Experienced Finance Professional

Qualifications Summary

Proven business professional offering 20+ years’ experience in Accounting and Finance across several industries. I possess extensive experience leading accounting and finance teams with multiple entity responsibility. I am well versed in US GAAP and IFRS accounting environments and have successfully completed external audits by Big 4 teams for Financials and Internal Controls, as well as DCAA/DCMA audits for government contracts.

Currently, I am a Certified Management Accountant candidate (ETA Jan 2023) and take advantage of every opportunity to increase my technical and soft skills. I have hired and developed successful teams and led a team as larger as 21 professional staff.

Education

MBA, Finance, Auburn University Montgomery, Auburn, AL, 1999

BS/BA, Economics/Finance, Auburn University Montgomery, Montgomery, AL, 1998

System Experience:

ERP Software: SAP (FICO, MM and SD Modules), MFG Pro/QAD,

Financial Software: Oracle Hyperion Financial Management, INFOR, Peoplesoft Financials, Peachtree Accounting, QuickBooks

Data Management Software: Crystal Reports, PowerBI, Power Pivot, QlikView, SQL Management Studios

Other Applications: ADP, Vibe Pay, Paycom, SXC RxClaims, Microsoft Office Suite (Excel, Word, PowerPoints, etc.)

Experience

Head of Commercial Affairs $60mil Gerresheimer Peachtree City, GA 5/2020 – Present

Key Contributions:

Resolved open financial audit items: $1.4mil,

Implemented IFRS 15 revenue recognition process for consignment sales,

Resolved 401k audit plan design problem (implemented Safe Harbor Plan)

Responsibilities:

Financial/Controlling management of the site Peachtree City Collaboration with the management board

Implement/achieve budget targets, reporting

Manage communication with the state administration authorities, auditors, responsibility for the preparation of the annual financial plan and year-end forecasts

Oversee accounting and regular financial statements

Responsible for the preparation of the annual financial plan of the site following the established development strategies

Coordinates the branch's economic activity in accordance with legal regulations ensures auditing of accounts, guarantees compliance with applicable financial and legal standards

Managed and coordinated accounting/financial processes and controlling

Led team of 6 direct subordinates (financial accounting, controlling, IT)

Finance Director $230mil GKN Aerospace, Tallassee, AL 4/2019 – 5/2020

Key Contributions:

Successfully completed DCMA audit

Resolved 5-years open US Custom audit items per ITAR regulations to comply with export compliance

Implemented product costing improvements

Responsibilities:

Lead, planned, directed, and controlled the finance and accounting functions to create a solid control environment

Ensure that accounting principles, governance guidelines, financial legal requirements, and other instructions from the Group and Division are implemented and respected

Leads Internal Audit, external audit, DCAA, DCMA, FACTS reviews, and balance sheet reviews for all applicable sites

Ensure Disclosure Statement accurately reflects accounting practices and ensures compliance with Disclosure Statement

Ensure business unit compliance with corporate policies and procedures as well as those of IRS, IFRS, and other applicable guidelines

Chief Financial Officer $90mil Eissmann Group Automotive, Pell City, AL 9/2016 – 4/2019

Key Contributions:

Leading Company’s restructuring and recovery plan

Reduced overhead spending by 4% ($3.2 mil )

Improved labor management by 3% ($2.4 mil)

Led key software implementations (SAP ERP and Vibe Payroll system)

Responsibilities:

Responsible for planning, implementing, managing, and controlling all financial-related activities of the company’s Pell City plants

Ensure cash flow is appropriate for the organization’s operations

Prepare reliable current and forecasting reports

Served as strategic business partner to senior executive leadership team and drive the company’s financial planning

Recruited, interviewed, and hired accounting, finance, human resources, purchasing, and IT staff

Controller $65mil International Automotive Components Anniston, AL 7/2014 – 9/2016

Key Contributions:

Successfully led plant through completed Sarbanes-Oxley Audit open items (site previously failed audit)

Assisted Continuous Improvement team to over $750k in annual saving

Responsibilities:

Served as Business Partner with Site Manager and leadership team - influencing business performance by providing insightful analysis, fact-based recommendations and proactively identify opportunities and risks

Directs plant accounting functions and assures compliance with corporate accounting policies, US GAAP, IFRS, etc.

Active site leader for all financial matters and supporting all site objectives (safety, capital spending/analysis, and manufacturing improvement opportunities)

Leads monthly closing activity in conjunction with the Accounting Team, and communicates results effectively to management

Oversee and ensure accurate product costing and support new product costing (Material Master, BOMs, Recipe, and Rate Routings

Coordinates the preparation of the plant's annual operating expense budget

Interfacing with internal and external auditors as needed

Business Analyst $200 mil HospiScript a Catalyst Rx Company Montgomery, AL 12/2008 – 7/2014

Key Contributions:

Successfully led SAS 70 reporting standard compliance for HIPAA compliant data center hosting

Developed a tool to manage margin on reimbursement rates over 20,000 pharmacies and pricing for over 300 clients

Led pharmacy notification process improvement project that increased claims adjudication by 23% (+$434k)

Led continuous improvement processes that reduce handling time for faxes by 15% (5 FTE reductions)

Implemented centralized problem resolution management tool for call center (Dell KACE Service Ticket System

Responsibilities:

Collected requirements, developed reports and dashboards,

Performed testing, assisted with the implementation of new software applications, process improvements, and training to support the objectives of the business

Interfaces with clients to define business processes, specifications, reporting needs, and functional requirements Oversee document control processes

Designed report and dashboard mock-ups to effectively meet business needs

Develops requirements and track against execution by working within a matrix cross functional team.

Maintains issues log and collaborates with the team to mitigate risks and proactively searches for improvement opportunities

Devises test plans to ensure that the outcome meets the specified requirements and expectations of business users

Develops and maintains user manuals, training documents, and guidelines

Sr. Accountant $175 mil Halla Climate Systems Shorter, AL 09/2006 - 12/2008

Key Contributions:

Successfully pass Sarbanes-Oxley audit (prior audit over 50 findings across multiple departments)

Implemented standardized work procedures for monthly close process to ensure the financials were accurate, complete, and timely

Responsibilities:

•Lead the accounting processes for corporate finance departments including month end close, preparation and review of balance sheet reconciliations and assist business leadership in the preparation and management of annual departmental budgets

•Support the understanding and compliance with US GAAP and/or IFRS accounting standards framework

•Involvement in special projects as required for process improvement and efficiency

•Analyze inventory, cost of goods sold, and margins

•Perform analysis on manufacturing variances and determine labor and overhead rates

•Oversee cycle counts and annual physical inventory

•Hired, trained, and supervised staff of two (2) accountants and one (1) accounting clerk

Controller $60 mil Johnson Controls Montgomery, AL 08/2005 - 09/2006

Key Contributions:

Continuous Improvement manager, validated over $500k annual saving using Six Sigma and Lean projects

Responsibilities:

•Provided monthly performance analysis, budget, and forecast development,

•Led key projects and analysis of cost reduction initiatives

•Month-end closing responsibilities, including reporting, and reviewing departmental variances to prior year, budget and forecast for the plant management team

•Preparing detailed monthly forecasts for the full year based upon the production drivers and key performance metrics at the plant

•Led the coordination of all plant internal and external financial and operational audits and addressed any audit findings with plant and regional leadership

Accounting and Finance Manager $400 mil MOBIS Alabama, LLC Montgomery, AL 05/2004 - 08/2005

Key Contributions:

Successfully completed implementation for SAP FICO modules

Successfully completed M&A activities for Collins & Aikman IP joint venture

Responsibilities:

•Led and Managed: All aspects of financial management, accounting, planning and analysis, payroll, insurance/risk management, and treasury

•Performed Cost of Capital analysis to include new capital financing documentation on LIBOR Rate loans (Term and Lines of Credit)

•Developed and Maintain Interest Capitalization schedules

•Managed Work Breakdown Structure (WBS) for CAPEX in SAP

•Supervised Annual Budget preparation and Quarterly Forecast updates, (volume Flexing and variance analysis)

•Cost Accounting for Assembly & Injection Molding plants: Responsible for Costing BOM’s, Routings for Activity based Costing; handled overhead cost distribution

•Manage all duties for monthly period closed,

•Prepared Consolidated Financial Statements

•Recruited, hired, and trained team of 5 Staff Accountants

Business Consultant/Manager $500k Jenerations, Inc. Montgomery, AL 03/2000 - 05/2004

•Performed management consulting assignments for various business clients

•Generated reports to direct management to the areas where profit leaks occur and proposed corrective action for business deficiencies; increased profits by over 4% by improving costing system for drug store in Northern Mississippi with $5 million in net sales

•Implemented job costing system for frame manufacturer in Raleigh, NC; increased profits from -2% to 10% by identifying key cost factors, measuring scrap costs, and improving labor costing

Fiscal Analyst $500 mil Legislative Fiscal Office Montgomery, AL 02/1999 - 03/2000

•Analyzed all proposed legislation for the Alabama Beverage Control, Banking and Finance, Department of Transportation, Personnel and Public Safety, Revenue; represented over $28 million in appropriations

•Prepared reports and computer presentations for legislative committees and general public including television, radio and internet media

•Serve as an onsite research analyst during legislative discussion of proposed bills

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