Financial Executive with proven experience in business development, from startup to $100M in annual revenues. Offering keen financial acumen to lead businesses to profitability in both lean times and periods of growth. Known for excellent recruiting, hiring and managing high-performance teams. Experienced in finance and accounting, operations, supply chain and human resources.
Overview
29
29
years of professional experience
Work History
CFO
Kent Family Office
Gaylord, Michigan
10.2016 - Current
Worked with serial entrepreneur who successfully launched and is running 12 companies employing up to 300 employees.
Transitioned original 4 companies at point of hire from QuickBooks into Sage 300 Premium. Established best practice procedures for the Accounting & Finance Department from Cash Management to Purchasing.
Created and implemented Owner Daily Dashboard to quickly access business health
Created company standard for onboarding new companies and partnerships quickly and accurately.
Analyzed operational performance and efficiency to identify and implement cost reduction initiatives and process improvements.
Completed in-depth analyses of risks to control company profile, enhance systems and track legal concerns.
Oversaw budgets, payroll and accounts payable and receivable.
Prepared accurate financial statements at end of each month. Submitted complete financial packages to all stakeholders with personally recorded loom to walk through financial package at their convenience. Prepared year-end fixed asset schedule for inclusion in Comprehensive Annual Financial Report.
Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Built human resource organization and aligned people and culture with corporate strategic priorities and operations.
Researched and analyzed human resources trends and best practices and drove corporate policy changes to optimize business performance.
Navigated federal, state and local employment laws and regulations and adjusted company practices and policies to confirm complete compliance.
Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.
Created, planned and implemented policies and procedures to increase productivity and maximize return on investments.
Offered advice to other executive leaders on strategies to improve financial growth.
Worked closely with audit team to prepare accounts and documentation as well as conduct audits according to all regulatory requirements.
Spearheaded contract negotiation and financing for diverse business projects.
Devised strategies for standardizing and enhancing organization and management of business assets from equipment to residential & commercial properties.
Created and deployed forward-thinking initiatives to drive corporate vision and outperform revenue targets.
Coordinated and worked with management on performance evaluations, supervisory practices, dispute resolution and employee accountability.
Maintained "open door" policy to encourage employee communications and resolution of issues.
Drafted and implemented policies, procedures and employee handbook for over 300 employees.
Selected medical, dental, short and long-term disability, life insurance and workers compensation programs for employees.
Achieved regulatory compliance with no adverse audit findings for facilities, documentation compliance or safety.
Controller
A&L Iron And Metal Company
Gaylord, Michigan
03.1993 - 12.2016
Managed budgets, assets, accounts payable and receivable and general financial reporting procedures.
Managed daily financial functions in collaboration with accounting and payroll personnel.
Managed payroll data entry and processing for 100 employees to comply with predetermined company guidelines.
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
Prepared balance sheets, cash flow reports and income statements.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
Created and distributed reports on internal and external finances, audits and budgets.
Accurately completed financial statement audits and thoroughly reviewed results.
Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Assisted in upper-level decision making by creating comprehensive financial reports and collaborating with finance and accounting departments.
Accurately projected monthly cash expenditures through efficient budgeting and detailed document reviews.
Education
Hotel, Motel, And Restaurant Management
Northwood University
Midland, MI
Skills
Documentation Compliance
System Installation Management
Employee Motivation and Performance
Change and Growth Management
Strategic Planning
Integrity and Transparency
Internal Control Systems
Leadership and People Development
Annual Planning
Infrastructure Planning
Joint Ventures
Thrive Under Pressure
Affiliations
Gaylord Community Schools Board of Education-Vice President 2012-2019