CAREER SUMMARY

An experienced business partner/finance professional with a strong background in financial leadership, human resource leadership, IT, process improvement, training and development, performance management, and employee relations. Demonstrated exceptional leadership, facilitation, interpersonal and problem-solving skills. A strategic thinker with a proven commitment to improving processes, quality, and business partnerships.

PROFESSIONAL EXPERIENCE

McDonald Companies, LLC

Green Bay, WI

November 2020 – present

CFO

Senior executive responsible for managing the financial actions of the company.

Lead and develop Accounting Department team.

Oversee timely and accurate month end close and preparing consolidated financials and board packet.

Communicating daily with the CEO and COO on developing and executing the strategic plan.

Establish and execute programs for the provision of capital required by the company, including negotiating the procurement of debt and equity capital and maintaining the required financial arrangements.

Banking and Insurance relationship management.

Corcoran Glass & Paint, Inc

Greenville, WI

March 2006 – November 2020

CFO/Treasurer/Secretary April 2013 - present

Controller March 2006 - April 2013

Lead, develop, and direct all finance, human resource, information systems, insurance and risk management activities for 7 entities with sales in excess of $28 million dollars. Includes financial planning and analysis, financial reporting, accounting, cash management/forecasting, budgeting, payroll, A/P and A/R.

Participate as a value-added member of the executive management team. Develop strategies in order to optimize performance. Principal contact with attorneys regarding owner agreements. Educate the management team on understanding the financial implications of their decisions.

Lead annual board meetings.

Manage staff of up to 20 full-time employees with direct reports including human resource manager, and accounting manager.

Implement and continuously improve procedures, systems, processes, controls, and staff.

Successfully directed the sale of 6 businesses and 3 properties. Principal contact negotiating with buyers and working with attorneys during the sale process.

Communicate business conditions and performance to partners and the banking community.

Monitor Cash Flow and all banking transactions.

Responsible for financial due diligence with respect to acquisition/start-up targets. Successfully integrated 6 businesses/divisions.

Continuous improvement and maintenance of accounting system, including 4 upgrades (Sage 100 ERP)

Implemented a document management system for accounting and human resources. (DocuWare)

Instrumental in the development of the company’s Policy & Procedure Manual.

Developed an automated budget program.

Effectively managed relationships with Finance and Accounting service providers such as banks, treasury management groups, and insurance agents.

Lead insurance/risk management – worked with multiple brokers to obtain best rates.

Led a Team effort in growing business from $7m to $28 million.

Met with division mangers on weekly/monthly basis to discuss job costing and budgeting needs.

Oshkosh B’Gosh

Oshkosh, WI

March 2005 – March 2006 (Carter’s purchased and closed Oshkosh office)

Retail accounting Manager responsible for managing the day-to-day operations of retail accounting department, which include: financial reporting, budgeting, accounts payable/receivable, inventory control, sales audit, and lease administration. Perform general ledger maintenance, financial statement preparation and analysis. Coordinate and manage annual budget and audit process.

Party Concepts, Inc.

Appleton, WI

July 1990 – March 2005 (Party City, Ca. purchased and closed Appleton office)

Hired as an assistant controller and quickly promoted to controller. Specialty retailer with 170 stores in 39 states - $100 million in sales. Managed the day-to-day operations of the finance department. Including financial reporting, budgeting, accounts payable/receivable, inventory control, cash management, sales audit, lease administration, and fixed assets. Managed staff of 14 associates. Monitor cash flow and make transfers as needed. Coordinate and manage annual budget process.

Schenck and Associates SC

Appleton, WI

January 1988 – June 1990

Staff Auditor responsible for performing year-end audits for manufacturing, retail, and non-profit organizations along with audits of pension and profit-sharing plans.

EDUCATION

Bachelor of Business Administration, University of Wisconsin-Oshkosh (December 1987) Major: Accounting

Professional Memberships

Member - Construction Financial Management Association (CFMA)

Member - Financial Executive International (FEI)

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