Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Alex Wheeler

Jensen Beach,FL

Summary

Results-driven Finance business partner experienced in financial statement review, auditing and reporting. Well-versed in producing Executive and Board-level reports, supporting multi-site financial operations and working directly with internal and external customers. Firm believer in relationship building, mentoring, and servant leadership.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Finance Director - Global

Pursuit Aerospace
03.2023 - Current
  • Responsible for financial reporting of transactional activities for company's Global Business Unit, partnering closely with BU's EVP consisting of 8 sites - 4 within United States, 4 International totaling $500M+ in Revenue,
  • Responsible for P&L, BS and CF accuracy and strategic planning for division including period expenses, month-end reporting requirements, financial and government audit compliance, customer quotation and pricing models, and forecasting & budgeting for the group.
  • Assist with recruiting, interviewing, and hiring new department employees and BU functional leaders. Direct reports include 6 Controllers, indirect reports of 20+.
  • Support operations management, sales, and commercial efforts to increase revenue and overall financial growth.
  • Generate financial and operational reports to assist management with business strategy.
  • Set clear departmental objectives and developed effective strategies to achieve targeted goals.
  • Manage and forecast company cash flow by monitoring transactions and optimizing working capital. Partner closely with operations and other functional departments to improve inventory turns on $100M+ of inventory.
  • Coordinated Purchased Accounting transactions associated with the M&A activity in the formation of Pursuit Aerospace.
  • Support Board and Executive Management with ongoing M&A activity within the Global Business Unit division.

Site Controller

Paradigm Precision - Now Pursuit Aerospace
01.2021
  • Finance business partner with Site General Manager for company's largest revenue site - $160M+ in annual revenue.
  • Enhanced site efficiency by implementing streamlined processes and procedures.
  • Developed key performance indicators to better forecast and improve site financials.
  • Reduced operational costs through effective budget management and cost control strategies.
  • Responsible for annual financial and government audit compliance.
  • Managed a team of 4, including Senior Analyst, Senior Accountant, Accounts Payable and Accounts Receivables.
  • Effectively managed Purchased Accounting transactions associated with the sale of Paradigm Precision and the M&A activity in the formation of Pursuit Aerospace.

Chief Financial Officer

K&M Electric Supply, Inc
03.2019 - 03.2021
  • Responsible for management and supervision of all financial aspects of K&M Electric Supply and six sister companies including: accounting, budget creation and execution, external audit preparation and completion, tax reporting, financial reporting and business analysis
  • Key driver in growing revenue by more than 10% in 2019 by promoting online and interstate sales
  • Responsible for executing initiatives set forth by President and CEO
  • Created daily and monthly detailed sales report to identify top performing items to ensure proper inventory management required to grow revenues, reduce spend and increase cash flow
  • Created daily and monthly forecasting reports to review revenue and gross profit projections, expense tracking projections and overall cash position projections
  • Responsible for implementation of process to bring company GAAP compliant
  • Responsible for monthend process and financial reporting
  • Liaison to bank and responsible for monthly and quarterly bank reporting of financials
  • Responsible for maintaining customer relations while ensuring accounts are in good standing.

Program Controller / Assistant Controller

Paradigm Precision
10.2016 - 03.2019
  • Financial Coordinator for company’s flagship program worth more than $500M in revenue over 8 years
  • Liaison amongst six intercompany sites in three countries working to stabilize processes, improve forecasting and reporting, reducing costs and increasing profitability
  • Created stand-alone budget for program specific financial reporting to report and compare against actual performance
  • Monthly reporting of actual performance to Executive Leadership team
  • Key contributor in $30M negotiation with customer to ensure part profitability
  • Perform Assistant Controller duties as listed below.

Assistant Controller / Senior Financial Analyst

Paradigm Precision
06.2014 - 10.2016
  • Lead individual contributor role within the Finance organization responsible for financial reporting, forecasting, variance analyses, presentations, audit, month end closings and journals, reconciliations and process improvements
  • Profit and Loss & Cash Flow forecasting and reporting
  • Lead facility’s first physical inventory in more than 10 years in absence of controller
  • Sole backup of Payroll to ensure accurate and timely payroll processing for more than 350 employees
  • Develop plant budgets and track and provide recommendations to improve plant financial performance
  • Manage sales and cost of goods sold reporting and analysis for this site including designing and publishing reports, lead efforts to transition from standard to actual reporting, and analyze cost related to new business opportunities
  • Manage Fixed Asset Financial Process including analyzing financial returns, ensuring Capital Appropriation Requests are complete, accurate, and appropriately approved; conduct physical inventory of fixed assets and budget management
  • Liaison with corporate to ensure timely submittal of reporting and analytical requirements
  • Analyze trends in order to book, overdue, product cost, mix, and price on future business
  • Prepare reconciliations for several Balance Sheet accounts such as Inventory, CIP accounts, Intercompany, Prepaid and Accrued expenses, etc
  • Prepare Weekly Sales Report for Management
  • Update material, labor and outside service costs for monthly sales analysis
  • Maintain and update production facility overhead rates
  • Produce job margin analysis analyzing costs per unit
  • Produce ad hoc analyses supporting new products, investments, initiatives, and restructuring
  • Government contracting initiatives including allowability studies, disclosure statement updates, and forward pricing/actual rate proposals
  • Support audits as necessary
  • Prepare and present analysis on all areas of BOM, Routings, Material costs, purchase orders, etc.

Packaging Accountant and Analyst / ERP Implementation

Wild Turkey Distillery
03.2013 - 06.2014
  • Responsible for all financial activities and oversight related to new packaging facility
  • Responsible for implementation of SAP ERP integration
  • Responsible for creation and maintenance of routings for more than 500 part numbers
  • Daily reconciliation and spend analysis of $43M project and direct correspondence with senior management
  • Responsible for completion of month-end close activities and SAP ERP troubleshoot analysis
  • Responsible for creation of workflow process documentation for brand new position
  • Responsible for raw material and finished goods inventory analysis and reconciliation
  • Responsible for budget planning and reporting for 5 departments and more than 15 cost centers totaling more than $10M
  • Responsible for the preparation of tax documentation for operation, including the creation and tracking of more than $2.1M in State Tax Credit realized over 10 years
  • Responsible for daily operation tracking and reporting
  • Assistance in extensive alcohol related tax preparation and tracking
  • Extensive daily use of Microsoft Excel and SAP ERP System.

Financial Analyst

Schneider Electric
09.2012 - 03.2013
  • Responsible for completion of month-end close activities including 20-30 monthly journal entries and reconciliation, monthly inventory analysis and reconciliation, variance analysis, and provide commentary for monthly scorecard meetings with corporate
  • Perform daily financial and budgetary analysis for manufacturing plant with annual sales of $300M
  • Responsible for tracking material productivity through cost analysis
  • Responsible for the coordination of Key Internal Controls for facility of more than 500 employees
  • Responsible for the coordination, tracking, and reporting of all capital expenditures for 1 million square foot facility
  • Assistant Coordinator for annual physical inventory encompassing three separate locations
  • Extensive daily use of Microsoft Excel, Access, Word PowerPoint, and SAP ERP System.

Financial Analyst/Operational Cost Analyst

Pentair Technical Products
09.2010 - 09.2012
  • Responsible for analyzing Balance Sheet and Income Statements monthly and providing feedback and recommendations to departments for growth opportunities for manufacturing plant with annual sales of $80M
  • Responsible for data collection and preparation for all departments and provided financial commentary for monthly scorecard meetings with corporate
  • Responsible for completion of month-end close activities including 10 monthly journal entries and reconciliation
  • Responsible for the daily financial and operations metric for internal and external reporting
  • Support Lean team with financial analysis for all kaizens requiring capital expenditures
  • Provide margin and cost analysis for bi-weekly presentations with sales team and executive level management
  • Successful completion of 3-day Sarbanes Oxley Internal Audit
  • Responsible for budget planning and reporting for 28 departments
  • Responsible for the drafting of business cases, coordination, tracking, and reporting of all capital expenditures for 300,000 square foot facility
  • Lead, analyze, and report monthly routine physical inventory counts on steel with over 400 part numbers worth $30M
  • Responsible for the preparation of all tax documentation for operation, including the successful implementation of $300K annual KBI Tax Credit realized over 15 years.

Education

MBA with emphasis in Healthcare Management -

Marylhurst University
Portland, Oregon
03.2011

Bachelor’s Degree, Finance -

University of Kentucky
Lexington, Kentucky
05.2009

Skills

  • Financial reporting and analysis
  • KPI Tracking
  • Technology-savvy
  • Policy Development
  • Strategic Planning
  • Relationship Building

Certification

Microsoft Office Specialist Certification – Excel, Word, and PowerPoint

Timeline

Finance Director - Global

Pursuit Aerospace
03.2023 - Current

Site Controller

Paradigm Precision - Now Pursuit Aerospace
01.2021

Chief Financial Officer

K&M Electric Supply, Inc
03.2019 - 03.2021

Program Controller / Assistant Controller

Paradigm Precision
10.2016 - 03.2019

Assistant Controller / Senior Financial Analyst

Paradigm Precision
06.2014 - 10.2016

Packaging Accountant and Analyst / ERP Implementation

Wild Turkey Distillery
03.2013 - 06.2014

Financial Analyst

Schneider Electric
09.2012 - 03.2013

Financial Analyst/Operational Cost Analyst

Pentair Technical Products
09.2010 - 09.2012

MBA with emphasis in Healthcare Management -

Marylhurst University

Bachelor’s Degree, Finance -

University of Kentucky
Alex Wheeler