Joel Sweitzer, Cpa Email & Phone Number

Cleveland, OH, US

Cleveland, OH, US

Rosemont, IL, US

Mooresville, NC, US

• Leads the Supply Chain Finance organization through the Strategic Planning Process, culminating in a three-year long-range plan and the Annual Operating Plan. Partners cross-functionally to quantify enterprise benefits.
• Oversees the preparation of a monthly performance package for the Chief Supply Chain Officer. Redesigned the content to enhance insights and improve readability, while reducing the time to prepare by 5 business days.
• Supports the design and optimization of the future omni-channel network by modeling the impacts of Supply Chain investments and flow changes. Informs tradeoff decisions through sensitivity analysis and scenario planning.

Mooresville, NC, US

• Led a project team focused on measuring the results of a cross-dock delivery pilot. Balanced competing priorities through cross-functional collaboration with operational and technical business partners.
• Prioritized the market rollout schedule for cross-dock delivery terminals to optimize the number of facilities while maximizing coverage, productivity, and profitability. Expanded this analysis into a detailed and.
• Influenced decisions including capital investments, outsourcing, lease vs. buy, and consignment inventory through detailed business case models (DCF, NPV, IRR, etc.). Steered the projects from concept to.

Mooresville, NC, US

• Enhanced the delivery forecasting process by aligning with sales projections. Improved volume accuracy by 26%.
• Created monthly performance reporting for delivery operations, performing variance analysis for Plan and Prior Year.

Orrville, Ohio, US

• Coordinated the submission of monthly forecasts and the development of the Annual Operating Plan. Consolidated and reported on results, translating variances into actionable insights for Senior Leadership.

Orrville, Ohio, US

• Created a data visualization and analytics system through a relational database that aggregated, attributed, and allocated Purchase Price Variance transactions. This application expanded PPV insights and streamlined.
• Constructed a model to analyze the forward curve and consumption projections for key commodities and determine an 18-month rolling forecast. This tool uncovered $5M of cost savings for the Annual Operating Plan.
• Developed a volume, price, and mix model to calculate the gross margin impact of variances at the SKU level.
• Directed pricing decisions in response to input cost fluctuations.

Canton, OH, US

• Managed a $16M capital budget, including the preparation of the monthly forecast and Annual Operating Plan. Instituted a monthly review process that improved capital forecast accuracy by 22% compared to the prior year.
• Produced a reporting dashboard using SQL that increased visibility over manufacturing supplies balances. This tool supported a working capital initiative where supplies inventory was reduced by $3M between Q2 and Q3.

Canton, OH, US

• Rotations in General Accounting and Consolidations, SAP ERP Implementation Project, and SEC Reporting:
• Launched and administered a system for managing the complex reporting requirements associated with an Asset-Based Lending Agreement. Provided executive leadership with a clear view of the net borrowing base value.
• Developed a model that performed a complex accrual calculation more accurately and efficiently. This ensured the completeness of the adjustment, reduced audit exposure, and decreased preparation and review time by four.

North Canton, OH, US

Analyzed global economic trends and communicated strategy recommendations to management. Evaluated results to the Annual Operating Plan and re-forecasts, investigating variances. Monitored and reported on progress towards corporate goals and objectives. Analyzed and reported on the accuracy of Gross Sales estimates.

Parkersburg, WV, US

Developed targeted marketing materials for expanding the donor population. Tracked pledges and received donations. Organized and budgeted for community events.

Nashville, Tennessee, US

Analyzed import data to recognize trends and identify potential competitor trademark infringement. Compared competing products to patented technologies and presented potential violations of the company's intellectual property to internal counsel.

Bachelor Of Science (Bs), Accounting

Bachelor Of Science (Bs), Information Technology