Adam Bockman, Cpa Email & Phone Number

Greater St. Louis

Greater St. Louis Area

 Communicate and collaborate with the Demand Planning, Product Development, and Sales departments of the company to achieve optimal material planning results  Prepare raw material forecasts and identify materials with long lead times and capacity constraints Analyze and place bulk raw material orders to achieve company savings and improve overall performance, with oversight of $360 million annual spend on raw materials, including $28-$35 million in bulk buy orders Accomplished $1.85 million annual savings on raw material spend Improved on-time performance from 76-78% range to 93% Reduced manufacturing lead time from 150 days to 90 days Develop and implement tools and systems to help multiple departments attain key planning milestones  Review capacity data and summarize into easily comprehendible reports on a weekly basis  Identify capacity concerns and work with cross-company department leadership to implement solutions  Guide newly-acquired brand divisions in implementing processes that will allow for onboarding and streamlining material planning with existing company policies in a mutually beneficial manner  Create and monitor budgets for multiple components of the material planning process Review key performance indicators to identify challenges preventing the company from achieving goals or successes that can be replicated in other areas to help the company achieve goals Supervise and train team members in day-to-day management of job duties

Greater St. Louis

 Coaching - Supervise and train team members in day-to-day management of job duties Leadership - Develop team members into standalone contributors with the capabilities to lead their own team Integration - Guide newly acquired brand divisions in implementing processes that will allow for onboarding and streamlining material planning with existing company policies in a mutually beneficial manner  Partnership & Risk Management - Communicate and collaborate with the Demand Planning, Product Development, and Sales departments of the company to achieve optimal material planning results  Strategic Planning - Develop and implement tools and systems to help multiple departments attain key planning milestones  Supply Chain Management - Develop and implement with the Global Sourcing department the companies’ factory-based strategy Planning & Inventory Management - Prepare raw material forecasts and identify materials with long lead times and capacity constraints Inventory Control / Procurement Strategy - Analyze and place bulk raw material orders to achieve company savings and improve overall performance, with oversight of $400 million annual spend on raw materials, including on average $10-$15 million advanced order placement helping the company achieve: - $1.5 million annual savings on raw material spend - Improved on-time performance from 77% to 94% - Reduced lead time from 120 days to 90 days Inventory Management - Review capacity data and summarize into easily comprehendible reports on a weekly basis  Margin Analysis - Create and monitor budgets for multiple components of the material planning process Margin Analysis & Problem Solving - Assist FP&A with complex currency fluctuations to identify the impact to the business and communicate appropriate pricing strategy to sales

Greater St. Louis Area

 Developed processes to implement and expand the material planning function in various company departments (data gathering, analysis, excess material management, department reviews, meeting cadence) Coordinated and helped conduct rationalization meetings to consolidate materials used on like products Identified variances in the Sourcing department’s financial forecasts to key management partners and performed in-depth analysis of the underlying financial data Prepared and enforced department budgets, working with leadership to gather key financial changes, confirm underlying assumptions, and incorporate system data

Greater St. Louis Area

 Prepared journal entries and account reconciliations based on supporting documentation and account analysis Developed financial marketing analysis to allow leadership to easily identify large variances Prepared and distributed monthly financial reports using Business Planning and Consolidation (BPC) system Researched and proposed solutions to budget and forecast variances based on requests from management Tracked and adjusted costing and profitability analysis tool following SAP system implementation Served on a committee aimed at identifying enterprise-wide risk and tracking management’s action plans

 Managed multiple audit projects, including Sarbanes-Oxley Act and operational audits for the company Planned, analyzed, and tested controls to confirm internal risks were monitored in compliance with policy Performed inventory and operation reviews at retail stores and distribution centers around the country Received Award for Superior Performance and Outstanding Teamwork

-Participated in quarter close procedures. -Performed account reconciliations and updates on a day to day basis.-Identified and prepared journal entries to properly report financial information.

 Worked on small and large audit teams for third party clients ranging in size from $10 million to $20 billion Identified, documented, and tested internal control design and operating effectiveness for audit clients Carried out substantive test work procedures in reviewing clients’ financial statements Drafted memoranda, spreadsheets, and flowcharts for audit workpaper documentation

-Prepared individual tax returns -Achieved best financial tax benefit for clients based upon personal client consultations -Researched federal and state tax statutes -Responded to client inquiries regarding tax questions-Filed customers’ federal and state tax returns with the IRS and all necessary states-Provided customer service and marketed promotions which attracted customers

Master Of Accountancy, Accounting

GPA: 3.82

Bachelor Of Science, Accounting, Economics

GPA: 3.48

Education record