SUMMARY
A versatile people-oriented, results producing Finance Professional with
over 15 years of experience providing financial analysis and budgetary
guidance for global manufacturing, non-profit social service/counseling,
and healthcare organizations, including variance analysis, forecasting and
project management. Excellent diversified analytical background with
demonstrated team building, communication, sound judgment, decision-making,
and cost reduction skills.
PROFESSIONAL EXPERIENCE
Schneider-Electric, Huntington, IN, June 2008 to July 2010 - Position
Eliminated due to changing business directives in response to soft
market
- Global Energy Delivery Specialists - 114,000 + employees in more
than 100 countries, with ~18 Billion Euros in Sales
Financial Analyst, International Trade Coordinator
. Sole financial contact/source on-site
. Budgeted, forecasted, analyzed, and reported financial impacting
activities of the plant
. Completed month-end financial close & all associated management
reports
. Worked with operations and engineering to develop cost saving
strategies for the plant
. Developed and maintained standard costing structure in conjunction
with operations
. Recommended changing production strategy for large transformers
(up to $25K) from out-sourcing to in-house after my cost analysis
showed that gross margins could be improved by 17-21%
. Assisted in SAP conversion & associated data preparation activity
(deployed 10/2009)
. Coordinated & Completed annual physical inventory and analysis
(2008 reported shrink of less than 2%)
. Coordinated NAFTA certification/documentation activity of the
plant (annual NAFTA analysis of all plant parts imported/exported
to/from Mexico and Canada)
. Utilized knowledge of the ITAR, EAR, CBP and OFAC to perform
required Internal Trade Internal Audits
. Utilized SAP, Cognos Impromptu & Powerplay General Ledger &
Reporting, FACT Journalizing, as well as Microsoft Office products
(Outlook, Word, Excel, Access)
Bartech Group - assigned to Delphi E&S, Kokomo, IN, September 2007 to
June 2008 - Contract Position Eliminated due to poor economic climate
- Global Supplier of Electronics and Technologies in the Automotive and
Commercial Markets - 100,000 + employees in more than 30 countries, with
~$16 Billion in Sales
Financial Restructuring Specialist
. Provided product line support and analysis
. Completed variance analyses between Actual Product Line Results
and Budget
. Prepared cost estimates and updated financial metrics for product
development program gate reviews
. Reported restructuring activities included in organization
bankruptcy agreement
. Supported development of Budget & Business Plan, special studies
and alliance activities
. Represented the Finance Staff's perspective in meetings and
presentations
. Utilized SAP as well as Microsoft Office products (Outlook, Word,
Excel, Access)
Family Service Society, Inc., Marion, IN, October 2003 to September 2007-
Left to further expand professional opportunities
- Non-profit Social Service agency providing psychological counseling
and therapy, 75+ employees, with ~$3 Million in Revenue
Director of Operations
. Managed fiscal resources of the organization by working with
Executive Director, Finance Committee, and Board of Directors
. Maintained support staff of ~8 direct reports of Director of
Finance, accounts payable/receivable associates, payroll
associate, and general clerical staff
. Agency contact for external audit firm - annual audit by Rea Logan
with no findings during 4 years as Director of Operations
. Worked with Clinic staff comprised of Psychologist, Therapists,
Domestic Violence Advocates, and Case Managers to ensure program
and financial viability
. Budgeted, forecasted, analyzed, and reported financial impacting
activities while maintaining internal control practices and
procedures
. Produced and analyzed financial statements monthly providing
executive summaries to Finance Committee and program/department
leadership - met with staff monthly to address questions and
concerns
. Developed and monitored contract service rates and managed
contract compliance
. Maintained contracts and applicable reporting with various funders
including Indiana Department of Health, Criminal Justice of
Indiana, FSSA, and local Department of Child Welfare
. Utilized Lytec Accounts Receivable / Patient Billing software, ADS
ProFund Sequel Fund Accounting Software, along with Microsoft
Office products (Outlook, Word, Excel)
Guide Corporation, Anderson, IN, May 2002 to October 2003- Left due to
plant closure
- Supplier of automotive lighting - 100,000 + employees in multiple
countries, with ~$9 Billion in Sales
Plant / Cost Analyst
. Budgeted, forecasted, analyzed, and reported financial impacting
activities of the plant
. Worked with operations and engineering to develop cost saving
strategies for the plant
. Audited results of cost saving initiatives
. Performed thorough analysis of operating variances with defined
cost drivers and quantitative data
. Oversaw fixed asset activity in the plant
. Utilized QAD, Lotus Notes, Lotus Smart Suite
Thomson Multimedia, Marion, IN, May 1998 to May 2002 - Left due to plant
closure
- Global Digital Electronics Specialists - 100,000 + employees in more
than 100 countries, with ~$10 Billion in Sales
Financial Analyst / ISO 9000 Management Representative
. Forecasted, compiled, and analyzed plant material usage, salvage
recoveries, standard costs differentials, purchased material
variance, and packaging material expenses
. Developed and maintained standard costing structure in conjunction
with operations, materials, and other finance entities
. Assisted in forecasting of yields and load efficiencies
. Coordinated the ISO 9000 function with management, manufacturing,
and external auditors and performed ISO 9000 audits (successfully
completed Lead Auditor Certification class/exam with QSR)
. Performed various operational and financial audits (included
audits on finished goods and transportation costs)
. Interacted with human resources, engineering, maintenance, and
manufacturing departments to analyze and approve employee
suggestions and facilitated employee suggestion program (able to
award $25K to employee for suggesting the ability to rework
material rather than purchase new after engineering proved it was
possible and was able to gather 6 months of data to support the
savings)
. Utilized AS400, Pansophic, Showcase Query, Business Query, and
McCormick & Dodge General Ledger, along with Microsoft Office
products (Outlook, Word, Excel)
Marion General Hospital, Marion, IN, December 1996 to May 1998- Left to
further expand professional opportunities
- Non-profit Community Hospital, 1050+ employees, with ~$293 Million in
Revenue
Budget / Financial Analyst
. Prepared annual budget: salary & wage, medical & drug supplies,
capital, statistics
. Analyzed financial & patient statistical data
. Prepared monthly management reports of actual labor cost vs.
budget
. Interacted with Administrative Directors and Vice Presidents to
prepare budgets and roll out software
. Utilized Budg-It Healthcare Budgeting, A4 General Ledger, Lotus
Notes, Lotus Smart Suite
STAR Financial, Marion, IN, May 1993 to July 1996 - Left to further
expand professional opportunities
- Regional Financial Services Holding Company, 700+ employees, with ~$10
Million in Revenue
Financial Manager/Accountant/ Lead Financial Auditor
. Allocated expenses to appropriate insurance departments
. Reconciled various general ledger and bank accounts of insurance
agency
. Reviewed all general ledger entries for appropriateness and
accuracy for insurance agency
. Prepared month/year-end financial reports & annual expense budget
of insurance agency
. Presented & Discussed financial statements & audit findings to
Board of Directors and Audit Committee
. Planned, implemented, and concluded financial audits for all areas
of operations
EDUCATION
MBA, Anderson University, Anderson, Indiana, June 2005
BS-Accounting, Indiana University-Kokomo, Kokomo, Indiana, August 1993
COMMUNITY ACTIVITIES
American Society of Women Accountants - Member 1992-2009, Secretary 1996-
97, Vice President 1997-99, President 2006-07
Bridges to Health Free Health Clinic -2005-07 - Board Member, Accountant
Junior Achievement Board Member -2005-07
Rotary International -2004-07