Experience

• 

  Self-employed

  • Financial Services Consultant

    • 2013 - Present

• 

  Angus Industries, Inc.

  • VP Finance & Administration, Chief Financial Officer

    • 2000 - 2013

    Strategic partner to CEO, setting overall direction for the company. Conceived, financed and completed purchase of this ESOP company. Later managed the company's sale to a public company. Responsible for all financial functions, including strategic planning, communications with shareholders, cost estimating and product pricing, financial risk, accounting policy and procedure, treasury management, lender relationships, debt, industrial revenue bonds, budgets, forecasts and taxes. Internal consultant to subsidiary operations. Direct activities of financial staff, including corporate accounting, treasury and subsidiary controllers. Manage working capital and credit. Manage long-term assets and liabilities, including capital asset analysis and long-term debt. Responsible for corporate development, including acquisitions and divestitures. Corporate Secretary, oversee legal matters, risk management and shareholder/lender relations functions. Supervise 10 direct reports and 15 indirect reports.

• 

  CLARCOR Inc.

  • VP, Treasurer & Controller

    • 1979 - 2000

    Managed the treasury function, including banking relationships, debt, industrial revenue bonds, cash management and investment. Responsible for financing of all types, including capital structure, debt, capital asset purchases, and leasing. Managed working capital, including credit, receivables and inventory. Oversaw corporate legal matters. Performed acquisition and divestiture work, including pricing, negotiation and managing due diligence work. Trustee of $148 million retirement plan funds. Managed corporate philanthropy of the CLARCOR Foundation, a $10 million trust averaging $600,000 of annual contributions. Sixteen years’ responsibility for corporate accounting policy and practice, financial controls, accounting systems, analysis, financial materials for annual and quarterly reports, SEC filings, supervision of operations controllers, MIS and taxes. In-house consultant to operations. Supervised 8 direct reports and 52 indirect reports.

• 

  Greenlee Bros. and Co.

  • Rockford, Illinois Area

  • Manager of Budgets and Planning

    • 1978 - 1979
    • Rockford, Illinois Area

    Develop and managed annual profit plan and budget, as well as assisting the Controller with a variety of monthly and annual closing activities. Analyzed and reported causes of variance from plan.

• 

  Coopers & Lybrand (predecessor firm to PwC)

  • Rockford, Illinois Area

  • Auditor Senior

    • 1974 - 1978
    • Rockford, Illinois Area

    Audit financial statements, prepare corporate and individual income tax returns and complete special consulting projects for corporate and individual clients.