• Manage and develop two professional level staff accountants• Establish and communicate internal controls and Sarbanes-Oxley documentation requirements to all facility personnel.• Facilitate strategic business unit planning for upper level management including facility manager, business unit manager and Vice President.• Provide cost and investment analysis for upper level management (ROI and Make/Buy studies).• Share and provide insight into the legal entity and accountable reporting for the facility including the timely and accurate reporting of financial results.• Solve complex or unique accounting issues which could require interaction with local, state or federal government entities.• Serves as the primary contact for resolving all accounting/general business related issues and is the liaison between the facility and Corporate Accounting.• Responsible for routine monthly reporting including facility accountable and legal entity results, Rolling Business Management (RBM), Compliance Council, facility capital reporting, fixed asset analysis, inventory analysis, OIA (OPACC Improvement Agenda) coordination, etc., as well as many ad hoc analysis request from Corporate and facility management. • Involved in consensus decision-making regarding facility policies (i.e. gain sharing, attendance and salary/benefit package).

Sr. Staff Accountant II – Cost Decision Support: 2021-Present• Prepared Discounted Cash Flow statements to determine Net Present Value and Operating Profit Metrics on Customer Value Agreement programs• Prepared financial slides and presented to PMs and VPs on key findings, including sensitivity analysis• Accounting / business resource providing knowledge and guidance to program managers, marketing and engineering personnel

• Prepared monthly Material Variance Analysis for $3B of spend and detailed commentary on trends • Quarterly Business Plan Forecasting and creation of monthly glidepaths• Prepare RPM Transformation actuals for Operating Profit Improvement reporting• Monthly presentations with PMs, VPs and Director of Procurement on Material Results

• Monthly Analysis of Consolidated metrics for Material, Mix and Currency • Lead for compiling monthly Board of Director results and Quarterly Business Review presentations• Assisted in yearly restatement process and corporate methodology revisions• Assisted in the review of quarterly release

• Prepared monthly Sales / Cost of Sales analysis for Cat South America legal entity, including monthly closing activities, journal entries and account reconciliations• Monthly Post Sale Credit accrual analysis• CART (Reconciliation Tool) Administrator, including training of all Shared Services personnel in the US and Panama

• Conducted monthly closing activities, journal entries and account reconciliations for legal entities specific to Debt and Investments• Accounts Receivable Factoring journal entries and reconciliations working with the Cat Financial team• Coordinated with Technical Accounting on handling of unique business situations including Affiliates, Intellectual Property, Acquisitions, etc.

• Report directly to President, Corporate Operations Director (all offices) and Office Managers monthly on Office financial performance, financial metrics, key projects and operational issues. • Provide financial projections/forecasting for Workload/Backlog Analysis to correspond to profitability and viability of Offices.• Provide auditing and analysis of monthly Profit & Loss Statements, including identifying trends and corrective actions to return to budgeted goals.• Discuss, recommend and implement solutions for key decisions for Office operational issues effecting financial performance. • Prepare yearly Office budget for subsequent year.• Provide leadership to Project Managers in management of projects thru contract preparation and review and project budget creation and monitoring.• Conduct project audits and prepare project forecasting models and lead follow up meetings with Project Managers and Team Members.• Conduct Project Management training sessions and lead bi-weekly Project Management meetings.• Assist in Client Management for resolution of any financial questions.