Controller / Financial Manager
Seasoned, goal-focused professional with demonstrated track record of leading preparation and analysis of financial reports, budgets, and forecasts while maintaining complex accounting objectives. In-depth experience across corporate finance, treasury, and investor functions.
Proven expertise in driving efficiency and productivity through evaluation of financial management systems and implementation of process improvements. Strong leader with success directing highly skilled financial management teams in supporting and achieving corporate objectives.
Financial and Management Competencies
Corporate Treasury / Accounting
Cost Analysis and Reduction
Strategic Planning and Implementation
Month and Year-End Reporting
Profit and Revenue Optimization
Turnaround / Crisis Management
Compile/Analyze Financial Data
University of Toledo, Toledo, OH
Accounting Manager / Assistant Treasurer, 7/2017 – Present
Manage a team of Financial Analysts responsible for providing analytical, transactional, and reconciliation oversight of the Bursar, Collection, Treasury, Athletic, and Outpatient Pharmacy. Administer financial management systems, evaluating and integrating new applications. Responsible for daily cash handling, cash forecasting and working capital management. Develop highly skilled accounting and financial management team to achieve established objectives.
Devised a way to strategically reconcile over 20K student payments monthly down to the penny for the first time in the history of the University.
Implemented new software, controls, and reconciliation for outpatient pharmacy, reducing annual loss by 12%.
Championed multiple policies including cash handling, investment, debt, and PCI compliance; perform regular departmental cash audits.
Serve as a Committee Member to provide oversight for the JP Morgan Purchasing Card Program and as Business Manager for the Outpatient Pharmacy.
ATF Inc., Lincolnwood, IL
Controller, 10/2015 – 7/2017
Prepared financial reports, developed budgets, and performed variance analysis in accordance with business plan. Utilized cost model to analyze quotes with respect to profit margin from financial statements. Worked closely with executive team, compiling periodic financial reporting packages. Conducted internal audits to ensure regulatory compliance and operational efficiency/accuracy. Built and led teams in completing special projects.
Identified incorrectly costed cost cards to reverse continued organizational losses.
DTE Energy, Detroit, MI
Operations Analyst, 4/2014 – 10/2015
Achieved operational objectives by contributing information and recommendations to strategic plans and reviews, preparing and completing action plans, reconciling monthly aging reports, and processing contractor invoices and services for payment. Created purchase orders, processed credit memos, and ran and compiled SAP reports to verify credit and payments to vendors.
Created and analyzed various ad hoc reporting for fleet supervisors and monitored GPS and fuel system for all DTE fleet.
KC Integrated Services, Carleton, MI
Controller, 12/2007 – 3/2013
Progressive responsibility led to promotion to Controller. Directed the accounting department. Performed range of financial and accounting activities to include preparing financial statements and managing general ledger, analysis, reconciliation, journal entries, and AR/AP functions. Supported senior management in reconciling budgets.
Administered online banking functions and maintained positive and professional relationships with the firm’s banking institution.
Utilized Continuous Improvement (CI) Tools to enhance processes and procedures; streamlined company financial accounting spreadsheets into one common format to uniform data.
Collaborated to establish a new company terminal; contributed towards SOP creation.
T.W. Grams & Associates, Monroe, MI
Staff Accountant & Tax Preparer, 5/2006 – 11/2007
Responsible for income tax preparation for individuals and small businesses. Identified potential tax credits and liabilities and ensured accurate and complete returns were filed in a timely manner. Completed tax forms in accordance with policies and in compliance with legislation and regulations.
Supported, trained, and mentored new employees, orientating them with company policy and procedures.
Proven successes in delivering superior customer care, analyzing processes, developing plans, and controlling budgets to safeguard project timelines, regulatory compliance, and completion dates.
Tax Preparer Ball Shanaman & Tenorio, Monroe, MI
Staff Accountant Ace Packaging Systems, Newport, MI
Bachelor of Science, Accounting
Boston College, Chestnut Hills, MA