Financial Analyst Management

Winfield W. Whicher - 603-***-**** ********@*****.***

* *. ***** **** *****, Dedham, MA 02026

HIGHLIGHTS:

An accomplished Accounting, Finance, and Audit professional with considerable experience. At a recent position, helped to grow the business from 5 employees up to 55, while increasing revenues from 15MM to 60MM. Possesses both small company and large corporate experience in communications, logistics, manufacturing, distribution, construction, and financial services organizations. Extensive experience with process improvements, systems implementations, and audit processes. Takes a hands-on leadership approach and is able to balance multiple management responsibilities simultaneously including IT, HR, operations and asset management. Financial control at a recent company helped raise profits from 300K in year one up to 6MM. Creation and implementation of consistent cost controls to protect a GP of 24% even during years of massive company growth and change. Workers comp insurance analysis resulted in expense reductions of 40%. Enjoyed a zero turnover rate over a five year period in one of the accounting departments managed. Performance of monthly reconciliations of all balance sheet and income statement accounts. Understanding of GAAP, budgets, and forecasting. Liaison with banking, CPA, insurance and legal consultants. Creation of backlog, cash flow, and other financial models and reporting to predict compliance with debt covenants and future cash needs. Wire and cash management both internationally and domestic.

MBA in Finance - Southern NH University, Bachelor’s in Liberal Arts - University of New Hampshire, Associate's in Accounting - McIntosh College. Four novels written.

Partnered with other business unit operational managers to implement monthly and annual rolling financial plans and budgets. Modelling of future revenue and expenses growth for senior management in evaluating future strategies, valuation of stock options, and company valuations. Creation of a variety of reporting packages for management/boards. Built MS-Excel financial reporting tools for a business operation when other systems wouldn’t provide enough reporting or analytics. GSA Governmental compliance, SOX compliance,contract analysis. H1B compliance, and labor law experience. GL, payroll, HR, benefit management. Implementations of new company software and training. Cost accounting, project analysis, manufacturing costing, bid/RFP proposals. Extensive Excel experience including VLOOKUP, pivots, and training of staff members. Payroll processing for multiple entities. Financial control of trust entities. M&A feasibility analysis and due diligence. Management of multiple entities at once. Property and real estate management. Commercial real estate license. Sales/commissions analysis and reporting. Creation of new commission plans/structures. Revenue recognition controls implemented. CRM tracking metrics designed and implemented during company growth. Company-wide creation and enforcement of policies and procedures, controls, and company handbooks. U sage of a wide variety of systems including JDE, Oracle, Hyperion, SAP, Netsuite, ADP online, Quickbooks, Salesforce, Peachtree, Powerpoint, Great Plains. Global Accounting Manager - E xa Corporation - Burlington, MA (2018 contract)

● Global payroll for multinational high-end software services company in Burlington, MA..

● Accruals, JE’s, balance sheet reconciliations. GL analysis in Netsuite and month-end close supervision.

● Royalty and revenue recognition analysis and duties. Currency exchange duties with adjusting entries.

● Ad hoc GL projects for the Corporate Controller. Weekly ACH and AP supervision and approvals.

● 401k and banking liaison. Commissions, International consolidations in Peoplesoft, Revenue Analysis Financial Controller - G lobal Technical Talent - Portsmouth, NH (2017-2018 contract)

● Overall supervision for IT Staffing company across finance, IT, HR, and Operations.

● Managed accounting staff of six. Operations duties included building management and all company-wide issues.

● Massive audit duties and responsibilities, research, reporting and reconciliations to parent company.

● Payroll management and processing. Job costing analysis for external consultants nationwide, P&L analysis.

● HR and benefit administration, H1B compliance, 401k, insurances, and legal issues. Senior Financial Analyst/Contract Role - T eledyne DGO - Portsmouth, NH (2017 contract)

● Contract role for Government Manufacturing facility. Costing analysis of burden, cost, labor, pricing models.

● Assisted bidding department with data analysis for pro formas on new government bids

● Contract analysis and review. SOX compliance. Adherence to government regulations and standards.

● Pivot tables and Vlookups. Inventory and WIP management and analysis. Monthly reporting and accruals. Senior Financial Analyst/Contract Role - L indt & Sprungli - Stratham, NH (2017 contract)

● Manufacturing company with nationwide locations. Retail store P&L analysis. Manufacturing cost analysis using Excel lookup tables, pivot tables. Analysis of operating performance, and creation of financial statements.

● Direct preparation of reports with recommendations in areas such as budgets, forecasts, financial plans, statistical reports, and business forecasts.

● Coordinate with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, budgets, capex, trending future requirements, and operating forecasts. Financial Controller - P rivate Jet Services Group - Seabrook, NH (2005 – 2016)

● Luxury private air charter company; clients include U2, Rolling Stones, Goodyear, Boston Bruins, Comcast, etc.

● Company wide cash management. Hands on control of the entire accounting process, including sales and credit processes. Liaison with banks, insurance companies, and legal counsel. Audit coordination with examiners.

● GAAP GL entries, invoicing and payables processing. Benefit management, payroll administration.

● Monthly financial statements, budget to actual, year over year, and other reporting analysis provided to the management board on a weekly/monthly basis. Revenue recognition controls implemented. Quickbooks experience.

● Creation of job descriptions, offer letters, company incentive models, and other employee documents as required.

● Liaison to external legal entities for HR issues, tax and trust concerns, creation of new companies and other entities.

● Recruiting, interviewing and assisting other departments in developing new hire candidates.

● Performance of trip reconciliations, bank wires, contract administration, and fuel surcharge analysis.

● Financial management enabled the company to raise NOI from $300k in year one up to $6M in current year.

● IT Network management, MIS, and computer technology duties. Implementation of sharepoint, google doc systems.

● Creation of budgets, forecast projections, and other reporting systems for revenue tracking. Commission tracking and project analysis. Banking and insurance duties. Potential M&A analysis and due diligence.

● The duties above were performed across the entity’s six companies including property management of buildings and assets. Management of a staff of five accounting employees. Overall company management of entire workforce. Credit Manager/Senior Financial Analyst - S prague Energy Corporation - Portsmouth, NH (2004-2005)

● Financial statement analysis and credit management at $2 Billion dollar Energy and Fuel Company

● 10K, 10Q analysis. Financial statement analysis of customer Balance Sheets, Income Statements, etc.

● Customer visits, annual credit reviews, testing of debt loads and open credit facilities.

● Work with traders for barge activity, LC timing/coordination, posting of GL entries, wires, demurrage, etc.

● Management of Credit Analysts and supervision of collections receivables issues.

● Borrowing base reporting on a bi-monthly basis for the bank requirements needed by company Treasurer. Global Senior Financial Analyst - T he Timberland Company - Stratham, NH (2003 – 2004)

● Worldwide footwear and apparel manufacturing company

● Financial analysis, budgeting, forecasting, capital analysis, monthly global reporting and closing duties.

● Interaction with multiple departments throughout the company on special projects.

● Spreadsheet creation and manipulation using advanced mastery usage of Excel.

● Hyperion and Infinium program use on compliance and audit projects.

● Sales and licensee reporting reconciliations concerning contract testing for royalty income. Controller/Accounting Manager/HR - Green Mountain Communications - Wolfeboro, NH (1999 – 2003)

● Multi-state wireless telecommunications construction company

● Construction based accounting, progress/cost accounting, backlog analysis, WIP, and job costing focus.

● Multi-state payroll, benefit administration, new hire processing, interviewing.

● Supervisory duties of office, accounting and warehouse staff.

● Budgets, forecasting, projections, reporting, audit/CPA, banking, insurance, and legal liaisons.

● Realty holdings management and growth dealing with leases, bonds, surety issues.

● Massive Workers Comp insurance analysis, tracking and cost reductions. Assistant Controller - E &S Technologies - North Reading, MA (1997 – 1999)

● Semiconductor Distributor Company

● Overall control of all GL related procedures, Bank reconciliations, cash flow, sales commissions.

● Costing/inventory analysis, pricing and margin analysis, implementation of inventory cycle counting.

● Training and management of warehouse employees, new processes, and procedures.

● Weekly/Monthly financial presentations, financial statement preparation and reporting.

● Created and implemented new database software, used Great Plains and Excel. Contract Accounting Positions - A ccountemps MA/NH (1995 – 1997) Cardinal Health, Inc. (Credit Analyst) S tonewall Kitchen (Analyst and Inventory Specialist) Nynex (Staff Accountant and Retail Inventory Specialist) L ois Paul and Partners (Accounts Payable) The Network (Accounts Receivable) E cco Footwear (Senior Credit Analyst)

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