Planned, directed and coordinated all accounting functions of this $50M business unit of UPG Enterprises’ portfolio of metals and logistics companies that is one of the largest manufacturers of laminations in North America. » Trusted partner and advisor to executive leadership and business development» Leveraged asset-based lending agreement» Drove revenue and gross margin through analytics, expense management, and analysis» Managed business planning and forecasting (budget, P&L, long range plan)» Identified and drove process improvements, including reports and dashboards» Built and maintained scorecards to provide insights into the key metrics » Oversaw accounts receivable; reported delinquent accounts and overdue balances » Prepared month-end financial reporting, financial statements, and cost analyses» Prepared borrowing base and bank covenant compliance certificates » Managed and mentored accounts payable and accounts receivable teams» Led collection and consolidation of data for accounting of consolidated business results» Managed and coordinated activities of quarterly bank and annual external auditors » Evaluated accounting and internal control systems» Led monthly KPI meetings reporting business unit results and trends Key contributions:Successfully negotiated a working capital dispute with prior ownership after discovering a 300% variance compared to original figures presented at acquisition.Discovered inventory reporting error which led to $1.8M profit correction.Consolidated 4 business unit payroll systems to UltiPro, driving company-wide efficiencies. Wrote policy and procedure manuals for accounts payable and receivable functions.

Oversaw financial and administrative aspects for this member of UPG Enterprises’ portfolio of companies that is regarded as the the leader in steel processing.» Prepared bank covenant reporting and borrowing base certificates » Developed, implemented and monitored policies to improve financial performance » Maintained awareness of the financial condition and acted to prevent problems » Protected assets by establishing, monitoring, and enforcing internal controls » Ensured compliance with applicable federal, state, and local regulatory requirements » Provided leaders with status of financial condition » Identified emerging and sustaining trends » Oversaw all audit and internal control operations » Conducted analysis and prepared forecasts for executives and facility directors » Involved in day-to-day accounting duties, oversight of AP and AR, and reporting » Managed business unit’s ERP conversion from AS400 platform to PS Data

Supported financial and accounting operations for a single unit of this contemporary American restaurant operator. Processed payroll for 100+ employees, prepared weekly and monthly financial reports, prepared annual unit budgets, managed payroll and business licensing compliance, processed bill payments, and prepared and organized records. Trained new management on P&L.