure of company, established and organized sales and support process.● Developed pathway to early success with over $1M in revenue in first year.● Trained and managed twenty employees and two offices (MD and VT).● Implemented and maintained relationships with 15+ national warehouse lenders.● Acquired licenses and maintained compliance in 16 states.● Provided big-picture planning, including ongoing revision of the company's mission and vision in response to internal and external company changes● Provided IT infrastructure and network support to main branch and satellite office in Maryland.● Studied market trends and market forecasting.
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Senior Mortgage Broker
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Jun 2001 - Nov 2002
Represented the residential mortgage services to general public. Initiated, tracked, and completed mortgages ranging from $50,000 to $2,000,000. • Generated more than $350,000.00 in net sales for the company in one year.• Achieved Sales leader, among 40 loan officers, after only three months in position.• Company leader in breadth of product knowledge.• Participated in Fifth Discipline and Six Sigma programs.
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Education
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Champlain College
Master of Business Administration (M.B.A.), Business Administration and Management, General -
Harvard University
Bachelor of Arts, Anthropology -
Leadership Champlain
Lake Champlain Chamber of Commerce Year-Long Leadership Program
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