Executive Summary

An innovative and industrious accounting and auditing professional with over 22 years experience in the industrial and medical fields specializing in forecasting, budgeting, Sarbanes-Oxley, system implementations, and accounting. A diligent and creative self-starter known for achieving outstanding results through teamwork, coaching, and communication.

Professional Background

AMETEK Specialty Metal Products, Eighty-Four, PA

Plant Controller March 2012-July 2017

Accountable for the financial operations of a publicly held manufacturer of specialty metal powder with revenues of approximately $50 million including P&L responsibility, forecasting, budgeting, tax reporting, Sarbanes-Oxley compliance, variance analysis, cost accounting, GAAP compliance, corporate reporting, inventory valuation, capital expenditure analysis, and external audit supervision.

Completed a system implementation from Oracle to NAV that reduced monthly closing activities by 10%

Updated an antiquated standard cost system that provided more robust product cost information

Created a model for analyzing manufacturing variances that provided additional insight to key operational metrics

Moved the Accounts Receivable and Accounts Payable functions from a sister company that drove continuous improvement in working capital measurements

Supervised the Staff Accountant

Operational Accounting Analyst November 2010-March 2012

Responsible for company-wide Sarbanes-Oxley compliance including field audits, external audit assistance, physical inventory observations, acquisition due diligence, and operational accounting troubleshooting.

Increased the efficiency of Sarbanes-Oxley self-testing locations through communication and timely feedback

Integrated ten new acquisition companies into the Corporate FAS System

Teleflex, Inc., Limerick, PA (Purchased Arrow International in November 2007)

Senior Auditor November 2007-Nov 2010

Accountable for executing financial and operational audits for a global company, primarily medical, with $2 billion in annual revenues.

Increased company-wide compliance with the company’s Sarbanes-Oxley requirements

Implemented a company-wide program to educate local controllers about unclaimed property requirements and ensure compliance with domestic unclaimed property statutes

Arrow International, Reading, PA

Senior Internal Auditor November 2006-Nov 2007

Responsible for the Sarbanes-Oxley strategy in conjunction with the Internal Audit Director for a multinational medical company with over $500 million in revenues.

Developed new Sarbanes-Oxley strategies after the approval of SAS 5

Worked closely with the independent auditors to reduce the amount of time spent on the Sarbanes-Oxley initiative

Reduced the number of key controls in Year 3 by over 50%

Project team leader for the development and implementation of the company escheat policy

Accume Partners, Moorestown, NJ

Senior Auditor June 2004-November 2006

Accountable for assisting client companies, primarily manufacturing, with Sarbanes-Oxley compliance including documenting system processes, identifying key controls, performing walkthroughs, and developing and executing test plans.

Implemented and modified new key controls to achieve Sarbanes-Oxley compliance

Compliance work resulted in no material deficiencies

During Sarbanes-Oxley Year 2 compliance reduced the number of key controls by over 30% at one client

AmeriGas Propane, Valley Forge, PA

Accounting Manager/Team Leader/Sr. Accountant March 2000-May 2004

Responsible for the management of $999 million in fixed assets across three business units including the project accounting system.

Supervised a staff of five including staff accountants and accounting assistants

Directed the ongoing implementation of PeopleSoft 8.4 for the Fixed Assets Department

Successfully converted over $90 million in fixed assets from company acquisitions into the PeopleSoft Asset Management system

Resolved several system “bugs” that reduced a two year backlog of unprocessed transactions

Successfully converted over 150,000 records from depreciation formulas to depreciation schedules which will save approximately 100 man hours annually

Customized a mass change program that will allow the department to move large quantities of asset records simultaneously

Internal Auditor September 1998-March 2000

Accountable for conducting compliance audits at field locations and preparing written reports for management.

Uncovered employee fraud while auditing a district location and participated in several other fraud investigations

Auditor in Charge of numerous audit engagements

Department of Public Welfare Commonwealth of PA, Philadelphia, PA

Audit Specialist I/II January 1995-August 1998

Responsible for performing program audits at entities that receive funding from the Department of Public Welfare and providing recommendations in written reports to management.

Evaluated claims processing systems and data processing control environments

Recommended reimbursement rates for residential treatment programs

Identified $3.5 million in underbillings at a juvenile detention program eligible for federal financial participation

Computer Skills Excel, Access, Word, PowerPoint, PeopleSoft, FAS, QAD, Oracle, NAV, ACL, Hyperion

EDUCATION Ohio University, Athens, OH

Bachelor of Business Administration

Economics and Finance

Cum laude, June 1990

Capital University, Columbus, OH

Law School, 1990-1992

Washington and Jefferson College, Washington, PA

Post-graduate work in accounting, 1993-1994

CPA-November 1995-Successfully passed all four parts on the first attempt

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