Julie Koers Shirey

• aceoue@r.postjobfree.com

**** **** ******** *****, ******, GA 30115 • 678-***-****

Financial and Operations Management

Financial Controller/Operations Manager/Small Business Development

Results-oriented senior management professional with over 25 years of financial and operational experience in the diverse fields

of mergers and acquisitions, financial planning, small business consulting, financial controller and operations manager. Solid

interpersonal skills and proven cross-functional competencies in reorganizing, streamlining and strengthening the financial

operations to maximize performance and profitability. Seeking the ability to contribute as a team player and interface with

professionals of all levels.

PROFESSIONAL EXPERIENCE

Iberia World Foods Corp. March 2013 to June 2014

General Manager – Norcross, GA

Management of the Operations for a leading Distributorship in the International Food Industry. Responsibilities include

overseeing all aspects of company operations to include warehousing, shipping and receiving, customer relations, purchasing,

human resources, tracking of inventory as well as setting sales goals and providing resources to promote sales.

Key Responsibilities:

• Oversee warehouse to make sure Inventory moves before expiration as well as minimize physical count discrepancies.

• Purchasing of inventory based on an analysis involving historical turns as well as forecasting of future orders.

• Point person for FDA regulations and compliance

• Manage customer accounts in regard to accounts receivable and credit limits.

• Coordinate all Human Resource duties to include hiring and firing, tracking of time off, payroll, commissions and

workers compensation

• Responsible for approval and forwarding, to Corporate, the Accounts Payable relating to this location to include leased

trucks, overhead, freight and vendor invoices.

• Go-To for Brokers in regard to new products, pricing and promotions

• Monitor operational performance to ensure alignment with Company budget and profitability.

Mayzo, Inc. October 2011 - December 2011

Human Resources Administrator/Personal Financial Advisor - Johns Creek, GA

New position created on a trial basis. Primary duties to include organizing and monitoring the Owner's personal financial

investments and act as an advisor between the President and the Management Team. In addition, responsible for Human

Resource duties to include implementation of bimonthly payroll, payroll taxes, interviewing of sales candidates and evaluating

Health, Workers Compensation and General Liability Insurance renewals.

Reason for Leaving: Position was terminated due to Owner moved to Florida.

Southeastern Hardwood Distributors Inc. and Northside Wood Flooring, Inc. October 2003-May 2011

Controller/Director of Operations - Kennesaw, GA

Within a small business environment, over the seven plus years of employment, the job expanded from a Financial Controller

position to include Operations. Responded to operational and financial challenges with confidence, determination and focus.

Results driven, worked judiciously and methodically to achieve and exceed company mandated goals In charge of all financial

relationships with banks and customer accounts.

Key Responsibilities and Accomplishments:

• Implemented all Financial Controller responsibilities to include monthly financials, budgets and forecasting.

• Operations Management to include all aspects of human resources and management of office personnel. In addition,

ensured accuracy and efficiency in subcontractor and sales representatives work performance. Invoiced and ran

commissions for sales reps based on job profitability. Managed and ensured accuracy in subcontractor scheduling,

purchase orders and payroll.

JULIE KOERS SHIREY PAGE 2 OF 3

• Managed Distributorship's inventory control and purchasing.

• With the changes in the construction market due to the economy, reduced overhead by 25% in the first year, developed

and executed strict procedures for cost maintenance and became hands on in ensuring quality of service was not only

maintained but also improved.

• Set up a website accessible to all outside sales reps to view scheduled job details, access vendor links and price lists, use

of an interactive strawman for hardwood and carpet jobs and view announcements.

• Created interactive systems to assist sales reps in bidding jobs based on cost efficiency as well as remaining competitive

in the market place.

• Established and maintained positive relationships with vendors and key customers.

• Developed marketing strategies to increase sales and expand current customer base.

Reason for Leaving: Economy's impact on the construction industry strongly affected the operational facets of the business.

American Express Financial Advisors September 1999 – October 2003

Personal Financial Advisor - Alpharetta, GA

Independent Financial Advisory practice to include to following areas of focus:.

Small Business Owners, Asset Allocation and Employee Stock Options and Benefits.

Key Responsibilities and Accomplishments:

• Worked closely with clients in evaluating their financial analysis to achieve specific goals i.e. retirement, education

planning, estate planning, protection planning.

• Made recommendations based on their risk tolerance, time frame for the goals and cash flow

• Helped clients maximize their current financial resources and leverage their assets to achieve their goals. Implemented

recommendations and monitored progress. Adjusted any changes that may affect their financial picture.

• Investment research and asset allocation were key tools utilized in my recommendations

• Reallocated several retired pilots portfolio, to avoid the downturn in market and provide a source of income in

retirement, saving millions of dollars in future loss.

• Worked closely with several Veterinary practices in implementing a Business Continuation Plan as well as Retirement

vehicles to defer taxes and maximize savings.

Reason for leaving: Recruited by the next job for Small Business Development and Continuation in addition to the

Financial Controller position.

Green Capital Investors, L.P. January 1989 – January 1999

Financial Analyst - Atlanta, GA

Green Capital Investors was a private organization made up of several Limited Partnerships and Holding Companies with a

primary focus in mergers and acquisitions and leverage buy-outs.

Key Responsibilities and Accomplishments:

• Responsible for investor relations within ten different partnerships and corporations

• Front runner in the interaction with existing portfolio and prospective companies in review

• Performed due diligence on prospective acquisition's financials and operations.

• Organized debt financing in acquisitions, to achieve the highest return while working with the CFO's to prepare

company budgets.

• Prepared monthly financials for partnerships and corporations for the General and Limited Partners.

• Worked annually with auditors in preparation of K-1's and partnership tax returns.

• Assisted portfolio financial executives in monitoring compliance on SEC annual and quarterly reports.

• Managed relationships with the brokerage houses in preparing prospectus for first and secondary offerings.

• Successfully managed and directed numerous deals in the range of $10 million to $179 million over the 10 years as a

analyst.

Reason for leaving: End of the terms for the Limited Partnerships. Portfolio's were full and no additional funding was

going to occur.

JULIE KOERS SHIREY PAGE 3 OF 3

EDUCATION

Emory University, Goizueta Business School (Atlanta, GA) May 1986

BBA in Management with general studies in Finance, Accounting and Marketing

Oxford College of Emory University (Oxford, GA) August 1982 – May 1984

AA in Humanities and Social Science

National Center for Paralegal Training: Certification in Real Estate (Atlanta, GA) – 1987 to 1988

Kennesaw State University: Financial Planner Certification (Kennesaw, GA) – 2003 to 2004

Certification in Basic Mediation Skills (Acworth, GA) September 2011

ADDITIONAL

Proficient in the following software applications:

Microsoft Word, Excel, Outlook and Powerpoint

Quickbooks Pro - Construction Version

Acctivate Inventory Software

RFMS Flooring Software

AFS Technologies – software for the food and beverage industry

Discovery 8 – software used to create reports from AFS Technologies

Board Member and Treasurer for Irish Traditions of Atlanta (North American branch of Comhaltas Ceoltóirí Éireann)

Hobby farmer in the area of Hickory Flat to include horses, goats, chickens, dogs and cats

References available upon request

Contact this candidate