Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
INTERESTS
Generic

Clay R. Adam

St. Charles,USA

Summary

Knowledgeable International Operations and Finance Executive with proven background in senior leadership roles, driving strategic initiatives and fostering organizational growth. Successfully led cross-functional teams to achieve key business objectives, enhancing operational efficiency and stakeholder satisfaction. Exhibits strong leadership and adaptability to changing and challenging business needs. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

35
35
years of professional experience

Work History

Senior Director - Program Management

EQUIFAX WORKFORCE SOLUTIONS
09.2024 - 08.2025
  • Led cross-functional teams including Technology, Operations, Finance, Sales/Alliances and Marketing to implement (14) partner records onto The Work Number (TWN) in one year
  • Optimized project timelines by effectively delegating tasks and prioritizing workload among team members.
  • Planned and integrated project and program schedules.
  • Fostered work culture of collaboration and inclusion.

Senior Director - M&A Integrations

EQUIFAX WORKFORCE SOLUTIONS
01.2018 - 09.2024
  • Led cross-functional integration teams for (7) acquired companies by the larger business unit.
  • Co-Creator and Leader of an internal team to remedy the reduction in $40M outstanding collections.
  • Directed cross-functional teams to optimize client onboarding processes and improve service delivery.
  • Established Key Performance Indicators to measure success of integration solutions and drive accountability.
  • Collaborated with stakeholders to refine product roadmaps, enhancing client experience.
  • Led organizational change initiatives, ensuring alignment with corporate strategy and best practices.
  • Increased employee satisfaction, providing regular coaching and feedback sessions.
  • Fostered work culture of collaboration and inclusion and put a support system in place to ensure turnover rates were less than 10%.
  • Managed senior-level personnel working in marketing, sales and finance capacities.
  • Performed continuous evaluations of business facility, teams and policies to keep operations efficient and consistent.
  • Planned and integrated multi channel project and program schedules used throughout the integration process.

Program Management Consultant (for Equifax Workforce Solutions)

3CI CONSULTING
04.2017 - 01.2018
  • Program Manager for the creation of a new Pre Sales Consulting team
  • Developed comprehensive project plans, ensuring alignment with client goals and organizational strategies.
  • Streamlined communication processes, enhancing collaboration among stakeholders and team members.
  • Analyzed project performance data to recommend process improvements and optimize resource allocation.
  • Supported business development efforts by contributing expertise in solution design, proposal writing, and client presentations.
  • Established performance metrics for evaluating the effectiveness of implemented solutions, ensuring continuous improvement in program outcomes.

Chief Operations Officer

ARCH DESIGN, ARTWORK & FRAMING
01.2016 - 01.2017
  • Responsible for company's strategic leadership, policies, plans and objectives by working with the Board of Directors and executive management team
  • Directed Sales, Finance, Procurement, Marketing, Design, Logistics and Manufacturing
  • Stabilized employee turnover, broke down departmental silos, and, instilled procedures and guidelines
  • Created a Project Management team devoted to multi-phased, large scale projects which allowed us to retain a multi-million dollar account and continuously monitor other open project opportunities
  • Orchestrated the creation of a standard RFP package used to obtain larger scoped business; quickly, accurately, and consistently
  • Steered the implementation of a factory safety program
  • Designed operational and financial packages for Board of Directors in an effort to promote transparency and provide accurate data used to make sound business decisions
  • Directed operational strategy to enhance workflow efficiency and productivity in art design and framing processes.
  • Implemented innovative systems for inventory management, reducing waste and optimizing resource allocation.
  • Led cross-functional teams to streamline project timelines, improving delivery speed for client orders.
  • Established performance metrics and KPIs, driving accountability across departments and enhancing operational transparency.
  • Championed a culture of continuous improvement, fostering collaboration between departments for optimal operational results.
  • Increased profitability by optimizing sales and fulfilling lower overhead costs.
  • Streamlined operations by implementing process improvements and optimizing resource allocation.
  • Enhanced company growth by identifying new market opportunities and developing expansion strategies.
  • Revamped quality assurance protocols, ensuring consistent delivery of exceptional products.
  • Improved supply chain efficiency by negotiating favorable contracts with vendors and streamlining inventory management processes.
  • Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
  • Devised and presented business plans and forecasts to board of directors.
  • Maintained P&L and shouldered corporate fiscal responsibility.

Vice President of Operations

DIGITAL CONCEPTS
01.2010 - 01.2016
  • Responsible for Overall Operational Performance – Quality, Supply Chain, Customer Service & Sales Support, and Manufacturing with facilities in Juarez, Mexico and Suzhou, China (300+ Employees)
  • Consistently met financial & operational goals for Productivity, On-Time Delivery, and Quality
  • Developed and implemented monthly Forecasts, annual Budgets and Operational Strategies
  • Stabilized overhead with efficiency initiatives – productivity increased 25% and JIT purchasing policies were implemented – achieving a decrease in the A/R to A/P cash gap of 15 days
  • Implemented Shop Floor Control and Operation Level Production Reporting
  • Introduced Kanban for low-value/high-turnover components which reduced headcount, mitigated out-of-stock, “line down” situations and focused buyers on high-value inventory
  • Increased inventory turns resulting in $1M reduction in assets by enhancing the MRP process, establishing accurate supplier data and integrating the shop floor production times into PO suggestion logic
  • Delighted customers by driving our On-Time Delivery percentage up from 88% to 99% while reducing delinquent warranty repairs from 40% to 5%
  • Managed the implementation of global ERP solution (EPICOR) in US, Mexico and China
  • Generated hundreds of customer quotes and negotiated multiple sales contracts with global fitness equipment and motor manufacturers
  • Reviewed and negotiated purchasing contracts with foreign suppliers of key electronic components and mechanical hardware
  • Implemented advanced project management tools, improving task tracking and accountability.
  • Orchestrated resource allocation strategies, optimizing workforce productivity and cost-effectiveness.
  • Analyzed performance metrics to identify bottlenecks and propose actionable solutions.
  • Cultivated a culture of continuous improvement through employee training programs and workshops.
  • Directed organizational change initiatives, enhancing service delivery and client satisfaction.
  • Streamlined operations by identifying inefficiencies and implementing process improvements.
  • Cultivated strong relationships with clients, vendors, and partners for mutually beneficial collaborations.
  • Enhanced customer satisfaction by developing and implementing strategies to improve service quality.
  • Increased company profits through performance optimization strategies and efficiency improvements.
  • Implemented new technologies to automate processes, resulting in reduced labor costs and increased efficiency.
  • Drove expansion into new markets by researching opportunities, evaluating risks, and executing successful entry strategies.
  • Identified issues with production, workforce, and material sourcing and implemented successful solutions.
  • Optimized supply chain logistics, ensuring timely delivery of products and minimizing inventory holding costs.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.

Chief Financial Officer

RENAISSANCE FINANCIAL
01.2008 - 01.2010
  • Led the Executive Committee while directing overall financial activities supporting three Midwest sales offices and corporate headquarters
  • Responsible for reengineering financial systems and control environment to manage the firm's growth plan – from 100 current to 150 employees in 18 months
  • Developed their first standardized long-range plan and annual budget, eliminating 10% in annual overhead spending
  • Designed competitive and affordable compensation packages for the growing sales team
  • Directed financial strategy and planning to align with organizational goals.
  • Oversaw budget development, forecasting, and financial reporting processes.
  • Implemented cost-control measures to improve profitability and operational efficiency.
  • Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
  • Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.
  • Ensured accurate financial reporting, maintaining compliance with GAAP regulations, and internal policies.
  • Established strong relationships with external stakeholders, including investors, analysts, and regulatory agencies to promote transparency and build trust in the organization's financial management.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.

Chief Financial Officer / Secretary / Treasurer

BALFOUR BEATTY RAIL
01.2005 - 01.2008
  • Led the Finance and IT departments for the $250M US Rail division of a $16B UK based, worldwide corporation and Co-chaired the Executive Team responsible for several multi-million dollar projects and 12 business units throughout North America
  • Ensured accurate financial reporting, maintaining compliance with GAAP and IFRS regulations, and internal policies.
  • Directed and reported all business risk, both financial and operational, along with mitigation plans. On a regular basis, would present data to parent company and outside stakeholders
  • Integrated four previously acquired companies by merging legal entities, accounting and systems while reengineering back-office processes which increased profits by $35m
  • Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
  • Directed the development of standard operating procedures for project tendering, job costing, inventory tracking/usage, equipment management and risk avoidance
  • Enhanced cash flow 25% by improving working capital turnover and fixed asset utilization
  • Led financial strategy development to align with organizational goals and enhance profitability.
  • Directed budgeting processes, ensuring accuracy and compliance with regulatory standards.
  • Oversaw financial reporting, providing insights for informed decision-making at executive levels.
  • Implemented risk management strategies to protect assets and minimize financial exposure.
  • Executed financial audits, identifying areas for improvement and ensuring adherence to policies.
  • Analyzed market trends to inform strategic investment decisions and drive business growth.
  • Developed strategic financial plans to support company growth and achieve long-term objectives.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
  • Streamlined financial processes by implementing new accounting software and automation techniques.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Developed cash flow forecasts to optimize liquidity and support strategic financial planning initiatives.
  • Streamlined treasury operations by implementing automated systems for transaction processing and reconciliation.
  • Prepared and presented financial reports to inform senior management and board of directors.
  • Coordinated with auditors to ensure compliance with regulatory requirements, maintaining organizational reputation.
  • Managed cash flow to ensure adequate liquidity for operations, safeguarding against financial shortfalls.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
  • Devised and presented business plans and forecasts to board of directors.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Conducted operational and financial audits on premises to ensure safety and reporting were adhering to company guidelines.

Chief Financial Officer / Treasurer

SPECTRUM PRODUCTION SERVICES
01.2002 - 01.2005
  • Directed Finance, IT and HR functions for two plants, seven sales offices and corporate headquarters
  • Consolidated seven plants into two in the first year
  • Implemented financial, order entry, purchasing and time keeping systems
  • Created sound business policies and procedures
  • Designed and implemented a Shop Floor Control system
  • $15M Prepress Manufacturing

Assistant Vice President – Finance

INVENSYS CORPORATION
01.2001 - 01.2002
  • Acted as the Plant Controller for the Energy Meter Division in DuBois, PA while searching for a replacement
  • Oversaw the consolidation and financial activities for seven Meter manufacturing plants in North and South America
  • Reviewed, analyzed and reported financial results to corporate office
  • Directed all financial audit activity
  • Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
  • Contributed to budget planning, and initiatives for communications, planning and coordination of facility management and space allocations.
  • Developed comprehensive financial forecasts based on historical data analysis, enabling more accurate budget planning and resource allocation.
  • Executed appropriate staffing and budgetary plans to align with business forecasts.

Controller

INVENSYS DATATRAX SYSTEMS
01.1998 - 01.2001
  • Directed the Finance, IT, HR and Manufacturing departments for a Software company that integrated their programs and drivers with hardware used to monitor mission critical data center equipment
  • Implemented new ERP system (MK Manufacturing)
  • Produced and Presented Monthly, Quarterly and Annual Financial Statements to Group
  • Negotiated Supplier and Client Agreements
  • Produced Annual Budgets and Monthly Forecasts
  • Managed financial reporting processes, ensuring compliance with regulatory standards and internal policies.
  • Developed and implemented budgetary controls to optimize resource allocation and reduce costs.
  • Streamlined month-end close procedures, enhancing efficiency and accuracy of financial statements.
  • Implemented advanced ERP systems to improve data integrity and streamline financial workflows across the organization.
  • Prepared balance sheets, cash flow reports and income statements.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Used MK Manufacturing software to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
  • Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.

Internal Auditor

INVENSYS FINANCIAL SERVICES
01.1995 - 01.1998
  • Conducted over 50 financial and operational audits at multiple manufacturing locations throughout North America, Europe and South Africa – serving a wide variety of diversified industries
  • Conducted risk assessments to identify control weaknesses and recommend enhancements.
  • Evaluated financial statements for accuracy and compliance with regulatory standards.
  • Collaborated with cross-functional teams to address audit findings and implement corrective actions.
  • Analyzed internal controls, ensuring alignment with industry best practices and company policies.
  • Presented audit results to senior management, driving strategic improvements across departments.
  • Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.
  • Provided valuable insights to management by presenting clear and concise audit findings, contributing to informed decision-making processes.
  • Prepared audit programs and documentation in alignment with Generally Accepted Auditing Standards (GAAS).
  • Participated in special projects as requested by senior leadership, providing subject matter expertise on internal controls and risk management practices.
  • Reviewed financial statements for adherence to International Financial Reporting Standards (IFRS) and corporate regulations.
  • Reduced risk of fraud with thorough investigations into irregular financial transactions.
  • Strengthened stakeholder relations by presenting audit findings in clear, constructive, and professional manner.
  • Prepared working papers, reports and supporting documentation for audit findings.

Senior Financial Analyst

MCDONNELL DOUGLAS
01.1993 - 01.1995
  • Produced estimates-to-complete (ETC) for several missile and aircraft projects and was part of a team that negotiated supplier contracts. An integral member of the team chartered to reduce the supplier base through a certification process. Received the highest award given to an employee for my team's creation of the Supplier Financial Health Indicator Model.
  • Developed financial models to support strategic decision-making processes.
  • Conducted comprehensive risk assessments to identify potential financial impacts and mitigation strategies.
  • Developed comprehensive financial models that informed strategic decision-making for the organization.

Accountant

MCDONNELL DOUGLAS
01.1991 - 01.1993
  • Analyzed financial statements and identified trends, providing actionable insights for executive decision-making.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Used advanced software to prepare documents, reports, and presentations.
  • Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.

Education

MBA -

SAINT LOUIS UNIVERSITY
Saint Louis, Missouri
01.1998

BSBA - Accounting and International Business

SAINT LOUIS UNIVERSITY
01.1991

Skills

  • International Experience
  • Strategy and Planning
  • Process Improvement
  • Budgeting and Forecasting
  • Cost and Inventory Management
  • Collaborative Leadership
  • Key Performance Indicators
  • Risk Management
  • Creativity and Innovation
  • Program Management
  • M&A Integrations
  • Cash Management
  • Negotiation and Vendor/Client Relations
  • Change Management
  • Systems Implementation

Affiliations

  • VP Saint Louis
  • Elks

Timeline

Senior Director - Program Management

EQUIFAX WORKFORCE SOLUTIONS
09.2024 - 08.2025

Senior Director - M&A Integrations

EQUIFAX WORKFORCE SOLUTIONS
01.2018 - 09.2024

Program Management Consultant (for Equifax Workforce Solutions)

3CI CONSULTING
04.2017 - 01.2018

Chief Operations Officer

ARCH DESIGN, ARTWORK & FRAMING
01.2016 - 01.2017

Vice President of Operations

DIGITAL CONCEPTS
01.2010 - 01.2016

Chief Financial Officer

RENAISSANCE FINANCIAL
01.2008 - 01.2010

Chief Financial Officer / Secretary / Treasurer

BALFOUR BEATTY RAIL
01.2005 - 01.2008

Chief Financial Officer / Treasurer

SPECTRUM PRODUCTION SERVICES
01.2002 - 01.2005

Assistant Vice President – Finance

INVENSYS CORPORATION
01.2001 - 01.2002

Controller

INVENSYS DATATRAX SYSTEMS
01.1998 - 01.2001

Internal Auditor

INVENSYS FINANCIAL SERVICES
01.1995 - 01.1998

Senior Financial Analyst

MCDONNELL DOUGLAS
01.1993 - 01.1995

Accountant

MCDONNELL DOUGLAS
01.1991 - 01.1993

BSBA - Accounting and International Business

SAINT LOUIS UNIVERSITY

MBA -

SAINT LOUIS UNIVERSITY

INTERESTS

Downhill Skiing
Clay R. Adam