Brad Heath Email & Phone Number

Bradenton, Florida, United States

Bradenton, Florida, United States

Sarasota, Florida, United States

Sarasota, Florida, United States

Supervision of accounting staff to maintain timely and accurate accounting records.Responsible for general accounting, accounts payable, fixed assets, and cash management.Management of monthly and year-end financial closes.Preparation of financial statements, variance analysis, internal and external financial reporting.Perform accounting functions to include reconciliations, journal entries, system integrations, and analysis of general ledger accounts.Assist with restricted contributions, grants, and endowment management.Assisted in the preparation of audit work papers and lead schedules and coordinated with AVP extensively to complete the FY 20-21 financial audit.

Carol Stream, Illinois, United States

Responsibility for the accounting, finance, human resources, and IT functions of the company.Lead weekly Executive Committee meetings, monthly Operations Reviews, and quarterly Board of Directors meetings.Performed banking functions in a leveraged environment with $45M revolving line of credit; $3M in capital expenditure term loans, and $18M in subordinated debt. Negotiated loan agreements; completed monthly borrowing base certificate; ensured company met all financial covenants.Prepared annual budget and quarterly forecasts.Provided monthly financial reporting and analysis package to internal and external users.

Carol Stream, Il

Performed customer credit management functions. Reduced customer past due balances over 80% through implementation of system credit hold process.Plan administrator for company 401(k) plan through Merrill Lynch; coordinated annual renewals of employee health benefits and commercial insurance policies.Company liaison with outside accounting and legal firms.Member of ERP selection, design, and implementation team converting company from 20-year-old ERP to MS Dynamics 365 F&O.Developed closing process and procedures for new ERP.

Carol Stream, Illinois, United States

Responsibility within the plant management team for daily accounting, internal controls, purchasing, and customer service functions for two corrugated packaging plants.

Carol Stream, Illinois, United States

Responsible for the semi-annual standard cost review and update for both plants.Selected as a user representative to help develop and ensure compliance of corporate-directed internal controls guidelines via the Internal Controls and Accounting Checklists. This included performing quarterly internal audits in price confirmation, sales order entry and billing, procurement cycle verification, and inventory control.Drove the quarterly rolling forecast and annual budget process for both plants.Coordinated month-end physical inventory processes including audits and reconciliations.Accountable for the monthly close for both plants; including income statement and balance sheet review, and submission of journal entries and accruals.Trained users on JD Edwards One World in eight plants during an eighteen-month implementation rollout project in 2003-2004 which consisted of a two-week training, go-live weekend, and three to four weeks of post go-live troubleshooting and support.Developed root-cause analysis to determine issues resulting in increased past due accounts receivable. Through this analysis and user training, reduced A/R over 90 days past due by 85% and virtually eliminated bad debt expense for the plants. As a result, the plants were able to collect over $320k in balances previously written off. Eliminated inventory obsolescence at both plants by developing a production review and inventory control initiative. This resulted in reduced warehousing and trailer leasing expense saving the plants over $400k annually. Through the development of a cross-functional team, the plants consistently reviewed inventory, the issues causing increased levels and had a vehicle for immediate resolution.

Bachelor Of Business Administration (Bba)

Master Of Business Administration (Mba), Business Administration And Management, General