Accomplished Chief Financial Officer with a proven track record at Carrier Global, enhancing financial performance and strategic planning across several years. Proficient in MS Office and project management, I led initiatives that significantly grew sales, demonstrating adeptness in both analytical and leadership capacities. Skilled in fostering growth and driving results through effective financial oversight and operational improvements. Solely responsible for saving Carrier significant amounts of money thru tariff recovery, audits, inbound freight savings from Mexico and other initiatives. Proficient Chief Financial Officer knowledgeable about financial leadership and operational needs. Resourceful and tech-savvy decision-maker with a deep understanding of market conditions.
Ensured accurate monthly reporting
Assembled monthly forecasts and annual plans
Provided strong analytical interpretation of financial results
Prepared capital budgets
Led cost-savings initiatives
Worked with product managers to assist with growth initiatives
Managed a group of up to 15 accountants for World HQ team in preparing necessary consolidated financial results and account reconciliations. Stabilized worldwide intercompany balancing routines that led to zero 'out-of-balance' situations
Transitioned work from Connecticut to New York
Prepared annual state and federal tax packages, managed worldwide allocations
Provided Management with sales info
Oversaw all invoicing and return material processes
Managed staff of 3-5 people
Former Treasurer of Lakeland Little League for 7 years
Former United Way Program Reviewer and Financial Reviewer
Current Volunteer for Emmaus Ministry
Retired from Carrier May, 2024; currently seeking part-time challenges