Profile
Experienced and energetic leader with *0 years of achievement in Treasury
and other Finance functions. Skilled team leader, with the ability to
communicate clearly and effectively across different disciplines. Work
well as team leader or as an individual contributor, clearly outline team
objectives and work within the department and across multiple business
partners to accomplish group objectives. Excellent communication and
presentation skills with ability to instruct while maintaining
enthusiastic audience interest. Strong background in Finance &
Accounting; facilitate understanding of conflicts between cash flow and
accounting treatment. Effective Treasury & Systems skills. Unique
professional experiences including: Treasury, Financial Planning &
Analysis and Accounting.
Core Competencies Include:
FX & Commodity Hedging Currency Management Executive Support
Financial Planning and Global Treasury Quantum Treasury Systems
Analysis
Structured Share Repurchase Banking Relationships International Financial
Reporting
Experience
Cooper Industries Houston, TX
2000 - Present
Cooper Industries is a diversified global manufacturer of electrical
products and tools & hardware with 2009 revenues of $5.1 billion.
Cooper employs approximately 29,000 people and operates eight divisions in
more than 50 countries around the world.
Manager, Foreign Exchange and Commodities
. Solely responsible for foreign exchange trading for entire company,
totaling approximately $3.2 billion per year, serving as front office and
middle office for centralized Treasury operation. Maintain relationships
with bank trade counterparties
. Determine foreign exchange exposures at the individual operations and
develop comprehensive strategies to manage those exposures. Derivatives
are FAS133 compliant to minimize P&L impact. Serve as subject matter
expert in relation to FAS133. Develop and maintain performance metrics
on FX hedging program. Prepare management reports, budget/estimate and
strategic plan foreign exchange rate forecasts, cash management for Asia,
Australia and the Middle East
. Evaluated commodity hedging programs of numerous field locations and
consolidated the hedging program into centralized Treasury, executing
$118 million in commodity contracts in the first year. Obtained FAS133
designation for the program
. Working with Strategic Sourcing to identify commodity exposures that
should be hedged for approximately $800 million in commodity spend and
implementing the developed hedging strategy
. Responsible for administration of the letter of credit and bank guarantee
program for Cooper's global operations.
. Execution of Cooper Industries plc stock share repurchase program
. Member of the implementation team for IFRS [International Financial
Reporting Standards]
Cooper Automotive Chesterfield, MO/Southfield, MI
1991 - 2000
Former Automotive unit of Cooper Industries - diversified global
manufacturer of automotive lighting, wire and cable, wiper and spark plug
products.
Finance Manager
1999 - 2000
. Performed financial analysis for Visibility segment of the business
including budgeting, forecasting and actuals monitoring working capital
for the Sealing Systems, Visibility and Systems Protection Group with
primary focus on Accounts Receivable
. Served on two full-time process improvement committees that concentrated
on the Original Equipment "order to cash process" and improving the month-
end accounting closing process for the entire company
. Prepared budgets and forecasts for the North American Aftermarket Selling
and Marketing groups totaling $165 million
. Served on team responsible for the successful integration of two
acquisitions [Cooper Automotive and Moog Automotive]
. Established financial policies and procedures for the newly formed
company alignment
. Managed and mentored financial analyst
Manager, International Budgeting & Reporting
1998 - 1999
. Responsible for budget and quarterly estimate preparation for 15
international locations. Regions included:
Europe, Latin American and Asia Pacific [$380 million in consolidated
revenues]
. Evaluated commodity and currency transaction exposures and arranged
hedging coverage for 30+ locations
. Monitored cash balances and cash requirements for 15 international
locations
. Served as liaison with Cooper Industries Treasury department
. Maintained inter-company transfer pricing policy and performed inter-
company netting functions to minimize transaction exposure for
international locations
. Supervised two financial analysts
Business Analyst, International Treasury
1997 - 1998
. Prepared annual business plans for the North American Sales and Marketing
organization [$60 million in annual expenses]
. Analyzed the commodity and currency transaction exposures and arranged
hedge coverage for 30+ locations
. Monitored cash balances and cash requirements for 16 international
locations
. Performed inter-company netting functions to minimize transaction
exposure for international locations
Senior Financial Analyst
1995 - 1997
. Prepared budgets/estimates for the North American Sales and Marketing
organization [$62 million in expenses]
. Gathered data from international locations to evaluate foreign currency
transaction exposure and worked with Manager, International Treasury to
provide hedging coverage
Financial Analyst
1993 - 1995
. Analyzed North American Aftermarket sales and margins ($370 million in
sales)
. Monitored expenses and preparing budgets/estimates for the North American
Sales and Marketing organization ($60 million in expenses)
. Implemented a tracking system for customer sales deductions and co-op
advertising expenses
Senior Accountant
1991 - 1993
. Prepared budgets and quarterly estimates for a balance sheet containing
$105 million in Net Assets; reporting variances as they occurred with
written comments to senior management and corporate headquarters
. Maintained sales reporting system for $239 million in annual sales;
coordinated insurance billings with corporate headquarters; maintained
inventory accounting system for six manufacturing facilities; and
maintained security and trained staff on general ledger system
Education
University of Missouri St. Louis, MO
December - 1998
Master of Business Administration graduated with Honors
University of Missouri St. Louis, MO
May - 1993
Bachelor of Science Major: Business Administration graduated cum laude
Skills & Interests
Highly proficient in the use of: MS Excel, PowerPoint, Word, Access,
Bloomberg, and Sungard's Quantum Treasury workstation.
Reading, fund raising for Dress for Success Houston, serving as
President and Co-Founder of The Cooper Women's Network, traveling, and
volunteering with the Houston Livestock Show & Rodeo