Ambitious Finance Director who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals.
Skill Highlights
Strategic Planning
Budgeting / Forecasting
Leadership
Financial Planning and Analysis
Expense Control
P&L / Balance Sheet Management
Cost Reductions
Matrix Management
Core Accomplishments
Achieved stretch targets for a turn-around business in EBIT, Cash Flow and Cost Out
Created, developed and trained FP&A Department
Analyzed channel profitability to optimize pricing and mix strategies
Professional Experience
HusqvarnaCharlotte, NCDirector of Finance02/2014 to Current
Oversee multiple departments responsible for Global FP&A, Productivity Tracking, R&D Analysis, Warranty, Pricing and Consumer Division Financial Reporting.
Lead Canadian Finance Group responsible for P&L, Balance Sheet, Reporting, Pricing and F/X.
Implemented improved cost-out reporting highlighting areas of concern and achieved global stretch targets in 2014.
Teamed with Sales and Marketing to achieve 2014 stretch targets in EBIT and Cash Flow through Channel Reporting, Contribution Margin Analysis, Inventory Control and Cost Vigilance.
Oversee Annual Budget, Strategic Plan and Forecast for Consumer Division.
Reorganized US and Canada reporting teams to achieve maximum performance and support multiple functions more effectively while reducing overall staff.
HusqvarnaCharlotte, NCFinancial Planning and Analysis Manager10/2011 to 02/2014
Oversaw month-end
and period-end closing, management reporting, forecast and budgeting analysis
and reporting. Created and standardized
a month-end package used by executive management with analysis of month,
quarter and YTD results compared to prior year and Budget.
Managed a team of
up to 3 individuals responsible for tracking and analyzing cost center spending
in the areas of purchasing/procurement, warehouse, logistics, marketing and
administrative expense.
Loaded Annual
Budget and Quarterly Forecasts in corporate consolidation system (TRAHQ) for US
Sales Company and US Operations facilities.
Drove
results through development of standard KPI metrics, annual goal setting
and results tracking
Created a
Profitability by Channel report using activity based costing to help management
and sales channels see the full impact of our major customers and dealer
channels including specific margin, specific costs and allocated costs.
Ingersoll RandDavidson, NCAccounting Supervisor11/2010 to 10/2011
Oversaw Month-end
Close for 5 Sales Channels with Trade Revenues of $550M Annually and
Intercompany Revenue of $225M Annually.
Implemented 2 day Financial Close (down from 3 day) by working with IT
to automate Journal Entries / Reports and creating an Access Database to assist
in speed of financial analysis and standard Journal Entries.
Hired and
supervised Senior GL Accountant to assist in Month-end close, work on special
projects and help enforce internal and quality control processes.
Created Month-end
and Quarter End reports for management and loaded monthly forecasts in Hyperion
Reporting System.
Oversaw Balance
Sheet Reconciliations and managed US Accruals for Aircare (Warranty) Program,
Promotions, Other Credits and COGS clearing account.
Drove process
improvements, efficiencies and profitability through working with cross
functional teams including IT, Operations, Warranty and Order Management.
Ingersoll RandDavidson, NCSenior Productivity Analyst03/2008 to 10/2010
Coordinated
Material Productivity reporting with Finance and Sourcing departments in 23
plants and distribution centers globally and conducted monthly Commodity
Reviews with sector management. This
included reporting on Actuals, establishing Forecasts and conducting Cross
Functional Reviews with Finance and Sourcing.
Worked with a
Cross-Functional Multi-Sector Team as our Sector financial representative in
Windchill Migration (Productivity Reporting System) by establishing financial guidelines, testing the system, training Super Users and coordinating training plan.
Reported Sector Productivity and Material Inflation for $2 Billion Costs including Pipeline Productivity Charts, Commodity Spend,
Productivity and Inflation Reports, Waterfalls and Restructure Savings.
Participated in Operations 2009, 2010 and 2011
Standard Setting and AOP Goal Setting for ITS Sector. Responsible for commodity analysis, PPV and
L&OH Productivity Goal Setting.
Ingersoll RandDavidson, NCAudit Consultant03/2007 to 03/2008
Learned audit
processes and control procedures through working on Internal Control Reviews,
Oracle Implementation Reviews and Physical Inventory Exemptions.
Received
multi-culture and cross-sector experience by conducting audits for multiple
locations and sectors including United States,
China and Mexico.
Conducted
Sarbanes-Oxley Management Testing and Test Rationalization to improve SOX
reliability and timeliness.
Passed all 4 CPA
Exams and received North Carolina CPA License while working full time during Audit
Rotation.
Ingersoll RandDavidson, NCFinancial Analyst / Senior GL Account03/2006 to 03/2007
Worked with
Financial Analyst and management on 2007 Annual Operating Plan for Enterprise
Services, as well as helped create the allocation model for the 2007 bill-outs
to the Sectors.
Performed month-end
variance analysis of actual-to-forecast, actual-to-budget, and Year-over-Year
variances, as well as ad-hoc and trend analysis as needed.
Created monthly recurring entries and amortization schedules, entered month-end
and year-end closing entries, and performed reconciliations. Responsible to oversee and analyze cost
center spend and expense allocation.
Ingersoll RandGwinner, NDCost Accountant06/2005 to 03/2006
Learned Inventory
control procedures including tag control, observation and reconciliation during
the Annual Physical Inventory and led inventory counts at 2 off-site
warehouses.
Developed an
understanding of GL and forecasts while doing month-end close responsibilities
including Sales & Use Tax computation, Inventory Reconciliation and ad-hoc
reporting and analysis.
Learned about costing parts such as raw material, WIP
and Finished goods while working with cost accounting team to set 2006
standards for inventory made in the U.S.
and Europe
AON CorporationCharlotte, NCSales Manager01/2002 to 06/2003
Developed
leadership skills as a sales manager and agent for a fortune 500 Insurance
Company.
Trained new
agents and ran a successful sales team of 2-3 Sales Associates.
Education
Masters of Accountancy:Accounting2005UNC-Charlotte, Charlotte, NC, USA
Bachelor of Science:Psychology and Statistics1999James Madison University, Harrisonburg, VA, USA
