Jonathon B. Haldeman
Pewaukee,WI
Summary
Results-driven Senior Performance Manager known for exceptional productivity and efficient task completion. Skilled in strategic planning, data analysis, and team leadership to optimize performance outcomes. Excel in communication, problem-solving, and adaptability, ensuring seamless collaboration and innovative solutions to challenges.
Overview
16
16
years of professional experience
Work History
Sr. Performance Manager - Meat and Snack Seasoning
Kerry - Taste and Nutrition
, Wisconsin And Ontario Canada
11.2023 - Current
- Interim Plant Manager from November '23 thru April '24
- Responsible for all KPIs for the Sturtevant, WI facility
- Lead the shift change from 24/6 to 24/5 and reducing 13 heads while maintaining weekly production rates
- Managed all finance functions including both month end close process and the annual budgeting process
- Overhaul the site's costing model, leading to more accurate cost per SKU that drove the SKU rationalization project
Performance Manager – Spray Drying Business Unit (7 Facilities)
Kerry – Taste and Nutrition
, Wisconsin, Minnesota And Ontario Canada
05.2022 - 11.2023
- Manage cost and all other KPIs for two facilities
- Jackson, WI, with 400+ employees
- Lake Zurich, IL, with 110 employees
- Reduced direct reports from 6 down to 3 heads. This was due to process enhancements I implemented
- Annual budgeting, monthly forecasting, and CapEx analytics and planning
Sr. Plant Controller
Kerry – Taste and Nutrition
, Wisconsin And Illinois
09.2019 - 04.2022
- Manage cost and all other KPIs for two facilities
- Jackson, WI with +400 employees
- Lake Zurich, IL with 110 employees
- Reduced direct reports 6 down to3 heads This was due to process enhancements I implemented
- Annual budgeting, monthly forecasting, and CapEx analytics and planning
- Member of the business unit’s steering group panel of leaders from 7 different business units to discuss trends and knowledge sharing to drive efficiencies across the unit
- Leader of the 'Dry Beverage Optimization' 52M pounds of dry beverage product to be produced for $2M less than prior year
- Key to success is better scheduling, reviewing product shelf-life, improved throughput rates
- Created and lead the inventory management team resulting in significant reduction in inventory discard
- Previously averaged $180k per month in inventory discards is now down to $130k per month
Plant Controller
Kerry – Taste and Nutrition
Jackson , WI
12.2018 - 09.2019
- Manage all cost the Jackson, WI facility
- 6 direct reports
- Annual budgeting, monthly forecasting, and CapEx analytics and planning
FP&A Manager
Rexnord
Milwaukee , Wisconsin
08.2018 - 12.2018
- P&L management for all SG&A spend for a $1B business (SG&A spend ~$60M)
- Managed capital spend
- Managed global plant performance for 25 facilities
- Streamed lined the submission consolidation via Power Query in Excel
- Reduction the standard month end close cycle by 8 man hours by setting up Power Queries and Macros
Senior Finance Analyst– Power Tools Business Unit’s Sub-Categories
Milwaukee Tool
Brookfield , Wisconsin
07.2017 - 08.2018
- The largest business was Power Tools and it was 4x larger than the next unit
- The goal was to break the unit into sub-categories (Saws vs Drills, etc...)
- Reported Sales to EBIT on subcategories
- Created P&Ls for each of the sub-categories
- Created the logic and financial system to allocate each line of the business unit to the sub-categories
Senior Finance Analyst then promoted to Manager – Domestic Manufacturing
Milwaukee Tool
Brookfield , Wisconsin
06.2015 - 08.2018
- ERP Superuser during transition from AS400 (JD Edwards) to Microsoft Dynamics for Product Costing
- P&L management and lead finance contact for USA manufacturing plants and lead productivity initiatives
- Financial ownership on 2 manufacturing plants and mentoring a 3rd plant we recently acquired to convert its systems to the Milwaukee Tool methodology
- Annual budgeting, monthly forecasting, and CapEx analytics and planning
- Lead for all product cost saving initiates and presents at monthly accountability reviews
- Consolidates and reports to CFO on total organization CapEx
- Developed and manage numerous KPI reporting platforms: Weekly plant scorecards, monthly and quarterly Ops Review, Make/Buy analysis
- Lead for the internship program (1-3 intern throughout the year)
- Responsible for all standard & actual costing (daily, monthly and annual costing) and inventory revaluation
- Accomplishments: REDvolution Culture Award (Business partner of the year) Commercializing Metric Report
- Overhauled forecasting methodology providing a systematic 12 month financial forecast, SKU level production forecast
- Created the 'Value Engineering Bridge' that mapped the results from cost saving initiatives to the P&L
- Financial lead for 'project homeland,' an initiative to expand our operation in Mississippi by creating 660 new jobs
- Http://msbusiness.com/2017/12/milwaukee-tool-invest-33-4-million-create-660-jobs/
Senior Finance Analyst – New Product Development, Warranty
Milwaukee Tool
Brookfield , Wisconsin
03.2014 - 06.2015
- P&L management for R&D spend, warranty, 30 day satisfaction reconditioning, and quality
- Annual budgeting and monthly forecasting
- Manage expense, capital budget, forecasting, and variance reporting
- Lead finance contact for all phases of NPD projects from concept to commercialization for all projects across all business units
- Lead finance contact for all warranty related items, trend analysis, monthly spend, ad hoc analysis
- Managed all aspects of standard costing for new and existing products
- Lead team with 3 direct reports responsible for annual and monthly cost variance reporting
- Financial analytics and reporting for items related to Power Tools Business Unit (sales through EBIT)
- Primary finance contact for USA manufacturing
- Responsible for all standard & actual costing (daily, monthly and annual costing) and inventory revaluation
- Accomplishments: Developed systematic reports detailing expected project financials vs actuals
- Shortened report turnaround time from 2 days to obtain top 10 projects 1 hour for all 100+ projects
- Created standard reporting platform to exec team for all new product projects
Finance Analyst – Power Tool Business Unit
Milwaukee Tool
Brookfield , Wisconsin
06.2013 - 03.2014
- Ad hoc analysis for all lines of P&L for the Power Tools Unit
- Responsible for all standard & actual costing (daily, monthly and annual costing) and inventory revaluation
- ERP System maintenance
- Develop standardized templates for all functions within the unit
Sourcing Analyst
Healthfuse
Milwaukee , Wisconsin
01.2013 - 05.2013
- Developed Healthfuse’s proprietary algorithm, VendorMetrics, to analyze, rank, and profile potential business partners for Healthfuse’s partner hospitals
- Assessed vendor compliance to service level agreements
- Identified activities and other factors that directly and indirectly correlate to results
- Instituted optimal vendor/outsourcing strategies
Associate
BMO Capital Markets
Milwaukee , Wisconsin
02.2011 - 12.2012
- Worked under Bond Trader as analytical partner and a liaison to the sales team
- Produced customized spreadsheets and reports supplying market analysis models, profit and loss data, and bond option calculations utilizing Excel by linking to Bloomberg via Application Program Interface (API)
- Prepared 'bond write-ups' which create an understanding of a bond's current position within the market, while highlighting attractive features for use by the sales team
- Compiled client meeting booklets
- Worked with Bloomberg and CSM Bondedge to prepare a bank's portfolio analysis, allowing direction in portfolio restructuring and profitable trades
- Initiated programs to remove inefficiencies in previous production methods
Account Manager
Avalon Funding Corporation
Irvine , California
01.2009 - 02.2011
- Coordinated collateral recovery, inventory accounting, and asset valuation and liquidation
- Met with clients, brokers, and investors to negotiate details of Avalon's products
- Underwrote new deals, broker agreements, and investment covenants
- Developed spreadsheets that monitored client’s profitability
- Managed assigned accounts
Education
Masters of Business Administration -
University of Wisconsin-Milwaukee
05.2016
Bachelor of Business Administration - Finance
University of Wisconsin-Milwaukee
12.2012
Associate of Science - Business Economics
Saddleback College
Mission Viejo, CA12.2010
Skills
- Visionary Leadership
- Strategic Planning
- Month End Close
- Manufacturing Plant Controllership
- Standard and Actual Costing
- Budgeting/Forecasting
- Analytical/Problem Solver
- Financial Modeling
- Training and Development
- Strong Systems Knowledge
- Microsoft Dynamics AX, AS400, SAP
- Advanced knowledge in Excel
- Tableau Software Certified
- Bloomberg Certified
Honors and Awards
- Kerry’s Open Mindedness Award (Creative Problem Solving), 12/21
- Milwaukee Tool’s REDvolution Culture Award, 03/17
- UW-Milwaukee’s representative for the Financial Executives International Award, Spring 12
- Received overall highest score on UW-Milwaukee Lubar’s Core Competency Exam, Spring 12
- UW-Milwaukee Dean’s List, Fall 11, Spring, Summer & Fall 12
- Saddleback College Dean’s List, Spring & Fall 09, Spring & Fall 10
- Member of Phi Theta Kappa Honor Society, 2009-2012
- Recipient of the Kentucky Colonel Commission, 03/08
Volunteer Experience
- Milwaukee Tool Community Service Initiative, Milwaukee, Wisconsin, Co-Chair and Founding Member of Community Impact Committee, 09/15, 08/18
- LDS Mission, Kentucky and Southern Indiana, Full Time Volunteer Representative, 12/06, 12/08
References
- Francesco Castrale, VP Finance at Dairy Farmers of America (DFA), fcastrale@heritage-foods.com
- Jason Ampe, Director of Operations, Jason.Ampe@Kerry.com
- JC Braga, Plant Controller at TekniPlex, jc_braga@icloud.com
Timeline
Sr. Performance Manager - Meat and Snack Seasoning
Kerry - Taste and Nutrition
11.2023 - Current
Performance Manager – Spray Drying Business Unit (7 Facilities)
Kerry – Taste and Nutrition
05.2022 - 11.2023
Sr. Plant Controller
Kerry – Taste and Nutrition
09.2019 - 04.2022
Plant Controller
Kerry – Taste and Nutrition
12.2018 - 09.2019
FP&A Manager
Rexnord
08.2018 - 12.2018
Senior Finance Analyst– Power Tools Business Unit’s Sub-Categories
Milwaukee Tool
07.2017 - 08.2018
Senior Finance Analyst then promoted to Manager – Domestic Manufacturing
Milwaukee Tool
06.2015 - 08.2018
Senior Finance Analyst – New Product Development, Warranty
Milwaukee Tool
03.2014 - 06.2015
Finance Analyst – Power Tool Business Unit
Milwaukee Tool
06.2013 - 03.2014
Sourcing Analyst
Healthfuse
01.2013 - 05.2013
Associate
BMO Capital Markets
02.2011 - 12.2012
Account Manager
Avalon Funding Corporation
01.2009 - 02.2011
Masters of Business Administration -
University of Wisconsin-Milwaukee
Bachelor of Business Administration - Finance
University of Wisconsin-Milwaukee
Associate of Science - Business Economics
Saddleback College
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