Budget & Benefits Administration

Patrick G. Papa, CPA

***** ******* ***** **** *********, North Carolina 28277

Cell: 704-***-****

Email: *****@********.**.***

Summary

Financial leader with over 20 years experience in progressively responsible positions. Proven leadership and strategic planning experience during double-digit growth with international exposure. Accomplishments include success in:

Vendor and consultant contract negotiation and management resulting in reduced spend and improved reporting and performance

Established integrated MS Office – Excel tables in support of annual proxy filing

Identifying and creating operational and accounting process improvements and best practices

Designing and implementing integrated financial/operational management tools for company-wide use

Creating and implementing financial and administrative policies and procedures

Liaison between programmers and end-users to develop specialized programming during ERP implementation

Excellent leadership abilities including facilitation, negotiation and mentoring skills that have resulted in increased client satisfaction as well as enhanced employee skill sets and productivity.

Professional Highlights

Belk, Inc. - Charlotte, NC 2012-2016

Nation’s largest privately held department store chain

Director – Benefits & Wellness

Responsible for the management of the non-retirement benefit and welfare plans: medical, dental, vision, life, and short and long term disability insurance plans. Additional responsibilities included budget development, and management oversight for the benefits call center and the leave of absence function.

Ensure compliance with all regulatory agencies

Lead initiatives to improve benefit trends

Maintained and strengthened vendor relationships

Successfully implemented ACA management and reporting tool

Negotiated new 3-year medical contract with $0 increase

Implemented new on-line benefit educational tool

Major involvement in design and implementation of most comprehensive benefit plan design changes in company history

NC Business Group on Health – board member, National Retail Benefits Group – steering committee member

Retirement and Benefits Accounting Manager

Provide management of accounting functions related to 401(k), pension, medical and dental plans. Additional responsibilities include preparation of department budgets, annual plan filings and notifications. Selected to provide support for corporate proxy filing.

Prepare, update, analyze and report monthly department forecasts

Assist in preparation of annual benefit and retirement plan filings

Review monthly reconciliations and journal entries

Provide spreadsheet support for pension plan analysis

Project manager for Compensation Disclosure and Analysis portion of annual Proxy statement filing

Developed completely linked spreadsheet tables to support CD&A preparation

Business partner to department director on operational and financial matters

Assisted in assembling and providing detailed confidential information for sale of company

Patrick G. Papa, CPA

Page Two

Eco-Grip Flooring, LLC / Allied Industries International, Inc. - Charlotte, NC 2010-2011

Manufacturer, Wholesaler and Installer of Specialty Flooring Product

Interim Controller

Managed all financial systems, functions, and reporting. Additional responsibilities included direct / administrative management of HR, estimating, scheduling, warehouse and installer operations.

Prepare, update, analyze and report monthly multiple-profit center forecasts

Renegotiated all lines of business and health insurance resulting in significant annual savings

Developed comprehensive A/P, A/R, cash flow reporting tool to manage disbursements and decision making

Developed strong scheduling and support team

Business partner to owners on operational, financial, and strategic matters

Black & Veatch International, Inc. - Charlotte, NC 2006-2010

International Engineering, Consulting and Construction – Water Division

Sr. Regional Manager of Finance & Administration

Maintained accurate revenue and overhead reporting for $100 million Region of Water Division. Duties included budget and forecasting, monthly review and close process for approximately 350 active projects. Administrative role included Department Head for approximately 25 support staff across 23 offices.

Created strong local accounting group to meet needs of growing business

Trusted financial advisor for Regional and project management

Fiscal Manager on several, new-client, new-partner Joint Ventures: managed funds, billing and receivables, prepared and reviewed results with partners, and established relationship with client audit group

Developed appropriate overhead and productivity reports to aid senior management decisions

Designed and implemented training program to enhance skills of over 20 administrative professionals in the region

Reduced administrative staffing by 20% while designing and implementing a work share program to maintain high productivity throughout the region

Coordinated management decisions and efforts between internal and external Real Estate, IT, and construction groups to build-out, expand, relocate, or close office locations

Industrial Distribution Group, Inc. - Belmont, NC 2004-2006

Distributor of MROP (maintenance, repair, operating, production) supplies and equipment to industrial plant sites.

Operations Controller

Developed and maintained responsible management in the accounts payable department; and ensured compliance with audit standards for the general accounting department for a $200 million division.

Recruited staff and developed and implemented process improvements to significantly reduce days-payable-outstanding to the 15 – 20 day range

Developed processes and procedures to ensure complete and timely monthly general ledger reconciliation.

Developed Sarbanes-Oxley compliance audit procedures for accounting and payroll functions to include internal control process improvements

Reduced overall audit cost by ensuring policy compliance with internal and external auditors

Day & Zimmermann International, Inc. - Charlotte, NC 1985-2003

Full service process and industrial EPCm contractor (engineering and design, procurement, construction, construction management.)

Patrick G. Papa, CPA

Page Three

VP, Finance and Administration, 1996-2003

Managed financial and administrative functions for the Charlotte office including Human Resources, Building and Outsourced Services, Payroll and Accounting. Additional management responsibilities included financial oversight for other engineering offices, three in the US and one in the UK with total annual revenue to $100 million.

Continually enhanced backlog, budget and forecasting model to accommodate division-wide consolidation and implementation to start-up offices with modifications to incorporate differing contract terms and conditions.

Established bi-weekly reporting tool providing management with the necessary information to make timely business decisions, subsequently implemented company wide

Managed client relationship through challenging SAP implementation while working with development team and end-users to create specialized programming

Managed various field accounting function centralization and start-up efforts including an international start-up in Manchester, England

Established pricing model for $180 million three-year, multi-location reverse auction contract bid providing senior management with the financial parameters associated with each pricing option, live, during the auction

Participated in annual strategic planning process with divisional management as the key financial advisor

Special Assignment – Selected by senior management to solve a performance and client relationship problem

Patrick G. Papa, CPA

Page Three

Financial Manager, 1989-1996

Successfully performed in newly created position as manager of all financial and administrative functions for the Charlotte office including Human Resources, Building and Outsourced Services, Payroll and Accounting. Effectively managed the growth of systems and procedures as staffing increased from 150 to over 500.

Established a fully integrated backlog, budget and forecast model providing management with the ability to make informed business decisions necessary to meet market conditions while achieving corporate goals and objectives

Developed pricing models for contract renewal presentations, negotiations and proposals while balancing management and client expectations with clearly documented and supported financial analysis

Developed and implemented all financial and administrative policies and procedures, subsequently implemented throughout the Process and Industrial Engineering Division

Other Professional Experience

Assistant Field Audit Supervisor, Belk Store Services, Charlotte, NC

Provided leadership and training for staff auditors while performing operational and financial store and bookkeeping center audits, including report writing and management reporting.

Education/Licensure

Bachelor of Science – Accounting, University of North Carolina at Charlotte

Certified Public Accountant (active), North Carolina

Real Estate Broker License (active), North Carolina

Contact this candidate