Management Sales
Resume:
Marvin James Smalley
Rocky River, Ohio
*******@*******.***
CAREER SUMMARY
Established business professional with an extensive background and experience in the areas of accounting
and financial analysis. Enthusiastic and self-motivated leader with excellent interpersonal communication
skills and analytical skills. Demonstrated results in:
- Accounting - Strategic Planning
- Financial Analysis - System Analysis/Implementation
- Treasury Management - Financial Reporting
- Operations Management - Business Planning/Forecasts
PROFESSIONAL EXPERIENCE
Karam Companies - Cuyahoga Falls, Ohio June 2006 to current
Controller
This position is responsible to create and execute business strategies that achieve sound financial results.
Directed Accounting and Finance for an $85M privately held property manager, residential homebuilder, and
commercial developer. Commissioned to develop all treasury functions, implement primary operating &
general ledger system, and develop accounting policies and internal control functions.
• Development of all treasury management functions including conversion to online banking
Establish and develop bank relationships for capital funding
• Direct and coordinate debt financing and service with external agencies
Cash forecasting
• Develop monthly internal & external reporting packages
Development of annual operating budgets
Development of monthly G/L close process
Development of policies and procedures to analyze a/p and a/r functions
• Tracking and monitoring of multiple capital expenditure projects
CBIZ - Independence, Ohio June 2005 to June 2006
Manager of Internal Accounting
This position is responsible for internal management reporting within the corporate office of the one of the
nation’s leading provider of accounting, tax, consulting, benefit and insurance services with revenues in excess
of $617M. This was a newly created position to manage an accounting staff and raise the level of consistency,
accuracy, and timing of all internal reports to management.
• Corporate Restructuring / FASB 13 – establish standards for financial accounting and reporting
for leases by lessees and lessors. This includes contract reviews, buyout analysis, collection
issues, account reconciliation, and adjustments for changes in assumption.
• Internal Management Reporting – Same Store Analysis, G/L Analysis, A/R analysis, DSO
Reporting utilizing both Oracle and Excel
• Fixed Asset Reporting / Analysis
Earnings Incentive Compensation – Quarterly bonus calculations for business units
Balance Sheet Review – Quarterly review of balance sheet accounts for compliancy and exposures
Corporate Lease Program – Corporate wide operating lease program for computers and servers
PULTE HOMES OF OHIO, LLC.-Solon, Ohio March 2003 to June 2005
Assistant Controller
This position is responsible to create and execute business strategies that achieve sound financial results.
Assisted with direction of Accounting and Finance for a $117M division of the nation’s largest homebuilder.
Commissioned to identify and correct weak accounting and control functions comprising inventory
accountability, product costing, forecasting, and monthly financial reporting and analysis.
• Assist executive staff with the creation and implementation pricing strategies for active communities.
Including detailed house cost analysis, lot cost analysis, commissions, and mortgage programs.
• Assisted with due diligence review and feasibility studies for all land acquisitions
• Directed the budget, forecast, and monthly closing activities as well as the consolidation of all
financial information. Provided in-depth financial analysis used throughout the Division, including an
analysis of overhead spending that led to cost improvement of over $100,000 or 12% the first year.
Additional responsibilities included managing working capital and cash flow, implement common
financial reporting systems and assist the executive staff with financial support. Participated in
executive management presentations, developed common systems and managed special projects.
• Coach and mentor six direct reports covering all aspects of the Divisions management reporting,
information systems, general ledger responsibilities, and financial analysis.
THE SHERWIN-WILLIAMS COMPANY-Cleveland, Ohio January 1995 to February 2003
Lead Financial Analyst (7/01 to 2/03)
This position is responsible to support the Aerosol Business Unit. Assist the entire sales and marketing
organization regarding cost issues, forecasting, proforma development, SKU profitability, merchandising
analysis & inventory control, and commission payments. Support plant operations by developing and
implementing financial and operational controls, defining measurements and reporting tools. Provide
assistance with budgeting and forecasting, standard costing, inventory control, capital expenditure analysis,
and incentive compensation issues.
• Designed and implemented Hyperion, financial analysis tool. This tool expedited turnaround time in
the explanation of sales and expense variances to assist management with critical decision making.
Responsible for the preparation, review, and analysis of the Annual Operating Plan for the business unit.
Including all supporting schedules.
Designed and implemented division incentive compensation model.
• Designed and implemented payroll model for all sales, marketing, and administrative employees .
Senior Financial Analyst (4/00 to 6/01)
This position is responsible for the development of financial projections, as well as tracking financial
performance related to forecast. Assist with the development of the Division Operating Plan and functional
sales/marketing budgets. Develop and implement the budgeting process for Division manufacturing facilities.
Assist non-financial individuals in the understanding and utilizing the financial the reporting tools for their
operating units in order to meet operational and strategic goals.
• Developed new and enhanced existing Operating Plan reports to improve plan process, timeliness, and
accuracy. Prepared and reported monthly forecast for management.
Developed a forecasting model the projects manufacturing, distribution, technical, and raw material variances
to help management better understand swings in monthly gross profit.
Restatement of prior years to account for the split of Consumer Group into three business units.
Maintenance of Hyperion database for the budgeting and forecast categories.
Division Financial Analyst (1/98 to 4/00)
This position is to assist in the development of the Division’s Operating Plan and administrative budgets.
Develop and implement techniques to report/control/monitor store operating performance. Assist Vice
President’s of Sales and guide district managers in completing annual budgets. Monitor the Division’s overall
financial performance to make management aware of areas where potential problems or opportunities exist.
Oversee the preparation of monthly management reporting package.
• Reviewed actual results versus budget on a monthly basis and reported variances to the President
and other top-level managers to determine action plans that helped enhance profitability.
Developed and reviewed with management the financial statements for new stores.
Developed and implemented the store budgeting process in coordination with the district managers.
• Supported and helped develop the field organizations’ understanding of accounting methods and
procedures.
Supervisor Merchandise Control (1/95 to 12/97)
This position is accountable for the reconciliation of general ledger to physical inventory. Including
preparation of monthly inventory accruals. This position is accountable for the coordinating of invoice
audits and control function to guarantee processing of vendor invoices in a timely and accurate manner
ensuring month end inventory is accurately stated.
• Supervised two fulltime employees and three part-time employees.
Approval of invoices for purchases exceeding $100M annually.
Approval of vendor chargebacks exceeding $500K annually.
Assisted management with the yearly Operating Plan.
Formally notified buyers of any discrepancies/disputes between vendors and distribution centers.
• Prepared financial reports for management on performance of Merchandise Control, loss stores,
slow-moving inventory, and balance sheet reconciliations.
• Developed numerous spreadsheets that performed various types of analyses providing key
members of management with easy to understand data.
THE J.M. SMUCKER COMPANY – Orrville, Ohio April 1993 to November 1994
Staff Accountant-Canada
• Administer and control both perpetual inventory and general ledger records for all Canadian finished
goods transactions. Entered finished goods activity on-line. Maintained an accurate stock status for
management reports.
• Prepare various monthly recurring journal entries. Reconcile monthly liability accounts. Reconcile
perpetual and general ledger inventories.
Develop monthly raw material and finished goods variance estimates. Reconcile Canadian Inter-Company
accounts. Prepare annual audit schedules.
Staff Accountant-Inventory
• Administer and control both perpetual inventory and general ledger records for all raw material
transactions. Process invoices and related paperwork for receipts, distribution, freight and storage.
• Reconcile perpetual and general ledger inventories. Reconcile perpetual inventory with monthly
warehouse storage invoices. Prepare monthly journal entries for physical reserve. Reconcile the
freight liability accounts.
• Coordinate physical inventories at all locations. Communicate control procedures. Order and issue
inventory tags. Summarize and communicate physical inventory results to management.
Develop and maintain analysis of Key Business Indicators for raw material and finished goods inventory.
Develop spreadsheets for analysis of monthly purchase price and freight variances. Prepared overhead
absorption schedules.
PROGRESSIVE INSURANCE COMPANY – Mayfield Village, Ohio May 1991 to April 1993
Accountant
• Project leader of accounts receivable team. Developed policies and procedures to analyze and
maintain monthly reconciliation’s, aging schedules, customer bill plans, and collection process.
Performed monthly analysis of bad debt expense and write-off accounts.
• Team member of Activity Based Costing project. Reviewed and analyzed underwriting process of in-
house agents. Developed spreadsheets that performed various types of analyses providing key team
members with easy to understand data.
• Project leader responsible for compliance of state premium taxes. Assumed various projects to
investigate cost variances / savings between different state tax requirements.
Premium Auditor
• Audited income statement accounts of commercial trucking companies.
Reviewed and analyzed customer records for exposure issues.
Audited for compliance to Interstate Commerce Commission standards.
• Taskforce leader for developing and
improving audit and reconciliation
procedures.
EDUCATION
Ohio Northern University Ada, Ohio
B.S.B.A, November 1990
Dual Major: Accounting, Finance
COMPUTER SKILLS
Hyperion Analyst & Retrieve, Hyperion Enterprise, Hyperion Reporting, Oracle, Lawson Insight II,
Quick Books, Yardi Voyager, Microsoft Excel, Microsoft Word, Microsoft Access, Business Objects, On
base, and MRI.
REFERENCES
Available upon request.
Contact this candidate