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• Member of leadership team • Recipient of 2018 collaborator of the year award

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 accounting system. • 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• In charge of year end closing, which included closing the financial accounting system, reviewing account reconciliations and facilitating the year end audit with external auditors

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• Reviewed and implemented product pricing• Member of the IT steering committee which selected new accounting software

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 Equity in September 2011. Corporate office relocated from Buchanan, MI to Charlotte, NC. • 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. • Facilitated external audits

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• Assisted clients with monthly reporting packages • Supervised and mentored audit staff and assessed performance

Masters Of Accountancy, Accounting

Bachelor Of Science - Bs, Accounting