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FP&A Manager

Medina, OH
September 26, 2018

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US Citizen **** Chaucer Dr, Medina, Ohio


•Strong financial and management skills.

•Confident Communicator, negotiator and decision maker.

•Strong analytical skills; support management through analysis of key performance indicators.

•Provide robust modeling and reporting to facilitate executive-level decision.

•Thrives under the pressure of leadership and business targets.

•Exceptional working knowledge in computer applications including Excel, Access, PowerPoint, Hyperion, SAP and Oracle



Baldwin Wallace University, Berea, Ohio

• Bachelor of Arts


Baldwin Wallace University, Berea, Ohio Major: Accounting, Minor: Mathematics

Invacare Corporation, Elyria, Ohio

Financial Planning and Analysis Manager Feb 2014 – Dec 2017

•Support Director of Finance and Directors of Rehab, Post Acute and Respiratory Businesses units.

•Provide timely reporting on monthly financial results, causal analysis, OE walks and margin analysis for monthly Business Unit Reviews with senior management.

•Orchestrate Annual Operating Plan and quarterly sales & operating income forecast.

•Month end close activities including revenue recognition and account reconciliations.

•Monitor departmental expenses to ensure spending is within budget.

•Established daily sales tracking and management reporting tool triggering 15% increase in forecast accuracy. Improved availability of timely and accurate sales data,

•Implemented Channel reporting. Built models to forecast and track sales and profitability by channel, to hold channel managers accountable for achieving targets.

•Developed P&L models by product to create three year strategic plans for senior management.

•Improved standard margin by 8 percentage points by identifying low margin customers and products. Worked with VP sales to implement price increases to specific customers.

•Created Customer P&L to be used by contract management team prior to contract negotiations to ensure proper customer margins are maintained.

•Established a standardized pricing structure for channels, working with VP pricing. Provided pricing analysis and presented to senior management the impact of price change.

•Ad hoc analysis.

Rockwell automation, Mayfield Heights, Ohio

Controller, Field Services & Remote Services Oct 20011 – Aug 2013

•Support Director, Finance and Business managers for Field Service, Remote Support, Networks & Safety Consulting businesses.

•Provide timely reporting on monthly financial results, causal, OE Bridge and presentations for monthly and quarterly Business Reviews, Balance sheet reviews.

•Oversee month-end close activities.

•Orchestrate Annual Operating Plan and quarterly sales forecast for all Service businesses.

•Develop revenue recognition model to provide improved forecast to the businesses based on current and historic order information.

•Improved profitability by 2-3 margin points by conducting quarterly project reviews with the districts where low margin projects are addressed.

•Lead FP&A team of three Senior Financial analysts in providing outstanding support to the businesses and senior management.

Manager Financial Planning & Analysis Oct 2007 – Oct 2011

Architecture & Software, a $1.8B division of Rockwell Automation.

•Provide financial support to Director and VP Finance, Timely reporting of monthly financial results, causal analysis, OE Bridge and presentations for monthly and quarterly business reviews with corporate.

•Orchestrate Annual Operating Plan and coordinate prior year restatement with corporate.

•Coordinate monthly forecast meetings with business finance leaders and senior management.

•Lead FP&A team in supporting management, functional leaders and A&S businesses by providing daily sales information, standardized reports for reporting and ad-hoc reporting.

•Monitor expenses and capital expenditures to ensure spending is within budget.

•Work closely with the finance teams globally to ensure timely and accurate monthly and quarterly analysis and reporting is provided to senior management.

•Work with inter functional teams to ensure proper profit elimination between Europe, US and Singapore divisions on intercompany transfers/sales.

•Lead team that gathered global data to create a repository of sales information at catalog level for world wide Price Realization calculation. Played a key role in driving the project to completion.


Divisional Controller Elyria, OH Feb 03 - Oct 07

•Provide financial support to Group Controller, VP Finance, VP Sales and VP Marketing.

•Orchestrate annual operating plan and expense budget for the domestic division ($600 Million).

•Coordinate monthly forecast meetings with sales, marketing and operations VPs, challenge sales forecast to ensure accuracy and reliability, communicate forecast back to senior management.

•Make recommendations to VP marketing and General Manager on competitive pricing while maintaining profitability and on promotional pricing opportunities.

•Make recommendations to optimize rebate offered to grow business within more profitable channels.

•Manage Sales Administration - a department of 14 personnel responsible for customer contracts, enforcing contract compliance, government contract, pricing implementation and administration, sales force compensation, customer rebates and provide support to the sales force.

•Responsible for month end close functions and accruals for various rebate programs.

•Instrumental in increasing awareness of margins and profitability within the sales force.

•Develop several models to monitor impact of rebate programs on customer and product profitability.

CALPHALON CORPORATION (A division of Newell Rubbermaid)

Senior Financial Analyst Toledo, OH Jan 01 - Feb 03

•Provide financial support to Financial Planning manager, controller, sales and marketing managers

•Provide sales and margin analysis by product line and customer.

•Develop models to analyze profitability of products, make decision on customer returns -vs- offering financial support for price reduction.

•Analyze product returns and make recommendations on alternative actions to reduce returns.

•Develop Sales and expense budgets, monitor departmental expenditure, investigate variances, and report to management on inconsistencies.

•Reduce DSO by changing claims process and reduce customer short pay and A/R write-offs.

•Lead sales and use tax audit. Contributed towards significant tax savings by negotiating with auditors on sample data and error rates.


Business Manager Nashville, TN Aug 98 - Jan 01

•Provide financial and analytical assistance to Executive Vice President and National Director of sales.

•Prepare financial reports for Senior Management presentations.

•Manage and direct activities of two Financial Analysts, accounting department, and administrative assistant.

•Responsibilities include P&L, Balance Sheet, review account reconciliations and accruals.

•Develop and monitor regional sales budget ($1.2 Billion) and expense budget ($55 Million), prepare variance analysis, identify and investigate areas of inconsistencies.

•Design bonus programs for sales force and supervise administration of the programs.

•Develop policies for the division and monitor compliance.

•Approve and monitor capital budget for Signage for the division ($2 Million budget).

•Responsibilities include negotiating pricing with vendors and maintaining sign inventory.

•Improve departmental efficiency by following best practices.

•Project Leader: Laptop Rollout, work with IT to ensure proper configuration of laptops. Develop training regimen, organize classes and train national sales force.

Senior Financial Analyst Nashville, TN Feb 95 - Jul 98

•Support Business Manager and Regional managers with systems and analytical assistance.

•Provide information to make decisions on various business issues.

•Review P&L and reconcile ledger accounts.

•Monitor regional sales budget ($540 Million) and expense budget ($25 Million), identify areas of inconsistencies and provide explanation to management.

•Administer commission calculation and payments to area sales managers and growth incentive programs to customers.

General Accountant Cleveland, OH Jun 88 - Feb 95

•Responsible for financial statements for 350 retail stores.

•Monitor stores’ expenses, review account reconciliation, and analyze inventory variances.

•Analyze general ledger and financial statements for discrepancies.

•Manage and direct three accounting clerks.

•Ensure the stores’ compliance with all statutory requirements such as payment of payroll tax, business license, sales tax and business tax.

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