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Sales Plant

Location:
De Pere, WI, 54115
Posted:
March 11, 2010

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Resume:

JOHN J. BAUTISTA, CPA, CMA

_____________________________

**** ******* ****** ( De Pere, WI 54115

Cell: 920-***-****

Email: abm3lq@r.postjobfree.com

Background Summary

Finance and accounting professional with more than 17 years of experience.

Areas of expertise include:

( International ( Strategic Planning (

Economic Value Added

( Financial Reporting ( Budgeting/Planning (

Forecasting

( Cost Accounting ( Cash Flow Planning (

Internal Controls

( Financial Analysis ( Inventory Management (

Managing Accounting Function

( Decision Support ( Proforma Analysis (

Capital Project Analysis

( Capital markets ( Retirement Planning (

Treasury

Experience

Morgan Stanley Smith Barney (NYSE: MS)

A global financial services firm with 600 offices in 33 countries and $780B

of assets under management. The firm provides its products and services to

corporations, governments, financial institutions, and individuals. Morgan

Stanley operates in three business segments: institutional securities,

global wealth management group, and asset management.

Financial Advisor

2008 - Present

Specific areas of corporate specialization included: 401(k) design and

implementation, cash management services, lending services, strategic

referral services, and stock option strategies. Areas of focus for the

individual investor included: wealth planning and management, asset

allocation, portfolio design and analysis, retirement planning, and

insurance analysis.

. Acquired a $10M 401(k) account and redesigned the plan using ADP and

Deutsche Bank platforms.

. Acquired $5M of individual investor assets. Liquidated all securities

and redesigned portfolios to better suit each investor.

. Achieved the firm's 24 month targets during the first eight months of

production.

. Passed all securities license exams on the first attempt (Series 7,

66, 31, and WI insurance licenses).

Arrowhead Systems, Inc.

Arrowhead Systems Inc is a $100M manufacturer of engineered material

handling solutions. Specifically, Arrowhead Systems is a leader in the

design and implementation of custom integrated equipment and solutions.

Arrowhead's aftermarket services provide the product support needed to

maintain the customer's equipment operating and reduce the cost of

ownership.

Chief Financial Officer

2008 - 2008

Responsible for the company's financial infrastructure and 14 person staff.

Specific areas of responsibility include: treasury, taxation, budgeting

and forecasting, strategic planning, financial reporting, cost accounting,

human resources, and information systems. Additionally responsible for

staff training and development, acquisition due diligence, contract review

and negotiation, margin improvement, internal controls, and credit

management. Worked closely with sales staff, engineering, and

manufacturing leaders to develop and implement improvements and innovative

ideas that produce bottom line results.

. Negotiated a new 401(k) program with M&I Bank. Initiative led to an

annual savings of $100K and provided employees with additional

retirement options that offered a better return.

. Introduced the business planning and quarterly re-forecasting process.

This introduced staff to a more disciplined and structured approach to

business operations. This initiative is anticipated to have a

positive impact on decision making and the bottom line.

. Provided the financial case for the acquisition of a Canadian

competitor.

JOHN J. BAUTISTA, CPA, CMA

920-***-****

Page 2

The Manitowoc Co., Inc (NYSE: MTW), Manitowoc Crane Group, CraneCARE

The Manitowoc Company is a $3.0B diversified, multi-industry, capital goods

manufacturer. Specifically, the Manitowoc Crane Group is one of the

world's leading producers of high-capacity cranes, with $2.2B in annual

sales. CraneCARE is a world-wide aftermarket organization with $350

million in annual sales.

Business Unit Controller, Manitowoc Crane Group - Crane Care

2003 - 2007

Responsible for the world-wide (Americas, EMEA, Asia) CraneCARE financial

plans and processes. Managed the team of finance and accounting

professionals responsible for providing financial results and analysis to

the Crane Group. Directed and analyzed studies of general economic,

business and financial conditions and their impact on the regions' policies

and operations. Orchestrated the development of the financial data needed

to measure the annual business and five year strategic plan initiatives.

Position reported to the Executive Vice President - CraneCARE.

. Helped plan and execute the world-wide separation of the aftermarket

from the whole goods portion of the business. Planning and execution

focused on aftermarket initiatives steadily increased CraneCARE sales

from $200M in FY03 to $350M in FY07. Operating earning increased from

$25M to $82M during the same period.

. Prepared the detailed economic value added (EVA) analysis of the

global call center initiative. The call centers provide 24/7 support

and are key to generating as much as 12% revenue growth from various

aftermarket initiatives. Call centers have been launched in all

regions.

. Negotiated the call center hardware leases achieving savings of

approximately $150K.

. Negotiated the vendor contract for the warranty module, saving

approximately $300K.

. Completed a one year assignment in EMEA to gain a better knowledge of

the aftermarket business facilitating accomplishment of the various

tasks (employee and work council relations, building expansion,

closing a redundant location) needed to launch the call center in

EMEA.

. Led an international cross functional team to integrate the

acquisition of a tower crane manufacturer in India that was completed

on time and budget.

. Played an instrumental role in negotiating the divestiture of the

Manlift parts inventory resulting in a $3.8M working capital

improvement.

. Instituted monthly, quarterly, and annual forecasting processes

resulting in CraneCARE achieving not more than a 5 - 7% deviation of

actual from planned results.

OMNOVA Solutions (NYSE: OMN), Green Bay, WI

Manufacturer of latex coatings used by paper companies. The plant's annual

sales were approximately $70 million.

Plant Controller

2001 - 2003

Responsible for the plant's finance and accounting and managing the

accounting staff. Directed the preparation and analysis of financial

statements. Responsible for annual operating plan and capital budget.

Coordinated the plant's year-end external audit. Responsible for

supervising the plant's Information System function.

1. Increased cash flow by maintaining inventory at optimum levels.

Increased turns from 9.2 to 11.2 times per year.

2. Played essential role in reducing plant spending by more than $650,000.

3. Identified and instituted an initiative to reduce property tax costs by

more than $300,000.

4. Instituted efficiencies that led to reducing the closing process from 5

to 3 days.

5. Presented monthly financial results. Presentations helped management

team focus on key financial metrics.

Prepared and delivered a financial training program to plant personnel.

Increased financial awareness led to a 15% increase in submission of cost

saving recommendations.

Prepared contribution analysis of product line. Analysis helped focus

sales efforts on under-contributing customers.

The Green Bay Plant was recognized for maintaining excellent operating

procedures and internal controls by the company's internal audit

department.

JOHN J. BAUTISTA, CPA, CMA

920-***-****

Page 3

Newark Paperboard Products, Neenah, WI

Paper converting plant of the privately held Newark Group. The plant's

annual sales were approximately $15 million.

Plant Accounting Manager

1999 - 2001

Responsible for the plant's finance and accounting. Also responsible for

the customer service department, plant manufacturing schedule, and plant

purchasing agent. Prepared and analyzed financial statements. Prepared and

monitored the annual plant budget. Responsible for inventory in warehouses

located in Louisiana, Minnesota, Michigan and Canada. Prepared the Neenah

plant for the annual external audit. Responsible for all plant Information

System initiatives.

9. Reduced delinquent accounts receivables by $260,000.

10. Reduced bad-debt write-offs by 6%.

Developed department overhead rates. This initiative helped focus

efficiency efforts on the less profitable jobs.

Developed and instituted a plan for extending accounts payable cycle for

vendors not offering a discount.

Developed inventory model. Model resulted in improved inventory purchasing

and customer usage analysis.

Increased internal controls awareness and ensured that all plant assets

were accounted for.

Grant Thornton LLP, Appleton, WI

Large international CPA firm focusing on middle market clients in various

industries.

Auditor

1998 - 1999

Audited manufacturing clients' financial statements. Examined all aspects

of clients' operations and financial data to include: inventory valuation

and management, production efficiency, accounts receivable, and payable.

Prepared financial statements from audited financial data.

Prepared and delivered a training presentation regarding attracting new

accounting business.

Other finance and accounting positions

1996 - 1998

Military

Major, United States Army, Aviation Branch, Operations Research/Systems

Analysis Specialty

U.S. Army, Pentagon, Washington. D.C.

Manager, Budget Analysis

1991 - 1996

Monitored financial performance of 54 cost centers, which executed over $6

billion in annual appropriations. Participated in the management of

national operating programs by tracking financial transaction trends, and

analyzing financial statements. Monitored the payments of multi-million

dollar contracts and reconciled variances.

1. Established the financial framework for a foreign military sales

contract between the United States and the Government of Singapore. The

U.S. received $18 million in revenue for the services it sold to

Singapore.

Various other domestic and international military assignments

1981 - 1991

Education

Master of Science, General Administration, Central Michigan University,

Mount Pleasant, MI

Bachelor of Science, Accounting, University of Maryland, College Park, MD

Bachelor of Arts, Psychology and Criminal Justice, Kings College, Wilkes-

Barre, PA

Other

Fluent in Spanish,

Solid Hyperion skills (HFM and Retrieve),

Solid MS skills (Excel, Word, Access, Project, Power point),

Inactive Secret clearance.



Contact this candidate