Chief Financial Officer

Kerry K. Wood, Jr.

*** ******* ****, *******, ***** Carolina 29687

Telephone: 864-***-**** / E-Mail: **********@**.*** Performance-Driven Financial, Operations &

Accounting Management Professional

with strong skills and extensive professional experience in the following areas:

Division Management Directing Financial Operations General Ledger Closing Process

Sales Forecasting Verifying Pricing Budget Development and Implementation

Analyzing Profit & Loss Statements Reviewing Monthly and Quarterly P&Ls

Reviewing P&L Data to Plan District Reporting

Excel (Advanced) Consulting (Operations & Financial)

• Background encompasses professional business experience utilizing a strong work ethic, an attitude to

“go the extra mile,” and a commitment to meeting and exceeding organizational objectives.

• Computer experience: Excel (Advanced); ASAP for Excel; Word; Oracle; ODS; Access; Monarch; Novel; OMD; Hyperion; Info 5; Minepoint; Fusion & AS/400; Able2Extract; CDK/ADP Payroll Plus. Areas of Expertise

● Financial Management ● General Management

● Optimizing Accounting Functions ● Computer Conversions

● Computer Software Proficient ● Working through Credit Issues

● Reviewing General Ledger Closing ● Preparing Financial Reports

● Analysis (Compensation Reports & ● Supervising Personnel Billing) ● Operations Management

● Defining Scope of Work for Customer ● CDK / REYNOLDS DMS

● Securing Financial and Credit Lines ● Federal Excise Reporting

● Projecting Sales for Inventory Stocking ● Fusion & AS/400 Business Systems

● Cash Projections and Reporting ● Business Planning

● Reconfiguring Information Technology ● Acting in a Liaison Role

● Problem Solving ● Decision Making

Education

Bachelor of Science in Accounting (December 1991), Clemson University Clemson, South Carolina Additional Coursework:

• Business Negotiations; Music; Psychology; Communications; Total Quality Management; ISO 9000 Professional Experience

● CONFIDENTIAL EMPLOYER December 2023 to January 2025 Chief Financial Officer

• Managed all aspects of financial/accounting functions and financial reporting.

• Managed full yearly audits.

• Supervised six (6) employees and an assigned budget.

• Implemented data integration with Reynolds Software to upload large data imports.

• Prepared financial statements for five (5) locations.

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Professional Experience

● VIC BAILEY AUTOMOTIVE January 2020 to February 2024 Chief Financial Officer

• Managed all aspects of financial/accounting functions and financial reporting.

• Integrated dealer track and CDK to increase digital contracting from 25% to 90% - increased cash flow substantially; integrated CDK with OEM for vehicle loads.

• Implemented IT upgrades in F&I Department to increase productivity and throughput – 250 units per month.

• Reduced accounting staff through attrition and did not rehire – position absorbed - $45K savings per year.

• Reorganized books and business system for year-end successful audit.

• Implemented new bank reconciliation module in CDK/ADP.

• Implemented data integration with CDK to upload large data imports instead of having to hand key – 4 hours per week in time savings.

• Streamlined basic accounting functions to increase efficiency, accuracy, and timely reporting.

• Managed full yearly audits.

● PREMIER/VESSEL MEDICAL April 2019 to January 2020 Controller

• Financial statement preparation.

• Oversaw basic accounting functions for two companies with three direct reports.

• AP project to clean up large vendors and reconcile accounts.

• Project to reconcile inventory for medical supply company.

• Liaison with Medicare/Medicaid and major insurance companies to increase cash flow and insurance payments.

• Managed payroll.

● DEAL DEPOT, Greer, South Carolina November 2018 to March 2019 Controller

• Managed all aspects of financial/accounting functions and financial reporting.

• Reconciled private lender schedules and worked as a liaison between private lenders and company.

• Managed payroll and integrated ADP and QuickBooks.

● CHEVROLET/CADILLAC, Greenville, SC November 2017 to October 2018 Controller/Chief Financial Officer

• Implemented a new ADP Payroll Plus Process.

• Prepared profit and loss reports.

• Supervised 4 direct reports (accounting, tag & title, AP & AR).

• Implemented bank reconciliation module.

• Reconciled GM advertising Co-Op.

• Revised and implemented accounting schedules.

• Implemented an AR process for wholesales (used cars).

● JOHN THORNTON, Atlanta, GA May 2017 to November 2017 Controller/Chief Financial Officer

• Managed all aspects of financial functions.

• Prepared profit and loss reports.

• Used ADP Payroll Plus Software.

• Supervised 4 direct reports (accounting, AP & AR functions, tag & title).

• Implemented bank reconciliation module.

• Revised accounting schedules and implemented a wholesale AR process.

• Account reconciliations.

• Reconciled advertising Co-Op.

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Professional Experience

● MCE AUTOMOTIVE, Greer, SC September 2016 to May 2017 Controller

• Managed all aspects of financial/accounting functions.

• Worked in CDK (formerly ADP) automotive software package.

• Helped organize accounting functions to increase efficiency.

• Supervised up to 4 employees.

● SHEALY TRUCK CENTERS, Duncan, SC August 2015 to March 2016 Chief Financial Officer/Controller

• Managed all aspects of financial/accounting functions.

• Increased functionality of new software after computer conversion.

• Optimized accounting functions to increase efficiency.

• Supervised 4 employees.

● SELF-EMPLOYED, Taylors, SC March 2015 to July 2015 Consultant

• Provided consulting services (financial analysis) for Bon Worth – clothing company.

● YALE EQUIPMENT, Mauldin, SC November 2014 to March 2015 General Manager

• Managed all aspects of business operations – sales, parts, and service of forklift equipment.

• Hired, trained, supervised, and motivated personnel, and resolved customer issues.

• Assisted with sales, ordering and inventory control.

● SELF-EMPLOYED, Taylors, SC September 2014 to November 2014 Consultant

• Provided consulting services (financial) for Greenville Health System, Materials Distribution Center.

● KENWORTH OF SC (formerly Cherokee KW)., Greenville, SC July 2004 to March 2014 Division Manager – Greenville

• Managed all aspects of Kenworth dealer operations – Including Truck Sales, Parts, and Service departments for three locations.

• Responsible for budgeting and planning and measuring achievement to plan.

• Recruiting and hiring – Sales / Technicians / Managers.

• Customer support for C level contacts with 50 or more power units.

• Review of monthly P&Ls to ensure proper recording of sales and expenses.

• Oversaw daily operations of dealership – reviewing sales data / work orders / and parts sales.

• Responsible for Parts Inventory of $700,000.

• Maintained parts obsolescence at less than 2%.

• Prepared weekly and monthly management reports for Corporate team.

• Managed top 10 Kenworth salesmen in the US.

• Responsible for projections of sales for inventory stocking and reporting purposes.

● CHEROKEE KENWORTH TRUCK CO., INC. July 2004 to December 2011 Greenville & Columbia, SC

CFO

• Managed financial operations ($79 million in revenue in 2006; 18% market share in area of responsibility).

• Prepared monthly quarterly P&L reports to PACCAR and secured financing and credit lines with the bank.

• Responsible for projections of sales for inventory stocking, cash projections and reporting, Federal Excise Tax reporting, IP phone system, finance and insurance, and upgrade of AS/400 business system.

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Professional Experience

● CHEROKEE KENWORTH TRUCK CO., INC. July 2004 to December 2011 Greenville & Columbia, SC

CFO (Job description continued from Page Three)

• Consolidated e-mail into single platform and revised AP system.

• Liaison for attorneys and worked with contractors on building additions.

• Presented five-year business plan to PACCAR and Kenworth in Seattle, Washington.

• Check scanning direct to bank for deposits, and secured financing for new locations.

• Converted all dot matrix printers to laser printers; created cost savings.

• Completely reconfigured information technology operations: electronic filing of invoices and business flow documents; installed data mining software; configured reports from AS/400 with data mining software; eliminated frame relay – went to VPN (achieved cost savings); complete computer refresh; refurbished computer room – rewired; upgraded AS/400 and bus system; check scanning direct to bank deposit.

● IKON OFFICE SOLUTIONS, Greenville, SC June 1996 to June 2004 Strategic Account Sales Analyst (May 2003 to June 2004)

• Provided analytical support to SAE and C-level customer contacts during FM sales cycle.

• Helped identify and define Scope of Work for customer.

• Engaged other IKON team members as needed to cultivate a “Team Sell” approach – Professional Services, Production Systems, etc.

• Built deals from a financial perspective using the Pricing Tool.

• Verified pricing and assured proper vendor support documentation was acquired on FM sales.

• On-site analysis and studies.

• Analyzed and strategized with SAE and team to provide the best IKON solution for the customer.

• Financial analysis with DFO.

• Obtained necessary approvals based on Pricing Tool, Financial Analysis and Decision Tree scores.

• Worked through credit issues with IOSC and Financial Sales Specialist.

• Facilitated negotiations between customer and legal department – acted as liaison between the two parties.

• Prepared Bifurcated contract for FM deals and funding packet for submission to IOSC. Director of Financial Operations (January 2000 to April 2003)

• Oversaw all financial functions for South Carolina ($92 million marketplace in Southeast District).

• Budget development and implementation and analyzed profit and loss statements.

• Reviewed billing information (monthly), monthly and quarterly P&L’s, and P&L data to plan.

• Responsible for Management Services Division (P&L, Forecasting and Budgeting).

• District budgeting and forecasting.

• Special financial reporting for Marketplace President and Vice President of Sales, and for Sales Managers.

• Head count analysis and reporting.

• Reviewed the general ledger closing process each month.

• Prepared financial reports.

• Analyzed compensation reports and billing from financing subsidiary.

• High transaction-oriented company.

General Ledger Manager / Accountant (June 1996 to January 2000)

• Managed five accountants in the general ledger closing process for the Southeast District.

• Reviewed monthly financial statements and internal control documents.

• Account reconciliations.

• Prepared District President’s letter of review of financial position that was transmitted to the corporate office.

• District revenue of $350 million annually.

• Worked with data extraction programs to format large amounts of data for inventory reports.

• Worked closely with Internal and external auditors.

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Professional Experience

● IKON OFFICE SOLUTIONS, Greenville, SC June 1996 to June 2004 General Ledger Manager / Accountant (June 1996 to January 2000)

(Job description continued from Page Four)

• District sales expense reporting and analysis, and month-end processing

• Prepared and consolidated financial statements for 25 plus locations for SE district

• Reviewed dealer compensation reports from the financing subsidiary and prepared them for entry into the Cash Applications System.

• Reviewed in transit month-end compensation reports and prepared accrual entries.

• Reviewed/audited monthly equipment billing report for errors and exceptions.

• Head count analysis, leasing analysis and expense allocations.

• Budgeting and planning responsibility.

• OMD data upload program.

• Other duties required to complete closing process and transmit Hyperion numbers to corporate on time.

• Master Trainer for the Financial Management Department in division’s pursuit of ISO 9002.

● IKON MANAGEMENT SERVICES, Greenville, SC December 1994 to June 1996 Regional Operations Manager

• Managed the outsourced printing, copying, and mail facilities for six major accounts including Spartanburg Regional Medical Center, in Spartanburg, SC.

• Accessed the above functions and instituted Quality Control and Cost Management procedures.

• Budget preparation, contract analysis and preparation.

• Account software/billing customization software.

• Financial and P&L responsibility.

Strengths

• Excellent people and organizational skills; easy to manage (great attitude); able to manage and lead people effectively in a fast-paced, time sensitive team atmosphere; proven financial and operations skills; analytical; accurate; attention to detail; highly responsible; dependable.

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