Project Manager Sales
Resume:
ADAM W. SMITH
Jasper, IN *****
Cell: 812-***-****
*.*.*****@*******.***
CAREER SUMMARY
Finance and administrative executive with expertise in creating and
executing strategic plans, financial and budget management, cash
management, process improvement, and employee development. Proven ability
to improve operations, impact top line business growth, reduce costs, and
maximizing profits. Detail oriented with strong organizational, analytical,
problem solving, communication, and relationship management skills.
CAREER ACCOMPLISHMENTS
Jofco, Inc. - Jasper IN
May 2007-Present Vice President, Finance and Administration
. Provide strategic direction for company with revenues of $30 million.
. Manage effective relationships with Board of Directors, shareholders,
lawyers, auditors, OEM customers, and bankers.
. Direct P&L responsibility for $2 million operating budget while leading,
training, and mentoring a team of 7 direct reports, with 19 employees,
including I.T. manager, HR manager, Inventory Control manager,
Procurement manager, and entire Finance team.
. Direct financial statement preparation, and present results to Board of
Directors monthly, and shareholders annually.
. Provide functional financial, HR, IT, and legal advice to operations and
senior managers.
. Responsible for all financial analysis including: return on investment
analysis, cash flow projections and analysis, and all budget forecasting
and analysis.
. Provided strategic and tactical leadership for restructuring of entire
employee benefit package, including the creation of an employee
development strategy, designed for retention and promotion of internal
talent.
. Primary interface with external financial auditors and governmental
agencies.
. Lead initiative to reduce inventory by 45% and create a just-in-time
delivery schedule with raw material suppliers.
. Created format to evaluate and review suppliers performance in four key
areas, sustainability, quality, on time performance, and financial
health. Used supplier evaluation for reduction in lead time, material
costs, and extending payment terms.
. Lead initiative to reduce overall technology expenses by 13% annually, by
the supervising design and implementation of operations management
software, reduction of annual service agreements, and negotiating new
agreements for hardware and software replacement.
April 2005-May 2007 Controller
. Responsible for financial portion of product development process, costing
of large customer contracts, and special project based orders to insure
maximized margins.
. Developed market distribution projections/sales forecasts based on market
share and overall economic health of markets.
. Project Manager for inventory control/reduction, using a kanban system in
inventory to free cash for use on capital expenditures.
. Project Manager for initiative to reduce Payroll and administrative costs
for Human Resources.
. Responsible for month-end and year end financial close, compiling all
general ledger entries, auditing internal controls and methodology, and
guiding company through outside review process.
. Manage treasury aspects, including foreign exchange transactions,
investment portfolio, and all banking transactions on tactical and
strategic levels, guiding our investment and loan strategies.
. Managed a department of 5 people including all AP and AR functions.
. Improved inventory accuracy and audit controls.
Eagle Crest Financial Services - Jasper IN
April 2004-March 2005 Portfolio Analyst/Financial Analyst
. Responsible for various financial functions such as budgeting,
forecasting, and analysis of (s) and (c) corporations.
. Collect and review financial data from self-designed excel
spreadsheets, as well as, outside resources like Morningstar Reports.
. Support assigned manager in managing, tracking, monitoring, and
reporting financial data for tax liability/compliance purposes.
. Responsible for preparing and performing annual reviews of over 200
client portfolios, tax planning, and comprehensive financial planning.
. Actively sell and promote branch products and service to customers
and local businesses.
. Licensed to solicit sales of securities (Series 6 and 63), life and
health insurance, and annuities.
Jasper Aquatic Wildcats - Jasper IN
August 2000-August 2004 Head Coach
. Managed a non-profit organization with over 65 members.
. Designed and implemented the first fiscal budget for the
organization.
. Designed and authored grant applications totaling over $50,000.
. Planned multiple events for over 600 participants and their families.
Education
University of Southern Indiana, Evansville, IN
B.S. Finance, 2004
University of Minnesota, Minneapolis, MN
History, 1996-2000
Continuing Education Courses
"Coaching Skills for Lean Implementers" March 2009
"Lean Transformation Summit" March 2009
"Successful Cash Flow Forecasting" May 2008
"Lean Accounting Summit" September 2007
"Building Value, and Driving Profits" April 2007
"Investment Project Analysis and Selection" September 2006
"Introduction to Green Belt" July 2006
"Financial Ratios for Analysis" May 2006
"Lean Accounting" January 2006
Other Skills
Proficient in the computer applications: Microsoft Excel, Power Point,
Word, Monarch, Avante, Pro-Series, QuickBooks, Creative Solutions: Fixed
Assets, Adobe Acrobat, and Financial Profiles 7.2 software.
References available upon request.
Contact this candidate