Andrew Perry
North Charleston,SC
Summary
Dynamic finance leader with a proven track record at Palmetto Primary Care Physicians, excelling in variance analysis and financial modeling. Spearheaded cash forecasting initiatives, driving significant cost reductions. Adept at inventory management and fostering team collaboration, delivering impactful financial insights that enhance operational efficiency and support strategic decision-making.
Overview
29
29
years of professional experience
Work History
Director of Finance
Palmetto Primary Care Physicians
North Charleston, South Carolina
07.2024 - Current
- Developed cash forecasting model, perform weekly cash forecasting for 2 entities.
- Manage accounts payable team of two.
- Responsible for month end reporting and analysis for 2 entities.
Finance Manager
C3 Labs Inc.
11.2023 - 06.2024
- Responsible for month end, reporting and variance analysis.
- Manage accounts payable, accounts receivable and treasury functions.
- Developed annual operating plan and weekly cash flow projections.
Accounting Manager
Palmetto Primary Care Physicians
03.2022 - 10.2023
- Monthly reconciliation of all balance sheet accounts, accounts analysis and monthly closing entries.
- Monthly financial analysis and reporting.
CFO
Trident Dental Management
Charleston, SC
12.2020 - 02.2022
- Developed monthly metrics, KPI’s and forecasting model for dental offices and management team.
- Driver of continuous improvement in the organization and leader of cost reduction initiatives resulting in $150K in savings.
- Provide financial analysis support to CEO on key business components.
CFO
Atlantic Marina Holdings
Charleston, SC
06.2019 - 11.2020
- Prepare and present monthly financial statements to private equity investors.
- Lead team of 9 accountants/bookkeepers/office managers located at marinas and corporate office.
- Collaborate with the operations, marketing and sales team to develop an annual operating plan for all 7 marinas. Present plan for approval to private equity investors.
- Manage capital spending, purchase orders and contracts for $40 million marina redevelopment project.
Sr. Manager of Client Services
Aprio, LLC
Atlanta, GA
10.2015 - 02.2019
- Created improvements to streamline processes for teams utilizing cloud-based applications, drove the annual budgeting process, and prepared monthly cash forecasting.
- Reviewed and prepared clear and accurate monthly financial statements that were reviewed with clients and internal Aprio partners, resulting in customer satisfaction and long-term retention.
Divisional Accounting Manager
Westrock, Inc.
Norcross, GA
03.2014 - 09.2015
- Provided oversight for job costing, associated inventory and labor accounting for 3 plants while coordinating and managing all (internal and external) audit activity as well as monthly balance sheet reviews.
- Reviewed plant sales margins, investigated variances, prepared monthly reports or results, monthly forecasts and annual operating and budgeting plans.
Assistant Controller/Cost Accounting Manager
Hill Phoenix Inc.
Conyers, GA
12.2012 - 02.2014
- Reviewed customer margins and investigated variances, prepared and analyzed inventory valuations, cost of sales, and variances for internal review, management reporting purposes, and monthly financial close.
- Investigated significant trends/variances for cost reduction regarding material, labor, and overhead, increasing savings for the company and establishing future goals for long-term growth.
Sr. Cost Accountant
Euramax International, Inc.
Norcross, GA
01.2011 - 11.2012
- Assisted plant managers in creating an annual budget and successfully partnered with plant personnel to apply lean manufacturing principles and drive process improvements.
- Updated and maintained bill of materials and standard costs, reconciled inventory and cost of goods sold (COGS), developed obsolete inventory entries, and prepared inventory reporting by individual plants.
- Monitored/analyzed cycle count reporting and variance analysis, and provided monthly results to plant management.
- Assisted in the development, implementation and monitoring of the Sarbanes-Oxley Act (SOX) process including scope review, process documentation and evaluation of effectiveness of key controls.
Plant Controller
Progress Container and Display
Winder, GA
05.2006 - 11.2010
- Managed all aspects of the accounting department for this family owned corrugated manufacturer with over $18M in annual sales, as well as managing the accounting & human resource functions (3 direct reports).
- Initiated system conversion from a Human Resource Management System (HRMS) to Great Plains/Microsoft Dynamics, and consolidated financial results for 2 individual companies under company’s management.
- Accurately and successfully managed monthly physical inventory count, analyzed variances and determined root causes to prevent future variances.
Assistant Plant Controller
Certainteed, Inc.
Athens, GA
07.2002 - 04.2006
- Presented and analyzed all cost and inventory figures including variances on a monthly basis for this privately-owned building materials company with approximately $3B in annual sales.
- Maintained all standard costs and overhead rates, developed and prepared an annual operating plan, analyzing variances monthly, as well as an annual 5-year business plan and monthly forecasting, and completed monthly closings, P&L reporting and variance analyses.
Plant Controller
Rich Products Corp.
Buffalo, NY
05.1997 - 06.2002
- Managed all accounting functions for 2 cake manufacturing plants (4 direct reports) and managed all finance, accounting and cost accounting functions for the Enterprise Resource Planning (ERP) team for this privately held food manufacturing business with approximately $2B in annual sales.
- Prepared annual budget and periodic forecasts of plant operations, implemented cycle count program and analyzed count variances and updated and established raw material standard costs.
Education
Master of Accountancy -
UNIVERSITY OF OKLAHOMA
Master of Business Administration -
ST. BONAVENTURE UNIVERSITY
Lean Six Sigma Green Belt -
PURDUE UNIVERSITY
Bachelor of Science Degree - Business
FRANKLIN UNIVERSITY
Skills
- Variance analysis and financial modeling
- Inventory management and cost control
- Standard and activity-based costing
- Bill of materials and scrap rate analysis
- Budget forecasting and capital expenditure
Timeline
Director of Finance
Palmetto Primary Care Physicians
07.2024 - Current
Finance Manager
C3 Labs Inc.
11.2023 - 06.2024
Accounting Manager
Palmetto Primary Care Physicians
03.2022 - 10.2023
CFO
Trident Dental Management
12.2020 - 02.2022
CFO
Atlantic Marina Holdings
06.2019 - 11.2020
Sr. Manager of Client Services
Aprio, LLC
10.2015 - 02.2019
Divisional Accounting Manager
Westrock, Inc.
03.2014 - 09.2015
Assistant Controller/Cost Accounting Manager
Hill Phoenix Inc.
12.2012 - 02.2014
Sr. Cost Accountant
Euramax International, Inc.
01.2011 - 11.2012
Plant Controller
Progress Container and Display
05.2006 - 11.2010
Assistant Plant Controller
Certainteed, Inc.
07.2002 - 04.2006
Plant Controller
Rich Products Corp.
05.1997 - 06.2002
Master of Accountancy -
UNIVERSITY OF OKLAHOMA
Master of Business Administration -
ST. BONAVENTURE UNIVERSITY
Lean Six Sigma Green Belt -
PURDUE UNIVERSITY
Bachelor of Science Degree - Business
FRANKLIN UNIVERSITY