Charles R. Cicerchi, CPA
Westerville, OH 43082
H 614-***-**** Cell 614-***-**** E-mail:
*********@*****.***
Visionary leader experienced in finance and marketing, able to provide
strategic solutions as well as tactical leadership, especially in the
insurance and health care industries. Extensive experience in leading cost
savings initiatives, building accounting teams, budget management, and
designing corporate metrics and scorecards.
PROFESSIONAL EXPERIENCE
Nationwide Insurance, Columbus, Ohio March 2000 - Present
Senior Consultant - Sales Strategy November 2007
- Present
. Provide strategic planning, financial modeling, and internal
consulting services to senior management involving the company's long
term distribution and sales strategy.
. Strategic work includes optimization of agency locations, integration
of distribution channels to maximize customer experience, agency
compensation modeling, and contract impacts.
Regional Marketing Director May 2005 - November 2007
. Provided strategic support to the Regional Vice President and the
Regional Leadership Team by developing marketing plans and tactics to
maximize regional marketing opportunities.
. Acted as the liaison between Corporate Marketing and the Regions by
communicating corporate marketing programs to the Region and
coordinating regional marketing requests.
. Assisted the region and its agency force with storefront location
analytics and distribution planning to maximize sales.
Agency Business Consultant March 2000 - May 2005
. Assisted over one hundred agents in developing business plans,
marketing programs, retention activities, organizational structure
designs, compensation models, and improving overall operational
efficiencies.
. Provided specialized consulting services in the areas of mergers,
independent acquisitions, debt structuring, Quickbooks accounting
systems, and financial modeling.
. Developed consulting tools for the Nationwide Consulting Group and
assisted on internal projects.
Drew Shoe Corporation, Lancaster, Ohio September 1999 - March
2000
Vice President Finance, CFO
. Responsible for all financial reporting, cost accounting, management
information systems, insurance programs, and banking activities of
this orthopedic shoe manufacturer.
. Provided monthly financial results to the funding venture capitalists
and coordinated the year-end audit with the outside CPA firm.
. Developed departmental budgets used in financial modeling for
production overhead calculations, breakeven production levels and
monthly cash flow forecasts.
Wendt-Bristol Health Services Corp., Columbus, Ohio September 1994 -
August 1999
Vice President Finance, CFO
. Responsible for all of internal and external reporting of the
Company's financial results.
. Prepared all SEC filings including 10-K's, 10-Q's, and 8-K's and
coordinated the year-end audit.
. Responsible for the administration of health insurance, liability
insurance, and 401(k) plan.
. Coordinated completion of Medicare/Medicaid cost reports for 3 long-
term care facilities.
. Responsible for strategic planning, forecasts, and budgets for all
operating divisions of the company, consisting of pharmacy, long-term
care, home health care, and diagnostics.
. Financed over $10 million of equipment and real estate loans in a four-
year period.
Speer Industries, Columbus, Ohio August 1990 - September
1994
Controller, CFO
. Responsible for all accounting and treasury functions of this
privately-owned HVAC construction company, reporting directly to the
President.
. Managed staff of seven in accounts payable, accounts receivable,
payroll, and job costing.
. Prepared all financial statements, budgets, forecasts, and implemented
strategic planning.
. Treasury responsibilities included managing cash and securing
financing for all new projects.
. Implemented an integrated construction management information system
that included job costing, service dispatching, payroll, accounts
receivable, and accounts payable modules
. Responsible for the administration of employee health insurance,
workers' compensation, liability insurance, pension plan, and 401(k)
plan.
Jeffrey R. Yocca Builders, Inc. Dublin, Ohio September 1989 -
August 1990
Controller
. Responsible for all accounting and treasury functions, including
accounts payable, accounts receivable, payroll, job cost and general
ledger.
. Prepared all financial statements, budgets, and forecasts, and
strategic plans
Parker Hannifin Corporation, Cleveland, Ohio February 1984 -
September 1989
Assistant Manager of Benefits Accounting February 1989 -
September 1989
. Prepared all financial statements and coordinated audits for 50 salary
and hourly pension plans.
. Provided research for new ERISA, GAAP, and SEC regulations pertaining
to benefits accounting.
Corporate Accounting Supervisor April 1988 - February 1989
. Supervised accounting department in monthly closing corporate ledger
and consolidation of domestic and foreign subsidiaries.
. Prepared monthly financial statements for the consolidated
corporation.
Cost Accounting Supervisor - Parflex Division, Ravenna, Ohio January
1986 to April 1988
. Supervised the monthly maintenance of cost accounting files and
preparation of inventory reports.
. Analyzed production, usage and overhead variances and investigated
problem areas.
. Assisted Controller in the development and implementation of a new
cost accounting system.
External Reporting Accountant February 1984 -
January 1986
. Responsible for the financial data and disclosure requirements of all
SEC registration statement filings and shareholder reports, including
10-K's, 10-Q's, annual reports, and quarterly reports.
. Developed NPV models and performed financial analysis on numerous
acquisition candidates.
Touche Ross & Co., Cleveland, Ohio (now Deloitte Touche) August 1981 -
February 1984
Senior Auditor
. Managed field work and supervised staff assistants on the audits of
publicly and privately held companies in the areas of manufacturing,
publishing, real estate, and savings and loans.
. Auditing responsibilities included the preparation of financial
statements and tax returns.
EDUCATION
M.B.A. - Case Western Reserve University, Cleveland, Ohio
B.S.B.A. - Accounting, magna cum laude - Bowling Green State University,
Bowling Green, Ohio