PO Box ***
Bryant, Ar *****
To Whom it May Concern;
An extroverted intuitive change agent for organizations seeking to establish/improve their finance organization, customer focus, operational excellence, profitability, dedicated to value creation. Reputation as practical, analytical, innovative, collaborative in problem- solving, while being a trusted business partner.
Specialties: Highly skilled in business finance, controllership, information systems, and compliance. Strategy development and execution. Business establishment, restructuring, and transformation including cost containment, asset utilization, technology infrastructure, and implementation.
Full P&L responsibility for financial reporting of automotive, aerospace, and durable goods to various stakeholders and statutory reporting.
FP&A, Monthly/Quarterly/Annual leadership for the financial reporting requirements of multiple entities; earning, cash flow, balance sheet review, as well development of internal reporting processes substantiating operating activities.,
Oversight for financial modeling as it relates to budgets, forecasts, new products, cash flow, price spreads, sales margins, while factoring continued changes in the business environment. Debt covenant’s compliance, reporting, and interaction.
Strategically developed/executed business plans for a newly developed market as well as business plan development for a mature market, including earnings projection, cash flow projection, and capital requirements.
Talent Management, effective team building, mentoring team members, to effectively support the organizations strategic plan.. Open 2-way communication with specific, measurable, realistic, attainable, and timey goals to ensure individual objectives and organizations objectives are aligned.
Development, design, and execution of startup organization including; Strategic Planning (utilizing SWOT & PEST analysis and Value Proposition), 3-5 Year Business Plan, Legal Structure, and Taxation Planning.
Leadership in development, implementation, and execution of systems, specifically enterprise resources systems (ERP), encompassing all disciplines required to effectively deploy specific strategic objectives. Specifically SAP, Oracle, JD Edwards, QuickBooks and other information systems. Local Microsoft Office expert. Experience with SQL and ODBC for reporting.
Founder of Castleberry Financial Services, a sole proprietor focus on partnering with small business to design, development, establish, or modify their current financial systems. A trusted partner which generates financial statements, planning, and coordinating between clients and other 3rd parties. QuickBooks, Microsoft Office Applications, and other general software.
Responsible for design, development, and implementation of internal control systems as required by Sarbanes Oxley (SOX), GAAP, and regulatory stakeholders.
Leadership for procurement, human resources, information systems, material control, product costing, and product quotation.
Developed and implemented financial and operational metrics (KPI) for multi-site division which aligns financial activities with strategic objectives to achieve measured results. Focus on Business Intelligence (BI).
Taxation responsibilities for local, state, US, and International statutory requirements. Identification and reporting.
Confidant of President/Vice Presidents/General Managers and “in charge” in their absence.
Successful completion of the Certified Public Accountants (CPA) exam as well as completion of the University of Arkansas at Little Rock’s Executive Masters of Business Administration program. I trust the professional and educational experience listed above will provide me with an opportunity to further discuss opportunities within your organization. I appreciate your time in advance. Sincerely,
ROBERT CASTLEBERRY MBA/CPA
PO Box 621
Bryant, AR 72089
Email: email@example.com Phone: 870-***-**** SUMMARY
An extroverted intuitive change agent for organizations seeking to establish/improve their finance organization, customer focus, operational excellence, profitability, dedicated to value creation. Reputation as practical, analytical, innovative, collaborative in problem-solving, while being a trusted business partner.
Stakeholder Financial Reporting
IRS Tax Audit Resolutions
Nexus – State Tax Reporting & Resolution
SAP Setup & Training
Entity Tax Reporting
Internal Control Design/Develop/Implement
Leadership for Finance, IT, HR,
Procurement, Inventory, Product Pricing
Castleberry Financial Services, Little Rock, AR 2015-Current Financial Services New Business Advisory from writing a business plan, to creating a tax strategy, to establishing internal controls. QuickBooks setup and support to support accounting and book keeping services focused on expanded visibility to financial statement cost control, cash flow monitoring, third party reporting, tax reporting, and payroll services. Proactive trusted business partner focused on ensuring clients success. Individual tax planning, preparation, and filing. Controller, Ark Department of Correction Construction, Pine Bluff, Ar 2014–16 Leadership for the financial aspects of a governmental agency. Monthly, Quarterly, and Annual Statement preparation with period over period, actual and budget variance analysis. Financial reporting to internal and external stakeholders (management, legislators, freedom of information requests. Coordinate and manage audit activities. Interact with development of CAFR requests for the financial inclusion of the Arkansas Department of Correction. CFO, Excel Construction of Arkansas, LLC White Hall, AR 2010–14 Construction management leadership for a startup general contracting firm. Leadership for administrative, financial, risk management to support a financial and operational strategy with metrics linked to the strategy, while continually monitoring the control systems to report accurate financial results and preserve stakeholder value. Planning to support the company’s overall strategic direction through operational business plans, capital requirements, tax strategies while managing the administrative aspects of the operations. Developed and maintained relationships with all stakeholders (customers, employees, investors, etc.) to maintain a pulse on the overall organization to ensure the operational plan aligns with the company’s overall strategic direction and advise/adjust accordingly.
Divisional Controller, Tyco Engineered Products & Services), Pine Bluff, AR, 2002-08 Leadership for two manufacturing/distribution facilities (Indiana/Arkansas) for functional accounting, purchasing, information systems, human resources, and materials functions. Responsibilities include 1,3,5 year business plan development for $250m organization, oversight of budgetary/forecasting development, identification of key benchmarking statistics (Balanced Scorecard), SOX compliance (internal control design/development), human resources guidance, materials management, contract review, financial reporting, cash flow, international experience. Accomplishments include operational EBIT savings of over
$3m annually through Championing various Six Sigma projects, free cash flow improvements of $5m annually utilizing Kazan and Six Sigma methodologies, acquired $4m in direct sales resulting in $400k in operational EBIT, and identification of tax savings resulting in $200k annually.
Controller, Wheatland Tube, Little Rock, Arkansas, 1998-2002 Financial leadership includes monthly financial statement production, budget and forecasting of revenue and expenses, fixed asset/depreciation, internal control procedures, inventory control, inventory reconciliation’s, accounts receivable, customer collection, customer credit, order entry, cost build-up and pricing, labor and overhead absorption analysis, payroll administration, production and presentation of relevant ratios. EDUCATION & CERTIFICATION
MBA, University of Arkansas at Little Rock, 2001
BS, University of Arkansas at Monticello, Major; Accounting, Minor; Computer Science 1990 Certified Public Accountant Licenses #6702, 1996
MANAGEMENT INFORMATION SYSTEMS SKILLS
QuickBooks, SAP, Oracle/JD Edwards, Hyperion, Crystal Report Writer, OneStream, Microsoft Office Applications
(Advanced Excel, Intermediate Word, Intermediate PowerPoint, Intermediate Access), Microsoft Project, Kronos, other various applications.