Extensively experienced Controller and Finance Manager with a demonstrated track record of leading the preparation and analysis of financial reports to summarize and forecast financial position. Proven expertise in driving efficiency and productivity through evaluation of financial management systems and implementation of process improvements. Talented leader directing highly skilled financial management teams to support achievement of overall corporate goals and objectives. Core competencies include:
Forecasting *Cash Management
Cost Reductions *Technology Integration
Sage - MAS 90, Intuit - Quickbooks Enterprise Solutions: Contractors Series, Microsoft Office
Controller / Financial ManagerJan 2000 to Current M.P.B. BUILDERS, INC － Ripon, Wisconsin
Direct financial management functions including development of monthly/quarterly financial statements and budgets.
Oversee general accounting functions, including AR/AP, payroll, account reconciliation, and cash management.
Administer all financial management systems, evaluating and integrating new applications.
Interact with the President concerning financial forecasts and reports.
Other responsibilities include information systems, human resources, and safety coordinator.
Key Achievement: Spearheaded implementation of technology that improved accessibility to records, better account report generation and reducing operating expenses 20%.
Strategically restructured financial reporting processes in accordance with organizational changes.
Served as key leader in effectively managing 5% annual revenue growth.
Implemented the use of credit cards to reduce the cost of collections and minimize interest carry costs.
Reduced monthly closing cycle by three days with identification and recommendation of enhanced closing procedures.
Saved more than $20,000 in annual expenses through identification of inaccurate and unnecessary vendor payments.
Increased productivity levels by providing key contributions toward automation of account reconciliation processes.
Assistant ManagerJan 1998 to Jan 2000 PIONEER CREDIT UNION － De Pere, Wisconsin
Directed daily operations for shareholders, including branch sales, business development, customer service, and credit analysis.
Managed vault operations and a staff of 15 customer service representatives and tellers.
Grew and managed $12 million deposit portfolio and $2 million loan portfolio.
Assistant ManagerJan 1996 to Jan 1998 FIRST FEDERAL － Kimberly, Wisconsin
Assisted the development and executed an effective business plan.
Built and managed client relationships.
Supervised daily branch operations, including teller line and new accounts.
Successfully established the bank's first branch office in the Fox Valley market, creating new business opportunities for the bank, a new employer for the community and enhanced customer services.
Mortgage BrokerJan 1995 to Jan 1996 ENDICOTT FINANCIAL GROUP － Mequon, Wisconsin
Conducted mortgage interviews, assessing borrower's financial goals, credit history and affordability, applying for pre-approval of loan, filing application for loan, explaining legal procedures, and sending all pertinent information to the lender.
Yeoman Petty OfficerJan 1987 to Jan 1999 UNITED STATES NAVY, Active Duty and Reserves
Bachelor of Administration, Accounting & Finance1995UNIVERSITY OF WISCONSIN - OSHKOSH － Oshkosh, WisconsinAccounting & Finance
account reconciliation, general accounting, Accounting Management, AP, AR, automation, Budgeting, budgets, business development, business plan, Cash Management, closing, Controller, credit, credit analysis, client, customer services, customer service, directing, driving, filing, Finance, financial, Financial Analysis, forecast financial, financial forecasts, financial management, financial reports, financial reporting, financial statements, Forecasting, human resources, information systems, legal, Regulatory Compliance, managing 5, market, MAS 90, Microsoft Office, office, Enterprise, organizational, payroll, processes, Quickbooks, safety, Sage, sales
Licensed Insurance Representative - Life, Accident, Health 1996-2002
Licensed Notary - State of Wisconsin