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Customer Service Manager

Appleton, Wisconsin, United States
January 01, 2018

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Paul A. Plutz

**** *. ******** ****** ********, WI 54911 920-***-****

Finance Professionional

Top Financial Strategist Enterprise Finance Profit/Revenue/Cost Optimization

–Pragmatic and results-oriented senior financial executive with a distinguished career as a key advisor, analyst, and strategic resource, providing executive support and direction for financial matters for highly successful corporations.

–Noted track record of safeguarding company interests through the effective management of enterprise risk; skilled in Financial Reporting, Cash Management, Business Analysis, Budgeting, Tax Planning, Job Cost, and Labor Utilization.

–Experienced in building and leading strong teams dedicated to supporting the success of growing enterprise organizations across multiple functional areas. Collaboratively partners with executive leadership in the development of financial, operational, and strategic plans and programs.


–Enterprise Corporate Finance

–Financial Statement Analysis & Presentation

–Leading Risk Management

–Adept in Sarbanes-Oxley (SOX) Compliance

–Long-Term Financial Planning

–Directing Cost Containment Initiatives

–Maximizing Profits and Revenue Recognition

–Budget Development & Administration

–Key Advisor to Executive Leaders

–Strengthening Corporate IT Infrastructures

–Minimizing Foreign and Domestic Tax Liability

Continuous Process Improvement


Currently Employed as a Senior Project Accountant with the desire to return to a management role.

2017 to 10/13/2017: Automated Records Management Systems Inc.

–Accounting Manager

Responsible for the management of all financial and human resource aspects of a data and document management service organization, with the support of one direct report. Key performance deliverables include timely billings, collections, cash flow management, operational cost accounting analysis and budgets. Provide hands on back up to daily accounting operations as needed to ensure daily transactions are processed on a timely and accurate basis. Completed monthend close and financial statements.

Also generated meaningful financial reporting with the purpose of educating fellow managers on the interpretation of accounting information and profitability driven process improvements. Ensured timely filing of payroll and sales tax returns as well as assisting public accountanting firm with completion of year-end financial statements and tax returns.

2011 to 2016: Multipond America Inc., Green Bay, WI

–Chief Financial Officer / Controller / Manager of Information Systems

Fulfilled a critical role directing the U. S. subsidiary finance and operations for a leading German manufacturer of weight measurement systems for industrial applications, with a focus on defining policy and ensuring compliance with local, state, and federal regulatory requirements and industry standards that include SOX and GAAP. Maintained accountability for all facets of Financial Reporting, Cash Management, Business Analysis, Budgeting, Tax Planning, Job Cost, and Labor Utilization. Assumed a position of increased scope and responsibility for operations areas spanning Human Resources, Safety, Procurement, Customer Service, and Information Systems, with authority over two direct reports.

Outstanding and exceptional results, spearheading a comprehensive overview of all corporate finance areas to identify opportunities to reduce expenses or increase profit; rebuilt the accounting system from the ground up to increase the accuracy of job costing and revenue recognition, and implemented the Maxwell Accounting software platform.

Increased profitability through initiatives that included the adjustment of an incorrect inventory markup calculation that boosted profit margin by over $50K annually, as well as an increase in the service department rate that raised that department’s profits by $60K per year.

Delivered over $150K in savings over three years through the annual analysis and comparison of income tax rates in Germany and the United States, discovering opportunities to reduce tax liabilities that led directly to accurate forecasts of enterprise profitability.

Eliminated $10K in costs related to Material Return Authorizations by changing the formula used to calculate core credits.

Exercised the authority to negotiate with carrier underwriters, leading to a 20% reduction in premiums for Workers Compensation coverage following an audit of WC classifications.

Contributed additional service and expertise leading risk management and implementation for the Human Resources and Information Technology departments; overall, led over $200K in technology upgrade projects that included the deployment of TrackStar in HR and the SolidWorks EPBM platform for tracking and archiving drawings and workflows.

Introduced metrics and business intelligence tools that provided insight and guidance to business stakeholders, ensuring the commitment of key strategic decisions backed by solid data and information.

2010 to 2011: H&R Block, Appleton, WI

–District Operations Coordinator

Led vision, strategy, and execution for the operations of corporate-owned offices across multiple districts in the Great Lakes territory on behalf of this $3.1B tax preparation company, with supervisory authority over a team of three direct reports. Provided key support to district managers operating in a matrix management structure.

Coordinated labor staffing and work scheduling to position the company as an industry leader in a challenging and highly competitive sector; responsible for the development of operating budgets and the analysis of Forecasted versus Actual results at the district level.

Assumed a lead role in the debut of new office locations, as well as the closing of underperforming locations; handled all matters pertaining to inventory management and supply chain for each site.

Took all necessary steps to plan and execute process improvements to capture substantial gains in efficiency, productivity, and effectiveness across operating systems and processes.

2005 to 2010: Deluxe Plastics Inc., Clintonville, WI

–Accounting and Information Technology Manager

Effectively managed eight direct reports at this leading designer and manufacturer of plastic products, with authority over Corporate Finance, Risk Management, Administrative Functions, and Information Technology. Served as an integral member of the leadership team, defining and influencing the creation and execution of business strategies, while directing production scheduling, customer service, inventory logistics, purchasing, and accounting.

Engaged in the presentation and analysis of financial statements, budgets, and forecasts; managed working capital assessing capital expenditures and calculating ROI. Envisioned, developed, and deployed cost and spending controls to achieve consistency, reliability, and profitability in corporate finance areas.

Pioneered the adoption of a standard cost accounting system, coupled with a detailed bill of materials methodology, that bolstered the business approach to manufacturing; decreased operations downtime due to machine setups by increasing machine utilization using longer production runs, leading to a $682K increase in annual net profit over three years.

Championed the re-engineering of a quoting tool, transitioning from a manual process to Microsoft Excel to delivery more profitable job quoting across all operating division, with contribution margin rising by an average of 10% on all quoted jobs.

Led an initiative to upgrade the MAS 90 (now called Sage 100 ERP) accounting software platform to a new version with improved features and functionality; leveraged the use of extraction tools to mine critical financial data in order to identify trends and produce more accurate forecasts.

2002 to 2005: Cousineau Auto Parts Inc., Appleton, WI


Credited with building the infrastructure to support Accounting and Information Systems at this newly-acquired company, establishing accounting standards and directing a team of two professionals engaged in Accounting, Human Resources, Risk Management, and Insurance responsibilities.

Achieved $48K in annual savings by restructuring the sales compensation plan to motivate increased production, reward top performers, and reduce costs associated with underperforming team members.

Early Career

Site Controller, SMTC Manufacturing Corporation

Accounting Manager, SMTC Manufacturing Corporation


Bachelor of Business Administration Degree in Accounting – University of Wisconsin - Whitewater

Project Management – Fred Pryor

Advanced Property Tax Savings Techniques – Arthur Anderson

Measuring Corporate Performance – Harvard Business School

Member, Institute of Management Accountants

Member, Society for Human Resource Management

Software Experience Includes:

MAS90, Great Plains, QuickBooks, Maxwell

Microsoft Office Products, ADP Payroll, Paychex,

PeopleSoft, FileBound

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