Description
CAREER SUMMARY Financial reporting professional with extensive experience and leadership skills in publishing, consumer goods, distribution, manufacturing, and non-profit. Adept at assimilating complex issues to expedite decision-making with a direct and practical approach to solving problems through people. Enthusiastic toward new approaches to revenue generation and process improvements. Responsible for attaining P&L and Cash Flow objectives. AREAS OF EXPERTISE * Budgeting & Forecasting * Cross-functional Collaboration * Operating Procedures & Processes * Business Intelligence & KPI Reporting * Mergers, Acquisitions, & Divestitures * Multiple Location/Systems Management * Profitability Analysis and Modeling * System Implementations SELECTED ACCOMPLISHMENTS * Directed processes related to the annual Budget, monthly P&L closing, analysis, and commentary, forecasting of the monthly/quarterly/annual P&L, Cash Flow, and Capital Expenditures. * Chaired monthly Business Review meetings with Senior Leadership and each Business Unit determining the agenda and providing timely Consolidated and Business Unit Reporting Packages including topical Key Performance Indicators for discussion. * Directed the Accounting Financial Analysis, Cost Accounting, Customer Credit, IT, and Distribution staffs. * Interfaced with Leadership Team and their managers providing assistance on specific corporate initiatives. * Responsible for banking relationships including negotiating lines of credit. Obtained tax-exempt bond issuances coordinating banks, city governments, and attorneys. * Coordinated the due diligence and acquisition of companies of which some were blended into existing operations and others operated as subsidiaries. Led the divestiture of a business unit realizing a gain of $40M. * Provided financial guidance and fiduciary responsibility for 401-K and Pension retirement plans in conjunction with investment advisors and investment committee ensuring compliance to tax and reporting requirements. * Reduced Financial Services and Information Technology by $600K and $500K respectively and Distribution by 20% by enhancing operating systems. COMPANY * STONEGATE FINANCIAL SOLUTION 2013 - Present Senior Consultant Engagements and specific projects with requirements related to interim team leadership, financial reporting, cash flow, forecasting, system implementations/review, banking & financing, auditor relationships, board presentations, etc. Clients include: ACCOMPLISHMENTS * Directed processes related to the annual Budget, monthly P&L closing, analysis, and commentary, forecasting of the monthly/quarterly/annual P&L, Cash Flow, and Capital Expenditures. * Chaired monthly Business Review meetings with Senior Leadership and each Business Unit determining the agenda and providing timely Consolidated and Business Unit Reporting Packages including topical Key Performance Indicators for discussion. * Directed the Accounting Financial Analysis, Cost Accounting, Customer Credit, IT, and Distribution staffs. * Interfaced with Leadership Team and their managers providing assistance on specific corporate initiatives. * Responsible for banking relationships including negotiating lines of credit. Obtained tax-exempt bond issuances coordinating banks, city governments, and attorneys. * Coordinated the due diligence and acquisition of companies of which some were blended into existing operations and others operated as subsidiaries. Led the divestiture of a business unit realizing a gain of $40M. * Provided financial guidance and fiduciary responsibility for 401-K and Pension retirement plans in conjunction with investment advisors and investment committee ensuring compliance to tax and reporting requirements. * Reduced Financial Services and Information Technology by $600K and $500K respectively and Distribution by 20% by enhancing operating systems. COMPANY * STONEGATE FINANCIAL SOLUTION 2013 - Present Senior Consultant Engagements and specific projects with requirements related to interim team leadership, financial reporting, cash flow, forecasting, system implementations/review, banking & financing, auditor relationships, board presentations, etc. Clients include:
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