Driven professional with a diverse background. Team player who enjoys rationalizing finance teams in multi-unit businesses and creating metrics and operating procedures that partner with the business to drive understanding of the underlying levers of growth. Demonstrated track record of maximizing opportunities and consistently achieving goals as a hands-on expert problem solver with exceptional interpersonal and communication skills.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Chief Financial Officer (CFO)/VP of Human Resources
U.S. Water Heating Solutions
Arlington Heights, IL, US
07.2021 - Current
Influencing key business decisions through sound financial leadership and business analysis
Analytically minded corporate finance professional with extensive experience leading, informing, and influencing key business decisions centered on strategic growth, financial modeling, and budgeting/forecasting functions
BUSINESS ANALYTICS: Developed business reporting tools that provided real-time insights for executive decision-making
FINANCE LEADERSHIP: Led finance teams in providing flexible financial, planning, forecasting, and analysis support for driving business transformation and improving an organization's overall financial health
STRATEGIC PLANNING & LEADERSHIP: Collaborated extensively with business partners and senior executives on initiatives and business decisions
STRONG TECHNICAL ACUMEN: Hyperion, Power BI, SQL, ERP, and MS Excel
Director of Finance
Neurobalance Center NFP
Barrington, IL, US
03.2019 - 07.2021
Provide day-to-day management of the finance area;
Maintain and develop key performance measures and tracking systems to measure progress and identify focus areas for improvement;
Direct the development and production of financial management reports;
Responsible for full charge accounting functions, Collects data; uses management analysis tools to conduct analyses such as performance analyses; makes recommendations and presents results
Financial Analyst
Ensono
Downers Grove, IL, US
07.2017 - 01.2019
Develops, interprets and implements financial concepts for financial planning and control
Performs technical analysis to determine present and future financial performance
Gathers, analyzes, prepares and summarizes recommendations for financial plans, capital expenditures, acquisition activity, trended future requirements and operating forecasts
Duties and responsibilities included: Participates in high complexity assignments; Understands the 'big picture' view; Analyzes and reports on key drivers of business and company performance; Analyzes financial data, draws conclusions and presents recommendations to management; Identifies opportunities for standardization and automation and drives execution; Creates efficient and effective operating reports; Manages the dissemination of accurate and timely financial reports to management; Coordinates budget process; Reviews and analyzes monthly reports at operating unit level relative to forecast and budgets
Attorney
Gitlin Law Firm
Woodstock, IL, US
11.2005 - 02.2017
Client representation from intake to resolution;
Participation in trials, hearings, calendar calls, depositions, discovery, and settlement conferences;
Structuring and negotiating complex agreements that include all aspects of law including business valuations, real estate, corporate, forensic accounting, pensions, bankruptcy, and UCC
Vice President/Treasurer with McHenry County Bar Association
Successful defense of appeal 2nd District, Illinois: IRMO Willetta, Case No
2-09-0293
Director of Finance
GMAC
Oak Brook, IL, US
10.2003 - 11.2005
Managed the finance department of the sixth largest residential real estate company in the U.S
With over $2 billion in sales, $350 million in commission income, 100 real estate offices with a distributed staff of 20+ employees
Directed the monthly/annual financial reporting and analysis, budgeting, forecasting, and provided mergers and acquisition support
Setup and controlled department budgets, compensation plans, and key performance indicators
Ensured exceptional customer service and best use of human capital in a matrix organization
Proactively streamlined processes and redistributed tasks not only to gain efficiencies, but to ensure the team was appropriately challenged to do their best work
Raised the operational effectiveness of the organization, focusing on measurable results with improved and accurate reporting
Developed and delivered financial presentations of the current financial position to Senior Executives
Created a dynamic budgeting & planning process with a focus on flexibility during rapid growth and constant rapid change across the company
Produced a balanced scorecard used to measure business trends, and provide the executive team a one page health meter
Designed financial reporting warehouse and reporting tool for Finance, Sales, and Senior Executives
Strategy and Planning Portfolio Manager
McDonald's
Oak Brook, IL, US
03.2000 - 10.2003
Developed a comprehensive worldwide strategic planning process that aligned strategy, capital investment, and financial targets for technology initiatives
Directed the $600 million annual global technology budgeting process for operations and capital projects
Owned the $9 million departmental budget
Evaluated capital spending proposals to ensure compliance with financial and strategic goals
Researched and assessed competitor's business strategies, developed service level agreements, and performed financial analysis
Played instrumental role in the successful re-engineering of the technology planning process which resulted in the realignment of $20+ million dollars in capital expenditures
Business Analyst/Contracts Manager
Peoples Energy
Chicago, IL, US
07.1998 - 03.2000
Acted as internal consultant within the Finance Technology group to deliver finance applications to consolidate, reduce cost, and enhance data quality of the accounting systems and ERP implementation
Performed Financial Planning and Analysis for technology division
Accounting lead for ERP implementation
Led contract review, negotiation and ensured compliance with terms and conditions
Senior Financial Analyst/Hyperion Administrator
GES
Roselle, IL, US
06.1996 - 07.1998
Maintained full charge of all financial analysis functions for three operating divisions including consolidations, financial reporting, metrics, budgeting, and forecast
Worked closely with division presidents and chief financial officers to review costs, reconcile variances and identify areas for productivity and cost improvement
Design, implementation and administration of Hyperion Enterprise (Oracle Financials)
Education
JD -
DePaul University College of Law
MBA - Finance
DePaul University
BS - Commerce
DePaul University
Skills
Strategic financial planning
Financial management
Financial reporting
Financial policy creation
Performance metrics analysis
Mergers and acquisitions experience
Certification
Attorney - Illinois
Driver's License
Personal Information
Willing To Relocate: Anywhere
Authorized To Work: US for any employer
Timeline
Chief Financial Officer (CFO)/VP of Human Resources