Responsible for recruiting and placing accounting and financial professionals in the Kansas CIty metro area.

State Street Corporation is the world's leading provider of financial services to institutional investors including investment servicing, investment management and investment research and trading. Responsible for review of a broad array of client financial and compliance matters and disseminating this information to clients and regulatory agencies. Review annual, semi-annual and quarterly financial statements for State street Corporation's largest clients ensuring the… Show more State Street Corporation is the world's leading provider of financial services to institutional investors including investment servicing, investment management and investment research and trading. Responsible for review of a broad array of client financial and compliance matters and disseminating this information to clients and regulatory agencies. Review annual, semi-annual and quarterly financial statements for State street Corporation's largest clients ensuring the accuracy of the data and that reporting deadlines are met. Involved in the preparation, review and filing of various reports required by the Securities and Exchange Commission. Responsible for the calculation and review of statistical information required by the client or regulatory agency. Show less

Oversee accounting systems, strategic projects, and internal operations of a steel manufacturer and national distributor. During 12 year tenure, have participated in and co-led growth with revenues increasing from ~$10M to ~$35M and headcount increasing from 7 to 30. Guide development of corporate culture and firm infrastructure to support growth: Monitor all items and accounts of $12M balance sheet, including $5M in debt obligations. Prepare monthly, quarterly, and annual… Show more Oversee accounting systems, strategic projects, and internal operations of a steel manufacturer and national distributor. During 12 year tenure, have participated in and co-led growth with revenues increasing from ~$10M to ~$35M and headcount increasing from 7 to 30. Guide development of corporate culture and firm infrastructure to support growth: Monitor all items and accounts of $12M balance sheet, including $5M in debt obligations. Prepare monthly, quarterly, and annual financials. Manage 5 person finance and accounting team and collaborate with outside public accounting firm on various tax, accounting and audit issues.  Create and implement accounting and controls policies and procedures; devised improved Accounts Receivable billing policies, reducing days outstanding from 53 days to an industry leading 33, freeing millions in net working capital. Managed integration of 2 acquisitions totaling $5M; led on-boarding of 20 employees, handled operational and financial consolidation. Minimized disruption, achieving year-over-year revenue growth. Monitor ~10 joint ventures per year totaling $5M in total revenue; ensure proper execution of JV agreements and quality of overall relationship with JV partners. Worked with Missouri Department of Revenue to qualify company for $40,000 in annual tax credits. Handle filing of quarterly sales and use taxes across 3 states, commercial vehicle tax allocation for 5 vehicles, municipal profit taxes, retails sales tax, and property tax. 100% tax compliance with no local, state, federal penalties.  Negotiate annually multi-million dollar property and causality, business loss of income, health, directors and officers, workmen’s comp, and AR insurance policies; meet with vendors, calculate rates, make strategic sourcing decisions. Oversee personnel matters related to payroll, benefits, compensation, claims management and risk mitigation, and co-authored employee handbook. Implemented Simple IRA plan. Show less

Founded and led a national corporate search recruiting and consulting firm specializing in placing accounting and finance professionals in small, medium and large organizations across industries and geographies:  Led firm through period of sustained growth, creating a differentiated and highly reputable business. Achieved profitability in year of launch, and high year-over-year growth.  Gained trust from and created relationships with multiple Fortune 500 companies, identifying… Show more Founded and led a national corporate search recruiting and consulting firm specializing in placing accounting and finance professionals in small, medium and large organizations across industries and geographies:  Led firm through period of sustained growth, creating a differentiated and highly reputable business. Achieved profitability in year of launch, and high year-over-year growth.  Gained trust from and created relationships with multiple Fortune 500 companies, identifying and placing top tier talent in key financial and operational roles. Over 10 years, placed 250+ professionals in dozens of organizations. Created consulting division, advising clients in the staffing industry on improved sales techniques, operational processes and HR practices. Delivered widely-distributed webinars to corporate clients attended by key executives. Successfully negotiated the acquisition of the company by an established Kansas City temporary staffing agency. Show less