Andrew B. Email and Phone Number

Senior Finance LeaderAn accomplished finance and IT leader with a proven track record of leveraging data analytics, AI, and IT modernization to enhance operational efficiency, cost savings, and business innovation. Skilled in implementing transformative solutions that align financial strategy with advanced technological innovations.Pricing Optimization: Directed the development of Power BI dashboards to enhance pricing strategies, leveraging AI-driven insights and TensorFlow to evaluate product and customer price elasticity. Enabled informed pricing decisions that increased revenue and profitability.Cloud ERP Migration: Led the migration of multiple ERP systems to a unified cloud platform, managing discovery, process reengineering, data migration, system implementation, and training. Achieved operational standardization and scalability.EDI & E-commerce Integration: Implemented a fully integrated EDI and e-commerce platform, streamlining financial transactions with trading partners. Automated order processing via AI-driven optical character recognition, reducing labor costs and errors, increasing sales efficiency.Insourced IT Helpdesk: Managed the insourcing of the IT helpdesk, launching a new ticketing system with KPIs that reduced response times to under one hour. Hired, trained, and developed a high-performing support team, boosting customer satisfaction.IT Integration: Orchestrated the integration of IT systems across multiple acquired businesses, consolidating domains and migrating infrastructure to Azure Cloud. Automated IT onboarding and hardware commissioning, driving operational alignment and efficiency.IT Infrastructure Modernization: Administered and modernized IT infrastructure across eight businesses, upgrading systems, networks, and hardware to improve performance, scalability, and security, aligning with business needs.

Led and enhanced all aspects of financial planning and analysis, budgeting, forecasting, month-end close, strategic planning, treasury, A/P, A/R, risk management, tax, and M&A processes. Hired as Director of FP&A, then promoted within 5 months after CFO departure. Reported directly to the CEO and managed a team of accounting and finance professionals, mentoring interns and co-ops.Streamlined and improved the annual budgeting process by developing tools, templates, and financial models for 8 business units across 4 plant locations. Collaborated with business unit leaders to complete budgets and led the final approval process with senior leadership.Provided financial leadership during restructuring, developing a comprehensive recovery plan to restore profitability. Presented the plan to lenders and delivered weekly financial updates, including debt covenant status and progress against recovery goals.Created an automated weekly P&L forecast process using backlog, open sales orders, and CRM data. Developed a standardized financial model that produced weekly reports, improving visibility into company performance.Spearheaded M&A efforts, including deal sourcing, financial analysis, and due diligence for the acquisition of distressed businesses.

Drove business development and client engagements for a startup consulting firm specializing in acquisition due diligence and integration services for middle-market companies and PE firms.Led financial, IT, and HR due diligence for a $360 million PE acquisition of an Oil Processing Equipment carve-out from Exterran. Developed a comprehensive IT investment and implementation plan for factory startup, covering hardware, ERP, HRIS systems, networking, and cloud-based business and engineering applications.Collaborated with PE clients to lead cross-functional due diligence and integration teams, focusing on integrating finance, accounting, policies, software applications, IT systems, and reporting/forecasting processes into the acquiring firm's operations.

Led the annual budget and strategic planning process for a $380 million international Chemical, Food & Process Division. Collaborated with global business unit leaders to implement a new strategic planning process, resulting in a stronger focus on core business and generating $80 million in high-growth organic initiatives.Performed due diligence on 17 acquisition targets, closing 2 deals that added $56 million in revenue and $15 million in EBITDA. Led cross-functional due diligence teams, developed business forecasts, acquisition DCF valuation models, assessed synergies, and supported integration efforts.Created a comprehensive inorganic growth strategy for severe service valves, establishing a new $1 billion growth platform.Developed a pipeline of 325+ valve and pump acquisition targets and built relationships with 35+ top candidates. Provided monthly acquisition pipeline updates to the corporate executive team.Deployed product line growth strategies targeting $45 million in adjacent markets within chemical, petrochemical, and oil & gas sectors. Achieved 50% revenue growth in the well-head transfer pump application.Implemented the 80/20 business process to rationalize negative margin products and customers, resulting in a 23% SKU reduction and improving business unit EBITDA from 8% to 15%.

Led strategic initiatives for FP&A, including the 2013 IPO. Developed capital planning processes, performed due diligence on acquisition targets, enhanced financial budget and forecast models, and conducted in-depth financial analysis of competitors and OEM partners for quarterly board presentations.Directed strategy and financial modeling for a $400+ million IPO. Created a long-term, 3-statement Excel financial model to forecast P&L, balance sheet, cash flow, debt structure, EPS, and optimize the equity offering. Collaborated with treasury, sales, tax, accounting, and HR leaders to assess impacts of stock compensation, dividends, taxes, and deleveraging. Supported the development of IPO roadshow materials for analysts and investors.Automated monthly financial reporting and variance analysis using Excel, Hyperion, and SQL, reducing process time by 25% and minimizing reporting errors.Managed the annual $55 million capital budget process, establishing requirements documents, Excel templates, a consolidation process, and leading executive reviews.Developed an international M&A growth strategy, analyzing IT market trends, growth forecasts, competitive positioning, and acquisition trends. Identified top growth IT segments, countries, and target companies.