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More than 25 years experienced in finance on strategic financial analysis, manufacturing transformation modeling, budgeting, forecasting, internal controls, managing month and year end closings, cost accounting and capital project spending.
Goal-oriented, professional with leadership capabilities combined with diversity within my professional experience as tax specialist, senior auditor, general accountant, financial analyst, assistant controller, plant controller and global director roles (manufacturing and procurement).
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Ariens – Green Bay, WI,
Progressive career
Director of Finance for Global Procurement (Apr 2021 - present)
Oversaw monthly, quarterly and annual financial reporting while developing annual operational budget and $4.5B-year projections.
- Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
- Analyzed operational processes and implemented continuous improvement initiatives to promote profitability and efficiency.
- Contributions Snapshot: Reorganized finance and accounting departments to improve efficiency and cut excess spending.
Director of Finance for Global Manufacturing (Nov 2020 - Apr 2021)
Directed Finance Operations activities and support 8 Manufacturing Sites in Americas (For total spend of $700MM)
- Created and enforced company-wide controls regarding operating cost and manufacturing variances in concerted effort to protect organization's financial health.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Established budgets and strategic business plans for daily operations.
- Contributions Snapshot: Created internal controls and corrective actions to reduce risk or deficiencies. Managed transition and knowledge transfer to offshore financial processes to maximize efficiency.
Finance Transformation Sr Manager for Global Manufacturing (Nov 2018 - Nov 2020)
Strategic financial business partner to the VP of Manufacturing, leading collaborative cross-functional effort to drive relevant, flexible and efficient financial planning and analysis that supports the manufacturing transformation initiatives for $2.6B VOP
- Created financial models and scenarios as a key input for business planning decisions in areas such as capital deployment, sourcing, product development, marketing strategies, and acquisitions.
- Drive day-to-day project management for finance and execution track milestones to completion, effectively communicate challenges/risks to program.
- Contributions Snapshot: Delivered the Manufacturing Transformation Strategy for the next 10 years to drive $700M of cumulative savings.
Plant Controller - Tijuana B.C. Site (Feb 2014 - Nov 2018)
Site Finance Leader of $120MM VOP responsible for Cost Accounting, Financial Planning and Analysis, GAAP, Sarbanes-Oxley compliance and Information Systems.
- Contributions Snapshot: Delivered Budget Forecast accuracy within 100% to 102% and spending control to meet 3.5% cost down year over year. Foreign experience (USA, Mexico and Costa Rica). Reorganized finance and accounting departments to improve efficiency and cut excess spending.
Department Of Defense – Starbuck, WA,
Responsible for the financial management of 2 sites (Electronics and Transducers) and a distribution center of $450MM VOP in Tijuana, Mexico.
Including: financial statements (audited), general ledger, taxes, A/P, payroll, budgeting, forecasting, cost variance analysis, treasury activities and foreign exchange.
- Contributions Snapshots: Developed financial KPI's and standardize across the global manufacturing network.
Integer Holdings Corporation – City, STATE,
Participated as part of the startup team, implementing Oracle financials, accounts payable and payroll system, developing controls and local policies within the finance department.
- Contributions Snapshot: Streamlined cost analysis by creating and implementing new policies and procedures.
PricewaterhouseCoopers – City, STATE,
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
Universidad Autónoma De Baja California - Tijuana B.C Mexico,
CETYS University - Tijuana B.C. Mexico,
- Recognized for collaborating on Cardinal Health Integration activities – August 2017
- Customer-Focused award for contributing in Bose Malaysia plant startup 2013
- Awarded on excellence value at Bose Corporation for contributing on Apple Inc royalty audit 2012
- Obtained the Visionary of the Year award in Greatbatch Medical for 2005
- Green Belt Certification by Air Academy Associates (Boston, MA) October 2010
- Lean Manufacturing Certification - Bose May 2011
- Project Management – February 2012
- Lean Finance, participating as a trainer – July 2013
- Operational Leadership training – October - 2015
- Accelerate I & II / Leadership training – November 2016
- Emotional Intelligence – October - 2017
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School Attended
- Universidad Autónoma De Baja California
- CETYS University
Job Titles Held:
- Director of Finance
- Assitant Controller
- Financial Analyst
- Audit and Tax Professional
Degrees
- BBA
- MBA
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