Sales Management

John Small

Email: *********@********.***

Address: ***** ********* *****

City: Avon Lake

State: OH

Zip: 44012

Country: USA

Phone: 216-***-****

Skill Level: Director

Salary Range: $90,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

JOHN J. SMALL, CPA, CMA aa

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JOHN J. SMALL, CPA, CMA

32108 Creekside Drive, Avon Lake, OH 44012 aa 216-***-**** aa *********@********.***

FINANCIAL MANAGEMENT

CFO / VP Finance / Controller

Certified Public Accountant and Certified Management Accountant with experience in public accounting, manufacturing, wholesale/retail environment, and non-profit. Strong track record of providing leadership, integrity and business acumen to achieve business results. Collaborative manager experienced in the following:

aa Accounting and Financial Operations aa Banking and Cash Management aa Contract Negotiations

aa Financial Statement Reporting aa Benefit Management aa Pricing and Margins

aa Financial Planning and Analysis aa Credit and Collections aa Transition Management

aa Budgeting and Forecasting aa Vendor Management aa Staff Development

aa Expense Controls aa Human Resources and HRIS aa IT Implementation

PROFESSIONAL EXPERIENCE

ST. IGNATIUS HIGH SCHOOL, Cleveland, OH 2011 to 2012

Division 1, four year boys Catholic and Jesuit college preparatory high school with enrollment in excess of 1,450.

Vice President & Chief Financial Officer

A team member of the senior staff involved in executive level decision making and implementation processes. Responsibilities included: Finance, Purchasing, Plant Services, Bookstore, and Dining Services with 5 direct and 30 indirect reports.

aa Staff liaison to board level committees: Finance, Investment, Personnel and Trustee, Plant Services.

aa Member of multiple committees including Campus Planning Committee and Tuition Reduction Committee.

aa Developed staff improving customer service; trained employees on systems and new processes.

aa Initiated new approach to budget reporting projected to provide a deeper understanding of expense drivers.

aa Established a new PO process improving inventory control.

aa Negotiated a lower premium increase of benefits; saving $60,000.

aa Participated in acquisition strategy and provided financial analysis on acquisition opportunities.

WARREN CHANEY OFFICE FURNITURE, INC., Cleveland, OH 1999 to 2011

$5 to $17 million privately held office furniture dealership serving Northeast Ohio clientele nationally with up to 18 associates.

Chief Financial Officer

Directed all financial reporting including: financial statement reporting, budgeting, forecasting, year-end review, multistate sales tax reporting, human resource and payroll processing for up to 18 salaried and hourly associates, benefit management, and fiduciary responsibility for 401(k) and profit sharing plan.

aa Initiated and implemented Team-Design, a new financial and business management software system.

aa Managed transition to new bank; negotiated $800,000 line of credit and refinanced $1 million mortgage for related real estate holding company improving cash flow and decreasing interest rates.

aa Reduced interest expense 75-90% in a growing business.

aa Managed financial statement reporting and management of 25,000 square foot office building, including project management of $200,000 build out for new tenant.

aa Reviewed contract and made recommendations to a customer proposal and sales contract increasing margin 50%.

aa Reviewed vendor contracts in compliance with company and legal standards.

aa Managed cost control during economic downturn, issues with partner exit, and sale of company.

PLASTECH ENGINEERED PRODUCTS, INC., Cleveland, OH 1995 to 1999

Plastech, a privately held automotive supplier, acquired United Screw and Bolt in 1997, an $18 million short run metal stamping plant specializing in large washers and other components for the agricultural industry. Under Plastech, United Screw and Bolt converted to an automotive supplier of frame assembly crossmembers for GM medium size trucks.

Plant Controller (1997 to 1999) aa Assistant Plant Controller at United Screw And Bolt Co. (1995 to 1997)

Directed fully-integrated accounting and financial reporting and payroll for a union plant of 110 associates. Managed a budget of $18 million and 3 associates.

aa Led Finance department in implementation of ERP System on time and within budget.

aa Partnered with Engineering in redesign of manufacturing work cell reducing labor costs 35%.

aa Improved profitability by developing accurate pricing matrix of major product line; implemented and used by Sales.

aa Developed and implemented standardized reporting that improved data reliability and efficiency for plant, division and corporate reports.

CHRISTOPHER N. MONTY & ASSOCIATES, CPAaaaS, Westlake, OH 1989 to 1995

Served privately owned companies to $25 million in sales. Services included monthly financial closing; compilations and reviews of financial statements; monthly, quarterly and annual corporate tax filings including federal income tax, state and local income tax, multistate sales tax, personal property tax, payroll tax filling and processing; and defined contribution profit sharing valuations and reporting.

Senior Accountant

aa Team leader for computerization and standardization of Financial Statement Preparation solutions, Tax Preparation, Profit Sharing Reporting and Fixed Assets Reporting.

aa Trained staff on all changes to standard operating procedures associated with computerization projects.

THE WORTZMAN COMPANY, CPAaaaS, Pepper Pike, OH 1988 to 1989

Local CPA firm specializing in financial services for manufacturing, medical, retail and service related privately owned businesses. Services included Compilation and Review of Financial Statements; federal, state and local tax research and compliance; financial preparation and auditing for a multi-million dollar family trust.

Senior Accountant

DELTA SYSTEMS, INC., Streetsboro, OH 1987 to 1988

A switch, display, control module, medical device, personal mobility manufacturer including other OEM assemblies.

General Accountant

EDUCATION

BSBA, Accounting, John Carroll University, University Hts., OH

St. Ignatius High School, Cleveland, OH

CERTIFICATION

American Institute of Certified Public Accountants

Chartered Global Management Accountant, AICPA & CIMA

Ohio Society of Certified Public Accountants, CPA

Institute of Management Accountants, CMA

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