WILLIAM J. GEARY, MBA, CPA
Elgin, IL 60123 email@example.com
I am seeking a Management career opportunity and believe that my strong professional credentials, achievements, interpersonal skills, and hands-on approach would be valuable to many prospective employers. I would therefore like to arrange a time with you to discuss my anticipated contributions to your organization.
Here are a few ways that my past employers have benefited from my efforts:
Maximized shareholder value. After 12 years of modest earnings, joined an entrepreneurial company and implemented cost cutting and efficiency initiatives that resulted in $4.5M EBT in 24 months. In a newly acquired company, increased equity $520,000, annual cash flow $142,000, and annual profit $77,000, while reducing debt $426,000. In a Fortune 500 company, reduced costs of a proposed new product which generated $1 million in annual sales at a 65% gross profit.
Optimized business performance. Heavily involved with ISO certification, documentation and testing. Installed labor and inventory systems which reduced manufacturing costs 17% and variances $169K per month. Automated purchase orders and cycle counts for 80,000 SKU inventory which reduced backorders 73%.
Managed Human Resource functions including policies, procedures and documentation. Handled hiring, performance evaluations, unemployment claims, compensation matters, benefits administration, publishing the employee handbook, processing payroll, filing related tax returns, and administering the 401(k) and Section 125 Plans.
Administered all health and commercial insurance policies. Health policies consisted of medical (PPO and HMO), dental, vision, STD, LTD and life. Commercial policies were for property, general liability, workers compensation, automobile, in-transit, business interruption, media, product recall, marine/cargo, boiler and machinery, foreign liability, crime, employer practices, and umbrella. Closed gaps in coverage and improved existing coverage at reduced costs with insightful decisions.
Selected and managed the conversion of a legacy computer system to a Microsoft Solomon ERP system. Also purchased laptops, personal computers, routers, access points and extenders. Upgraded AS/400 IBM small business server in a new LAN environment. Stabilized and secured IT environment by implementing network, antivirus, content filtering, email security, backups, VPN and EDI. Saved $40,000 in lot control programming and upgraded support consultants.
Throughout my career, I have advised business owners and corporate executives, and have earned a reputation for being proactive and achieving breakthrough results. My specialty is in developing creative solutions to complex finance, administration, operations, legal, capital, insurance, and technology issues.
I look forward to hearing from you and discussing your needs in greater detail. Thank you for your time and consideration.
William J. Geary, MBA, CPA
WILLIAM J. GEARY, MBA, CPA
297 Bayview Rd. 224-***-****
Elgin, IL 60123 firstname.lastname@example.org
Multi-faceted, high impact, and enthusiastic management executive with diversified leadership accomplishments and professional credentials. Excellent balance across finance, administration and operations with private and public companies. Savvy and hands-on, with riveted, focused and unsurpassed dedication. Creative value-added change agent and turnaround artist. Keen ability to focus on details while maintaining big picture perspective. Ethical and results oriented communicator who ensures operating and reporting integrity, which are critical in today’s business environment.
Wholesale Distribution Venture Capital Information Technology Human Resources
Strategic Planning Asset-Based Financing ISO 9000-2001 Manufacturing
Business Optimization Cash Management Risk Management Public Accounting
PBI/Gordon Corporation, Kansas City, MO, Parent Company (Position eliminated)
$180M manufacturer and distributor of agricultural products.
Pet-Ag, Inc., Hampshire, IL, wholly owned Subsidiary of PBI/Gordon through acquisition in 2013. 2011 - 2015
$33M manufacturer and world-wide marketer of pet nutritional products including Rawhide and Lambert Kay.
Director of Administration
Report to PBI GM of Well Animal Group. Responsible for finance, accounting, purchasing and inventory control. Support sales and marketing, technology, legal, human resources, and commercial insurance.
Key member of management team completing the sale and integration of Pet-Ag, Inc. into PBI/Gordon.
Improved EBT by $4.5 million within first 2 years of employment following 12 years of modest earnings.
Secured, stabilized and maximized IT environment with upgrades, servers, networking, VPN and EDI.
Reduced operating expenses with forms conversion, VOIP, Lot Control, In-house QC testing, etc.
Secured policies for gaps in insurance. Negated $29K cash flow impact from 401k deposit requirement.
Leader Petrochem, LLC, Glenview, IL (Career progression) 2009 to 2011
$25 million conglomerate with interests in wholesale distribution of motor oil, antifreeze, windshield wash and other automotive supplies; wholesale distribution of janitorial and commercial cleaning products; and real estate holdings.
Report to President. Manage Staff Accountant. Member of Executive Management Team. Responsible for finance, accounting, technology, human resources, benefits, and commercial insurance.
Completed four month backlog of financial statements and annual financial statement audit within thirty days of employment.
Re-staffed and reengineered accounting department with new documented processes and procedures.
Successfully managed financials to emerge from bank workout group and reorganized company into LLC.
Dixon Direct, Inc., Dixon, IL (Company merged) 2008
$65 million printing subsidiary of a $1.4 billion conglomerate.
Reported to VP/General Manager. Staff of 7 with 2 direct reports. Responsible for all financial and cost accounting functions. Member of the Executive Management Committee. Involvement with Sarbanes-Oxley (SOX) and International Standards Organization (ISO) requirements.
WILLIAM J. GEARY, MBA, CPA continued Page 2
Reorganized accounting department, updated job descriptions, and conducted training sessions.
Streamlined the month-end closing process saving two days time.
Reduced monthly perpetual inventory variances by over 97%, from $174K to under $5K.
CoOptical, Ltd., Westmont, IL (Career progression) 1995-2007
$25 million wholesale distributor of medical devices and supplies.
Hired by and reported to new Owner/C.E.O. and Board of Directors. Managed staff of 20 through 6 direct reports.
Directed the company’s daily business activities, including its finances, human resources, legal matters, insurance, technology, call center, order fulfillment operations and facility maintenance.
Achieved 100% ownership for C.E.O. by placing blocking notice, realigning creditors, and executing strategic buyout of venture capital partner. This increased equity $520,000, annual cash flow $142,000, and annual profit $77,000, while reducing debt $426,000.
Prevented business foreclosure by securing a new $3 million credit line. Handled financing proposal, due diligence audits, promissory note, secured revolving line of credit agreement, financial covenant requirements, and collateral certificates.
Automated purchase orders and cycle counts for 80,000 SKU inventory which reduced backorders 73%.
SWB Central, Glenview, IL (Company was sold) 1995
$10 million wholesale distributor of kosher foods, wine and spirits.
Reported to President. Responsibilities included directing and managing the company’s budget, financial reporting, cash flow, human resources, insurance programs, legal matters and acquisition.
Completed acquisition by resolving complex details within two weeks of employment.
Upgraded health insurance while reducing premium. Created comprehensive accounting manual.
Neu-Comp Co., Palatine, IL (Career progression) 1992-1995
$10 million conglomerate with interests in real estate, technology and travel services.
Reported to Owner. Directed and managed the finance, administration and business operations of four commonly owned businesses with staff of 12.
Absorbed a 100% increase in sales and saved over $60,000 annually through automation.
Secured business expansion loan for a new product line and paid it off in six months.
Sassafras Enterprises, Inc., Chicago, IL (Company restructured) 1990-1992
$7 million wholesale distributor and retailer of household and children’s products.
Reported to President. Responsible for staff of 12 through 5 direct reports. Managed the company’s finances, human resources, order entry, inventory control, warehousing, technology and insurance.
Auditor recognition for cleanest books seen in a company of this size.
Upgraded mainframe computer system. Improved health and business insurance policies.
WILLIAM J. GEARY, MBA, CPA continued Page 3
FoxMeyer Drug Company, Carol Stream, IL (Company was purchased) 1990
$2.5 billion wholesale distributor of pharmaceutical products.
Reported to Division President. Responsible for this $400 million division’s accounting and budgeting process, and the integration of a $200 million acquisition. Staff of 3 direct reports.
Shortened an inventory function from 1 day to 1 hour. Procedure was adopted in 12 divisions.
Hired entire staff, brought current a two month backlog, created accounting procedures manual.
Nixdorf Computer Corporation, Chicago, IL (Division was merged) 1989
$2.0 billion manufacturer and marketer of computer systems and cash registers.
Reported to Division President. Responsibilities included managing this $30 million sales and marketing division’s budgeting, accounting, human resources and administrative processes.
Corporate recognition for developing division’s first formal system of financial reporting and analysis.
Structured internal processes to streamline operations and shorten product-to-market timeframe.
Alberto-Culver Co., Melrose Park, IL (Career progression) 1981-1988
$1.0 billion manufacturer and marketer of health, beauty, household and grocery products.
Manager of Marketing Operations, 1987-1988
Served as the lead interface between division management, brand management and corporate staff.
Added $3.75 million to the bottom line in 22 months with product and overhead cost saving strategies.
Coordinated strategic plans and brand business reviews. Analyzed advertising and marketing campaigns.
Manager of Financial Planning, 1985-1987
Collected, analyzed, interpreted and reported key financial data for budgets, strategic plans and brand performance.
Created a computerized brand forecasting model for 24 business groups, trained brand managers to use it, then developed a divisional forecasting model. As a result, precision was increased from 80% to 98%.
Restructured the financial reporting and analysis systems used by division management to improve understanding of operating results and identification of actionable steps.
Manufacturing Accounting Supervisor, Alberto Culver and Milani Foods Plants, 1984-1985
Hired, trained and supervised staff of 12. Prepared reports and served as advisor to Director of Production.
Initiated monthly staff meetings and a staff cross training and involvement program. Vastly increased effectiveness, reduced time off, and virtually eliminated departmental turnover.
Frequent speaker for business division training seminars and employee orientations.
Manufacturing Plant Controller, Milani Foods Division, 1981-1984
Developed standard costs, analyzed manufacturing variances, and prepared monthly manufacturing reports.
Installed labor reporting and inventory control systems which reduced manufacturing costs 17%.
Generated $1 million in annual sales at a 65% gross profit by reducing costs of a proposed product.
MBA, DeVry University/Keller Graduate School of Management, Downers Grove, IL 2001
CPA, State of Illinois 1992
BS, Accounting, University of Illinois at Chicago, Chicago, IL 1980
Certified Instructor, Huntington Learning Centers, ACT College Exam preparation 2007
Real Estate Broker (inactive) 2005
CPA, MBA, BS in Accounting, COO, CFO, Controller, Assistant Controller, Board of Directors, CEO, SOX, Sarbanes Oxley, ISO, start up, private company, public company, emerging business, Fortune 500, wholesale distribution, manufacturing, real estate, HBA, health aids, beauty aids, pharmaceutical, grocery, food service, household, consumer products, high technology, accounting, cost accounting, finance, management, sales, marketing, entrepreneurial, ethical, change agent, turnaround, administration, operations, venture capital, acquisitions, insurance, legal, strategic planning, brand business reviews, letters of credit, treasury, cash flow, leadership, negotiations, computer systems, IT, ISO9000.