Dynamic and highly qualified Finance Professional with extensive knowledge of financial planning, reporting, accounting and manufacturing in both private and public sectors.
Cash-flow report generation
Cost Benefit Analysis (CBAs)
ERP & Financial Software
Income Statement Auditing
Division Controller City, StateCompany Name/Jun 2011 to Jan 2017
Responsible for financial performance of the
193% CAGR over 5 year period for division through the identification,
development and implementation of more than 70 continuous improvement
completed 5 acquisitions.
over 60 direct and indirect reports including: Customer Service, Refurb and
Parts Center Manager, Financial Analyst, Route Analyst, Regional Managers, Account
Managers and Warehouse personnel.
centralized asset refurbishment program which led to $560K cost savings.
business optimization / routing initiative for the division leading to enhanced
customer experience, increased customer retention, decreased field frustration
and increased sales and a significant reduction in service cost.
presented and rolled out pricing strategy for distributors, corporate, chain
and core customers.
Implemented best practices to reduce inventory
shrink by 72%.
Sr. Financial Analyst City, StateCompany Name/Nov 2007 to Jul 2011
Responsible for department and plant expense reporting,
budgeting, forecasting and analysis.
managed completion of department goals and plant planning process within tight
development and implementation of strategic CAPEX program.
in development of “Forecast 0” and other mechanisms to compare, analyze, and
report “actual vs. budget” and “actual vs. forecast” for in-depth analysis.
in high-priority merger and acquisition project with New Business Development.
and presented monthly financial reporting package and presentations for
key metrics and provided leadership with appropriate recommendations for
improvement of the metrics to enhance the way we gauge success.
Financial representative for
Marketing, IT, ERP and other headquarters departments.
Sr. Financial Analyst, Charging COC City, StateCompany Name/May 2006 to Nov 2007
Responsible for reporting on financial performance
of Air Treatment COC (includes plant performance), identifying trends, ensuring
key metrics are achieved, budgeting, and forecasting.
market research for Air Treatment in the OE and Aftermarkets.Participated
in several Product Development and Commercialization (PDC) projects for
Charging COC providing financial analysis and decision modeling.
managed the capital spend for Bendix through a change in systems, guidelines
and reduced targeted spend.
on Inventory team focused on driving results at the plant level.
participated in and managed certain functions to achieve a successful plant
closure that transferred assets and knowledge to a LCC while maintaining
quality and delivery metrics.
Assisted in development of material standards,
COGS, MUV, PPV, and all lines in P&L for Charging COC with emphasis on Air
Acted as a Business
Warehouse info user, SAP trainer and Key User.
MBA: International FinanceBaldwin-Wallace University3.78 GPA
Associate of Applied Science: Risk ManagementInsurance Institute of America
International FinanceBaldwin-Wallace UniversityJapanese Language, Member of Phi Kappa Tau and International Club, Vice President
and Coach of the B-W Lacrosse Club.
Completion of more than 70 continuous improvement projects resulting in over $1.4 million in savings. Auditing
Identified, trained and implemented new position
for business optimization analyst which resulted in enhanced customer service experience,
increased customer retention and on-time % while delivering annual savings of
audit of more than 4,000 field assets, resulting in $300K reduction in impaired
asset reserve and increased monthly sales.
Produced improvement of 193% profit and
160% cash flow, 5 year CAGR.
SergeantCompany NameCity, State
Team leader in charge of the performance and development of direct reports.
Graduated top 10% of class, PLDC (Primary Leadership Development Course).
Awarded: Company, Battalion, Brigade, and Division level Soldier of the Quarter (Division is the highest level attainable), PLDC ribbon, Army Accommodation Medal (2), Army Achievement Medal (2), Overseas Service Ribbon, Good Conduct Medal, Southeast Asia Service Ribbon, Basic Airborne Badge, Expert Field Medical Badge, Certificate of Accomplishment (2), and Certificate of Achievement.
ERP Software: SAP,
Technical Software: MS Office (MS Word, MS Excel, MS PowerPoint, MS Access, MS Publisher), Hyperion,
Quickbooks, MOBI, Truckstop
Professional Skills: Organization
and Planning, Ability to inspire others to perform, Results Driven, Able to
work Independently or in Teams, Self-Starter, Building Strong Customer
Relations/Customer Service, Excellent Written and Verbal Communication.
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Sr. Financial Analyst, Charging COC
MBA : International Finance Associate of Applied Science : Risk Management International Finance
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