About Me.
Seasoned Financial Executive – with extensive experience in the manufacturing and distribution industry. Highly skilled in finance and accounting management and controllership as well as implementing ERP software, improving processes and operational performance, and controlling costs. Innate leadership propensity with a background managing accounting and project teams of up to seven while enriching employee satisfaction. Proven ability to oversee human resources and information technology while spearheading operational initiatives that facilitate and support growth and profitability.
Treasury Management
Seasoned treasury strategist leveraging cash management, forecasting, debt structuring, bank compliance, capital financing, bank relationships, and treasury system set-ups to drive improvements, affect change, and create synergies that contribute to company profitability. Established an 8 million line of credit and restructured capital debt, granting sufficient daily cash flow after the growth and relocation of the firm.
Accounting Management
Financial director developing budgets, conducting account reconciliation, facilitating month-end closings and reporting, analyzing financial statements, managing Accounts Receivable and Payable, and ensuring GAAP compliance and accountability. Accomplished $100,000 in savings by transitioning the firm from a PEO contract to in-house payroll and benefits.
Business Development
Business development professional increasing the long-term value of organizations through market analysis, forecasting, business restructuring, grants, tax incentives, and integrating innovation and business solutions. Attained $100,000 in annual savings for five years through grant funding and tax incentives by relocating the firm to a facility in a new city.
Implementation of ERP Systems
High-energy catalyst of innovation leading high-visibility ERP projects, determining appropriate software utilization, developing policies and procedures, and providing appropriate training. Completed discovery and planning, initiated the design phase with a cross-functional team, and integrated an effusively serviceable purchase order module to provide prominence to all purchases and price variances. This permitted the purchasing department to conduct a volume analysis with $20 million in raw material, aiding negotiation for improved vendor pricing.
Risk Mitigation
Decisive and insightful senior leader tasked with the identification and mitigation of risk within insurance negotiations, training areas, safety, and creation and adoption of policies and procedures. Reached $20,000 in yearly workers compensation premium savings by introducing continuous improvement in safety and a safety incentive program that minimized workers compensation experience mode rate from 1.2 to 0.8.
Achievements.
SUCCESS STORIES
Work History.
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2017 – 2018
Mid-States Concrete Industries, LLC | South Beloit, IL
A manufacturer of precast concrete with 250 employees and $65 million in annual revenues.
- $2 million monthly payroll delivered and facilitated company expansion through daily management of a $10 million line of credit that ensured meeting bank covenant compliance and accounts payable terms.
- Assembled and developed a fully functioning accounting team that completed month-end closing in five business days, 15-day improvement, and allowed for distribution of the internal reporting package by the 15th of each month, enabling visibility to critical KPIs to maximize profitability and growth.
- Transitioned payroll and HR systems to an external service platform that yielded higher utilization of employee data for benefit tracking and reduced payroll processing time two days.
- Completed discovery and planning, initiated the design phase with a cross-functional team, and integrated an effusively serviceable purchase order module to provide prominence to all purchases and price variances.
- This permitted the purchasing department to conduct a volume analysis with $20 million in raw material, aiding negotiation for improved vendor pricing.
2011 – 2017
Sewer Equipment Company of America | Dixon, IL
A manufacturer of large equipment for industrial and municipal sewer systems with 100+ employees and $80 in revenue.
- $8 million line of credit established and capital debt restructured, granting sufficient daily cash flow after the growth and relocation of the firm.
- $100,000 in savings accomplished by transitioning the firm from a PEO contract to in-house payroll and benefits.
- $100,000 in annual savings attained for five years through grant funding and tax incentives by relocating the firm to a facility in a new city.
- $20,000 in yearly savings realized by establishing a new credit card program with a reputable service provider that decreased processing from 4.2% to 2.8%.
- $800,000 reduction in a negative production variance on the profit and loss statement through analysis of inventory processes, payables modules, and costing as well as subsequent training on the ERP system.
- Implemented software to manage and report state retail sales tax and streamline data collection, saving the accounting team three days on preparing sales tax reports for 12 states.
- Played a key role in conducting monthly facility audits to ensure adherence to safety policies and procedures, which assisted the company in maintaining worker compensation mode rates below one and negotiate lower than market premium rates.
- 10% increase in input speed and efficiency achieved by upgrading the ERP system, which enhanced integration with other software, analytical data sharing, and KPI management reports.
2000 – 2011
Mitek Corporation | Winslow, IL
A manufacturer and distributor of consumer and commercial audio sound systems.
- $20,000 in yearly workers compensation premium savings reached by introducing continuous improvement in safety and a safety incentive program that minimized workers compensation experience mode rate from 1.2 to 0.8.
- Led the team to integrate 100+ employees from an $80 million acquired firm into the parent corporation’s ERP system within six months.
- Consolidated the financial statements of 12 companies using Microsoft Excel.
- Oversaw a corporate training program to advance employee skillsets that incorporated in-house training classes as well as courses at local colleges yielding a stronger, cross-trained staff and enriching personnel satisfaction.
EDUCATION
Rockford CollegeBachelor of Science
Northern Illinois University
Member, Institute of Management Accountants
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