Improving Financial Processes

Financial Planning and Performance Reporting
  • Led senior management monthly discussions regarding progress towards goals, developing plans for remedial action and profit improvement initiatives for company with $3.4 billion in annual sales. Developed management reporting focusing on key performance indicators in product profitability, inventory, receivables, manufacturing efficiency and G&A expenses as well capital asset management.
  • Simplified the data gathering process for presentation of quarterly results without sacrificing analysis quality.
Policy Development
  • Organized and implemented a six month action plan to revamp major corporate control policies in concert with COSO (the directional source for Sarbanes/Oxley) . Reduced average policy development time from 1 year to 3 months. Aligned policy development process with executive management interests and improved staff productivity seven-fold.
  • Streamlined the procedures used to track smaller projects eliminating excessive controls and saving $100,000 annually.
Capital Proposals - Project Management Office
  • Managed capital appropriation and control process during $2 billion improvement program.
  • Developed 40 proposals exceeding $10 million covering the major facets of a $2 billion capital program. In addition to numerous smaller proposals, prepared and reviewed 1,000+ requests exceeding $100,000.
  • Redesigned capital project approval process and clarified the financial impact utilizing PC spreadsheet skills for associated ROI analysis. 
P&L / Cash Management
  • Managed $40 million/year in expenditures and cost-sharing agreements as department controller, technology architect and IT leader.
  • Subsidiary controller including creating cash flow forecasting models along with and systems management.
  • $100 million department controller including accounts payable, purchase accounting and cash forecasting.
  • Renegotiated contracts for an on-going project which reduced annual costs by one-third ($1 million).


On-demand Expertise

Meeting periodic demands and sudden changes:

  • Period end accounting and financial reporting
  • Building strategic and operating plans and budgets
  • Managing rapid growth / deceleration
  • Transition during start-up or acquisition
  • Already trained, capable stand-in to meet unexpected turnover
  • Responding to finance driven turnaround needs
  • Project management
  • Systems upgrades and conversions
  • Financial System design & implementation

Fulfilling part-time CFO/controller needs for growing organizations:

  • Forecast and manage Cash
  • Oversee financials
  • Develop management reporting consistency
  • Review and improve process controls
  • Review proposals for major expenditures
  • Plan Finance Organization development
  • Negotiate contracts
  • Develop KPI and CSF metrics
  • Coordinate Audits
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