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Microsoft Office Project Manager

Schaumburg, Illinois, United States
March 01, 2018

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**** ******* *****, **********, ** 60194

Cell Phone: 847-***-****




Executive Finance Leader and Strategic Business Solution Expert with over 25 years of professional experience, who looks for opportunities to streamline processes and procedures with innovative technology in order to improve key operating efficiencies, metrics, and overall financial profitability within organizations. I want to partner with the Senior Leadership and Management Teams to help facilitate and foster communication across departmental teams in order to develop, execute, and support strategic plans, initiatives, business goals, and objectives throughout the organization. #Servant Leader #Hands-on #Proactive #Dedicated #Trustworthy #Adaptable #Ethical #Team focused Leader #Diligent #Problem Solver #Lead by Example


MRKTSERV HOLDINGS, INC., Rolling Meadows, IL (E-commerce start-up, Privately Held) 12/2015 – 9/2017

Vice President Finance/Controller (Reporting to President/Owner)

Efficiently and timely present all of the Finance, Accounting, Treasury, Risk Management, Tax (sales/use), IRS audits, Inventory (cycle counts, and inventory reserve), and Cost accounting/analysis, Monthly close processing/reporting, Financial statements, Variance analysis, Budgeting, Cost allocations, intercompany invoicing/reporting/balancing, KPI's, metrics, Preparation and presentation of Board package and Investor review.

Established and maintained company processes and procedures, financial planning, strategy, data analysis, extensive FP&A experience, financial modeling, budgeting, KPI's, ROI, M&A, debt financing, banking relationships, investor funding, investor relationships, and fixed assets in order ensure compliance with FASB and GAAP Standards.

Implemented Acumatica Cloud Based ERP which included the set-up and maintenance of the chart of accounts, accounts payables, accounts receivables, (billing and collections), financial statement preparation, budgeting, rolling-forecasts, variance analysis, and consolidation of entities.

Technology/Software: Acumatica (Cloud Based ERP), Microsoft Office 2015 (Access, V-lookups, pivot tables, and Excel VBA programming), Power Point, Magento (E-commerce), One Drive (cloud storage).


Implementation of Acumatica which is a cloud based ERP system for multi-entities under MrktServ Holdings, Inc.; including set-up of Chart of accounts, Financials, AP, AR, G/L, Inventory, Operations, and Integration of other Software systems.

Initially sole Accountant/Finance professional for a e-commerce start-up with 7 entities falling under MrktServ umbrella.

Ability to secure a multi-million dollar line of credit to help move the company into launch phase.

WEBER PACKAGING SOLUTIONS, INC., Arlington Heights, IL (Manufacturing, Privately Held) 2/2013 – 10/2015

Vice President Finance/Controller (Reporting to Owner and President)

Responsible for the following: Financial Planning and Analysis (FP&A) which consisted of variance analysis comparing actual/budget/prior year for any variance $1K or more, consistently updating the 3-month rolling forecast based on actual changes throughout the month/quarter/year, financial close/analysis/planning/forecasting/budgeting, financial statement preparation, fixed asset planning/management, cash and treasury management, leasing initiatives, service revenue, contract revenue, project management, tax compliance/reporting, risk management, inventory management (cycle counts, inventory reserve, and annual audit), cost accounting preparation (standard costing/analysis/system updates, BOM, PPV, material yield, labor & overhead analysis/variances, raw material costing, and cycle counts), annual audit, annual consolidation of international subsidiaries (Germany, Canada, Thailand, Bulgaria, Belgium, France), ISO9001 certification/compliance/audit, and compliance with FASB and GAAP Accounting Standards.

Plan Administrator and Trustee for the 401(k) Plan, oversee 401(k) loans, distributions and wire transfers. Restructured the pension, 401K, and medical plans, and implemented ADP Workforce Now for 250+ employees.

Technology/Software: Oracle (11i), ERP, E-Time, ADP Workforce Now, Microsoft Office 2010, Sage Fixed Assets, Hyperion (HFM), Discoverer.


Achieved over four million dollar in cost savings by restructuring bank covenant, eliminating redundant positions within the organization, inventory cost reduction by implementing consignment inventory, lean process improvements for the operations manufacturing processes in 2015 calendar year and beyond.

Automation of monthly accounting processes to and statements resulting in moving the Financial close from 15 days to 5 days.

Implementation of strict governance of Accounting Policies and Procedures, Cross-Training and Team Orientated approach to the Accounting/Finance team functions.

Restructured the pension, 401K and medical plans for a workforce of approximately 250 employees.

REXAM BEVERAGE CAN NORTH AMERICA, Chicago, IL (Global Manufacturer, Publically Held) 11/2010 – 12/2012

Transactional Accountant (Reporting to Corporate Controller)

Established and Managed an Accounts Payable Shared Services Team of three direct reports who processed over 6,000 invoices a month for 17 manufacturing plants within the United States and Mexico (reduced staff from 12 to 3) and moved the AP Team from Elk Grove, IL to Chicago, IL.

Responsible for the following monthly for 17 manufacturing locations: Three-day financial close, cash, EDI processing, ACH payments, cost allocations, accrual entries, recurring payables, daily upload of credit card transactions and pro card purchases, freight and warehouse payment processing/review, FP&A analysis/forecasting/trending/analysis/re-forecasting, project management of setting up jobs and analysis/reporting prior to capitalizing (opening/closing jobs in system) and fixed asset modules within SAP, annual audit/review, annual SAP system governance review, annual budget, Project Management analysis of costs and budget to review monthly with head of IT, monthly intercompany AP, AR, GL for 26 global locations, managed and reconciled the weekly payroll uploads into SAP from Kronos, compliance with both IFRS, GAAP, and Sarbanes Oxley.

Technology/Software: SAP V6.0 (SAP Business Objects/Planning/Processing/Reporting/Governance "Considered a Super User”), Kronos, Concur, Sentry file system, Logistics TM system and Microsoft Office 2010 (Access, Excel macros/pivot tables/ V-lookups/VBA programming).


Project Manager to consolidate and move the Accounts Payables from Elk Grove, IL to Chicago, IL and created a Shared Services Environment.

Project Manager on the implementation the Concur System which made the processing of Travel and Expense Reporting and payments paperless fully electronic for (700+ users) with integration into SAP.

Project Manager for the implementation of a cloud based storage system (Sentry File System) to move the accounts payables, accounts receivables, cash, financial close documents/records in order to create an electronic paperless work environment.

Logistics TMS Project Team Member to overhaul, streamline processes and upgrade the Logistics/Freight TM System which fully integrated into SAP.

Discovery of over $5 million in logistics invoices not initially accrued during the 2010 year-end financial review (was able to accrue due to my diligence with the AP accrual review).

KIRBY LESTER, LLC, Lake Forest, IL (pharmaceutical manufacturing, privately held) 09/2009 – 10/2010

Accounting Manager (Reporting to Corporate Controller)

Managed the daily Accounting/Finance functions: daily inventory (tracking, analysis and costing of finished goods, raw materials, BOM’s, and inventory reserve calculations), fixed assets, monthly financial close, FP&A variance analysis and re-flashing, forecasting, budgeting, ADP Workforce Now bi-weekly payroll processing/reconciliation, administrator of 401k, review of AP and AR processing., managed the quarterly physical inventory audit (finished goods, raw materials analysis and reporting).

Inventory tracking, audit and automation.

Technology/Software: Microsoft Dynamics (Great Plains V10.0), FRX Financial Software, SQL Server, Crystal Reports, Microsoft Office 2007 (Access, macros, pivot tables, V-lookups, and queries).


Project manager to automate inventory and implement inventory bar code tracking system.

Implemented an inventory tracking system for pharmaceutical machines and a large inventory of product specific parts for machines.

Implemented a payroll conversion from Paychex to ADP Workforce Now.

DULIN METALS COMPANY a division of Versatile Processing Group (PE group in Indiana) 09/2007 – 07/2009

Divisional Financial Controller (Reporting to CFO based in Indiana)

Responsible for all Finance and Accounting functions as follows: cash, treasury management, accounts payables, accounts receivables, financial close, financial statement preparation/reporting, financial analysis and forecasting, annual audit, weekly ADP payroll, Human Resources, Administrator of IT, state and federal tax audits, and daily reconciliation of metal inventory, metal hedging, consignment inventory reconciliation, metal commodity price administration in system.

Small office environment with 6 employees in office.

Technology/Software: Microsoft Office 2007(Access, macros, pivot tables, v-lookups, and queries), Microsoft Dynamics Great Plains V10.0 (implementation/upgrade), FRX Financial Software, SQL Server, ROM Operating System.


Implementation/upgrade of Microsoft Dynamics Great Plains to Version 10.0.

Organized and streamlined the monthly close process transitioning from a 15 day close to a 5 day close.

Organized and established Internal Controls Procedures.

Established internal guidelines/compliance for Accounting, Office Operations and Human Resources.

REPUBLIC SERVICES (ARC Disposal), Mt. Prospect, IL (Waste Industry, Publically Held) 01/2005 – 09/2007

Assistant Controller (Reporting to Division Controller)

Assistant to Controller with daily financial activities of a waste hauling company, transfer station, and recycling station.

Managed/prepared and reviewed accounts payable, accounts receivable, state fuel tax returns, personal property tax returns, daily cash processing and analysis, monthly close entries, financial forecasting, budgeting, variance analysis, capital expenditures, ROI schedules, fixed asset schedules, and weekly payroll processing and analysis.

FP&A: Monthly Flash reporting including a monthly 3-month rolling forecasting with significant variance analysis to Actual/Budget/Prior Year.

Sarbanes Oxley compliance, internal control guidelines in compliance with GAAP.

Technology/Software: AS400, Lawson, RSI, Kronos, Microsoft Office.


Implementation and compliance with Sarbanes Oxley (SOX).

Ability to backup all financial segments within division: AP, AR, GL, Billing, Finance, Payroll (both Union and Non-Union).

Organized and established Internal Controls Procedures.

Established internal guidelines/compliance for Accounting, Office Operations and Human Resources.

SERTA MATTRESS COMPANY, Hoffman Estates, IL (manufacturing, publically held) 07/2003 – 12/2004

Corporate Accounting Manager

Managed the following Accounting Functions for Corporate office and 21 locations: three direct reports, cash, treasury investing/analysis, accounts payable, accounts receivables, inter-company, annual budget, annual audit, monthly financial statements, variance analysis, KPI's, and operational metrics.

Established internal control guidelines and procedures and documentation in compliance with GAAP.

Streamlined the accounting processes to cross-train staff and expedite monthly close processes from 15 to 5 days.

Technology/Software: SAP, OHM System, SYSPRO, Microsoft Office.


Integrated (AP, AR, G/L, Financial Reporting, FP&A) of an acquisition of 11 new manufacturing plants into our existing organization of 10 plant reporting to now total 21 manufacturing plants for reporting into top consolidation on a monthly basis.

GROOT INDUSTRIES, INC., Elk Grove Village, IL (Waste Industry, privately Held) 08/2001 – 07/2003

Assistant Controller

Lead Accountant on the conversion team (contracted for 1 year to convert systems and financial close from BFI Palatine Hauling/Recycling Division to Groot Industries) to move approximately 200,000 + customers from a Hyperion based system called Info Pro to a custom system called Route Manager. Financials, KPI's, Variance Analysis, Flashing loads/tons/revenue, and Budgets.

Organized and automated the Groot Recycling close process to utilize Excel Macros, data downloads, V-lookups and data uploads to expedite the monthly close process from a 20 day close to within 5 days.

Managed support staff to review Accounts Payable, Accounts Receivable, cash, state fuel tax returns, property tax returns, financial statement preparation/analysis, financial close, financial forecasts, variance analysis, capital expenditures, fixed assets, and budgeting.

Technology/Software: Microsoft Office, Hyperion, Info-pro and MAS200.


KELLER GRADUATE SCHOOL OF MANAGEMENT, Addison, IL, MBA in Finance/Business and taking CPA Exam, 2018, 3.23 GPA

DEPAUL UNIVERSITY, Chicago, IL, Bachelor’s degree in Accounting and minor in Leadership, 4.0 GPA


Membership in the following: PhiKappaPhi, AlphaSigmaLambda, and The Golden Key International Honors Society – DePaul Chapter's. Institute of Management Accountants (IMA), International Women’s Leadership Association (IWLA), Women in Manufacturing (WIM), National Association of Professional Women (NAPW), Illinois Manufacturer's Association (IMA), CFO Leadership Forum.

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