Responsible for the tax/compliance, treasury, and FP&A/reporting functions of the consolidated Proactive MD group.

Designed and implemented financial systems and assisted with acquisition due diligence and ERP integrations

Response is a high-growth manufacturer of returnable packaging solutions primarily for automotive suppliers with 3 manufacturing locations in the US and Mexico• Core responsibilities are to drive a timely monthly close process, manage cash and analyze purchases and other transactions, maintain chart of accounts and multiple sets of books, and financial statement consolidations for internal financial reporting• Other responsibilities include directing all IT-related functions at multiple physical sites as well as managing outsourced service providers• Personally designed, developed, and maintain integrated web and mobile apps used for: project management and order tracking, sales lead management, management of physical hardware and intellectual property, and customer-facing portals with project status and information sharing functionality

KEMET is a leading international manufacturer of passive electronic components with ~$1B in revenue• Primary role was to ensure accurate and timely monthly, quarterly, and annual results to the CEO, CFO, and company leadership team.• Corporate accounting responsibilities included maintaining our statement of cash flows, account reconciliations, assisting with monthly/quarterly/annual closes, SOX compliance, and various team-based projects such as revenue recognition and SEC reporting.▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂Other notable accomplishments and responsibilities:► Managed global annual budget process and consolidated over 600 reporting units/departments► Established processes for FP&A responsibilities to ensure high-quality reporting to all stakeholders► Developed staff to increase the scope and value of FP&A► Lead the monthly forecast process and annual budget project► Maintained rolling SG&A forecast (~$100M annually)► Managed global Hyperion financial consolidation and reporting systems► Developed and maintained detailed financial models to create medium term and multi-year projections► Recurring financial analysis in support of CFO and executive business leadership► Provided financial materials for and attended quarterly earnings release conference calls► Responsible for large sections of our 10-Q and 10-K SEC filings► Finance liaison with IT team and point of contact for joint business intelligence project► Oracle 11i, R12, FDM, HFM, Excel, PowerQuery, PowerPivot, Power BI, SharePoint

► Prepared corporate/partnership/individual tax returns for five tax seasons ► Restructured the firm’s entire tax workflow and trained all staff on new system ► Completed many of the firm's largest multi-state corporate returns ► Maintained all client tax-related information, rolled forward tax returns for new years, and prepared related client correspondence for the firm’s busy seasons

► Specialized in manufacturing, not-for-profit, automobile dealerships, construction, employee benefit plans, and special-purpose governments ► Led audit team on engagements - including planning, executing, directing, and completing audits ► Hired, trained, supervised, and mentored audit interns► Worked up from intern, audit staff, and audit senior to managing engagements► Executed all aspects of engagement administration - including client communications, preparing/reviewing financial statements, and presented financial statements at board meetings

► Managed firm’s entire network/computer/software resources ► Redesigned and created the firm’s website (www.psbkcpas.com) ► Earned authority to research and make purchasing decisions for all hardware and software assets ► Implemented and trained staff on new firm-wide systems, including: new computer server backbone, network storage infrastructure, disaster recovery plan, web-based email platform, practice management system, VOIP telephone and communications system, and more efficient mobile-computing methods for staff auditors