Executive Summary

Finance and Business Unit Operations Controlling Leader with extensive senior and international leadership experience in strategic business controlling, forecast modeling, annual operating and strategic plans, operational reporting and financial analysis, business unit profitability, and SAP ERP implementations. Innovative problem solver skilled at developing and executing business strategies and achieving business goals. Strategic change agent adept at managing growth, business transformations, and margin enhancement by providing operational financial leadership that drives financial performance and plant optimization. A strong business acumen analyzing changing business conditions and developing creative solutions by leveraging strategic insights, proactive financial analysis with experience in Manufacturing and Supply Chain to augment cost control, simplify processes and create operating efficiencies, and cost effectiveness.

Areas of Expertise

Strategic Planning

Lean Manufacturing

Supply Chain Management

Cost Accounting

Financial Planning & Analysis

Merger & Acquisitions (M&A)

Cross Functional Leadership

Business Unit Reporting

SAP System Integration

Global Procurement

International Business

Financial Modeling

Executive Experience & Achievements

Climate Pros Inc – Glendale Heights, IL 2020

Director of Finance

Direct and oversee the entire Accounting and Financial Planning and Analysis functions to ensure proper GAAP application and accurate and timely delivery of financial information to multiple constituencies.

oSenior level financial modeling to support business decisions.

oEstablished Business Unit cost reporting structure.

oDetailed cash flow and capital analysis to management and private equity concern.

Provide financial and operational analysis and business case modeling to support and improve internal operational efficiencies and effectiveness in the role as strategic business partner.

Implemented branch financial statements to support senior management with commentary and operational analysis to enhance greater transparency and opportunities for improvement.

HydraForce Inc – Lincolnshire, IL Birmingham, England 2006 – 2019

Procurement & Strategic Purchasing Director – North America 2010 – 2019

Asked to lead the purchasing operations when this organization was in dire circumstances.

Directed supply chain and purchasing operations with $175M in total spend.

Aligned sourcing strategy with the commercial strategy and rationalized purchasing portfolio to slash direct material spend by 22%, analyzing quality, delivery, and cost of existing products.

oEach year exceeded 5-year strategy plan for CAGR direct material savings plan.

Created advanced analytical correlation coefficient cost model to predict supplier market value for machined components for major category spends to leverage the information into negotiating strategy.

Managing Finance Director – Europe 2007 – 2010

Relocated to transform and mature a developing region by improving business controlling and supply chain execution, increasing margins (+21%), and reversing negative cashflow.

oProvided local leadership and Senior level support to expand operations.

oInstituted cost and operational KPI’s with commentary and analysis.

oImprove cost control and enhanced margin interrogation on low integral margin items.

oStructured the Factory cost accounting system to better analyze actual margins.

Developed manufacturing rationalization and capital deployment plan on manufacturing transfer of production to the region to align with the site capacity.

Increased manufacturing plant productivity by +8% by implementing improved labor tracking system.

Implemented integral profit margin system and review on confirmed and forecasted customer demand.

Structured the ERP system to allow evaluation of production line variances to isolate inefficiencies and standardizing pricing via creation of customer channel and product family strategy.

Director of Finance & International Administration – Europe 2006 – 2007

Created a Managed Shared Service Finance and Procurement operations to support European business development, developing multiple key process indicators (KPIs) to track and forecast spending trends.

Reorganized finance and accounting departments, improving forecasting and budgeting methods, implementing operational metrics, and formalizing cost accounting processes.

Implemented new financial reporting system, generating a business channel, customer, and product line reporting to institute company-wide transparent profitability reporting to mitigate risk.

Royal Philips N.V. – Andover, MA Rosemont, IL 1997 – 2006

Financial Controller – Medical Division 2002 – 2006

Spearheaded financial integration during merger and acquisition (M&A) by implementing SAP ERP, establishing six reporting entities to streamline transition with seamless changeover.

oDeveloped and executed the operational transition project plan.

oDirected the implementation between the Germany and USA plants.

oEstablished all Philips’ financial reporting and chart of accounts for the acquired entity.

oImplemented best practices by utilizing technology solutions to achieve cost savings.

Directed accounting, internal controls, forecasting, budgeting, capital budgeting, and financial planning.

Managed business controlling, consolidation, and support as the liaison for the plant managers for the five new production facilities.

IT SAP Competency Center Manager 2000 – 2002

Developed and instituted center of excellence to drive business case analysis to improving internal operational processes, managing a team to track and implement business transformation efforts.

SAP Enterprise Resource Planning Project Manager 1999 – 2000

Directed a successful $40M project to implement SAP ERP software across seven plants, five regional districts, and a corporate center in the USA and Mexico with multiple legal entities. Simultaneously training 2K+ employees on best practices for the software.

oOn time, on budget, and exceeded business case objectives.

“Big Bang” implementation approach was chosen to minimize costly redundant work.

Education Bachelor of Science (BS), Accounting

Southern Illinois University Carbondale

Certifications Certified Public Accountant (CPA)

Certified in Production & Inventory Management (CPIM)

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