Fp A Financial Reporting

VP of Finance / CFO (or Other Senior Financial/Operational Roles)

Finance / FP&A / Process Improvement / Reporting Automation / ERP Implementation

Experienced finance professional with a proven track record of being a high value contributor. Demonstrated ability to implement and enhance organizational processes for both operational and finance teams. Proven aptitude of bridging complex financial reporting philosophies with operational teams to drive accountability and provide tangible improvement to the bottom line. Currently in pursuit of a CPA license.

Core Qualifications

Working Capital Management

Financial Expertise

Pocket Margin Reporting

FP&A (Budgeting and Forecasting)

Cross Functional Team Building

Process Automation

Financial Reporting

Financial Statement Consolidation

BOD Presentations

BI Implementation (DOMO)

Career Highlights

Finance leader that streamlined all financial reporting across 6 sites via SQL automation; reduced month-end close from 3 weeks to 3 days.

Developed part level budgeting and forecasting methodologies for P&L planning and cash conversion cycle budgeting and forecasting processes for balance sheet and cash flow planning.

Successfully led multiple ERP implementations that avoided cost overruns and finished on-time.

Professional Experience

TIGHITCO, Inc. Atlanta, GA 2018 – Present

$110M insulation products and aerospace manufacturer that supplies custom engineered component parts for industrial and aerospace applications.

VP Finance/Director – FP&A, Reporting and Systems/Senior Manager of FP&A / Manager of Financial Reporting, Analysis, and Financial Systems

Serve as senior leader within the finance organization reporting directly to the CFO. Responsible for month-end close consolidation (reduced from 14 to 3 days), cash flow statement creation, executive summary and BOD director reporting packages, and working capital management and analytics. 2 direct reports within the corporate FP&A team and 6 site controllers. Also partnered with the operations teams to enhance the reporting capabilities of the organization.

Selected Achievements:

Implemented excel/SQL data extraction infrastructure to automate financial report creation for sites.

Work closely with the CFO to improve free cash flow via just-in-time inventory purchase implementation and inventory aging reporting, leveraging collection of receivables and production schedules across sites, and strategically planning vendor payments and capital expenditures.

Performed price vs volume vs mix variance analysis at the part level to understand drivers behind current year performance and help implement strategies to mitigate risks.

Developed and implemented pocket margin reporting methodology that reconciles to the income statement in an effort to understand part level margins.

Implemented cash conversion cycle KPIs across all 6 sites that led to a 50% year over year reduction in contribution of capital required from our private equity holding company.

Identified key programs to target for price increase negotiations and continuous improvement initiatives to help improve margins across all 6 sites.

Ensure accurate, consistent, and timely financial statement reporting is produced by the organization and act as a liaison between our audit partner (PwC) and the finance department.

Developed data assurance and auditing processes for both financial and operational datasets that helped drive efficiency and utilization improvements.

Liaised between Fifth Third Bank and the organization to ensure compliance with covenants reporting and also worked with their credit group to establish terms for a revolver for the organization

Performed M&A diligence for the organization for potential acquisitions and divestitures. Focus was on quality of earnings to support potential purchase prices

Partnered with treasury in assessing cash needs of the business and forecasting cash usage in a rolling 90 day forecast. Implemented cash forecasting templates across the organization that standardized cash disbursement needs against expected customer payments to ensure liquidity remained at acceptable levels.

Fully integrated QuickBooks Online with our BI reporting tool to automate all daily and monthly reporting requirements

Racetrac Petroleum, Inc., Atlanta, GA 2017 – 2018

$11B gasoline services and food retailer. Third largest private company in the state of Georgia.

Senior Finance and Business Analysis Manager

Managed all reporting responsibilities for the gasoline delivery division of the organization. Implemented corporate governance processes that facilitated the operation team’s edification of financial reporting principles and developed a budgeting and forecasting cadence to facilitate meeting strategic goals.

Selected Achievements:

Spearheaded the implementation of a driver incentive program that increased driver utilization and efficiency by 45%. This in turn was a primary driver behind the outperforming of EBITDA targets for the year.

HD Supply, Atlanta, GA 2015– 2017

$6B industrial distributor providing a broad range of services to maintenance, repairs and operations, and contractors across North America.

finance manager

Streamlined and simplified bonus compensation calculations for over 160 sales associates. Developed new reporting packages for sales associates and senior leadership to help drive selling strategies. Helped vertical leaders manage P&Ls and cost centers and explain variances. Prepared monthly SLT presentations for C-suite executives and the Board of Directors. Implemented the rollout of Sales Force to streamline account management and reporting for the field. Analyzed private fleet and dedicated freight activities for cost reduction opportunities.

Selected Achievements:

Assisted sales leadership in aligning sales territories based on geography at the zip code level equitably across the organization.

Prior positions included:

Caraustar Industries, Austell, GA 2013 – 2015

Logistics Manager; Manager of FP&A / Senior Financial Analyst

Responsible for developing long-term strategies for cost reduction, performance improvement initiatives, and synergies to achieve profit maximization. Tasked with providing detailed insight into freight costs and its impact on the P&L. Planned, managed, and implemented a network wide RFQ for over 2000 lanes and 300 carriers. Developed and automated reporting for costing and compliance reports to track site and carrier performance. Tracked and presented synergy savings to C-suite executives on a monthly basis. Developed custom metrics to track impact of profit maximization initiatives. Streamlined carrier AP process through JD Edwards and SQL automation.

Financial Analyst II, Georgia Tech Research Institute, Atlanta, GA (Government R&D)

Financial Analyst, Unified Consultants Group, Inc. (UCG), Atlanta, GA (Logistics)

Customer Account Manager, International Business Machines Corporation (IBM), Atlanta, GA (Technology)

Education / Credentials

Bachelor of Science, Business Management, Certificates in Marketing and Finance, Georgia Institute of Technology, Atlanta, GA (2007)

Masters of Science, Business Administration, Texas A&M University-Commerce, (2010), GPA: 4.0

Masters of Science, Accounting, Texas A&M University-Commerce, (2021), GPA: 3.8

Technical Skills

Microsoft Office - Access, Word, Powerpoint, Excel

Excel – VBA/Macros, Pivot Tables, Vlookups, Index & Match, Arrays, Subtotals, Sumproduct, SUMif(s), COUNTif(s)

SQL (stored procedures, views, and importing of data), SQL Server Management Studio, SQL Execute, IBM DB2 environments

Hyperion Explorer, IBM Cognos, IBM Cognos (BI), TM1, Crystal Reports, ProPricer, Costpoint 6.1 (Deltek), Costpoint Budgeting and Planning, TRUCKMATE, IBM Showcase, Lean TMS, Kewill TMS, JD Edwards, SAP BI, Microstragtegy Analytics Enterprise, DOMO, INFOR, Quickbooks, Great Plains, Quickbooks online, Yardi

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