Senior Financial Executive/Controller
Senior-level executive with eleven years experience in financial and
strategic planning, business administration, auditing, GAAP compliance and
public accounting. Proven ability to improve company operations, impact
business growth and maximize profits through achievements in financial
management, cost reductions, internal controls and improvements in
productivity/efficiency. Possess excellent verbal and written
communication skills. Strong qualifications in general management, business
planning, staff development/leadership. Proficient in MS Office Suite,
SAP, Tax and Accounting software, Quickbooks, and Windows.
Experience
Benefit Alternative Inc. ( Perrysburg, Ohio ( April 2010-Present
CFO
Direct day to day operations of Company including accounting, HR,
marketing, and IT.
Achievements:
. Led Operation Startup, developed business and marketing plans
. Developed compensation and benefit plans to attract talented
employees.
. Designed and Implemented annual budget that supported a 5-year plan
. Prepared marketing plan to attract new business and develop
partnerships.
Best Aire, LLC ( Millbury, Ohio ( September 2004 - April 2010
Controller/Chief financial officer directing $10M for three locations of
compressed air and blower company. Accountable for strategic planning,
budgeting, product line reporting, cost accounting, LIFO/FIFO Inventory,
development and leadership of entire finance function as well as day-to-day
operations. Recruited, developed and managed a team of finance
professionals and support staff.
Operations Achievements:
. Put procedures and controls in place to stop inefficiencies in regards
to daily accounting functions.
. Effectively organized marketing campaign through business valuation,
due diligence reviews, and positive negotiations to sell the business
to a profitable corporation.
. Facilitated numerous training sessions of the corporate ERP system
throughout the corporate branches.
Financial Achievements:
. Instrumental in improving operating profits from less than $300K to
over $1.2M and assets from $6M to $7M from 2005 through 2007 through
Profitability Analysis.
. Boosted market penetration by 22% which increased gross sales 34%
through acquisition of 2 operating units
. Cut receivable write-offs $60K by developing credit policies,
instituting aggressive collection strategies and establishing
constructive dialogue with delinquent accounts.
Mira and Kolena, Ltd. ( Toledo, Ohio ( January 2003 - September 2004
Auditor/Tax Accountant
Audited and compiled financial statements of closely held and not-for-
profit entities for public accounting firm. Prepared and reviewed tax
returns for Individuals and Businesses. Researched and assisted in
preparing business valuations of closely held businesses. Demonstrated use
of professional judgment and critical thinking skills by identifying
potential issues and discussing possible resolutions with management.
Achievements:
. Saved Client $75K to the bottom line through analysis of Operating
Expenses.
. Assisted Management at local business in understanding various risk,
errors in accounts and implemented software that helped to increase
work efficiency.
AnnLen's Furniture ( Fremont, Ohio ( January 2002 - January 2003
Accountant
Performed account reconciliations and general ledger entries for a small,
family-owned business. Maintained weekly cash flow management and reporting
activities.
Education West Virginia University, Morgantown, West Virginia
Bachelor of Science Degree, Business Administration, Finance, 2001