Management Sales

JAMES M. EDGERLY

*** ****** ***, ******, ********* 53593

***.*******@*****.*** . Home: 608-***-**** . Cell: 608-***-****

Background Summary

Financial Management Professional with extensive experience managing

financial records, analysis and reporting in diverse manufacturing

environments. Proven track record of partnering with management to resolve

challenging business issues, innovative strategies and successful process

improvement. Demonstrated accomplishments in:

. Financial Reporting

. Process Improvement

. Costing

. Lean Accounting

. Financial Planning/Analysis

. Cash Flow Management

. Sarbanes Oxley

. Capital Budgeting

. Team Leadership

. Strategic Planning

. Auditing

. Project Management

PROFESSIONAL EXPERIENCE

TECHLINE (LLC of Erdman Holdings Inc.), Waunakee, WI

2011 to Present

Manufacturer of office furniture and architectural casework for healthcare

industry.

Controller

Responsible for business insurance, banking relationships, audit and

Controller functions.

. Key contact for bank relationships to handle cash management

practice, effectively monitoring cash and lien of credit for each

company to ensure appropriate fund availability.

. Directed audits for corporate entities, coordinating schedules and

implementing recommended adjustments to minimize corrective action.

. Collaborated with accounts receivable staff to conduct monthly

reviews of sales and project management activities, expediting issue

resolution to improve DS0 24%.

. Prepared and reviewed corporate financial statements to ensure

successful consolidation.

. Partnered with accounts payable to implement payment terms and

policies that improved DPO from 30 to 37 days

. Provided reporting on month/quarterly cash flow trends, providing

management with cash planning information needed to effective

decision making.

. Oversaw improved monthly closing of GL by 33%. Improved process for

invoicing for A/P and A/R and timing of updating payroll to GL.

. Trustee of 401k plan, implementing changes to investment choices

that contributed to improved funding options.

. Reviewed business insurance annually and negotiated coverage and

price to ensure cost effective operations.

VOLLRATH COMPANY, Sheboygan, WI (Acquired Traex. Dane, WI) 2011

Manufacturer of metal stamping and fabrication for the food service

industry.

Controller

Responsible for transition of financial function from Traex. to

Vollrath Company.

. Conducted due diligence and prepared documents, agreements and

financial requirements to ensure smooth transition of income and

balance sheet information needed for company acquisition.

TRAEX, WORLD TABLEWARE, SYRACUSE CHINA, Dane, WI 2003 to 2011

(Divisions of Libbey Inc., Toledo, OH)

Manufacturing, sales and distribution network for tableware, ceramic

dinnerware, metal flatware, hollowware, serveware and plastic items.

Controller

Responsible for accounting, reporting, information processing,

administrative support and controls.

. Led financial statement meetings with managers and conducted training

on effective budgeting practices, aligning priorities with achievement

of business goals to successfully close financials for three companies

in two days.

JAMES M. EDGERLY, Page 2

. Member of team to develop template for monthly/quarterly financial

forecasts, providing pertinent information needed by management and

board for effective decision making.

. Key member of Lean Steering Committee to implement process improvement

initiatives and programs, saving 5% annually.

. Conducted economic evaluation and capital expenditure analysis to

monitor financial viability and shareholder value, ensuring prudent

investment decisions needed for successful business growth.

. Managed cost accounting system to monitor product profitability,

ensuring appropriate cash flow and fund availability.

. Developed financial templates for plant annual strategic business

plan, automating annual budgeting processes to maintain timeliness and

budget accuracy.

. Served as financial advisor to Plant Operating Committee, providing

recommendations that ensured quality of short and long-term decisions

needed to maximize business impact.

. Led transition from annual physical inventory to cycle counting

processes, expediting access to information, ensuring cost effective

operations and 98.5% inventory accuracy.

. Facilitated Sarbanes Oxley testing for facility operations, ensuring

compliance and minimizing risk.

BERG COMPANY LLC, Madison, WI (Purchased Berg Company) 2002 to 2003

Manufacturer of beverage control equipment for the hospitality industry.

Controller/CFO

Responsible for 401k plan, business/health insurance, banking

relationships and Division Controller functions.

. Managed 401k/retirement plan, auditors, insurance and bank

relations, developing vendor selection criteria and negotiating

contracts to ensure comprehensive offerings and enhance financial

strength.

BERG COMPANY, (Division of DEC International Inc.), Madison, WI 1991 to

2002

Manufacturer of beverage control equipment for the hospitality industry.

Division Controller

Responsible for accounting, management information systems, human

resources, material control, purchasing and administrative functions.

Member of management team responsible for strategic planning, policy

development and implementation. Compliance officer for DEC

International. Managed staff of four.

. Participated on team to implement updated General Ledger financial

system, providing a smooth transition with no service interruption.

. Established materials group comprised of manufacturing and material

management team members, improving fill rates and ensuring cost

effective inventory practices.

. Updated operating system to double speed and database capacity,

reducing month end closing days 75%.

. Created users group to establish uniformity for software and

hardware purchases and served as Novell Network Administrator for 30

users.

. Developed internal controls for year-end inventory practices that

resulted in 99% accuracy.

. Established credit policies to improve cash flow and days sales

outstanding by 20%.

EDUCATION

BBA, Business Administration and Accounting, Minor, Economics, Lakeland

College, Sheboygan, WI

PROFESSIONAL DEVELOPMENT

5S Visual Management, Rapid Improvement Events (RIE), Lean Manufacturing

Principles, Lean Accounting

TECHNICAL SKILLS

MS Office, Novell, JD Edwards, Cognos, Insight, Great Plains, FAS

PROFESSIONAL AFFILIATIONS

Member/Officer/President, Institute of Management Accountants (IMA)

Delegate/Vice President, Mid-American Council (IMA)

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