About
Finance & accounting leader with over 15 years of progressive experience within global manufacturing companies. Demonstrated ability to achieve results in all areas of manufacturing, division, and corporate roles. Responsible for leading day-to-day and strategic decision making as part of leadership teams, SOX and internal control requirements, management of capital spending, preparation of monthly and annual financial plans, and presentations for executive management. Achievements: • Achieved better than forecasted DSO targets • Managed completion and follow-up of all required control processes resulting in no major audit findings • Led improvements in sales backlog reporting to drive better visibility to standard margins resulting in monthly forecast improvements • Developed new purchase approval process to improve visibility of monthly MRO expenses • Improved forecast granularity to better understand forecast variances each month • Led plant to recognition as the benchmark for capit…
Experience
Vice President of Finance
ACS Group · New Berlin, WI
Director of Finance
ACS Group · New Berlin, WI
Controller
MTE Corporation · Menomonee Falls, WI
• Manage and direct an accounting team of 12 professionals in the U.S and Mexico spanning all areas including Accounts Payable, Accounts Receivable, Cost Accounting, SOX Compliance, etc.
Plant/Product Line Controller
Eaton · South Milwaukee, WI
Plant Controller
Eaton · Waukesha, WI
• Integrating finance and business processes at a recently acquired plant (December 2012) with annual sales of $240M+, 500 employees, and consisting of one fabrication shop and three assembly lines • Drive strategic decision making and plan initiatives as a member of the plant leadership team while helping to integrate Eaton Business Systems processes (EBS pull, objective planning, and VSM processes) • Manage two direct reports through the monthly forecast and close processes • Ensure completion and timeliness of all division and corporate financial and compliance requirements • Prepare annual plant financial plan and communicate year-over-year variances to plant and division leadership • Collaborate with plant leadership and product line managers to make product pricing and strategy decisions • Build financial acumen across all levels of the plant
Plant Controller
Eaton · Eden Prairie, MN
• Drive strategic decision making and plan initiatives as a member of the plant leadership team and lean steering committee • Build organizational capability through presentation of monthly finance training, development of processes to increase expense awareness, and improvements in functional cross-training • Manage three direct reports through the monthly forecast and close processes for a plant with $100M in annual sales • Ensure accuracy of full income statement and balance sheet, and compliance with financial policy, internal controls requirements, U.S. GAAP, and Sarbanes-Oxley • Ensure completion and timeliness of all division and corporate financial and compliance requirements • Prepare annual plant financial plan and communicate year-over-year variances to plant and division leadership • Collaborate with plant leadership and business unit product development group to make product pricing and strategy decisions
Lead Analyst - Financial Planning
• Analyze data and processes for the Hydraulics Americas region, consisting of four divisions of 25 manufacturing plants and $1.7 billion in annual sales • Create presentations for executive management • Communicate with division finance teams to drive standardized and consistent accounting practices • Assist plant finance and division supply chain personnel in developing a model to more accurately forecast material surcharges on a monthly basis • Prepared the five-year financial plan for the region • Collaborated cross-functionally to quote a new project with $30 million in revenue • Participated in a BPI with SCM and Finance to improve forecasting of material surcharges
Accounting Manager/Finance Bpi Lead
• Performed, managed and delegated monthly accounting activities to ensure accurate financial statements and comply with reporting deadlines for a plant with $200 million in sales and three ledgers • Completed cost models for the quoting of new and replacement business • Ensured SOX compliance by meeting all corporate deadlines and training the team in the preparation of a proper balance sheet reconciliation • Led internal control and SOX improvements at the facility in Queretaro, Mexico by training and collaborating with the local finance team; these efforts resulted in a large improvement in the 2009 internal audit compared to 2008 • Collaborated on a value stream map project which allocated costs to specific steps in the manufacturing process and identified cost savings estimated at $70,000 per year • Calculated plant labor and overhead rates for two distinct business units by identifying cost drivers • Integrated the accounting and reporting of a new ledger and product line into th…
Sox Analyst
• Audited location controls and processes to meet SOX standards • Recommended process improvements to plants and divisions • Coordinated SOX validation results with Internal Audit, the Internal Control Program Office, and External Audit • Performed division accounting manager responsibilities for nine weeks • Performed group financial analyst responsibilities for six months
Financial Analyst
• Prepared the monthly financial forecast • Analyzed plant performance to complete financial reporting requirements • Collaborated with project managers and staff to forecast capital spending and capitalize new assets • Completed fixed asset and physical inventories
Accountant
• Completed general accounting activities including accounts payable, capital projects, fixed assets, and general ledger activities • Supervised plant operations for six weeks
Education
Wisconsin School of Business
BBA, Finance, Investment and Banking; Management and Human Resources
Find leads like Joe
Origami finds your ideal customers across 15+ data sources with a single prompt.
Try Origami Free