To explore new opportunities as an integral part of the finance & operations team of a success oriented organization. Work with all levels of management to develop and execute a financial and operational roadmap. Engage in broad-based problem resolution that includes analysis and studies of the business, offering solutions and recommendations, and working to effectively implement the decisions.
Over the past ••••• years, I have had exposure to a wide range of financial and operational activities. My primary role has been to bridge the gap between accounting/finance and operations functions, as well as to define and execute strategic initiatives aimed at improving various aspects of the organization.
Implementation Strong background in planning and executing projects across all levels of the organization. Effectively bringing together various departments/functions in order to implement projects and resolve issues.
Communication Proven capability to communicate top-level goals of the organization and relate how each function can contribute towards achieving those goals. Able to develop productive relationships with colleagues and staff at all levels.
Versatility Work experience encompasses a wide range of disciplines including operational responsibility, financial management, strategic planning, logistics, purchasing, sales and marketing.
Results Have repeatedly produced significant, quantifiable operational improvements. Results have consistently met or exceeded managements expectations.
PROFESSIONAL BUSINESS SYSTEMS, INC. Cleveland, OH
Owner/General Manager•••••June ••••• - Present
Manage all activities of a $••••• million distribution business including financial, operational, administrative, sales and marketing.
VENTURE LIGHTING, N.A.•••••Solon, OH
Director of Finance•••••••••• - June •••••
Operational Analysis/Accounting Analysis including but not limited to manufacturing costs (fixed, variable and standard), business segments, product lines, sales channels, cost centers, capital project justification, and what if scenarios.
Budgeting, Financial Modeling and Strategic Planning Responsible for preparation of budgets, rolling forecasts, and strategic planning for $••••• million business including three manufacturing facilities.
Cost Reductions Worked to generate $2 million in cost reductions through identification and execution of synergistic purchasing activities with strategic industry partner (General Electric). Implemented numerous cost reduction initiatives netting an annual savings of over $3 million.
Continuous Improvement Project Management Charged with identifying and implementing best practices throughout all aspects of the organization. Participated in manufacturing workflow analysis and restructuring from an assembly line structure to work cell process.
Finance/Accounting Manager Position reported directly to the President of the company and included oversight responsibility of three Divisional Controllers and their respective accounting staffs (••••• people). General ledger, monthly closing and financial statement preparation responsibilities.
ADVANCED LIGHTING TECHNOLOGIES, INC. Twinsburg, OH
Senior Business Analyst•••••••••• - •••••
Reorganization/Restructuring Member of management team that developed strategic plan that included the shutdown or consolidation of seven operating units resulting in cost savings of over $••••• million. Developed and implemented Canadian restructuring effort eliminating three facilities, reducing headcount by •••••% (••••• people) and improving earnings •••••% ($1 million).
Financial Modeling and Operational Analysis Corporate oversight function of ••••• operating units, including budget preparation, rolling forecasts and operational analysis. From ••••• Company averaged •••••% CAGR, growing from $••••• million in sales to $••••• million. Annual Report preparation.
Acquisitions Participated in initial assessment, due diligence, negotiation and integration of five acquisitions totaling $••••• million.
Public Offerings Prepared detailed business plan for consolidation of ••••• separate operating units for initial Underwriter due diligence for purpose of a ••••• IPO. Participated in IPO ($••••• million) and two subsequent offerings ($••••• million) including prospectus and S••••• preparation, other SEC related filings and nationwide institutional investor road-show presentations.
International - Worked with international counterparts related to acquisitions and joint ventures in UK, Germany, Hong Kong, Korea and Japan.
VENTURE LIGHTING INTERNATIONAL, INC. Solon, OH
Financial Analyst ••••••••••
Financial Modeling and Operational Analysis Responsibilities included budget preparation, rolling forecasts and operational analysis for $••••• million manufacturing operation.
Cost Reductions Learning curve project implementation resulting in a •••••% ($2 million) cost reduction in ••••• months.
Operations Reorganized production scheduling process, dramatically improving manufacturing efficiencies.
New Business Development Participated in the start-up and spin-off of three new business units generating $8 million of sales within three years. Controller function.
Crisis Management Key member of Chapter ••••• reorganization team responsible for cash flow management. Drafted plan of reorganization and worked to secure $8 million refinancing package with GE Capital. Company successfully emerged from Chapter ••••• in less than one year.
BBA Finance University of Cincinnati - Cincinnati, Ohio
Proficient in Microsoft Office (Word, Excel, PowerPoint, Access), Harvard Graphics, Lotus Notes, Lotus •••••, ACT Contact Manager. Experience with TREND, SYMIX, MAS •••••, Peachtree, and QuickBooks.
Problem Solving & Facilitator Training Courses (•••••Berkshire Group), Strategic Planning Course (•••••COSE), Sandler Sales Training (•••••), Member-Purchasing Managers Association of Cleveland (•••••).
Available upon request