Serial Entrepreneur, Accounting Professional, Manager & Leadr

PROFILE SUMMARY

Serial entrepreneur and closet music devotee delivering mind blowing results. More than 20 years experience managing, leading and developing staff to reach corporate and personal goals. More than 15 years experience stripping down, rebuilding and keeping accounting and finance in tune. 15 years experience orchestrating strategies to bring out the nuances of retail operations. Exceptional listening, verbal and written communication skills, a passion for building strong relationships and roll-up-the-sleeves attitude help bring results that will keep your business singing like Pavarotti.

PROFESSIONAL EXPERIENCE

Relationship Manager 2011 to present

• Development and management of tracking system for identifying new opportunities.

• Participate in weekly activities at Job Search Focus Group of Hyde Park

• Management of various consulting projects

• Provide support and sharing of information within personal and business networks.

• Volunteer with Society of St. Vincent de Paul in Cincinnati and Butler County.

PR, Inc., Loveland, OH 2008 to 2011

Privately held multi-level marketing/direct sales company with more than $50 million in sales.

Senior Accountant

• Utilized advanced MS Excel skills utilizing pivot tables, macros and advanced calculations to create ad hoc reports converted from Crystal Reports and FRX for executive management team.

• Implemented tool for the analysis of #3.5M advertising budget related to Designated Marketing Areas (DMA) identifying for management opportunities for increased sales, new consultant recruitment, and booking of consultant parties.

• Developed and managed comprehensive analysis tool comprised of multiple Excel spreadsheets resulting in better decisions, proactive adjustments to the balance sheet affecting the bottom line.

• Supported and collaborated with Marketing, Training, and Events departments, providing cost and budget analysis, keeping actual costs within +/- 5% of budget.

• Drove the process and collaborated with department heads in managing $7 million of capital assets and adding on average $150,000 of new assets each month.

L&W Supply Corporation 1995 to 2008

Wholly owned subsidiary of United States Gypsum Company providing building materials to builders, contractors and sub-contractors.

Accounting Supervisor - Building Specialties, Cincinnati, OH (2005 to 2008)

• Managed the preparation, analysis, and submission of monthly financial statements of multiple locations to corporate, regional and local management. Consistently met monthly deadline.

• Improved month end close processes reducing time to close books by 63% - from 4 days to 1-1/2. Managed all aspects of Accounts Payable including vendor maintenance and 1099s.

• Improved payroll process by decreasing time to compile data from multiple locations by 67%. – from 4 hours to 1-1/2 hours.

• Managed SOX compliance and resolution of issues during period local reviews.

• Discovered and recovered $3,000 overpayment of prior years Ohio Use Tax.

• Reduced office supply expense by 5% by utilized existing stocks of offices supplies from excess purchases and implemented just-in-time purchasing theory without negatively affecting center operations.

Accounting Supervisor - Indianapolis Drywall Supply, Indianapolis, IN (1995 to 2005)

• Managed the preparation, analysis, and submission of monthly financial statements of multiple locations to corporate, regional and local management. Consistently met monthly deadline.

• Analyzed journal entries and general ledger accounts as part of month end close process.

• Managed SOX compliance and resolution of issues during period local reviews.

• Identified opportunities and presented analysis of product group margin variances and billing errors to sales and management team leading to increase of margin by up to 5 percentage points.

• Led effort to reduce monthly physical inventory write-offs by up to 70% resulting in increased operational efficiencies.

• Planned, managed and achieved the successful transition from manual payroll process to electronic system which improved payroll reporting accuracy and decreased time to produce W2s by five days.

• Led local process for transitioning a 5,000 item product list to a standardized inventory Item Master data base. The task was completed on time and met the standards established by corporate IT.

United Package Liquors, Inc., Indianapolis, IN 1983 to 1995

Privately held, fine wines and spirits retailer. $5 million in annual sales with seventy-five full and part-time employees (1995).

President/CEO (1995)

Vice President/CFO (1991 to 1995)

Vice President/GM/Buyer (1983 to 1991)

• Progressed through increasingly responsible positions from part time store clerk to eventually CEO/President over 15 year period.

• Managed more than 20 full time staff and up to 75 part time employees in up to 13 locations.

• Planned, managed and led implementation of integrated electronic cash system as part of business improvement strategy which led to 10% reduction in shrink.

• Negotiated with vendors to increase gross profit margins by 5% by leveraging buying power of multiple locations

• Managed corporate investments with external sources.

• Designed, planned, and implemented inventory management system utilizing inter-store transfers and improved warehouse operations efficiency leading to more efficient use of working capital.

• Projected ROI within % of actual through research and analysis of historical data of advertised items.

• Increased market footprint by growing from 4 outlets to 10 in 6 years.

VOLUNTEER AND COMMUNITY SERVICE

President, Society of St. Vincent de Paul, St. Maximilian Kolbe Church - October 2011 to present

Society of St. Vincent de Paul, Cincinnati Archdiocesan Council - August 2010 to present

The Matthew Kelly Foundation - June 2008 to September 2008

EDUCATION AND TRAINING

University of Phoenix, Cincinnati, OH - BS, Business Management GPA 3.91

Situational Leadership, Diversity Training - USG Corporation

L&W University, L&W Supply Corporation (training program for future managers)

SOFTWARE

Proficiency with Excel (pivot tables, macros, vlookup, etc.), Word, PowerPoint, Outlook), MS Dynamics – Solomon, FRX reporting, Crystal Reports.

STRENGTHS (based on Gallup Strengths Finder assessment)

Learner, Achiever, Strategic, Relator, Includer

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