Beverly S. Email & Phone Number

Greater Columbus Area

Provide experienced advice and consulting on best business practices. Educate new and existing small business clients on how to start a business, complete their business, financial and marketing plans, and other relevant topics.

United States

Produced annual budget reporting that provided transparency into sources of revenue. Participated in the development of key budget and long-range planning assumptions. Assisted in the preparation of financial analyses and presentations for senior leaders and Board of Trustees. Developed reporting which provided clear insight into financial trends and emerging issues across the university. Supported the development of Enterprise Resource Planning (ERP) and business intelligence solutions. Developed relationships and worked with college and vice-presidential units to provide fact based analysis on results, trends and financial projections. Tracked current and future funding commitments for assigned colleges and support units.

Columbus, Ohio Area

 Established internal controls, performed financial analysis, reporting and forecasts, reviewed accounting processes to verify compliance with GAAP, responsible for payroll processing, 1099’s and OSHA reporting, prepared cash flow forecasts, improved process for shipping, invoicing and accounts payable Implemented advanced inventory system to track over 48,000 part numbers by location for wholesale/retail business, performed physical inventories and reconciliations, implemented lower of cost or market valuation, developed process for joint venture accounting Performed analyses to provide insights for new deal profitability, performed analysis and provided insights for profitability by product line, presented to President and Vice Presidents Researched economic nexus laws in all states. Registered for sales tax in 25 states; filed monthly/quarterly sales tax returns

Dayton, Ohio Area

 Performed cost analysis, detailed estimates, earned value and schedule analysis and reporting for modernization programs of U. S. fleet of B-52 aircraft, totaling over $3 billion, and USAF and FMS simulators. Used parametric modeling for component estimating. Built strong relationships with program management, logistics, purchasing, sustainment, training, and users to successfully obtain agreement on requirements Provided financial management expertise, technical advice and guidance, and leadership while managing all Planning, Programming, Budgeting and Execution (PPBE) activities for C-17 Training Systems acquisition funded investment program budgets totaling $1.3B inception through FYDP; including budget planning, policy, formulation, documentation and execution; program/project scheduling, requirements reconciliation and performance measurement; ensured programs operate within allotted controls Analytical and detail oriented, with excellent written and oral communication and presentation skills Possessed Secret (SCI) security clearance

Held full responsibility for profit and loss, strategy, pricing, underwriting, and product development for homeowners and dwelling fire product lines in five states. Built company revenue and exceeded profit and expense objectives. Worked closely with other functional areas to identify opportunities and needs related to product performance. Led implementation of strategies and actions to increase product profitability, competitiveness and regulatory compliance. Managed product and exposure management initiatives including product analysis, rate revisions, enhancements, redesign, and reinsurance. ++ Increased GAAP net underwriting profit by 836% from $1,100,000 to $10,300,000. Improved GAAP net combined ratio by 32.6 points, from 95.8 to 63.2.++ Decreased loss ratio by 46.7 points, from 68.2 to 21.5. Grew earned premium by 32.3%

Managed product, pricing, and strategic planning for over $100,000,000 Mississippi agency auto product. Created new capability of competitive analysis for Gulf Region of Florida, Alabama, Mississippi, and Louisiana. Hired team and built capability from ground up to provide crucial information to state product managers during rate revision process.++Achieved 23% growth as well as 2% margin improvement.++Researched and analyzed key competitor insurance filings, resulting in improvement of product features as well as development of new sales strategies.

Held multiple roles at Koch Industries, including:KOCH INTERNATIONAL LUXEMBOURG, Luxembourg, EuropeDirector, European Business Systems/European ControllerMember of four-person European management team for manufacturing company. Directed staff of 18 IT and accounting employees. Formulated plan to restructure affiliate offices and provided strategic tax planning for seven countries. Built IT capability from ground up. Created and staffed IT capability and centralized European IT group, installing WAN at 35 offices. Established help desk function for 210 users. Koch Materials, ControllerRestructured 55-employee accounting department to eliminate redundant activities and provide value-added services to business. Streamlined management financial reporting to provide more relevant and timely information. Actively served in implementation of integrated business system for 100 U.S. and Canadian asphalt plants, resulting in $6,000,000 of savings.

Mba, Management

Bsba, Business Administration, Accounting

Also attended Miami University's Intensive Language program located at their Luxembourg, Europe, campus.