Financial Reporting Project Management

EDWARD JERGE

Avon Lake, OH *****

440-***-**** *********@*****.***

CAREER SUMMARY

Certified Public Accountant (inactive) and CGMA experienced in multiple industries and Big 4 public accounting firms. Innovative and energetic leader, skilled communicator/team builder, that combines strengths in financial reporting for public companies as well as financial accounting advisory insight and financial and operations management with expertise in financial planning, analysis and performance measurement.

PROFESSIONAL EXPERIENCE

Pinnacle Consulting, Pittsburgh, PA December 2024 to Present

Recruited as Interim Corporate Controller for $1.0 billion Akron, OH manufacturer to complete 10K within deadline. Also assisted accounting group for home medical services provider in Appalachian region (southern PA, OH and WV) that had experienced significant turnover, as Interim Controller.

Farell & Finch, Pittsburgh, PA March 2023 to December 2024

Recruited to assist a rapidly growing engineering division of a public company in developing a newly created role of Interim Project Controller for significant new technology projects. Worked with PMO (project management office), division accounting and finance and supply chain to develop accurate budgeting, forecasting and analysis of actual project cost.

Robert Half Management Resources (RHMR) Cleveland, OH May 2022 to March 2023

Support FP&A organization of a $1.5 billion, Tier 2 supplier of brake systems to global truck manufacturers. Served in a newly created role as the Interim North American Controller for Research and Development (R&D) working with PMO (project management office), business unit (BU) finance, global R&D control, Global BU finance and FP&A to enable accurate budgeting, forecasting and analysis of actual cost (under IFRS guidelines) for significant new brake technology projects. Additional activities include: sales reporting by channel (OEM vs AM), developing the sales and marketing annual budget, monthly forecasts and review of actual costs.

Dwellworks Holdings, Inc. Cleveland, OH June 3, 2019 to January 31,2022

A $100 million portfolio company of a private equity firm that is a leading global provider of relocation services (destination services, corporate housing, property management and property advisory (brokerage) for large Relocation Management Companies (RMC’s) such as Sirva/Cartis, Graebel and BGRS.

Manager-Global Financial Reporting –position created from Interim role reporting to the Corporate Controller Primary responsibilities: Overseeing the Americas and Corporate accounting group including managing the global accounting close and the consolidation process; prepare monthly financial statements and provide assistance to Financial Planning and Analysis by preparing the Balance sheet and Statement of Cashflow for the Plan and Forecast, research complex technical accounting matters and implementation of new accounting pronouncements, chief liaison for the annual audit and preparation of SEC compliant financial statements and footnotes.

Edward Jerge, CPA (inactive) Page 2

Senior Consultant - Financial Accounting

Deliver service offerings reflecting Corporate Controller agenda – best-in-class accounting and SEC reporting (10Q’s, 10K’s, etc.), restatements, capital transactions (IPO’s, debt offerings), divestitures, implement new accounting pronouncements, business combinations (purchase accounting) and more.

Robert Half Management Resources (RHMR) Cleveland, OH July 2018 to May 31, 2019

- Interim Financial Reporting Manager: supported technical accounting for a change in control transaction of a global relocation services provider by two private equity firms. Included purchase accounting, recording and disclosure and preparation of successor and predecessor audited financial statements for the new owner.

Farell & Finch, Pittsburgh, PA June 2018

- Restatement: supported external reporting and technical accounting function of a Fortune 200 company by providing guidance in the preparation of a Comprehensive (‘Super”) 10-K/A required by the restatement of quarterly and annual results. This resulted from a material weakness in the company’s internal control over financial reporting caused by the Company’s Corporate Controller who was terminated.

TCP International Holdings, Ltd Aurora, OH August 2017 to May 2018

A $250 million publicly traded company that is a leading global provider of energy efficient LED and CFL lighting technologies. Note: Company was taken private in March 2018

Manager-Financial Reporting – Recruited to bring the Company current on its delinquent SEC filings (10Q’s and 10K’s). Primary responsibilities: Overseeing the corporate consolidation process, prepare quarterly (10Q), Annual (10-K and Proxy filing) with the SEC, complex technical accounting matters, research and implementation of new accounting pronouncements, assist with quarterly reviews and annual audits.

EY (Ernst & Young) Cleveland, OH February 2015 to June 2017

Manager-Financial Accounting Advisory Services (FAAS)

Client Engagements

- Spin-off: Created a “future state” external reporting and technical accounting function as part of a

complex 6-month effort to develop a new corporate Finance and Accounting organization supporting

a newly independent public company.

- Other Engagements – Carve-out, Fraud Investigation, Internal Control Remediation and Accounting Policy manuals

RGP (RESOURCES GLOBAL PROFESSIONALS), Cleveland, OH September 2006 to February 2015

Consultant

Client Engagements

- Interim Director External Reporting (IPO), shepherd the financial portion of the S-1 process for 4 IPO’s (revenue ranged from $10 million to $250 million). Supported the CFO by working with the professionals associated with the offering including the investment bankers, underwriter counsel, external auditors, company SEC counsel and internal accounting staff on issues related to the preparation and filing of the S-1.

- Interim Finance Manager, North America (Chicago, IL) – upgraded financial analysis function by replacing staff and then hiring, training and mentoring replacements for $20B dairy cooperative based in New Zealand.

- Other Engagements – Mergers, Divestitures, Carve-outs and Process improvement

Edward Jerge, CPA (inactive) Page 3

ADDITIONAL PROFESSIONAL ROLES:

Albeck Financial Services Houston, Texas (remote) February 1, 2022 to April 30, 2022

Accounting firm specializing in providing SEC reporting services to newly formed Special Purpose Acquisition Corporations (“SPACS”) that have not yet started operations. Their primary purpose is to become a public company to raise funds and identify potential acquisition candidates to merge with.

SEC Reporting Manager- responsible for managing 15 to 20 clients by coordinating the financial reporting process (bookkeeping of transactions, trial balance and preparation of SEC compliant financial statements and MDA through the independent audit). Primary liaison between the client, securities attorneys, investment bankers and external auditors. Includes SEC filings until a merger is consummated (S-1 initial registration statement), 8K (closing of the Initial Public Offering or “IPO”), 10K Annual Report and 10Q’s quarterly.

Dana Corporation, Toledo, OH - Manager-External Reporting (June 2005 to August 2006)

American Greetings, Cleveland, OH – Finance Director (July 2001 to March 2005)

International Home Foods (Chef Boyardee), HQ - Parsippany, NJ; Shared Services - Lewisburg, PA –

Assistant Corporate Controller (October 1998 to June 2001)

American Greetings, Cleveland, OH (November 1986 to September 1998)

Corporate Director – Accounting and Financial Reporting

WILHOLD, Inc. (American Greetings subsidiary) Cleveland, OH/Sunbury, PA (injection molding

facility) - Division Controller/Director of Finance, Information Systems and Administration

Corporate Accountant/Analyst

Peat Marwick Mitchell & Co (KPMG Peat Marwick), Cleveland, OH Supervising Senior Accountant – Audit Services

EDUCATION CERTIFICATION

Bachelor of Science, Business Administration, Major: Accounting, Gannon University, Erie, PA

Certified Public Accountant (CPA), OH; Chartered Global Management Accountant (CGMA)

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