Financial Reporting West Chester

CONTACT INFORMATION:

WEST CHESTER, PA

C: 484-***-****

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

LOUIS J. RUGGERI, CPA

OBJECTIVE

GAIN A SENIOR EXECUTIVE FINANCE OR ACCOUNTING POSITION WITH A COMPANY THAT WILL BENEFIT FROM MY TALENT, KNOWLEDGE AND EXPERIENCE; AFFORDING ME THE OPPORTUNITY TO SUPPORT STRATEGIC GROWTH AND BUILD / LEAD A HIGH-PERFORMING TEAM.

EXPERIENCE

September, 2019 – Present AES Clean Technology, Inc. Montgomeryville, PA

Corporate Controller

Plan, direct, supervise, and coordinate all daily accounting functions for the company.

Direct report to CFO and strategic partner to CEO, President, Company Vice Presidents, Company Ownership, and the Board of Directors.

Responsible for managing and preparing the monthly consolidation of all financial data necessary for an accurate and timely accounting of consolidated business results.

Coordinate and prepare monthly internal and annual audited external financial statements in accordance with U.S. GAAP.

Coordinate and manage the activities of external auditors and tax advisors.

Provide executive management, ownership and the Board of Directors with financial information and analysis vital to timely decision-making processes.

Oversee the annual budget and quarterly forecast processes.

Assess current accounting operations, and offer recommendations for improvements and drive the implementation of new efficiencies.

Oversee the implementation of and continuously evaluate the adequacy of internal controls.

Evaluate the effectiveness of accounting software and supporting databases, and research new solutions as needed.

Develop and monitor business performance metrics.

Responsible for preparing the opening balance sheet and associated purchase accounting entries.

Hire, develop and retain a skilled accounting and finance team.

Responsible for financial reporting and accounting research, issues and U.S. GAAP requirements.

Project leader for initiatives such as transitioning the company’s phone communications to VoIP and automating the manual check writing and signing processes to gain resource efficiencies and significantly reduce costs.

Prepare various and numerous "ad-hoc" reports, analysis, and memorandums.

July, 2012 – July, 2019 DEPUY SYNTHES a subsidiary of Johnson & Johnson West Chester, PA

Finance Director: Financial Reporting, Analysis & Systems

Responsible for “legacy Synthes” global financial reporting and analysis for internal management reporting as well as multiple MRC Bravo submissions to JNJ Corporate.

Work closely with Finance leadership and business partners in providing monthly management reports to support strategic and operational initiatives.

Execute value-added analysis and decision support for key business projects and initiatives.

Take the initiative to proactively develop solutions that enhance the execution of the Finance function’s business partnering support.

Responsible for ensuring strict adherence to SOX documentation requirements and internal controls.

July, 2012 – July, 2019 DEPUY SYNTHES a subsidiary of Johnson & Johnson West Chester, PA

Finance Director: Financial Reporting, Analysis & Systems

Build, develop and manage team which owns consolidations, financial analysis, and financial reporting systems.

Contact person for annual financial audits (PWC) and internal audits (CIA).

Significant contributor and leader for acquisitions and integration projects, including purchase accounting, training and advisory functions.

Successfully managed and led numerous financial systems implementations and/or upgrade projects, including Commercial NA MD TM1 Reporting & Planning, Global DePuy Synthes HFM, and upgrade of the Hyperion software platform onto the JNJ IT network.

Successful completion of seven annual and twenty-six quarterly public reporting periods.

Prepare various and numerous “ad-hoc” reports, analysis, research and memorandums.

July, 2004 – June, 2012 SYNTHES West Chester, PA

Director: Financial Reporting

Provide strategic financial input and leadership on decision making issues affecting the global organization.

Direct report to CFO and strategic partner to CEO, Company Presidents and Chairman of the Board.

Responsible for preparation of global monthly consolidated financial statements in accordance with U.S. GAAP.

Responsible for global monthly financial reporting and analysis for the CEO, CFO, Company Presidents and Board of Directors.

Responsible for preparation of quarterly financial results press releases.

Prepared interim (mid-year) and annual reports required for external (public) reporting requirements under the Swiss Stock Exchange (SIX).

Built, developed and managed team which owns global consolidations, financial analysis, and financial reporting systems.

Responsible for implementing and ensuring ongoing strict adherence to internal controls.

Responsible contact for various audits, including annual financial audits and IRS audits.

Responsible for financial reporting and accounting research, issues and U.S. GAAP requirements across the global organization.

Owner and/or significant contributor of various business and intellectual property acquisitions / integration projects, including purchase accounting, training and advisory functions.

Successfully managed and led numerous financial systems implementations and/or upgrades projects, including Hyperion HFM, Enterprise, Essbase, Planning, and UpStream Weblink, for improved consolidation and financial reporting / analysis capabilities (domestic and international).

Overall (since starting with Synthes), successful completion of thirteen annual and forty-eight quarterly / interim public reporting periods.

Prepare various and numerous “ad-hoc” reports, analysis, research and memorandums.

July, 2003 – June, 2004 SYNTHES Paoli, PA

Manager, Consolidations / Reporting

Responsible for preparation of global monthly consolidated financial statements in accordance with U.S. GAAP.

Responsible contact for various audits, including annual financial audits and IRS audits.

Prepared monthly financial reporting and analysis for the CFO, internal management and Board of Directors.

Prepared interim (mid-year) and annual reports required for external (public) reporting requirements under the Swiss Stock Exchange (SIX).

Responsible person for financial reporting research, issues and U.S. GAAP & SIX requirements across the global organization.

Supervised individual responsible for administration and maintenance of financial reporting systems.

Prepare various and numerous "ad-hoc" reports, analysis, research and memorandums.

December, 1999 – July, 2003 SYNTHES Paoli, PA

Consolidations Accountant

Established initial Financial Consolidations Department upon the Company’s first major acquisition of an international subsidiary.

Led implementation of financial consolidation software (Hyperion Enterprise) to automate and streamline the Company’s monthly close and reporting processes.

Responsible for preparation of global consolidated financial statements in accordance with U.S. GAAP. Also, prior to 2002 the same responsibilities under International Financial Reporting Standards (IFRS).

Responsible person for various audits, including annual financial audits and IRS audits.

Prepared monthly financial reporting and analysis for the CFO, internal management and Board of Directors.

Prepared interim (mid-year) and annual reports required for external (public) reporting requirements under the Swiss Stock Exchange (SIX).

Responsible person for financial reporting research, issues and U.S. GAAP & SIX requirements across the global organization.

Led project to transition the global company’s financial accounting and reporting from IFRS to U.S. GAAP.

Supervised individual responsible for administration and maintenance of financial reporting systems.

Successfully managed the implementation of Hyperion Essbase in order to drive efficiencies in the Company’s annual forecast and budget processes.

Prepare various and numerous "ad-hoc" reports, analysis, research and memorandums.

July, 1998 - December, 1999 ASTRAZENECA Wilmington, DE Senior Corporate Accountant - promoted to Senior Tax Provision Analyst

Prepared quarterly consolidated U.S. GAAP financial statements and footnote disclosures, which incorporated consolidations of foreign subsidiaries using IFRS.

Prepared consolidated U.S. GAAP financial statements, updated continually throughout a given fiscal year, for forecast and budget purposes.

Participated in monthly general ledger closings of various subsidiaries; preparing journal entries, account analysis and reconciliations as needed.

Acted as liaison between Tax Department and Corporate Controllers Department on various tax vs. book issues.

April, 1995 – July, 1998 ECC INTERNATIONAL Wayne, PA

Senior Accountant

Prepared monthly U.S. GAAP internal financial statements & quarterly/annual SEC filings.

Strong contributor to month-end financial close deliverables including the preparation of journal entries and account reconciliations.

Responsible person for various audits, including annual financial audits, periodic government contract audits, and IRS audits.

Supervised Accounting Department.

January, 1994 - April, 1995 ERNST & YOUNG, LLP Philadelphia, PA

Senior I Auditor – promoted to Senior II Auditor

Responsible for leading and managing audit team to successful completion of audit engagements for regional and international clients.

Provided supervision and guidance to audit staff during fieldwork.

Identified and effectively communicated significant accounting and auditing issues to appropriate firm and client personnel.

Successfully completed two “busy seasons”.

Sept., 1990 – Dec., 1993 MAILLIE, FALCONIERO & CO. West Chester, PA

Staff I Accountant – promoted to Light Senior Accountant

Performed audits, reviews and compilations of various corporations, governmental agencies and non-profit organizations.

Prepared financial statements and tax returns at the completion of fieldwork.

Supervised and guided audit staff during fieldwork.

Prepared corporate, partnership and individual U.S. tax returns.

Responsible for leading audit team to successful completion of audit engagements for regional and international clients.

Successfully completed three “tax seasons”.

EDUCATION & ACCREDITATION

1986-1990 East Stroudsburg University East Stroudsburg, PA

Bachelor of Science degree awarded May, 1990

Major: Business Management/Concentration in Accounting

GPA: In major 3.8 (of 4.0) and 3.1 overall

Licensed CPA (Active)

OTHER STRENGTHS

Proficient in using various financial / accounting software systems, including SAP, JD Edwards, Sage 300, Hyperion (HFM, Enterprise, Essbase & Planning) & TM1.

Proficient with various software packages, including Microsoft Excel, Word, Outlook & PowerPoint.

Exemplary leadership qualities with the ability to motivate a team through challenging times.

Experienced in building a highly-capable accounting and finance team and continuously developing them.

High intellectual capacity, particularly in an analytical and strategic context.

Ability to effectively present information and respond to questions.

Dedicated, trustworthy, objective and reliable.

Easily adaptable to new environments and fostering positive relationships.

Member of Finance Leaders Association of Philadelphia (FLAP)

Member of The Financial Executives Networking Group (FENG)

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