Strategic Vice President of Finance offering progressive career history in industry. Motivating team leader coaching and mentoring high-performance individuals to achieve success. Proven talents in planning and execution to exceed business goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
VP of Finance
Avio Medtech Consulting, LLC
02.2024 - 09.2024
Oversee the accounting, finance, admin/facilities, HR, and IT functions of the company.
Manage and prepare the month-end close for several of the owner's companies.
Publish monthly financial packets, including financials compared to budget with analytics, KPIs, and delivery team billing and utilization metrics.
Build and maintain weekly cash forecasts, manage weekly report outs to the President and Owner.
Built and maintained the monthly P&L forecasts to review the run rate of the Company.
Prepared billable utilization and other key KPIs by partnering with delivery team leads through effective communication.
Managed and executed the build-out and delivery of the annual budget process.
Contributed to the development and implementation of the Company's Mission, Vision, Values, and strategic plan as a senior leader.
Delivered presentations on Company's quarterly financial results to the board, including analysis of achievement against KPIs and budget.
Created, administered, and oversaw the Company's financial policies and processes.
Work to identify and assess financial and corporate risks, and partner with the senior leadership team to develop strategies to mitigate them.
Controller
Korn Ferry
02.2023 - 01.2024
Mentor, develop, and manage a team of 13 employees across sales/contract support operations and accounting staff.
Oversee the monthly close process of a growth company and all other activities of the corporate accounting department for the accurate and timely dissemination of financial management reports, including but not limited to, internal and external monthly financial statements, and business unit reporting packets.
Collaborate with stakeholders across the company to coordinate and execute acquisition-related due diligence requests to ensure timeliness, accuracy, and completeness by the desired deadline.
Oversee the activities of all cash disbursements, ensuring the accurate and timely processing of accounts payable, employee expense reports, cash controls and positive pay, payroll processing and deposits, and total corporate payroll tax compliance.
Managed and oversaw 941 tax filings and reconciliations quarterly with a third-party agent.
Research and document multi-state or international taxation requirements and laws as they pertain to payroll and income tax requirements at a growth company; registering and adding 30 states and various localities for business registration, payroll, and sales tax, and proper reporting and filing during tenure.
Prior to the acquisition, managed, reconciled, and oversaw quarterly and annual owner distributions and reporting, as well as tax reporting and support compilation.
Manage and maintain company quarterly tax estimate calculations and owner tax estimate payments, accomplished by interfacing with a third-party accounting firm.
Researched, documented, and communicated new accounting standards, pronouncements, and treatments that may impact the financial reporting and activity of the Company to the CFO.
Developed and implemented effective internal control systems to ensure compliance with GAAP, company policies and procedures.
Coordinated month-end closing process in order to meet tight deadlines.
Assistant Controller
MOCON, Inc.
09.2011 - 03.2016
Oversee team of 4 through daily tasks and monthly financial close, including review of adjusting journal entries, balance sheet reconciliations, departmental P&Ls, and budget to actual analysis.
Manage month-end functions for the inventory close process. Communicate progress on deadlines to Controller, resolving any issues timely and efficiently.
Review and coordinate timing of quarterly and annual consolidated financial statements and footnotes, including foreign subsidiaries.
Prepare elimination entries and foreign currency translation adjustments required for consolidation.
Review and prepare portions of the Forms 10-Q, 10-K, and 8-K, including consolidated financial statements with footnotes, segment information, EPS, options schedules, and exhibits as applicable.
Work with the printer and outside legal counsel to plan the timing of filing, coordinate changes, Edgarize, and file the filing to meet SEC deadlines.
Audit Manager
Boulay P.L.L.P
Eden Prairie, MN
01.2008 - 01.2011
Education
Bachelor of Arts with major in Accounting -
Gustavus Adolphus College
St. Peter, MN
Skills
Cross-functional team leadership
Cash Flow Management
Corporate Governance
Stakeholder Communication
Cost-reduction strategies
Mergers and Acquisitions
Affiliations
Member of Minnesota Society of Certified Public Accountants
Treasurer of the Board – Firefly Sisterhood, May 2018-current
- Tasks include: budgeting and forecast reporting and prep, monthly financial reporting, finance project management, finance policy review and drafting, recruiting new board members
Volunteer Consultant – Women Venture, August 2020-current
Accreditations
Certified Public Accountant licensed in Minnesota
Certification
Certified Public Accountant licensed in the state of MN