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Experience
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Information Technology Corporation, Houston, TX (November 2000 - present)
Finance Manager, Global Functions Finance (January 2007 – present)
- Responsible for providing operating expense management support, including budget preparation and monthly closing support, for The Company’s worldwide Finance organization.
- Prepare monthly expense analyses and planning updates for CFO.
- Participate in monthly expense reviews with CFO.
- Act as focal contact point for all Finance groups and serve as coordinator of expense analysis for worldwide Finance organization.
- Work directly with Human Resources in areas of workforce planning and headcount strategy for worldwide Finance.
- Serve as focal contact point with corporate FP&A group regarding Finance organization expense analysis and planning.
- Coordinate analysis and review of IT investment programs requiring CFO approval.
Selected Accomplishments:
- At CFO request, initiated monthly review of Finance organization travel expense in support of savings initiative.
- Prepared ongoing analyses for, and participated in CFO review of, IT investment programs involving commitment of Finance resources or providing Finance benefits.
- Developed monthly expense review package for use by CFO staff.
Finance Manager, Americas Controllership (July 2002 – December 2006)
- Provided expense analysis and closing activity support for US Credit and Collections and US Controllership groups and oversight support for other Controllership groups.
- Expense analysis and support also provided to Americas Global Functions Finance group.
- Act as focal point of communication with WW Global Functions Finance for group submissions and feedback.
- Previously (2002/2003) also responsible for development, preparation, and internal web publication of management financial reports for the Americas Region within The Company. Supported by three financial analysts.
Selected Accomplishments:
- Subsequent to The Company merger, assisted in the implementation of a consolidated management reporting framework for Americas financial information.
- Introduced web based reporting of key regional financial information.
- Supported development of headcount planning, reporting, and analysis tools for leadership of Americas Controllership organization.
Manager, Supply Chain Finance, Enterprise Business Group (November 2000 – July 2002)
- Manage procurement financial support and product costing for Enterprise System business units of The Company.
- Analyze material price variances for the division on worldwide basis including all manufacturing sites and outsource providers.
- Work directly with division procurement directors and staff to monitor and comprehend raw material costs for purpose of driving material cost objectives.
- Responsible for insuring accurate and timely standard cost setting for manufactured and third party sourced finished products and options.
- Support new product development teams in determination of cost structure prior to product launch.
- Lead processes to review product costs in conjunction with operational and marketing groups.
- Provide day to day product costing support to regional and divisional marketing and operation groups. Support division Procurement group with operating cost management.
- Provide interface with systems support groups to insure dependability of costing systems. Three direct reports.
Selected Accomplishments:
- Developed monthly process for measuring material cost improvements in support of major corporate savings initiative. Member of finance and procurement teams charged within driving savings actions.
- Established comprehensive process to identify trends within product and material costing.
- Developed process for addressing product costing issues raised by regional or divisional marketing.
- Provided timely feedback in support of groups involved in key pricing/bid situations.
Major Electric Company, Industrial Systems Division, Selmer, TN (June 1998 – November 2000)
Manager of Finance/Controller, Busway Business Unit
- Managed all financial functions for the Busway business unit (annual sales: $125 million) within The Company’s Industrial Systems Division.
- Responsible for development of annual and interim period operating plans; financial statement preparation and analysis; long-range planning; manufacturing/cost accounting; general accounting; balance sheet management; sales, material cost, manufacturing cost, and operational analyses; and inventory reporting and analysis.
- Jointly responsible, with centralized corporate groups, for fixed asset management, accounts payable, and accounts receivable.
- Responsible for financial reporting and analysis to divisional and corporate groups.
- Developed and presented financial and operational performance data for business reviews with senior divisional management.
- Integral member of business team; key focal point for communications with divisional management.
- Reported directly to Controller of The Company’s Industrial Systems Power Equipment Business (annual sales: $1 billion); dotted line report to Busway Business General Manager. Six direct reports.
Selected Accomplishments:
- Introduced reporting process for identifying product line contribution margins.
- Established enhanced review of indirect costs and assignment of line item management responsibility.
- Developed tracking activity for sales credit and concession activity and refined approval processes.
- Established reporting, review, and accountability process for inventory management.
Computer Corporation, Houston, TX (October 1995 - June 1998)
Manager, Financial Accounting, Manufacturing Consolidations (September 1996 - June 1998)
- Managed the financial consolidation function for the worldwide Corporate Materials operation within a leading international computer manufacturer.
- Responsible for reporting, forecasting, and analyzing worldwide operating costs, capital expenditure activity, and raw material inventory position for the Corporate Materials group, which included corporate procurement groups and five international raw material activities.
- Coordinated reporting flows from international sites and corporate departments for actual operating costs, capital expenditures, and inventory operations activity.
- Managed worldwide forecasting process activity (cost, capital, and inventory).
- Established cost performance goals in conjunction with overall corporate Manufacturing and Quality group goals.
- Monitored performance versus goals. Engaged ad hoc management analysis and reporting assignments.
- Prepared and reviewed raw material price performance measures.
- Consolidated financial data for management review and presentation.
- Maintained financial reporting systems for support of consolidation activities.
Selected Accomplishments:
- Introduced formal monthly review process for all operating cost activity within Materials’ departments and sites.
- Streamlined capital planning and reporting activities.
- Coordinated headcount planning reviews in conjunction Human Resources, Site and Department Directors.
Manager, Financial Accounting, Houston Site Materials (October 1995 - September 1996)
- Responsible for managing day-to-day financial accounting for largest raw materials activity (Houston) within The Company.
- Provided direct support to Materials Director, and supporting procurement and inventory operations staff, in areas such as: operating cost planning and management, raw material freight cost monitoring and management, monthly financial reporting for operating costs and inventory, business plan development, reviews of internal controls, inventory control and management, and analyses and presentations for management.
Selected Accomplishments:
- Initiated management review of inbound raw material freight costs, resulting in enhanced focus and cost reductions.
- Provided financial support for reviews and analyses of third-party outsourcing proposals for inventory management and capital expansion projects for inventory operations activities.
Zeneca Inc., Specialties Division (March 1986 - September 1995)
Site Controller, Mt. Pleasant, TN (September 1990 – September 1995)
- Responsible for managing all financial functions at a key manufacturing site of an international chemical/pharmaceutical company.
- Directed all manufacturing accounting functions (general accounting and cost accounting), accounts payable, payroll, and purchasing.
- Responsible for sitewide management of budgeting and planning, financial analytical support, capital spending accounting, fixed asset accounting, and inventory accounting.
- Interacted with business management at corporate offices in areas such as cost analysis, business planning, and strategy development.
- Managed a staff of thirteen including five salaried/supervisory professionals.
Selected Accomplishments:
- Coordinated the development of annual operating budget, entailing costs of manufacture of $100 million, for a multi-division manufacturing site.
- Provided financial analytical support for all manufacturing related activities at the site, with particular emphasis on cost analysis/cost accounting, capital expenditures, and working capital.
- Managed the site's transition from multiple operating systems to a fully integrated system (SAP) as part of a corporate-wide system transition initiative lasting two years, with major focus on implementation of accounting/financial components.
- Accountable for development of business plans in conjunction with commercial management.
- Expanded monitoring and analysis of balance sheet activity relative to inventories, fixed assets, and other working capital items.
Business Analyst, Wilmington, DE (November 1988 - September 1990)
- Provided financial analytical support to the commercial management group of the Polymer Additives business within Zeneca’s Specialties Division.
- Duties included full P&L budgeting and planning, including revenue, margin, and manufacturing cost planning in conjunction with respective sales and manufacturing finance staffs.
Budget Analyst, Wilmington, DE (March 1986 - November 1988)
- Provided accounting and financial support to commercial management of the Colors business group within the Specialties Division.
- Developed and monitored P&L budgets, reviewed and analyzed sales results, manufacturing and selling costs, and overall margin and profit performance.
GELCO Inc., Bala Cynwyd, PA (August 1984 - March 1986)
Financial Analyst
- Developed and analyzed equipment sales and leasing rates for this trailer leasing company. Interacted with regional marketing management in support of pricing activity.
General Accident Insurance Co., Philadelphia, PA (January 1982 - August 1984)
Financial Analyst
- Planned and managed expense budgeting for regional offices in this property and casualty insurance company.
Allstate Insurance Company, Indianapolis, IN (June 1980 - December 1981)
Controller's Analyst
- Prepared and analyzed cost and financial performance data in a regional headquarters of this property, casualty, and life insurance company.
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