David Schroer Email & Phone Number

Reporting to CFO: Responsible for management reporting, forecasting, business analytics, budget support, and process development- Assisted in the development & implementation of a new annual planning and forecasting process- Developed consolidated and regional P&L reporting & analysis tools to evaluate opportunities & risks- Evaluated rebate threshold proposals with major vendor to assist in contract negotiations- Developed branch proforma model to assess financial performance of new branch openings

Reporting to Corporate Financial Reporting Director (March, 2023 - August, 2023)- Managed the restatement of 10Q, 10K, & 8K for the divestiture of Batesville Casket business- Supported monthly close process for management reporting groupReporting to VP – Finance (September, 2020 - December, 2022)- Developed global functional cost report via OneStream & Hyperion reporting tools- Led the process for I.T. to document, calculate & validate synergy savings of the Milacron acquisition- Corporate IT budget development, presentation, & synergy planning

Cincinnati, Ohio, United States

Reporting to VP – Finance with responsibility of managing the budgeting & planning process as well as support executive leadership with reporting & analysis initiatives. Additional responsibilities included managing the letter of credit process and monitoring impacts to revolving credit line.

Cincinnati, Ohio, United States

Reporting to Corporate Controller with primary responsibilities of assisting in management of accounting and financial reporting functions, including staff supervision, management of the monthly close cycle, completion of monthly and annual consolidated financial statements, facilitation of the external audit and other attestation engagements, and support of the FP&A function

Blue Ash, Ohio, United States

AdvancePierre Foods Project: Primarily responsible for supporting executive leadership with financial planning, reporting, & analysis initiatives, particularly associated with Tyson acquisition of APF. Specific duties include development and communication of financial targets, identification of business risks and opportunities, and development of process and tools to increase efficiency of the finance and analysis process

Mason, Ohio, United States

Finance partner to the licensed brand team (Sears & Target Optical) responsible for the development of the Sears sales plan and store portfolio management as well as licensed brand marketing and management expenses (field & G&A). Additional responsibilities include providing direction relative to retail sales and cost analysis, P&L impacts and future period estimates, as well as KPI reporting and insights to senior management for discussion with Italy partners.

Mason, Ohio, United States

Strategic finance leader for the Luxury Brand team (Ilori & OSA brands). Trusted business partner to the GM, VP of Marketing & Merchandising, and Director of Retail Sales with responsibilities that included the development of brand AOP and quarterly forecasts, coordination and review of periodic results with senior managers and Italy partners, KPI reporting and retail sales analysis, capital budgeting, and business case development.

Erlanger, Kentucky, United States

Finance manager responsible for business plan and business case development, forecasting, accounting and reporting for the arts & crafts division of the organization.

West Chester, Ohio, United States

Finance leader for the Kroger sales team responsible for managing customer P&L, trade program planning and analysis, deduction management, systems training and implementation, and SOX compliance initiatives. Directed annual planning and monthly forecast process for the sales and senior leadership team which supported strategic plans associated with over 20 brands, $470 million in sales and $85 million in trade spending.- “Team of the Year Award” (2004, 2009, 2010)- 5 year compound annual growth rates through 2010: net sales +8%, profit +11%.

Erlanger, Kentucky, United States

Managed a 4 member team of financial and accounting operations professionals. Specific duties included managing the monthly close process and related reporting cycles, critically evaluating working capital performance to maintain revolving credit line funds, weekly cash flow forecasting, audit leadership, bank relationship management, and insurance policy renewals.

Cincinnati, Ohio, United States

Managed a team of analysts in the monthly accounting and financial reporting process. Provided business and financial leadership to engineering and product development teams for new product offerings, pricing initiatives, and capital spending proposals.- Outstanding Achievement Award Winner for leadership and delivery of Great Plains implementation (2000)

Cincinnati, Ohio, United States

Supported the monthly close process and related financial analyses, including major account reconciliations, business unit support, financial statement presentation, and coordination of federal and state regulatory filings.

Cincinnati, Ohio, United States

Led annual access tariff filings and state rate case efforts among regulatory, finance, and marketing teams. Managed staff of 4 unionized clerical administrators for the department - one individual promoted to management.

M.B.A., Finance

B.A., Accounting