Eric Yates Email & Phone Number

South Bend, IN, US

On demand contracted CFO/Controller services

Indianapolis, Indiana, US

• Began as temporary controller and ended up as a permanent controller. Provided executive leadership with the necessary information to successfully help grow the business in multiple emerging markets.
• Developed internal reporting standards. Which included a monthly reporting packet with narrative that was shared with the executive team, investors and financial institutions.
• Part of the implementation team for new payroll software
• Cash Management including managing vendor payments and projecting future cash flow
• Developed A/R protocol which helped expedite collections
• Established financial forecasting models to project future growth

Boston, Massachusetts, US

• Worked on directed assignments as a controller.
• Review backorders on a weekly basis and work with production to ensure orders are completed and processed by month end
• Provide weekly financial projections to corporate and explanations of variances from the budget
• General accounting including tracking capital spending, processing invoices for payments, SOX compliance and inventory tracking
• Cash flow projections, accounts payable management, budgets and standard day to day accounting procedures.

South Bend, IN, US

• Large mature company, with revenue in excess of $230 million. Sale of Company to Forward Air Corp. (FWRD) completed March 7, 2015. Corporate office closed and moved to Tennessee.
• In charge of the Company’s budget process. This included preparing and reviewing with management nearly 100 different terminal and departmental budgets, development of the budget model and upload into the financial.
• Established new procedures and evaluated recurring entries which helped reduce month end close from sixteen business days to seven.
• Analytically reviewed financial statements with plant managers, helped identify issues and achieved a timely turnaround on all issues
• Worked closely with system analysts to ensure system integrations were timely and complete
• Improved account reconciliations which significantly increased the accuracy of financial data

• Worked in a small rapidly growing induction lighting company as the Controller of the accounting department.
• Developed and implemented a proforma model used to assist with budgeting and investor presentations
• Reported cash flow needs on a weekly basis to the executive committee
• Established procedures and reconciliations that helped significantly reduce the number of days needed to close month ends
• Assisted sales team members with off sheet pricing to ensure profitability
• Reduced DSO’s from 57 days to 37 days in 4 months

Greenwich, CT, US

• Worked as a senior in the financial compliance department of XPO Logistics, a publicly traded company on the NYSE. Originally joined Express-1 Expedited Solutions Inc., which was subsequently acquired by Jacobs Private.
• Documented, reviewed and tested key controls
• Drafting and implementation of policies and procedures
• Prepared and reviewed financial statements for 10-K and 10-Q filings, including review of XBRL coding.
• Managed corporate budgeting process and monthly budget meetings that included extensive review of significant variances and financial performance
• Assisted with several financial projects relating to the sale of a controlling interest of Express-1 Expedited Solutions, Inc.

Chicago, Illinois, US

• Performed numerous assurance engagements, including audits, reviews, and due diligence. Responsible for planning engagements, reviewing staff work, managing client expectations and deadlines.
• Concentration in manufacturing, private equity and distribution
• Managed audit engagements
• Execution of new accounting standards
• Performed detailed review of financial statements
• Performed and reviewed valuation of several private equity portfolio companies

Masters Of Accountancy, Accounting

Bachelor Of Science - Bs, Accounting