Seasoned Manufacturing Finance Executive with SAP Expertise

ROBERT S. IOCCA, MBA

Email: *******@*****.*** Cell: 517-***-**** LinkedIn: https://www.linkedin.com/in/robert-iocca-aaa219347

Experienced financial executive with extensive knowledge of SAP implementations and structuring of chart of accounts, standard costing and utilizing tools such as Ad Hoc query design and business warehouse standard reporting. Skilled in identifying inefficiencies within financial and operational processes. Proven ability in managing budgets and implementing cost control systems to assist with profitability analysis.

Budgeting & Forecasting

Strategic Financial Planning

Project Billing

Profitability Analysis

Variance Analysis Reporting

Accounts Payable/Receivable

GAAP/IFRS Reporting

System Implementation

Cash Flow Management

Cost Control

Payroll Taxation

Financial Reconciliation

Highly Technical: Certified Microsoft Office Suite Power User – Word, Excel, PowerPoint SAP Oracle ADP UltiPro JD

Edwards Blackline Essbase Hyperion Epicor Plex Workday Adaptive QAD OneStream Power BI

PROFESSIONAL EXPERIENCE

Marshall Excelsior Company – Marshall, Michigan Sep 2022 – Present

Contracted Corporate Controller

Consultant to the Executive Management Team reporting to the CFO. Lead for the implementation of QAD ERP System and Catalyst Financial Consolidation reporting tool. Responsible for the reporting of Financial Results for 4 North American Operating Entities. Work closely with the Executive Management team to ensure financial results are reported timely and accurately.

Gerdau Special Steel North America (GSN Division of Gerdau) Aug 2021 – Sep 2022

Contracted Regional Downstream Controller

Major responsibilities include working closely with senior business leaders and operational routine facilitators in applying robust cost analytics and critical thinking that directly impact finishing operations performance and Key Performance Indicators (KPI's) for both the Jackson, Michigan and Huntington, Indiana steel finishing plants. Manage the accounting function at both locations. Responsible for month end close, forecast, budget, inventory analysis, all cost accounting analysis and various ad-hoc reporting functions to support operational performance. Report to Corporate Downstream Vice President and Corporate Controller for Gerdau Special Steel North America (NA).

Key Accomplishments:

Developed and implemented new forecasting process on a cost center by cost center basis updating key cost drivers that improved forecast accuracy significantly at both finishing locations utilizing the Workday Adaptive Consolidation Software tool

Developed bridge presentation files that accurately identified cost variances by General Ledger Account Category

Developed bi-monthly review process with all routine facilitators to look at open Purchase Orders to control and better forecast departmental/cost center spend which improved forecast accuracy

Techniplas LLC Jun 2019 – Aug 2021

Contracted Plant Operations Cost Controller

Key partner with operational business leaders in applying robust analytics and critical thinking that directly impact plant performance and Key Performance Indicators (KPI's) for both the Jonesville, Michigan and Mishawaka, Indiana plants. Manage the accounting function at both locations. Responsible for month end close, forecast, budget, inventory analysis, all cost accounting analysis and various ad-hoc reporting functions to support operational performance. Report to Corporate Controller for Techniplas North America (NA).

Key Accomplishments:

Implemented Manufacturing Variance Reports for each site that identified unfavorable/favorable variances

Implemented Inventory Tracking report that identified by Part Number Slow Moving and Obsolete Inventory and created action plans to reduce or eliminate those items and report calculated inventory turns by Part Number

Developed a detailed Scrap Reporting tool for each location that identified by Part Number high scrap percentage and cost items

Robert S. Iocca – Page 2

Royal Adhesives Division of H.B. Fuller, Michigan Center, Michigan Jul 2018 – Jun 2019

Contracted Finance Reporting Consultant

Lead Financial Reporting Consultant for Royal Adhesives transition from private equity to public ownership resulting from H. B. Fuller's acquisition of Royal. Manage staff of (2) financial analysts and lead financial reporting efforts to align the organization to SEC, SOX, GAAP and IFRS reporting standards and requirements. The primary resource for Royal global

Key Accomplishments:

Implemented the ERP responsible for FICO set up the structure and standard reporting, mapping chart of accounts

Minimized the project timeline by a month which resulted in a reduction in costs and budgeting

Consolidated financial results utilizing Hyperion Financial Management (HFM) and implementation of Blackline reconciliation software for compliance with SOX requirements.

DJI & Associates, Inc., Jackson, Michigan Oct 2014 – Jul 2018

Finance Director

Finance Director for a 2nd generation family owned engineering and consulting company servicing the North American Natural Gas Transmission Industry. Managed a staff of three (3) salaried analyst positions and oversaw financial operations which included forecasting, budgeting, and business plan development. Performed Monthly, Quarterly and Year End Actuals Reporting.

Key Accomplishments:

Implemented Ajera by Deltek ERP solution to implement more efficient, detailed and timely reporting on a project by project basis which resulted in a cost savings of $50k/annually

Evaluated open projects and determined when revenue was expected in terms of project billing to assist with budgeting and forecasting

Engineered the project profitability analysis and business case development for all service related projects

Melling Tool Company, Jackson, Michigan Oct 2010 – Oct 2014

Controller

Financial Controller for a Tier 1 manufacturing operation. Managed a staff of (3) salaried analysts (Payroll, AR/AP, Cost) and oversaw all financial planning and analysis functions such as month end, quarter end, and year-end actuals reporting cycles. Oversaw payroll processing to ensure payroll taxes were filed in a timely manner.

Key Accomplishments:

Created the inventory tracking tool to identify slow moving and obsolete inventory and generated action plans which increased turns by 30% and reduced old and aged inventory

Participated in a J.D. Edwards implementation which included creating reports for product line profitability, inventory analysis, and parts tracking system

Partnered with the cost analyst on items that had significant variances and identified cost drivers

Pratt & Whitney Auto Air Inc. – Global Service Partners, Lansing, Michigan Dec 2006 – Oct 2010

Assistant Controller

Managed a staff of (3) salaried analysts as well as all financial and product-related reporting for an operation with $60M in revenue. Oversaw forecasting, budgeting, and business plan development, monthly, quarterly and year-end actuals reporting, capital/project analysis, scrap reporting, overtime, and headcount analysis.

Key Accomplishments:

Implemented a reporting tool that captured plant profitability by Business Segment, Cell, and Product Line which resulted in being identified as “Best in Class” in the division

Created the month end reporting system to reduce cycle times with the utilization of web-based tool

General Motors Corporation Apr 1999 – Nov 2006

Financial Director/Controller

Served as a Financial Manager, Controller, and Vehicle Line Finance Manager over a period of 6 years in which major responsibilities included forecasting, budgeting, consolidating monthly and year-end actual reporting and performance tracking.

Robert S. Iocca – Page 3

Key Accomplishments:

Executed the month end reporting system that reduced the cycle time by 2 days with the utilization of web-based GMGL, MS Access and MS Excel Software Tools and reduced structural cost by virtually eliminating the need for 1.5 analysts

Participated as a member of the GMT 305 SUT Program Execution Team (PET), a cross-functional team designed to guide the Vehicle Development Process (VDP) from concept to production

Interfaced with senior operating personnel to analyze and evaluate program viability and provided advice and guidance on meeting cost and profitability targets

Identified target profitability risk in the program resulting from revenue and allowable cost assumptions that were not consistent with vehicle definition and content

Ford Motor Company, Dearborn, Michigan Aug 1997 – Apr 1999

Profit Analyst

Responsible for the development of Alternative Fuel Vehicle (AFV) profit forecasts, budgets and business plans that were presented to Ford Motor Company’s Corporate Controller. Analyzed functional data submissions, interfaced with functions to ensure data accuracy and consolidated data into management reports. Interfaced with department managers in developing a process that supported internal financial reporting requirements and business decision making within the organization.

Key Accomplishments:

Developed and prepared corporate vehicle line and market profit forecasts, budgets and business plans that were presented to Ford Motor Company’s Board of Directors and Corporate Controller

Participated as a member of the forecast process improvement team that reduced forecast cycle time by two weeks through the utilization of the Ford Intranet

Developed an on-line process that identified inter-company transaction imbalances in the forecast, budget and business plan databases

EDUCATION

Michigan State University, The Eli Broad Graduate School of Management

Master of Business Administration - (Finance)

Bachelor of Arts (Business Administration)

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