Nathan Shaw
Windom
Summary
Dynamic finance leader with a proven track record, driving strategic planning and financial analysis to manage revenue and costs. Expert in budgeting and cash flow management, leveraging strong stakeholder collaboration to enhance decision-making. Skilled in KPI analysis and team leadership, consistently delivering actionable insights that align with organizational goals.
Overview
22
22
years of professional experience
Work History
Finance Business Partner/Divisional CFO
Metrea
Remote
12.2024 - Current
- Company Overview: Remote (Defense)
- Trusted advisor to the leadership team managing $15M of the company's $300M annual revenue
- Cost control leader for $60M annual overhead and SG&A spend
- Led strategic planning, financial analysis, budgeting, pricing while also managing accounting and treasury functions
- Collaborated with senior management to provide insights and drive decision-making that aligns with the organization's goals and objectives
- Control and management of all aspects of cashflow, including controls and weekly forecasting
- Create, lead and manage annual budget and quarterly forecast process
- Measure and monitor key performance indicators (KPIs) through data analysis, identifying trends and providing actionable insight
- Oversee monthly accounting functions and provide actionable insight to Finance and Operations leadership
- Remote (Defense)
Vice President of Finance
Veruna
Remote
12.2021 - 12.2024
- Company Overview: Remote (Insurance Software SaaS)
- Developed and executed all financial strategies of the company, reporting directly to CEO, driving profitability and problem-solving improvements while growing the company from $5M annual revenue to $8M annual revenue
- Controlled and managed all aspects of cashflow, including controls and weekly forecasting
- Created, led and managed annual budget process including adherence by department heads
- Owned continuous and quarterly forecasting in three-statement model
- Provided financial support to the executive leadership team on key business decisions, building long-term strategic plans, prepared materials for Board of Directors meetings and annual capital/operating plans, relying on robust presentation skills
- Measured and monitored key performance indicators (KPIs) through data analysis, identifying trends and providing actionable insight
- Lead all vendor and client pricing negotiations
- Owned all month-end closing, reconciliations and financial reporting and financial modelling
- Oversaw all aspects of A/P and A/R activities
- Led all financial aspects of Series B Funding
- Reconciled quarterly sales bookings, license counts and attrition with financial software proficiency
- Implemented and monitored internal controls, policies and processes
- Managed third-party tax preparation relationship and third-party sales tax services
- Coordinated annual audit
- Remote (Insurance Software SaaS)
Financial Planning Manager
Wolters Kluwer
Wichita
01.2021 - 12.2021
- Company Overview: Wichita, KS (Tax Software SaaS)
- Responsible for coordinating and conducting financial planning and operational analytical reporting for Technology and Software Development leaders, including annual budget, quarterly forecasting, and multi-year business plans pertaining to all aspects of the unit's software development and technology operations
- Owned accounting and finance management for offshore development entity, coordinating with General Manager, business operations team, local accounting consultants, Human Resources at local and corporate headquarters, and Global Leadership
- Tracked, analyzed and reported on key metrics for IT projects
- Partnered with key operational leaders to become subject matter expert for corporate allocations and technology operations
- Wichita, KS (Tax Software SaaS)
Manager, Defense Pricing and Estimating
Spirit Aerosystems
Wichita
01.2017 - 01.2021
- Company Overview: Wichita, KS (Aerospace)
- Lead team of four pricing estimators in developing cost estimates, proposals and business decision data for product development and established programs
- Provided cost and pricing information and financial analysis to cross-functional teams, management and customers through ERP systems proficiency and analytical skills
- Wichita, KS (Aerospace)
Manager, Financial Planning and Analysis
Spirit Aerosystems
Wichita
05.2017 - 08.2020
- Company Overview: Wichita, KS (Aerospace)
- Worked with C-level officers of $8B annual revenue company to build 5-year forecasting models for strategic growth targets to present to senior leadership and Board of Director audiences including economic impact of business opportunities, trends, NPV, DCF and business conditions
- Led CFO, CEO and Senior Management through monthly and quarterly metrics, analytics and financial results to foster better understanding of the challenges facing the company and provided insight and direction to long-term strategies
- Built and maintained financial models for customer contract pricing negotiations including sensitivity and volume toggles for various scenarios regarding revenue streams and cost efficiencies, presenting these models to both executive leadership and banking institutions
- Lead and developed a team of four financial analysts in delivering and consistently improving quarterly forecasts through in-house forecasting models, annual budgets, monthly and quarterly analysis for income statement, balance sheet and statement of cash flows, monthly updates of the company's Statement of Work
- Became point of contact for research and changes to internal financial reports and quarterly forecasting process regarding new FASB revenue recognition industry standards
- Ad hoc analysis and high-level strategic financial presentations
- Wichita, KS (Aerospace)
Manager of Financial Reporting, Budgeting and Analysis
Corpay - CLC Lodging
Wichita
08.2010 - 12.2016
- Company Overview: Wichita, KS (Hospitality)
- Prepared weekly, monthly, quarterly and annual reports and analytics as well as key performance indicators for upper management, business leaders and corporate headquarters for $130M revenue company
- Took the point-of-contact role for all business performance inquiries from business leaders, upper management and corporate headquarters to assist in understanding of financial reports, budgets, and key performance metrics
- Coordinated with key decision makers to prepare quarterly forecasts and annual budgets for seven lines of business revenues and operating expenses
- Created and continuously improved monthly financial and business review presentations and then coordinated review meetings with upper management, sales management, operations management, human resources leaders and the controller to explain results, performance indicators and future expectations
- Facilitated the annual sales forecasting and budgeting process as well as preparing and reconciling monthly sales commissions and reporting to plan
- Prepared and distributed weekly flash reports to business leaders and upper management for revenues on seven lines of business, comparing actual performance to budgets and forecasts and succinctly explaining variances
- Analyzed department operating expenses, communicated variances to business leaders and management and recommended strategies for cost containment
- Wichita, KS (Hospitality)
Financial Reporting Supervisor (Commodities)
Koch Industries
Wichita
09.2008 - 08.2010
- Company Overview: Wichita, KS
- Coordinated and prepared annual Global Business Plan and presented to management
- Supervised a team of two accountants and a summer intern engaged in SG&A and Fixed Asset reporting on corporate, managerial and business levels
- Developed and implemented value-added SG&A reporting strategies, ensuring transparency and accuracy while continuously revising to meet business needs
- Initiated training and knowledge sharing to ensure recording of SG&A expenses is consistent across five ledgers in different locations around the globe
- Prepared accurate and timely monthly reports regarding SG&A and Fixed Assets for presentation to upper management and business leaders
- Wichita, KS
Consolidations Controller
Koch-Glitsch
Wichita
09.2006 - 09.2008
- Company Overview: Wichita, KS (Engineering/Manufacturing)
- Coordinated month-end close process with Controllers for twenty-seven sites around the globe
- Consolidated financial information into accounting database and various management reports
- Reviewed financial statements on local ledger level and investigated discrepancies and ensured compliance with US GAAP
- Analyzed and explained variances versus expectations and prior period results
- Prepared accurate and timely reports for presentation to upper management
- Lead and coordinated external audit for subsidiary
- Coordinated and prepared annual Plan and presented to management
- Wichita, KS (Engineering/Manufacturing)
Finance Systems Analyst II - Database Administrator
Bombardier-Learjet
Wichita
08.2003 - 09.2006
- Company Overview: Wichita, KS (Aerospace)
- Implemented and created two new general ledgers and reporting applications for two newly acquired entities
- Uploaded financial data for five entities into head office consolidation system in accordance with monthly deadlines
- Wichita, KS (Aerospace)
Financial Analyst II- Financial Reporting
Bombardier-Learjet
Wichita
12.2004 - 12.2005
- Company Overview: Wichita, KS (Aerospace)
- Analyzed and forecasted expenses including R & D, Interest, Severance, and Other Expenses
- Prepared monthly financial statement files and spreadsheets
- Wichita, KS (Aerospace)
Cash Management
Bombardier-Learjet
Wichita
07.2004 - 12.2004
- Company Overview: Wichita, KS (Aerospace)
- Forecasted quarterly cash flows and updated forecast on a weekly basis
- Reported and advised of cash flow activities daily
- Performed due diligence on receipts to ensure compliance with US Patriot Act
- Wichita, KS (Aerospace)
Financial Reporting - Intern
Bombardier-Learjet
Wichita
08.2003 - 07.2004
- Company Overview: Wichita, KS (Aerospace)
- Reconciled and analyzed 60+ general ledger accounts
- Researched operating leases and created operating lease schedule
- Assisted in forecasting aircraft sales revenue and budget
- Created reports and gathered information regarding aircraft insurance claims and premium adjustments
- Wichita, KS (Aerospace)
Education
Bachelor of Business Administration - Accounting
Wichita State University
Wichita, KS12.2004
Skills
- Microsoft Excel
- Hyperion applications
- Tableau and Crystal Reports
- SAP and Oracle
- Microsoft Office Suite
- Salesforce and Sage
- QuickBooks Online
- Power BI and Microsoft Dynamics
- Financial analysis and forecasting
- Budgeting and cash flow management
- Treasury and working capital management
- Strategic planning and pricing strategy
- KPI analysis and variance analysis
- Stakeholder collaboration and communication
- Team leadership and process improvement
Hobbies and Interests
- Non-profit bookkeeping
- Outdoors mentoring
- Homesteading/agriculture/beekeeping
- Woodworking
Timeline
Finance Business Partner/Divisional CFO
Metrea
12.2024 - Current
Vice President of Finance
Veruna
12.2021 - 12.2024
Financial Planning Manager
Wolters Kluwer
01.2021 - 12.2021
Manager, Financial Planning and Analysis
Spirit Aerosystems
05.2017 - 08.2020
Manager, Defense Pricing and Estimating
Spirit Aerosystems
01.2017 - 01.2021
Manager of Financial Reporting, Budgeting and Analysis
Corpay - CLC Lodging
08.2010 - 12.2016
Financial Reporting Supervisor (Commodities)
Koch Industries
09.2008 - 08.2010
Consolidations Controller
Koch-Glitsch
09.2006 - 09.2008
Financial Analyst II- Financial Reporting
Bombardier-Learjet
12.2004 - 12.2005
Cash Management
Bombardier-Learjet
07.2004 - 12.2004
Finance Systems Analyst II - Database Administrator
Bombardier-Learjet
08.2003 - 09.2006
Financial Reporting - Intern
Bombardier-Learjet
08.2003 - 07.2004
Bachelor of Business Administration - Accounting
Wichita State University
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