Joan Hayes

addk9t@r.postjobfree.com

SUMMARY:

Highly competent Accounting professional with a history of successfully driving positive change, streamlining processes and achieving exceptional results. Highly skilled in costing methodologies (standard, weighted average, moving average and activity-based costing), adherence to GAAP and FASB articles, process re-engineering, problem solving, and lean-based thinking. Expertise in understanding the relationship between financial systems/ERP’s, manufacturing and operational processes and the impact to company financials. Recognized as a strong motivator who displays teamwork, leadership and an ability to develop solid relationships across an organization.

PROFESSIONAL EXPERIENCE:

Sigma Piping Products, Sugar Land, TX 2019 – 2020

Sigma Piping Products, a global company offering a wide range of water and wastewater infrastructure products, fire protection and OEM products. The company is the leader in many of the markets in which it operates and is distinguished by its innovative quality and supply chain processes.

Controller

Responsible for financial, accounting and treasury functions for four divisions. Manage a team of nine in the areas of Financial Reporting, Human Resources, Accounts Receivable, Accounts Payable, Import/Export and Tax. Responsibilities include:

Preparation of full financial statement packages, analyses and balance sheet reconciliations for each division and consolidation

Analyze financial information, data and trends and provide recommendations to BOD

Heavy treasury and cashflow management, including loan document review and preparation of asset-based lending borrowing base reporting

Preparation of business activity reports, financial position forecasts and annual budgets

Oversee depreciation, fixed asset ledgers and reconciliation

Coordinate and manage semi-annual ABL audits and annual GAAP audit

Comply with all government reporting requirements and tax filings

Manage credit and collections processes

Work closely with team to ensure a competent, trained staff through development, goal setting and regular assessment

Oversee all payroll and human resource activities

Ultraflote L.L.C., Houston, TX 2012 – 2019

ULTRAFLOTE L.L.C., a privately owned company, provides aluminum geodesic dome advance tank cover technology and internal floating roofs for petroleum, municipal and industrial applications for both domestic and international companies.

Controller/Treasurer

Responsible for all financial and accounting functions. Manage Human Resources, Accounts Receivable, Accounts Payable, Cost Accounting and Tax Departments. Present monthly financial results, matrix and forecast to President and Board of Directors. Areas of expertise include:

Financial Reporting

Treasury Management/Cash Flow Forecast

Job Cost/Profit Analysis

Budget Preparation

Sales/Property Tax

Contractor’s License

Bid and Performance Bonds

Internal and External Audits

Contract Review

Acquisitions/Due Diligence

Inventory Control

ERP System Implementation

Fixed Assets

Karl Storz Integrated Solutions, Stafford, TX 2009 – 2012

KARL STORZ Integrated Solutions (KSIS) is a division of Karl Storz Endoscopy-America, the largest privately held medical device company in the world. KSIS designs, manufactures, distributes, and services a wide range of audio and video integration products with the goal of improving the quality of patient care within the operating room.

Accounting Manager

Responsible for the development of operating results scorecard, departmental reports and graph package that outlines the key performance indicators at KSIS. Core member of the SAP Implementation Team. Responsible for developing or improving processes in the following areas:

Asset Protection

Inventory Control

Internal Controls

Purchasing/Receiving

Material Review

Process Flow Management

Standard Cost Time Study

Ellwood Texas Forge, Houston, TX 2003 – 2009

EGI, a privately owned company, produces engineered, heavy metal sections for capital specialty equipment manufacturers in the United States and around the world. The company's nine operating business units - encompassing multiple plants in Pennsylvania, Michigan, Ohio, Texas and Canada - are dedicated to solving customers' needs for specially engineered forging steels, iron castings, forgings, and other alloy parts. Key industries served include oil and gas, mining, metals processing, power generation, aircraft, railroad, automotive, tooling, water transportation and defense.

Controller

Responsible for all cost and inventory accounting functions including the preparation of weekly and monthly financial statements.

Performed monthly budget vs. actual variance analysis on departmental spending and met with department managers to review results and develop list of action items for improvement.

Developed a monthly reporting package for the President and Directors that included gross margin report, inventory levels, inventory waste schedules, cost absorption, trend analysis and graphs.

Responsible for reviewing purchase price variances.

Created sales/profit margin reporting tools to understand historical trends and to forecast future results.

Responsible for Accounts Receivable, Accounts Payable and Cost Accounting departments.

Prepared annual budget with input from Department Directors and Managers. Reviewed final plan and expectations with each department.

Worked with corporate office and other plants to reconcile intercompany accounts each month.

Worked closely with Sales and Engineering staff to ensure profitability on jobs and educate them on GAAP requirements.

Responsible for supplying outside auditors with all information needed during financial, tax and internal controls audits.

Managed fixed assets purchase, disposal and depreciation. IRR analysis was prepared prior to major expenditure.

Managed semi-annual physical inventories including offsite storage locations.

Worked closely with property tax consultant to reduce annual tax liability.

Traveled to customer locations to resolve accounts receivable and consigned inventory issues.

Developed procedures manual for all accounting functions and cross-trained accounting team members so that there would be no downtime in the department during vacations and unexpected time off.

Prepared Sales and Use Taxes and performed periodic review of invoices to ensure that overpayment of tax was not occurring.

Member of steering committee for implementation of new ERP system. Developed new chart of accounts and income statement presentation during this time.

Relizon (Private Equity – Carlye Group), Houston, TX 1998 – 2003

RELIZON is a North American manufacturing company and a leader in total business communications. They provide document, billing and marketing solutions to more than 12,000 customers in a wide variety of industries including banking and transportation.

Manager of Financial Planning and Reporting

Managed accounting, order entry and customer service departments (34 employees).

Prepared annual business plan and monitored success throughout the year.

Prepared internal reports for general manager, sales department and corporate office.

Worked closely with major bank to supply all necessary reports to support line of credit.

Prepared sales tax reports and other financial documents.

Provided accounting and finance guidance to other departments throughout the company.

Controller

Presented monthly manufacturing results to senior management, effectively communicating profit margins, variances, scrap, inventory reserves, and inventory levels.

Managed accounts receivable, accounts payable and billing departments.

Audited internal control process, developed process manual and implemented changes.

Set up month end inventory procedures to streamline process and increase accuracy.

Maintained daily communication with executive management on inventory and financial findings.

Worked closely with sales and production to ensure profitability on jobs.

Coordinated external auditor requests.

EDUCATION:

University of Houston, Clear Lake, Houston, TX

Master of Business Administration

Bachelor of Science, Accounting

SKILLS:

Proficient in Excel, Word, PowerPoint

ERP Systems used – SAP, MISys, Sage, Syteline, ProfitKey, Oracle NetSuite

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