In this newly created role, collaborated with legal, regulatory, and people teams to drive treasury activities supporting new entity formation process (domestic & international) including assessing new banking partners, completing KYC processes, and establishing initial operations for payment of payrolls, vendor payments, and statutory/tax remittances.Key Accomplishments:● Created the foundation required to pay international employees and created a repeatable process to apply with growth and ensure Hazel’s Payroll and Benefits Manager has necessary information to be able to process payroll in a timely fashion.● Established and managed relationship with third parties to support entity formation, banking relationships, and local accounting services in LATAM, EMEA and Asian countries.● Partnered with of 3rd party providers internationally (including local attorneys) who aid in the setup of new entities.● Lead global treasury management system configuration, set-up and testing of new bank relationships and initial transactions.● Oversaw banking portal access and enforce proper controls.● Supervised wire execution, ensuring risk mitigation measures are in place to reduce the risk of fraud & corporate loss.● Managed the resolution of any bank related issues through contact with other departments and account management.● Collaborated closely with accounting, payroll, benefits, accounts receivable, accounts payable, tax, and legal functions to ensure timely and accurate transactions, up to date accounting and visibility across finance.● Ensured controlled processes for maintaining bank account and related signatories.● Coordinated the global quarterly cash flow forecasts to allow proper funding of intercompany transactions and to help guide corporate decision making.● Articulated banking and accounting provider strategy to VP Finance, and the executive team.● Ensured treasury compliance with FCPA.

As the very first Corporate Controller of the company, managed all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, including development of internal control policies and procedures along with financial risk management.Key Accomplishments:• Managed all accounts, ledgers, and reporting systems to ensure compliance with appropriate GAAP standards and regulatory requirements as well as the requirements of private contributions, loans, and government contracts.• Lead the preparation and execution of monthly accounting closing process, bringing close from 20 days down to 8 days on a consistent basis ensuring timely and accurate completion of financial statements.• Successfully led the first ever year-end financial audit for the company while oversee all accounting operations to standardize internal policies for accounting related processes including Billing, A/R, A/P, general ledger, cost accounting, inventory accounting, reimbursements, and revenue recognition.• Implemented consistent accounting policies, practices, and procedures across all programs, upholding federal, state, and local legal standards by remaining knowledgeable about existing, new, and future legislation.• Monitored cash accounts and cash position, planning for cash influx with Series C raise and disbursements, providing periodic analyses to leadership on cash management and risk mitigation strategies.• Assisted the CTO with US government grant budgeting and grant administration.• Administered sales and use tax process using Avalara including R&D tax credit along with handling all payroll tax related matters and assisted with administration of payments and compliance with related employee benefits such as healthcare and 401K.• Setup accounting operations internationally in Mexico, Colombia, Peru, United Kingdom, France, and Guatemala.

Managed all aspects of accounting including billing, general ledger, accounts payable, accounts receivable, fixed assets, budgeting, tax compliance, audit, and cash reconciliations for the Commercial entities in US, UK, Mexico, Brazil, Malaysia, China and India.Key Accomplishments:● Lead monthly closing process and reporting; coordinate and work closely with all internal and external stakeholders.● Improved collections process to reduce DSO by 25 days within 2 years and drastically reduce over 60 days past due balances.● Created the credit control function with credit assessment of domestic and international customers and distributors, improving debtors ageing report, setting collection targets in line with the Group cash flow requirements ● Ensured proper analysis and track record of all capitalized expenses (Patents, Trustmark, Application Scientific projects) including implementation of good process flow.● Instrumental in the development, monitoring and continuous enhancement of policies, standard operating procedures (SOPs), internal controls and financials systems using technology to streamline processes while bringing efficiencies.● Developed regular cadence with the largest commercial customers (Coca Cola, Pepsi, Nestle, Danone, Givaudan, Prinova etc.) on revenue projections, customer commissions and rebates.● Reviewed monthly revenue and SG&A consolidation for all commercial division entities and analysis of various financial KPIs.● Prepared annual budget for commercial division (individual entity budgets as well as consolidated divisional budget).● Ensured federal and state compliance reporting deadlines are met and coordinate with accounting firms preparing tax filings.● Researched and implemented technical US and international accounting standards for various international entities.● Served as a liaison to external auditors and tax preparation firms.

Responsible for all aspects of operational accounting and financial reporting to include, but not limited to, daily financial reporting activities, maintain an internal control environment in compliance with Sarbanes-Oxley requirements as well as U.S. GAAP standards, period end closing processes, budgeting, and forecasting activities, analytics and reporting, capital requests, financial guidance to functional departments, as needed.Key Accomplishments: ● Reviewed financial data monthly to ensure timeliness, fairness, completeness and integrity of data.● Preparation of budgets and financial management reports for the $500+ million business.● Successfully consolidated Canadian and Belgium entities, working on cash flow statements and B/S and putting together the financial package for the executives, board of directors and the bank.● Prepared extensive analysis of various financial software vendors to replace Hyperion Enterprise. - Negotiated implementation and license cost with Oracle and implementation team. - Created what-if & cost analysis for executive team review and approval. - Lead the implementation of Oracle PBCS and Oracle OBIEE to successfully go live in 7 months.● Successfully worked with banks to refinance company debt and LOCs ($265 million)● Maintained overall responsibility for company's cash management and planning including preparation of daily cash position.● Prepared monthly cash projections analysis to assure appropriate payment levels and avoid any cash shortfalls.● Worked with outside accounting firms, assuring that tax filing and payments are timely and accurate.● Responsible for coordination of various audit activities (bank, PwC, and insurance).● Supported the PE firm in providing financial data for due diligence while the company went through the sale processes.

● Responsible for doing the due diligence on prospective acquisitions and presenting to the executives and board.● Worked with the accounting/finance managers of acquired companies for mapping of different GL systems as well as get data for financial reporting.● Lead and drove the annual business plan process and forecast models on a departmental, SBU and consolidated basis working closely with RVP's and the executive team. ● Successfully drove overall financial reporting deliverables related to the monthly forecasting process, business plan, master plan, & monthly financials.● Responsible for consolidation of foreign entities, cash flow statements and B/S and putting together the financial package for the executives, board of directors and the bank.● Promoted to the SunSource Leadership Institute from the management training program. This program included VPs and higher level management team from throughout the company.

● Successfully trained and managed multiple direct reports.● Provide support to Executive management, through financial analysis, productivity reviews and overall full P&L review and interpretation of results.● Worked with the Operations team in the Monthly Operations Review, identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting, and periodic analysis of operations performance.● Managed the team responsible for company wide financial reporting including multiple acquired companies not currently on SunSource ERP system.● Responsible for preparation of ROANTA calculations for monthly financial reporting package to Board of Directors.● Responsible for doing the due diligence on prospective acquisitions and presenting to the executives and board.● Work with the accounting/finance managers of acquired companies for mapping of different GL systems as well as get data for financial reporting.● Selected to be part of Management training program at SunSource as one of 15 managers from throughout the company.

● Developed management tools to measure and analyze financial and operational information (e.g. financial ratios, key performance indicators, sales forecasting platform, integrated budget model, product pricing, and management reports).● Analyzed company's financing needs and borrowed/paid off loans based on company's working capital standing.● Analyzed company market share by industry segment and its comparison to competitors.● Analyze & interpret monthly variances and trends between budgets, actual and prior results to develop projections and forecast.● Responsible for calculating commissions/bonuses for outside/inside sales person and district and regional managers.● Worked on various ad hoc projects (e.g. what if analysis by department for reduction of workforce, preparing pro-forma financials projecting revenues and expenses based on different economic scenarios, headcount analysis, etc).

● Responsible for month-end closing entries, entering general ledger adjustments and consolidation of financial statements.● Maintain Fixed Asset Schedule of Additions, Disposals and Budget comparisons.● Prepared and filed monthly Sales/Use Tax filings for numerous cities, counties and states.● Prepared financial reports including progress reports and cost summary and projections statements for quarterly meetings.● Analyzing daily margin spread and making necessary cost corrections in collaboration with pricing managers.