Financial Professional

D. Jeffery Keiser, CPA

Crown Point, IN ***** Mobile 219-***-**** ********@*****.***

Controller

Self-driven, accomplished financial accounting professional with extensive experience in planning, developing, and

executing strategic financial initiatives. Demonstrate top-line performance while achieving bottom-line results.

Technically proficient in all aspects of finance and accounting functions. A record of documented successes and

measurable performance in various industries. Adept at structuring financial budgets and forecasts, driving

implementation of corporate and business unit initiatives. Strong role model, skilled team builder, accessible mentor,

and proven leader. Committed to providing the company with best-in-class support. My career niche has been

servicing the $10M - $250M closely held corporations.

Core Competencies

Vision, Strategy, Execution & Inventory Control Executive Advisory & Decision

Leadership Support

Cost Analysis, Reduction &

Treasury Management GAAP Reporting

Control

IT Projects / Goal Setting

Mergers & Acquisitions Due Federal & State Taxes Business Planning

Diligence

Financial & Legal Transactions Growth Management & Business

Team Building Development

Investor & Board Relations

Crisis & Change Management Turnaround & Restructure

Negotiations

P/L & Performance Improvement

Professional Experience

Keiser Financial Consulting 2013 to

present

Financial consulting to Chicagoland area businesses

Debt restructuring

Software implementation

Business planning / Cost reduction opportunities

Tax Preparation

First Choice Logistics, Inc. Chicago, IL 2009 to

2013

Chief Financial Officer / Controller

35% increase in company sales made by establishing weekly/monthly/annual sales targets and motivating

sales staff in achieving goals.

Negotiated $230K reduction in risk insurance within two months of hire. Focused on workmen’s

compensation classifications, injury history, as well as liability rates.

Designed and executed costing program, enabling company to bid on challenging business with narrow

margins.

Instituted process and monitoring program to decrease accounts receivable delinquency from 20.2% to 3.6%.

Promoted twice during tenure to CFO, then to COO due to cost savings, innovative thinking, and employee

development.

Developed inventory controls resulting in accuracy of billing/costing and minimizing

year-end adjustments. Trained and guided staff guaranteeing designed procedures were followed.

Implemented “Entrepreneurial Operating System” for management accountability. Organized weekly

meetings to manage performance, discuss accomplishments/obstacles, and agree on problem resolution.

Established key performance indicators/metrics for all departments, monitored weekly.

Prepared, summarized, and presented monthly financial statement reports interfacing with Board of Directors.

Presented annual business plans to shareholders requiring no revisions.

D. Jeffery Keiser, CPA page 2

Paulson Oil Company, Chesterton, IN 2003 –

2009

Chief Financial Officer

Led company through 2 acquisitions within 3 years (Spell Capital and Simmons Petroleum, Inc.).

Generated corporate business plans.

Directed software development company (Summit Software) on program enhancements.

Renegotiated asset-based lending terms and covenants with existing lender.

Shortened time frame for completion of financial statements from 22 to 10 business days.

Responsible for all fuel tax filings averaging 30 monthly.

Minimized theft by establishing and running oil inventory controls.

Traveled with Board of Directors as key speaker to report financial status to private equity corporation.

Assisted attorney in establishing Revocable/Irrevocable Trusts for family members.

Additional Professional Experience

Wm. Condon & Company, Certified Public Accounting

Chicago, Illinois

Sr. Field Auditor, Tax Preparer

Applegate & Company Certified Public Accounting

Michigan City, Indiana

Field Auditor, Tax Preparer

Education and Credentials

Indiana University

B. S. Degree – Accounting

American Institute of Certified Public Accountants

Indiana Certified Public Accountants (License # 870102)

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