Chad Underwood's Location
Greater Minneapolis-St. Paul Area, United States, United States
Chad Underwood's Contact Details
Chad Underwood work email
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Chad Underwood personal email
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About Chad Underwood
Dynamic finance leader with valuable experience in all areas of finance and accounting. Responsibilities include all accounting, operational finance, financial analysis, debt management, and reporting, as well as cash management. Has created and improved processes including:- Revenue recognition based on Vendor Specific Objective Evidence (VSOE) (complex accounting)- Implementation of planning and analysis application – NetSuite’s Adaptive Planning (budgeting and analysis)- Analysis and implementation of acquisitions (mergers and acquisitions)- Scoping and implementation of SOX controls of a publicly reporting start-up (internal controls)- Creation of SEC documents (filings of 10-Ks, 10-Qs, etc.) and management of an audit (Deloitte & Touche)- Provide strategic leadership to achieve Board directed financial and operational metrics (executive leadership)
Chad Underwood Work Experience Details
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Chief Financial OfficerVeriditySaint Paul, Mn, Us -
Chief Financial OfficerIpp - Independent Pet Partners Jan 2023 - PresentWoodbury, Minnesota, Us -
Vice President, ControllerIpp - Independent Pet Partners Mar 2022 - Jan 2023Woodbury, Minnesota, Us
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Vice President, Corporate ControllerImedia Brands, Inc. Jun 2021 - Mar 2022Eden Prairie, Minnesota , Us -
Chief Financial OfficerFourteen Foods Jul 2020 - Apr 2021Franklin, Tennessee, Us -
Vice President Of FinanceFourteen Foods Jan 2018 - Jul 2020Franklin, Tennessee, UsResponsible for all finance and accounting activities for Fourteen Foods.
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Vice President Finance AccountingAspirity Energy Oct 2015 - Jan 2018Responsible for all external reporting with SEC, as well as managing the external auditResponsible for all cash management in a high growth/start-up environment, as well as banking relationshipResponsible for all forecasts, budgeting, and cash flow projections Roles and Responsibilities:• Oversee the accounting operations of the Company and its subsidiaries, including the internal control systems, transaction-processing operations, and policies and procedures• Oversee the financial operations of the Company and its subsidiaries, including the budgeting and forecasting processes, creating and maintaining company-wide dashboards, and managing operational metrics• Provide strategic leadership to Company to meet Board directed financial and operational targets• Responsible for timely and accurate month-end close process; was able to reduce close from 21 days to 5 days in less than 6 months• Implement, document, and maintain adequate and effective internal controls in compliance with Sarbanes-Oxley rules; remediated existing Material Weakness assessment by auditors • Manage the preparation and filing of quarterly (10-Qs) and annual reports (10-Ks) with the Securities and Exchange Commission, also responsible for the audit by external auditors (Deloitte & Touche)• Perform cash projections to effectively manage cash balances in a high growth/start-up environment• Manage banking relationship, including third-party lockboxes• Responsible for timely reporting to multiple parties to ensure covenant compliance with several outside parties
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Assistant ControllerWuxi Apptec Nov 2014 - Oct 2015Shanghai, Shanghai, Cn• Responsible for the timely closure and financial statement accuracy for seven entities (two international) and their consolidation.• Analyzes, interprets and communicates margin and expense variances to management. • Research and preparation of GAAP technical accounting memos.• Ownership of the internal control environment including annual SOX testing plans and to document process flows, process narratives, and risk based testing results.• Preparation of quarterly and annual tax provision. Interface with tax consultants to file statutory returns.• Assists with budget preparations and monthly budget / sales reporting analyses.• Management of accounting team including performance reviews, individual development planning, and succession planning.• Establish and drive department goals including cross department transactions, training, process efficiencies, etc.• Act as a liaison with corporate subsidiaries to provide assistance in all aspects of financial reporting including sales reporting, financial review, processes assistance, etc.• Accounting integration lead for acquisitions.• Special projects as assigned -
Supervisor Of Revenue AnalysisHelp/Systems, Llc Mar 2013 - Nov 2014Eden Prairie, Minnesota, Us• Manage a team that reports revenue and provides analysis to management• Manage an Accounts Receivable team to ensure prompt collection of invoices• Manage a team that reports all billings activity and provides timely analysis.• Created a new process of recording revenue in order to report accurate information and to allow for more clear reconciliations and analysis• Review and improve monthly processes to ensure timely reporting as well as accurate informationprovided to the management team• Create new monthly metrics to properly represent trends and relevant information that will allowtimely and proper decisions to be made• Created a new revenue recognition process that allows for more accurate and more explainable revenue amounts• Created several new templates to summarize information for senior management• Worked with other departments to improve data gathering and reporting that saved days of work for employees and provided more accurate information• Leveraged accounting knowledge to better understand and report billings information and how it relates to financial statements -
Sr Financial AnalystHealthland Jun 2011 - Mar 2013Minneapolis, Mn, UsSupport the VP of FP&A, as well as partner with SVP of Services, Sales, Legal, and Human Resources organizations to provide planning, reporting, and analysis of operationsResponsibilities:• Created a process that allows resource managers to review time before it is approved, improving the integrity of utilization metrics and reducing ‘clean-up’ efforts• Manage the calculation and reporting of utilization metrics for all service consultants, both internal and external third-party consultants, to ensure productivity and profitability• Decreased monthly service metric reporting by 3 days (9 days down to 6 days)• Created a process to allow for up to date revenue backlog analysis (no previous process) in order to more accurately forecast revenue• Improved the margin of Technical Services by 15% by creating metric reporting to allow for specific project management (previously no ability to do this without adding a HC)• Administrate Budget and Planning tool for the entire company (NetSuite’s Adaptive Planning)• Created an entire suite of Sales metrics that are distributed on a weekly basis to CEO and Executive Management team.• Lead effort to reorganize departments following the acquisition of two companies. Also lead the effort to re-align the two previous years’ expenses to the new department structure• Provide analysis and business cases for new partnerships and potential acquisitions -
Manager Of Financial Reporting And AnalysisCec Entertainment May 2008 - Jun 2011Irving, Tx, UsManager of Financial Reporting and AnalysisSupport the Controller and Assistant Controller for external reporting and the CFO and CEO for analysisfor this $800 million publicly held family restaurant/entertainment companyResponsibilities:- Prepare analytics and support for external reporting documents (10-K, 10-Q, 8-K and Earnings Releases), investor presentations, and other external information (D&O presentations, etc.)- Manage process of review by all departments of external reporting documents by incorporating all comments into the documents and ensuring timely filings with SEC - Prepare analysis for executive management regarding new initiatives, external impacts, store performance, new opportunities, and general insight - Prepare analysis to support other departments including budgetary detail, budgetary trends, impact of decisions, potential opportunities, weather impact, etc. - Introduced new analytic metrics to analyze trends involving traffic counts, demographics, sales mix, capital expenditures, sales analysis, and benchmarks - Prepare external reporting documents, create tie out of support for all external reporting documents, and work closely with external auditors to facilitate independent audit - Increased efficiency in month-end close by creating a consolidating P&L, as well as reduced manual preparation of monthly financial statements - Perform special projects for internal documentation of accounting procedures, revenue recognition, cash flow components, and equity compensation tracking - Manage the creation of monthly financials for internal use - Manage detail/support for Equity Compensation accounts and Capital Projects - Compile monthly chart package, maintain a daily sales report, and create and update dashboards with detailed store P&L activity and metrics for Executive Management -
Staff AuditorKpmg Sep 2006 - May 2008New York, Ny, UsPerforming general audits -
PitcherChicago Cubs May 2005 - Aug 2005Chicago, Il, UsPitched for Mesa Cubs, the Rookie League team in the Chicago Cubs organization.
Chad Underwood Skills
Accounting
Mergers
Analysis
Management
Budgets
Cash Flow
Forecasting
Project Planning
Mergers And Acquisitions
Project Management
Human Resources
Auditing
Sarbanes Oxley Act
Financial Analysis
Finance
Financial Reporting
Chad Underwood Education Details
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University Of Minnesota - Carlson School Of ManagementFinance And Management -
Texas Christian University - M.J. Neeley School Of BusinessAccounting
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Texas Christian University - M.J. Neeley School Of BusinessAccount And Finance
Frequently Asked Questions about Chad Underwood
What company does Chad Underwood work for?
Chad Underwood works for Veridity
What is Chad Underwood's role at the current company?
Chad Underwood's current role is Chief Financial Officer.
What is Chad Underwood's email address?
Chad Underwood's email address is ch****@****ods.com
What schools did Chad Underwood attend?
Chad Underwood attended University Of Minnesota - Carlson School Of Management, Texas Christian University - M.j. Neeley School Of Business, Texas Christian University - M.j. Neeley School Of Business.
What are some of Chad Underwood's interests?
Chad Underwood has interest in Education.
What skills is Chad Underwood known for?
Chad Underwood has skills like Accounting, Mergers, Analysis, Management, Budgets, Cash Flow, Forecasting, Project Planning, Mergers And Acquisitions, Project Management, Human Resources, Auditing.
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