James (Jim) Klucharits, Sr.

James (Jim) Klucharits, Sr. Email and Phone Number

Chief Financial Officer at Union Beverage Packers @ Union Beverage Packers
New York, NY, US
James (Jim) Klucharits, Sr.'s Location
New York City Metropolitan Area, United States, United States
James (Jim) Klucharits, Sr.'s Contact Details

James (Jim) Klucharits, Sr. work email

James (Jim) Klucharits, Sr. personal email

About James (Jim) Klucharits, Sr.

Senior Strategic & Financial Executive with demonstrated expertise in all aspects of Corporate Finance & Accounting, including financial statements, budgeting, planning, forecasting & cash flow. Experienced in Business Administration, Operations, Health & Safety.Industries include: Food/Beverage/Ingredients/Fragrance/CPG /Import/Export/Distribution. Skilled at streamlining functions to provide efficient reporting processes & integrating acquired companies into existing operations. Effective partner to Sales, Product Applications, Marketing & Development teams. Proactively identifies & implements cost reduction opportunities. Leads ERP systems design & implementations. Hands-on, results driven coach who can motivate & lead others to action. Strong problem-solving, written & verbal communication skills. Ability to analyze data, situations & assess critical issues.CORE COMPETENCIES INCLUDE: Corporate Finance | Accounting | Profitability Analysis | Business Administration | Enterprise Risk Management | Corporate Operations | Financial Reporting | Strategic & Financial Planning & Analysis | Forecasting | Project Management | Budgeting | Variance Analysis | Data Analysis | Annual Reports | SEC Form 10-K & 10-Q & Proxy Statements | KPIs | Process Improvement | US Customs & FDA | IT | ERP Conversions | Human Resources & Benefits | Microsoft Dynamics (Navision) | MS Project & MS Office Suite | US GAAP | UK version of Sarbanes-Oxley | US C-TPAT | Cost Reduction | Inventory Management | IFRS | Profit GrowthKEY CAREER HIGHLIGHTS:*Accuracy & timeliness of financial statements & reporting. Consistently passed financial & operational audits with no or minor changes.*Develop reporting packages & financial models, allowing business partners to manage their businesses.*Developed & monitored annual operating & capital budgets, & rolling forecasts.*Implemented & maintained Microsoft Navision (Dynamics-including 3 upgrades). *Identify & implement cost reduction plans.

James (Jim) Klucharits, Sr.'s Current Company Details
Union Beverage Packers

Union Beverage Packers

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Chief Financial Officer at Union Beverage Packers
New York, NY, US
James (Jim) Klucharits, Sr. Work Experience Details
  • Union Beverage Packers
    Union Beverage Packers
    New York, Ny, Us
  • Union Beverage Packers
    Chief Financial Officer
    Union Beverage Packers Jul 2021 - Present
    Hillside, New Jersey, Us
  • Union Beverage Packers, Llc
    Controller
    Union Beverage Packers, Llc Sep 2019 - Jul 2021
  • Finlay Extracts & Ingredients Usa, Inc. (Formerly Finlay Tea Solutions Us Inc.)
    Chief Financial Officer (Cfo) | Chief Operating Officer (Coo), Tea Division
    Finlay Extracts & Ingredients Usa, Inc. (Formerly Finlay Tea Solutions Us Inc.) 2004 - 2016
    One of the largest importers of black & instant tea, sourced from Africa, SA & China & shipped globally to customers. Managed a staff of 7 in Accounting, Supply Chain & Logistics. Supported 13 Sales & Product Development employees. Prepared accounting & financial information for the UK board. Managed HR & IT functions. -Grew sales from $35 million to $100 million: Strategized with CEO & Sales to develop a plan to grow sales. Developed an incentive program for sales people.-Developed Cost Accounting Processes for Act. & Bud.: Developed the cost accounting process. Periodically reviewed the components to ensure costs were being captured. -Reduced healthcare costs by 21% with no loss in employee benefits.-Imported product was placed on US Customs & FDA hold impacting product shipped to customers. With US Customs Trade Partnership Against Terrorism program specialists, determined how to reduce customs inspections of shipments. Brought foreign suppliers into the program: Reduced product hold by 60%.-Reduced monthly close from 18 days to 3 days: Improved processes & installed MSoft Dynamics reduced timing of the monthly close. Provided management with more timely data enabling identification of & decision-making for addressing issues. -Improved gross margins from 18% to 30%: Evaluated the reasons that gross margins were below goal. Found that cost increases were not passed onto main customers. With the CEO & sales force, enacted increases. -Saved $160K in labor costs: Implemented MSoft Dynamics eliminating the need for comparing independent systems & manual records.-Saved 6% of general business insurance premiums: Conducted a risk assessment exercise to identify areas for savings. -Reduced receivables from 60 to 35 days: Managed receivables through weekly customer reviews (15+ days late). Total write-offs of receivables over 12 years were $35K. -Evaluated the NJ & RI ERP systems: Moved to the RI system & saving $400K.
  • Formica Corporation
    Director Of Accounting
    Formica Corporation 1999 - 2004
    Cincinnati, Ohio, Us
    Engaged in the design, manufacturing and distribution of high-pressure laminate, solid-surface and flooring surfaces. Operations in the US, Canada, Europe and Asia. Directed all financial activities including audits by independent auditors, bankruptcy filings and SEC reporting in accordance with US GAAP. Prepared reports for private equity firm during and following emergence from bankruptcy. Four direct reports. -Ensured timely reporting to management: As this was the global headquarters, accounting functions were consolidation and reporting. Received information from around the globe and, based on local timing and holidays, reporting was at times late. Implemented a global calendar for all offices to follow. -Reduced the monthly close cycle by 8 days: Through process improvements and Excel features provided the monthly reporting package to management and the board on a timelier basis.-Managed the overall consolidation of the Company’s monthly financial results in accordance with US GAAP.-Prepared SEC Forms 10-Q; 10-K in accordance with US GAAP.-Prepared financial statements for Bankruptcy Trustee and Debtor-In-Possession-Led the preparation of monthly financial and operational reports distributed to senior management and the Board of Directors.-Directed budgeting and accounting activities for the corporation and its subsidiaries.-Directed and supervised accounting functions, as well as the integration of acquisitions.-Assisted in preparations of presentations for monthly senior management meetings.
  • Steris Isomedix Services
    Controller (1990-1999) | Accounting Manager (1988-1990) | Senior Accountant (1985-1988)
    Steris Isomedix Services 1985 - 1999
    Mentor, Ohio, Us
    A leading North American provider of contract sterilization and microbial reduction services for manufacturers of pre-packaged healthcare and consumer products, and a Division of STERIS Corporation.-Performed the consolidation of the Company’s monthly financial results in accordance with US GAAP.-SEC reporting in accordance with US GAAP Forms 10-Q; 10-K; 8-K and Proxy Statements.-Merger and acquisition integration project manager. -Participated in the financial analysis for expansion, divestiture, merger and acquisition activities.-Analyzed the impact of FASB emerging pronouncements and the impact on the company.-Assisted in expansion financing with banks, using Industrial Development Revenue Bonds.
  • Hertz-Penske Truck Leasing Inc. (Now Penske Truck Leasing Inc.)
    Accounting Supervisor (1983-1985) | General Accounting Staff (1981-1983)
    Hertz-Penske Truck Leasing Inc. (Now Penske Truck Leasing Inc.) 1981 - 1985
    Leading truck rental and leasing company.-Directed the day-to-day financial activities of the Vehicle Capitalization Department for this leading provider of truck leasing services.

James (Jim) Klucharits, Sr. Skills

Microsoft Office Microsoft Excel Microsoft Word Navision Disaster Recovery Financial Risk Negotiation It Operations Strategic Planning Problem Solving Windows Employee Benefits Business Development Financial Reporting Internal Controls Internal Audit Budgets Team Building Customer Service Management Analysis Human Resources Process Improvement Financial Analysis Mergers And Acquisitions Accounting Business Planning Organizational Development Leadership Business Process Improvement Cash Management Business Analysis Team Leadership Accounts Receivable Logistics Payroll Supply Chain Managerial Finance Insurance Auditing Forecasting Finance Cost Accounting Business Strategy Financial Modeling Erp Risk Management Treasury Management Corporate Finance Banking

James (Jim) Klucharits, Sr. Education Details

  • Seton Hall University
    Seton Hall University
    Business Administration/Accounting

Frequently Asked Questions about James (Jim) Klucharits, Sr.

What company does James (Jim) Klucharits, Sr. work for?

James (Jim) Klucharits, Sr. works for Union Beverage Packers

What is James (Jim) Klucharits, Sr.'s role at the current company?

James (Jim) Klucharits, Sr.'s current role is Chief Financial Officer at Union Beverage Packers.

What is James (Jim) Klucharits, Sr.'s email address?

James (Jim) Klucharits, Sr.'s email address is ja****@****ail.com

What schools did James (Jim) Klucharits, Sr. attend?

James (Jim) Klucharits, Sr. attended Seton Hall University.

What are some of James (Jim) Klucharits, Sr.'s interests?

James (Jim) Klucharits, Sr. has interest in Working With Youth Groups, Corporate Financial Reporting, Scouting, Camping, Strategic Planning, Organizational Development.

What skills is James (Jim) Klucharits, Sr. known for?

James (Jim) Klucharits, Sr. has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Navision, Disaster Recovery, Financial Risk, Negotiation, It Operations, Strategic Planning, Problem Solving, Windows, Employee Benefits.

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