Featured Talent

Profile

A seasoned controller with expertise directing and managing all aspects of finance and accounting, including budgeting, treasury management, and close processes. My greatest successes have been preparing and analyzing financial statements and reports for stakeholders to make timely decisions as well as reporting to support value realizing events. Designed systems to present financial statements for Companies, Departments, Cost Centers including Holding Companies an their solely owned subsidiaries that are compared to budget and prior year (month and YTD) and detailed cost management reports. Point of first contact for financial, accounting systems and IT support. Coordinate with auditors and tax preparers, as well as insurance and employee benefit providers.

Career Highlight 1: Liaison between company and Los Angeles based valuation firm in potential roll up to JP Morgan impressing valuation team with the detail provided for our company size. Key member, coordinating the sale of our $ 7 million dollar company for $ 20 million.

Career Highlight 2: Brought all accounting functions in-house 4 months ahead of schedule using Sage Accounting Products and external reporting modules.Converted and managed 130 ledgers, accounts, and portfolios to automated systems for a millionaire’s family office. Successfully completed several QuickBooks Implementations: (1) Holding Company and its 5 solely owned companies with Revenue totaling $ 45 million, and (2) QB Enterprise for $ 9 and $ 45 million manufacturers and $ 5.2 million CRO.

Career Highlight 3: Led cost saving initiative to increase profit $ 750,000 over the prior year, deceasing direct material cost of 25 cents per unit and reducing indirect labor costs over by $350,000.

Why Hire This Candidate (In Their Own Words): Committed to performing my role that contributes to the continued success of the company by providing accurate and timely reporting while maintaining the expertise to provide a quality work product and support for other members of the team.

Strengths: Designing accounting systems that produce accurate and timely results as if the company is entertaining a value realizing event to increase reliability of the reporting. Strong in all facets of accounting and working with bank and outside professionals.

Hobbies & Personal Interests: Athlete – Wanting to find more time to improve at golf; Enjoy attending professional and college sporting events; Improving and maintaining yard and fishpond.

Education: Bachelor’s in Accounting & MBA

Credentials: CPA – Missouri & Indiana

Industry Experience: Automotive, Business Services, Consumer Packaged Goods, Financial Services, Insurance, Manufacturing, Pharmaceuticals, Private Equity, Public Accounting, Retail, Wealth Management, Wholesale & Distribution

Company Fit: Small to Medium sized Business experience with Revenues of $ 5.2 to $ 85 million in revenues.

Management Experience: Management Team for 35 to 100 employees; Direct Report Teams of 2 to 12 members; Over 20 years.

Software Experience: Sage Products; QBO; QuickBooks Ent and Desktop, MiSys; Xero; Familiar/Training – Sage IntAcct; EPICOR, Net Suite, Job Boss;

Open To: Hybrid, In-office, Remote