Sales Project Manager

Location:

Beaverton, OR

Posted:

December 04, 2013

Contact this candidate

Resume:

PATRICK FITZGERALD

***** ** ****** ***** ****: 503-***-****

Beaverton, Oregon 97007 *************@*****.***

CANDIDATE FOR CONTROLLER

Dual degrees in Accounting Control Systems and Business Administration /

Corporate Finance and progressive 15-year career in fast-paced

manufacturing environments. Cross-functional experience in operations /

financial management, MIS planning, GAAP best practices, corporate

strategy development, and compliance. Related strengths in business unit

financial reporting, capital investment analysis, cost analysis, contract

review, fixed asset management, internal budget auditing, cost center

management, and development of internal financial control systems.

. Senior Management Team Member: Accustomed to working as active

member of executive team with frontline responsibility for financial

leadership in short- and long-range planning, annual budgeting, five-

year plan development, internal auditing, tax compliance, business

development, cash flow management, and information technology

planning.

. Team Leader / Staffing: Experienced in hiring, training, developing,

and evaluating staff, conducting performance reviews, administering

salary, and handling personnel and HR issues.

. Seasoned Financial Manager and Analyst: Finely honed skills in

scenario analysis, cost breakdown interpretation / review, cost

accounting, and trend analysis. Able to process / interpret large

volumes of data and prepare scorecard breakdowns, business metrics,

gross margin analysis, performance management analysis, variance

analysis, and production analysis.

. Technology Savvy: Proven ability to manage IT processes and leverage

technology to improve productivity and drive growth. Solid knowledge

of business and accounting information systems, MIS, ERP systems,

financial reporting tools, and system installation / troubleshooting

/ updating / conversion management. Proficient with MS Office

(advanced Excel, Word, PowerPoint, Project), Visio, and CyberQuery.

. Influential Communicator: Well-developed verbal / written

communication and presentation skills. Able to clearly interpret /

articulate financial data, work collaboratively with senior

managers, and maintain positive relationships with board members,

partners, stakeholders, outside auditors, and staff at all levels.

EXPERIENCE

FITZGERALD CONSULTING - Portland, Oregon

Accounting / Financial Consultant (2013-Present)

Provide financial analysis, accounting, and business consulting

services for small to mid-sized companies. Conduct in-depth analysis

and advise small business owners and senior executives on financial

management, information systems, software, financial controls, and

process improvement. Build pro-forma analysis models for startup

businesses and expansions. Provide financial consulting services,

conduct audits, and repair financial statements / balance sheets.

. PLI Systems: Hired to conduct complete physical inventory of

property, plant, and equipment assets. Photographed, documented, and

labeled assets; reconciled physical asset inventory to balance

sheet. Worked with department managers to assess, document, and

flowchart processes and lines of communication; pinpointed gaps,

proposed solutions, and worked with management team to implement

changes.

. Inspire Pilates, LLC: Developed comprehensive business plan for

startup company. Collaborated with business owner to get census /

market information; built complex demand and revenue projection.

. Bartholemy Investments: Analyzed six complex real estate investment

transactions. Determined Annual Percentage Rate return for each

investment to enable comparisons with other investment options.

Evaluated proposed investment offerings and performed sensitivity

analysis on probable return outcomes.

. Paragon Auto: Audited financial statements of proposed acquisitions.

Built financial models (separately and consolidated) to analyze

profitability and viability of acquisition / merger. Worked with

marketing / business consultant to build projected demand / revenue

sensitivity model to structure earn-out agreement payments to

sellers.

Continued

PATRICK FITZGERALD / 2

ALL TRANSMISSION PARTS - Portland, Oregon

Controller / Business Analyst (2010-2012)

Hired as controller / business analyst; promoted to general manager

with P&L responsibility for operations. As controller, managed

accounting, finance, administrative, and related IT functions for two

divisions with annual sales of $31 million. Directed a team of seven

and oversaw month-end closing, monthly financial statements, accounting

controls, sales / management reporting, annual budgeting, contract

review, profitability / break-even analysis, and monthly Business Unit

Review presentation to senior management.

. Assumed full responsibility for personnel management functions

during human resources manager's four-month absence.

. Improved accuracy and reporting by redesigning the budgeting format

and process.

. Increased sales, improved efficiency, and reduced warehouse overtime

by implementing use of inventory bin locations and software patches

in warehouse.

. Collaborated with purchasing and production to create Bill Of

Materials for rebuilt production units, resulting in improved

inventory forecasting and costing/pricing accuracy.

. Created Standard Labor and Overhead rates for the rebuild production

process; reported on monthly efficiency variances.

. Improved inventory / production forecasting and stabilized cash flow

by moving raw materials in production process from cash to accrual

basis.

. Redesigned and standardized Daily Sales Reports to improve

intelligence gathering and ensure up-to-date trends analysis.

. Flowcharted operations to pinpoint and resolve process and procedure

issues.

. Redesigned monthly Business Unit Review reporting / presentation

format that succinctly outlined business performance and direction -

described by CEO / CFO as "best reporting format in company".

. Performed profitability analysis to support decision making in

operations, product line development, and divisional consolidation.

. Evaluated Information/Network/Telecom system and prepared detailed

recommendations for the system's replacement and upgrading.

. Created comprehensive data warehouse to build sales and gross

margin grid (by product and channel) to pinpoint and address sales

and GM issues.

General Manager (2012-2013)

Directed all aspects of sales, purchasing, production, accounting,

warehouse / shipping, IT, and staff management for two divisions of

wholesale and rebuilt transmission business with 100+ employees and $31

million annual sales. Supervised controller and led weekly cross-

functional meetings (involving sales, production, shipping, purchasing,

accounting and human resources) to identify problems, collaborate on

issue resolution, and determine best practices for customer service

performance, quality, and profitability. Successfully resolved many

long-standing obstacles and refocused staff on big-picture issues to

ensure company profitability and sustainability.

. Provided managerial and financial leadership during one of the most

profitable times in the company's history; worked collaboratively

with senior management team and employees to cultivate a customer-

driven and employee-focused mission and vision statement.

. Launched warehousing / shipping incentive program that improved

quality and customer service while cutting costs / poor attendance,

resulting in a 70% reduction in shipping errors and annual savings

of $64,000.

. Worked with management team to develop and implement gain sharing

program for rebuilt manufacturing center employees that reduced

component consumption costs by 35.6% or $55,000 monthly while

improving morale within the manufacturing group.

. Strategically restructured sales team and developed intercompany

incentive program to improve customer retention.

. Implemented use of weekly open order and production "issues/hold-

ups" reports to increase sales and improve customer communication

and service delivery.

. Led management team in implementing Sales Operations Inventory

Planning (SIOP) analysis process.

Continued

PATRICK FITZGERALD / 3

NORTH PACIFIC GROUP - Portland, Oregon

Controller / Business Analyst (2008-2010)

Managed accounting and business analysis functions for multiple

divisions - Pole and Piling Division ($210 million annually), Utility

Construction, Food, and Agriculture. Reported to Division CEO. Managed

month-end closing process, prepared financial statements, and submitted

management reports. Analyzed profit potential of operations at multiple

locations and proposed new projects and startups. Created ad hoc

business reports and models; presented information that provided the

financial frameworks for management decision-making.

. Met with senior managers and used "dashboard" presentation to

demonstrate performance and trends for each division.

. Developed new inventory control policies (including monthly

inventory reconciliations) and used forensic accounting to clean up

80+ inventory locations; implemented new controls that led to $2

million in additional sales and recovered inventory. Cut average

loss of 11-15% to less than 1%.

. Division project leader for the Agility software upgrade.

FITZGERALD CONSULTING - Portland, Oregon

Accounting / Financial Consultant (2007-2008)

Provided financial analysis, accounting, and business consulting

services for small to mid-sized companies. Conducted in-depth analysis

and advised small business owners and senior executives on financial

management, information systems, software, financial controls, and

process improvement. Built pro-forma analysis models for startup

businesses and expansions. Provided financial consulting services,

conducted audits, repaired financial statements / balance sheets, and

managed IPO-related accounting projects.

. Created flow charts of current and proposed operations; made

recommendations on all aspects of process flow, accounting controls,

and profitability improvement.

. Set up accounting systems and hardware / software for multiple

startup businesses.

MAINSTREET DEVELOPERS, LLC - Portland, Oregon

Owner / Partner (2006-2007)

As project manager for multi-family construction project, oversaw

financial functions, negotiated vendor / supplier contracts, and

managed project budget. Organized, verified, negotiated, and settled

bids. Provided business partners with detailed budget and building

progress updates.

HAMPTON AFFILIATES - Portland, Oregon

Remanufacturing Sales Analyst (2004-2006)

Reported to senior management of multi-state wholesaling, distribution,

and manufacturing operation and collaborated with managers on special

projects. Developed financial recovery models to determine profitable

price points for purchasing materials to support remanufacturing

activities. Prepared ad hoc reports.

. Tracked projected vs. actual results; created weekly profitability

spread analysis based on recovery models.

. Developed and monitored remanufacturing inventory control and work

order procedures.

Wholesale and Distribution Financial Manager (2002-2004)

Managed financial reporting and accounting for the $800 million

Wholesale and Distribution divisions. Prepared annual budgets, monthly

forecasts, financial statements, and month-end closings for both

divisions. Hired, trained, mentored, supervised, and disciplined

corporate accounting team.

. Maintained complex software accounting interface rules and provided

staff training.

. Prepared ad hoc reports (i.e., financial analysis of operations,

sales programs, distribution facilities).

. Led financial review meetings.

Financial Analyst (2000-2002)

Performed financial analyses to determine viability / profitability of

current operations and proposed startups and projects. Built financial

models and prepared pro-forma statements for new products and

operations (i.e., NPV analysis, cost-benefit analysis, ROI analysis,

payback). Presented recommendations to senior management.

. Audited data; created flowcharts, identified problems, and