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Candidate's Name
https://LINKEDIN LINK AVAILABLE EMAIL AVAILABLE / PHONE NUMBER AVAILABLE / Duluth, MN
SummaryExperienced Financial Controller with a CMA certification, adept in leading financial reporting, budgeting, and cost control efforts across various industries including property management, construction, and manufacturing. Seeking progression to CFO/Controller roles, I excel in partnering with CEOs to drive profitability while maintaining data integrity and a strong balance sheet. Strong attention to detail and problem solving.
Accomplishments Improved ERP system reporting to better monitor company performance that led to significant cost savings Led and initiated the conversion of a totally integrated manufacturing software system Successfully led two separate accounting system conversions Continually train and mentor employees to upgrade their abilities and enable me to delegate more so I can take on higher-level responsibilities. This has enabled me to reduce staff levels, increase productivity and in turn reduce costs. Excellent banking relationships that enabled me to negotiate significant cost savings. Saved my employer $75,000 in taxes by uncovering an audit error Implemented departmental financial reporting and budgeting at 2 companies, which reduced expenses and created more departmental accountability.
Software experience MS Office, IQMS, Vantage, Global Shop, M1by ECI, Foundation, QuickBooks, AppFolio and multiple in-house systems.ExperienceFinancial Controller / P&R Companies Duluth, MN 12/2019 3/2024
Directed financial planning, analysis, budgeting, forecasting and management for a diverse portfolio of companies, including commercial plumbing & heating, construction, property management, apartment complexes, commercial real estate, and a lumber yard, ensuring financial stability and compliance. Implemented efficient month-end financial reporting close processes for 12 companies, ensuring timely
and accurate financial reporting to support decision-making and regulatory requirements. Led and implemented a computer system conversion from QuickBooks to Foundation. Managed and reviewed weekly payroll for multiple companies. Quarterly and annual reporting. Provided Executive team with 3-month rolling cash flow forecast. Provided leadership, training and support to accounting staff. Served as primary contact for outside accountants for annual review and taxes.Candidate's Name Page 2Experience (continued)Controller / Ravin Crossbows, LLC Superior, WI 12/2018 - 12/2019
Directed month-end closing processes, ensuring timely and accurate financial reporting and analysis for presentation to the parent company. Orchestrated budgeting and re-forecasting activities, optimizing financial planning strategies to drive operational efficiency and resource allocation. SOX ComplianceController / Worldwide Machining & Welding Superior, WI 11/2016 - 12/2018
Spearheaded implementation of true cost accounting for enhanced financial transparency and strategic decision-making. Orchestrated month-end close operations, banking relationships, and insurance management to ensure accurate reporting and risk mitigation. Managed and reviewed weekly multi-state payroll and monthly commissions. Quarterly and annual reporting.
Senior Finance Manager / CustomerLink Duluth, MN 07/2015 - 11/2016
Directed financial operations for a CLEAResult subsidiary, including budgeting, forecasting, and reporting, ensuring alignment with corporate objectives. Orchestrated efficient month-end close processes, delivering clear and insightful financial insights to the parent company.Chief Financial Officer / Northshore Manufacturing Two Harbors, MN 09/2008 - 07/2015
Led the transformation of accounting policies and procedures, implementing true cost accounting methods to drive precise financial insights and strategic decision-making. Implemented virtually all cost accounting Demonstrated fiduciary responsibility as an ESOP Trustee, safeguarding the interests of employees and optimizing the performance of the company's Employee Stock Ownership Plan. Managed and reviewed weekly payroll and monthly commissions. Quarterly and annual reporting.Education / Professional developmentB.S. in Accounting : Finance and Management Metropolitan State University St. Paul, MNCertified Management AccountantNASD - Series 27, Financial and Operations PrincipalInstitute of Management Accountants
Toastmasters International ~ Financial expert focused on accuracy and thoroughness to increase organizational resources and economic stability ~ |
