Vice President Finance

QUALIFICATIONS:

**+ years of finance experience with Public Accounting background

** ***** ** ************** & management experience

EDUCATION:

Master of Science in Accountancy (2011)

University of Illinois Urbana-Champaign College of Business

Licensed Certified Public Accountant

SUMMARY:

As a detail-oriented professional with financial management acumen, I look to enhance styles of management and reporting results to gain a sense of managerial ownership. I pride my teams in attaining positive financial results with emphasis on excellent service & deep business knowledge.

CORE COMPETENCIES:

Financial Planning & Reporting

Risk Management & Compliance

Cash Flow & Treasury Management

Mergers & Acquisitions

Cost Reduction & Process Optimization

Personnel Development

Stakeholder Relations

Employment History:

BroadPath, LLC [January 2023 - Present]

Vice President – Finance

March 2024-Present

• Full oversight to FP&A functions for annual budget, weekly and monthly forecasts which resulted in absorbing 5 additional direct reports (12 total direct reports between accounting and FP&A roles)

•Post company acquisition, serve as dotted line leader to HR, IT, and Compliance (8 total indirect reports) for daily operations oversight and strategic guidance

•Lead all finance and accounting processes for domestic and international entities, overseeing ~$115M annual revenue from ~2,500 employees

•Ensure full financial compliance, including USGAAP and IFRS reporting requirements, Federal, state and local tax matters to ensure regulatory integrity

• Oversee financial planning, reporting, and analysis to provide data driven insights to support strategic decision making

• Partner with the executive team on strategic initiatives, including 2025 acquisition and subsequent merger process to leverage synergies and promote financial growth

• Optimize cash flow, investments, and capital allocation through rigorous daily cash forecasting and analysis to ensure financial stability

• Strengthen KPI compliance and financial metrics through weekly dashboard reporting to monitor business performance and drive accountability

• Evaluate new customer & new line of business pricing models and communication of recommended pricing decisions to executive management

Key Achievements:

Accelerated Month End Close Time – Reduce closing time from 20+ days to 5 days, improving financial visibility and reporting efficiency

Increased working capital Enhanced cash flow by ~$15 million in one year through disciplined management of accounts payable and accounts receivable processes

High-Value Company Sale: Spearheaded financial processes and reporting for ~20X EBITDA purchase price transaction

Additional Work Experience:

Corporate Controller – BroadPath, LLC

January 2023-March 2024

●Responsible for management of audit engagements and related financial statements – including year-end financial statements, 401K plan, and insurance audits

●Direct entity risk management initiatives via oversight of insurance plans (property, casualty, cyber, medical, etc.), contract reviews, vendor negotiations, internal control implementation & enforcement.

●Debt management and monthly reporting for company’s $25 million asset backed line of credit and term debt of approx. $5 million

●Implemented key internal controls to mitigate risk of financial losses, such as daily timecard approvals, delegation of authority limits & purchase order policy

●Govern finance relationship with board of directors & executive leadership team through preparation & presentation of monthly reports to share financials, key performance indicators, & business projections.

●Partnered with executive management to drive a business restructuring with annualized overhead savings of approx. $6.5 million

●Liaison with external CPA to ensure accurate and timely quarterly and annual partnership tax filings

American Industrial Transport, Inc. [March 2015 - January 2023]

Division Controller; Repair Services

March 2015-January 2023

●Oversight of all accounting processes for ~20 railcar repair legal entities

●Managed team of 5 direct reports – including supervision of month-end, quarter-end, and year-end close process.

●Preparation & consolidation of financial statements for repair services entity, including audited financial statements & management of footnote disclosures

●Led budgets, monthly forecasts, expansion and acquisition modeling, and other annual processes – including physical inventory, hourly wage increases, & customer pricing review

●Led (2) ERP system implementations (SAP), enhancements, & reporting development, while acting as the liaison to our IT department

●Liaison for Legal & HR financial related activities – including property insurance, benefits packages & collective bargaining agreements

Plant Controller, American Industrial Transport, Inc.

March 2016-April 2019

Controller over 10 railcar mini/mobile repair locations and 2 full scale repair plants

●Manager of team of 3

●ERP implantation experience (SAP)

●Complete financial closes, including all reconciliation & review functions for 12 ledgers

●Prepare monthly financial statements and forecast future financial results

●Communicate monthly actual to budget results to executive management

●Ensure compliance with Sarbanes Oxley financial controls and prepare documentation for the annual year-end audit

●Preparation of capital budgets and operating budgets

●Ad-Hoc analysis and financial modeling for potential expansion capital spending

●Administer capital spending

●Payroll processing oversight for ~180 hourly employees

Plant Accountant, American Industrial Transport, Inc.

March 2015-April 2016

●Preparation of standard labor rates, labor hours, and overhead rates

●Monthly analysis of overhead spending

●Oversight of intra/intercompany accounting for inventory transfers

●Assist Plant Controllers in oversight of inventory cycle count processes

●Prepare annual wage scale analysis

●Assist Plant Controllers and Division Controller in special projects and analysis

●Inventory audits and cycle count oversight

●Coordinate annual fixed asset audit

Emerson Electric

Senior Accountant

January 2014-March 2015

●Compile monthly consolidated statement of cash flow for 200+ facilities worldwide

●Review daily treasury stock transactions and analyze paid-in capital account

●Support preparation of monthly consolidated balance sheet by reconciling intercompany accounts - including long-term debt, accounts receivables, and accounts payables

●Assist in the monthly close of corporate ledgers and the preparation of corporate financial statements

●Prepare quarterly equity, performance share, and working capital schedules for external reporting in the 10-Q and 10-K SEC reports

●Maintain financial data within Oracle and Hyperion Financial Management systems

Ersnst & Young (Assurance Services)

Senior Auditor

July 2011-December 2014

●Plan, budget, and execute quarterly reviews and year-end audits for full financial statements and footnotes, performed in accordance with US GAAP and GAAS

●Test internal controls over financial reporting under Sarbanes-Oxley Section 404 and PCAOB AS No. 5

●Direct and educate junior team members on auditing techniques and software

Audit Intern

January 2010 – March 2010

BRIAN RICE, CPA

Vice President - Finance

MASTER OF SCIENCE IN ACCOUNTANCY

EMAIL: ****.*******@*****.***

PHONE: 309-***-****

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