Experience

Shari's Management Corporation

• United States
• Restaurants
• 300 - 400 Employee

• Corporate Controller

  • Jun 2020 - Aug 2021

  Portland, Oregon Metropolitan Area



Fall Creek®

• United States
• Farming
• 200 - 300 Employee

• Corporate Controller

  • Sep 2019 - Apr 2020

  Eugene, Oregon, United States



AAF International (American Air Filter)

• United States
• Renewables & Environment
• 300 - 400 Employee

• Global Director - Finance and Accounting Standardization

  • May 2018 - Aug 2019

  Raleigh-Durham-Chapel Hill Area AAF, a subsidiary of Daikin Industries Ltd with $18Bn annual revenue, is the world’s largest manufacturer of air filtration solutions, operates production, warehousing and distribution facilities in 22 countries across four continents. Reporting to the CFO - Americas, leading finance standardization initiatives in Europe, Middle-East/India and the Americas. Global growth and Strategy: • Established Shared Service Center in Central-Eastern Europe • Implemented Global… Show more AAF, a subsidiary of Daikin Industries Ltd with $18Bn annual revenue, is the world’s largest manufacturer of air filtration solutions, operates production, warehousing and distribution facilities in 22 countries across four continents. Reporting to the CFO - Americas, leading finance standardization initiatives in Europe, Middle-East/India and the Americas. Global growth and Strategy: • Established Shared Service Center in Central-Eastern Europe • Implemented Global Accounting solution for month-end closing utilized by both the Shared Service Center and local country employees

• Finance Director - Operations and Integration

  • Apr 2017 - May 2018

  Raleigh-Durham-Chapel Hill Area Reporting to the USA Finance Director & Controller, financially managing 12 manufacturing plants and 10 distribution centers in the USA and Mexico, leading global finance integration efforts and supporting global company M&A activity. M&A: • Performed post-acquisition due diligence in Sweden/Finland/Latvia and identified material adjustments for opening balance sheet • Performed post-acquisition due diligence in USA for 11 distribution centers and established opening balance sheet… Show more Reporting to the USA Finance Director & Controller, financially managing 12 manufacturing plants and 10 distribution centers in the USA and Mexico, leading global finance integration efforts and supporting global company M&A activity. M&A: • Performed post-acquisition due diligence in Sweden/Finland/Latvia and identified material adjustments for opening balance sheet • Performed post-acquisition due diligence in USA for 11 distribution centers and established opening balance sheet for each location Controllership: • Implementing a company compliance / internal control solution to achieve a streamlined JSOX environment Operational Finance: • Finance lead for 12 manufacturing plants located in North and South America. • Drove cost reduction in the areas of repair and maintenance spending, waste management, janitorial spend and utility cost • Developed a global policy for cycle count and standard cost setting for seven different ERP systems, including SAP • Supervising a team of eight professionals ranging from Financial Analysts to Finance Managers

• Senior Controller - Finance Integration

  • Apr 2016 - Apr 2017

  Raleigh-Durham-Chapel Hill Area Reporting to the Director of Finance, responsible for oversight and coordination of post-acquisition integration activities and other strategic programs impacting the Finance functions. • Performed working capital adjustment analysis and supported the arbitration process to conclude on material items of disagreement on a $0.5Bn acquisition • Lead a business case development for commercial expansion strategy to exploit new company capabilities available post-acquisition • Managed… Show more Reporting to the Director of Finance, responsible for oversight and coordination of post-acquisition integration activities and other strategic programs impacting the Finance functions. • Performed working capital adjustment analysis and supported the arbitration process to conclude on material items of disagreement on a $0.5Bn acquisition • Lead a business case development for commercial expansion strategy to exploit new company capabilities available post-acquisition • Managed the following implementations at the acquired entity: Concur travel and expense system, Purchase card introduction, Cadency automated R2R solution for financial month-end close and account reconciliation management • Facilitated cross-functional coordination and communications between business units and functional representatives within a complex, matrix corporate environment • Liaised with acquired entity leadership where necessary, to facilitate effective coordination



Patheon

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Controller / Senior Manager Finance

  • 2015 - 2016

  Raleigh-Durham, North Carolina Area FP&A responsibility to manage the transition and improve the efficiency of the post-acquisition Steriles business and manufacturing plant with $160MM sales and 450 employees. • Lead the site EY external audit in preparation for the company IPO ending with no net P&L impact adjustment • Managed annual budgeting and revenue forecasting by SKU level for profit mix analysis • Partnered with Operations, Supply Chain and Business Management to drive results • Supervised a Finance… Show more FP&A responsibility to manage the transition and improve the efficiency of the post-acquisition Steriles business and manufacturing plant with $160MM sales and 450 employees. • Lead the site EY external audit in preparation for the company IPO ending with no net P&L impact adjustment • Managed annual budgeting and revenue forecasting by SKU level for profit mix analysis • Partnered with Operations, Supply Chain and Business Management to drive results • Supervised a Finance Manager and a Senior Cost Analyst, performed informal development 1-1 review and quarterly formal review to provide trending and ideas for improvement • Created the forecasting and P&L variance analysis model for the Steriles P&L • Key Skills: Providing business perspective to drive profitability, managing multiple priorities for deliverables to Corporate HQ and local site Show less



Eaton

• Australia
• Legal Services
• 1 - 100 Employee

• Accounting Manager

  • 2014 - 2015

  Kearney, NE FP&A management of a $150M manufacturing plant P&L with 650 employees Financial forecasting, planning and analysis: • Monthly rolling forecast management and weekly operational review with division • Managed annual budgeting and the month end closing and reporting activities • $10MM capital investment planning and management • Pricing & material cost forecasting through the surcharge/selling price model People Management • Managing a team of four finance… Show more FP&A management of a $150M manufacturing plant P&L with 650 employees Financial forecasting, planning and analysis: • Monthly rolling forecast management and weekly operational review with division • Managed annual budgeting and the month end closing and reporting activities • $10MM capital investment planning and management • Pricing & material cost forecasting through the surcharge/selling price model People Management • Managing a team of four finance professionals • In charge of a finance development leadership program participant • Monthly coaching / development sessions, quarterly formal performance reviews Financial reporting and closing: • Performing month end closing and reporting activities • Drive process documentation and improvements to increase department output Key Skills: • Change management skills in a fast paced, demanding environment • Managing multiple priorities in a short amount of time • Managing direct reports as well as working with remote location key finance staff Show less



GE Corporate

• United States
• Investment Management

• Senior Associate

  • May 2013 - Nov 2014

  Fairfield, CT Corporate Audit Staff (CAS) is an intensive two year audit and leadership program designed to provide high potential employees with intensive on-the-job development opportunities, extensive contact with the different businesses within GE. • Rotational experienced finance leadership development program with core balance sheet auditing and business consulting • Key skills: Communication with senior executives, critical thinking and leadership GE Healthcare, Milwaukee, WI – Supply… Show more Corporate Audit Staff (CAS) is an intensive two year audit and leadership program designed to provide high potential employees with intensive on-the-job development opportunities, extensive contact with the different businesses within GE. • Rotational experienced finance leadership development program with core balance sheet auditing and business consulting • Key skills: Communication with senior executives, critical thinking and leadership GE Healthcare, Milwaukee, WI – Supply chain intercompany profit elimination audit o Identified inefficiencies in the calculation model & improved calculation accuracy GE Oil & Gas, Drilling & Surface, Houston, TX - Cost of Quality reduction o Improved plant capacity planning through redesigning time vouchering and the engineering redesign cost of quality visibility by revamping the accounting framework GE Oil & Gas, Pressure Control, Aberdeen, UK - Oracle ERP implementation o Managed legal entity merger and ledger solution for ERP implementation, standardized Drilling & Surface global chart of accounts and performed data conversion for G/L, customer master file and fixed assets GE Oil & Gas Global HQ, Florence, Italy - Revenue recognition audit o Audited the long-term contractual service agreements / parts catalog costing, redesigned the process for make/buy cost determination and audited the field service engineer standard costing calculation GE Capital EMEA, Budapest, Hungary – Revenue recognition audit o Audited the FAS91 loan origination fee/commission deferral balance and the regulatory requirements monitoring process GE Energy - Aero Global HQ, Houston, TX – Warranty reserve audit o Audited the general and specific warranty reserve for adequacy, resulting in a $1.2MM adjustment

• Lead Accountant

  • Jul 2011 - May 2013

  Louisville, Kentucky Area FP&A and global consolidation for GE Appliance and Lighting • Managed one direct and multiple dotted line report in the team • Financial planning and analysis of quarterly ~$10MM net P&L impact benefit accrual • Performed FAS133/161 derivative accounting for commodities and FX • Managed Appliances USA payroll accounting • Key skills: People management, influencing skills for dotted line reports, having the initiative and being a self-starter, frequent communication with… Show more FP&A and global consolidation for GE Appliance and Lighting • Managed one direct and multiple dotted line report in the team • Financial planning and analysis of quarterly ~$10MM net P&L impact benefit accrual • Performed FAS133/161 derivative accounting for commodities and FX • Managed Appliances USA payroll accounting • Key skills: People management, influencing skills for dotted line reports, having the initiative and being a self-starter, frequent communication with business segment controllers and upper management

• Finance Analyst

  • Jun 2010 - Jul 2011

  Hungary $80MM P&L management of a manufacturing plant with 130 employees, 20% traveling • Prepared short and long term contribution margin estimates and operational planning/capacity estimates • Improved profitability through make item cost/sales trend analysis • Reviewed subcontracting opportunity for cost reduction considering cost of quality • Performed project revenue recognition per the percentage of completion method • Key skills: Managing own workload and set priorities for… Show more $80MM P&L management of a manufacturing plant with 130 employees, 20% traveling • Prepared short and long term contribution margin estimates and operational planning/capacity estimates • Improved profitability through make item cost/sales trend analysis • Reviewed subcontracting opportunity for cost reduction considering cost of quality • Performed project revenue recognition per the percentage of completion method • Key skills: Managing own workload and set priorities for supporting staff, having the edge and innovative problem solution through process reviews, change management skills including technical and soft skills



PwC

• Professional Services
• 700 & Above Employee

• Analyst/Associate positions

  • Feb 2006 - Jun 2010

  United Kingdom Analyst/Associate positions at PwC and Barclays