Keith Baerlin, Cma Email and Phone Number
Sun City, AZ, US
Keith Baerlin, Cma's Location
Sun City, Arizona, United States, United States
Keith Baerlin, Cma's Contact Details
Keith Baerlin, Cma work email
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Keith Baerlin, Cma personal email
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Keith Baerlin, Cma phone numbers
About Keith Baerlin, Cma
Energetic and innovative Finance Professional with 15+ years of experience in the manufacturing industry. High achiever in managing all aspects of budgeting, forecasting, strategic planning, expense management, operations, and administration. Team leader who effectively meets goals through strong leadership, interpersonal communication, and analytical abilities.
Keith Baerlin, Cma's Current Company Details
Keith Baerlin, Cma Work Experience Details
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Founder And Strategic Fp And A AdvisorClearview Finance, LlcSun City, Az, Us
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Director Of Fp And ACassavant Machining LlcSun City, Az, Us
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Director Of Fp&ACassavant Machining Llc Jun 2024 - PresentPhoenix, Arizona, Us -
Senior Fp&A Manager For Americas RegionNelipak Healthcare Packaging Mar 2023 - Jun 2024Cranston, Ri, Us -
Financial Planning And Analysis Manager - Phoenix SiteNelipak Healthcare Packaging Sep 2021 - Mar 2023Cranston, Ri, Us
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Americas Finance LeadHoneywell Aug 2019 - Sep 2021Charlotte, North Carolina, Us -
Corporate ControllerEos Fitness Aug 2018 - Aug 2019Phoenix, Az, Us -
Controller / OfficerJackson Enterprises, Llc Apr 2017 - Aug 2018
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Worldwide Parts & Service Senior Fp&A ManagerCnh Industrial Feb 2016 - Apr 2017• Manage the consolidation of the Budget, Forecasts, Weekly Sales estimates, quarterly Best Estimates, and monthly flash.• Assist with preparing presentations for Forecast / Budget and Actual reviews to senior management.• Work with global operations team to develop parts potential sales model that is a consistent calculation worldwide.• Led efforts to develop a Parts & Service cashflow statement.• Led effort to harmonize and document the variance analysis calculation for all lines on P&L among region finance.• Host monthly meetings with region finance to discuss process improvements, planning, and discuss implementation of new accounting system and impacts to the team in the near future.• Maintain standardized templates, calendars, and Global Parts SharePoint site.• Supervise one senior Financial Analyst. -
Nafta Parts & Service ControllerCnh Industrial Sep 2014 - Feb 2016• Managed the consolidation and reporting of Parts & Service segment financial statements for NAFTA region.• Acted as business partner with Operations team, which includes providing financial insight on tactical initiatives/projects. • Presented Actual results versus Forecast, Budget, and Prior Year to upper management in both Operations and Finance.• Presented Balance Sheet changes to Worldwide Parts Controller quarterly.• Reviewed marketing promotions, dealer price adjustments, purchase requisitions, and capital spend requests.• Coordinated the budget and quarterly forecast process with the Sales and Operations team.• Monitored spending and suggested actions for management to lower SG&A spend during business down cycle.• Reviewed sales incentive compensation plan and worked with Directors to set annual targets.• Worked with Material Management to reduce inventory levels and obsolescence.• Supervised one finance manager and five financial analysts.
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Nafta Parts & Service Commercial ControlCnh Industrial Apr 2011 - Feb 2016• Prepared in depth commercial variance analysis of volume, pricing, and translation by product category.• Presented monthly financial results versus Forecast, Budget, and Prior Year to regional VP and Directors. • Prepared budget and forecast of product standard margin.• Reviewed product marketing programs and make recommendations to Product Marketing Managers.• Enforced use of financial template for marketing programs and post reviews by product marketing team.• Prepared journal entries and account reconciliations for marketing programs, return reserve, and sales elimination entries.• Coached junior financial analysts within the Parts Finance department.• Assisted operations team with complex business issues, such as developing an economic order quantity model to better manage inventory.
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Corporate Senior Fp&A ManagerCnh Industrial Jun 2008 - Apr 2011• Coordinated the consolidation of the annual budget and quarterly forecast for the Industrial side of the business, which includes P&L, Balance Sheet, and Cashflow statement.• Reviewed forecasts and variance analysis prepared by staff analysts to ensure reasonableness.• Prepared ad hoc analysis for the Corporate CFO, Senior Director of FP&A, and Business Segment Controllers as needed.• Reviewed Actual reporting for legal entity and management reporting and prepared allocation journal entries.• Developed complex commercial FIFO forecast model and created metrics to explain drivers of variances to Actual results.• Supervised two senior finance managers and five senior financial analysts located domestic and internationally.
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Corporate Senior Financial AnalystCnh Industrial Mar 2006 - Jun 2008• Consolidated companywide forecasts, budgets, strategic business plan, and monthly flashes.• Assisted with the preparation of forecast and budget presentations to executive management and the Board of Directors.• Prepared corporate forecast and budget calendar.• Prepared monthly estimates of corporate income/expenses and explained variances to budget, forecast, and prior year.• Estimated IFRS to US GAAP adjustments for forecasts and budgets and provided variance explanations to Actual results. • Assisted with preparing the quarterly press release presentation and estimated full year earnings per share guidance.
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Corporate Senior Financial AnalystThe Boeing Company Jun 2004 - Feb 2006Arlington, Va, Us• Compiled company’s long range business plan and assist with preparation of presentation to CEO, CFO, and BOD.• Coordinated the company’s annual long range business plan by providing guidelines, due dates, and templates to business segment financial managers.• Provided quarterly and yearly variance explanations of the company’s balance sheet and cash flow statement to VP of FP&A and Investor Relations to prepare for quarterly press releases.• Prepared monthly forecasts and strategic business plan for corporate expenses; provided variance explanations versus Forecast, Budget, and Prior Year to VP of FP&A. -
Business & Planning AnalystThe Boeing Company Oct 2001 - Jun 2004Arlington, Va, Us• Prepared forward pricing forecasts of all corporate administrative and centrally managed costs and allocated costs to business segments.• Utilized analytical skills when preparing monthly variance reports between actual and forecast; presented variance explanations to Senior Manager of Cost Accounting and business segment focal.• Led Cost Accounting organization with completing documentation of processes and internal controls to comply with Sarbanes-Oxley, Section 404 requirements.• Led Cost Accounting organization with compliance reviews of cost elements in forward pricing forecast to ensure compliance with Cost Accounting Standards, Federal Acquisition Regulations, and internal policies and procedures.
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Audit SupervisorArthur Andersen & Co. Jul 1999 - Sep 2001• Utilized analytical, technical, and interpersonal skills to provide a variety of operational, financial, and auditing services to clients in the manufacturing, technology, distribution, not-for-profit, utilities, real estate, and governmental industries.• Participated in all phases of audit engagements including planning, execution, and review.• Analyzed clients’ internal control environment; identified control weaknesses and prepared recommendations to improve client operations and internal control structure.• Researched significant accounting and business issues and reporting requirements; presented conclusions to engagement team and followed up by delegating responsibilities and supervising the team.• Developed and maintained relationships with clients; interacted with all levels of responsibility from support staff to senior management.
Keith Baerlin, Cma Skills
Forecasting
Hyperion Enterprise
Sap
Accounting
Variance Analysis
Auditing
Financial Analysis
Budgets
Internal Controls
Cost Accounting
Finance
Strategic Financial Planning
Financial Audits
Analysis
Internal Audit
Financial Accounting
Account Reconciliation
Consolidation
Us Gaap
Financial Forecasting
Pricing
Business Planning
Ifrs
Sarbanes Oxley Act
Financial Reporting
P&l
Managerial Finance
Cash Flow
Management
Sarbanes Oxley
Financial Modeling
Essbase
Gaap
Corporate Finance
Process Improvement
Capital Budgeting
General Ledger
Mergers And Acquisitions
Cost Benefit
Cash Management
Cash Flow Forecasting
Project Planning
Sec Filings
Acquisition Integration
Budget Process
Hyperion Hfm
Financial Planning
Hyperion
Leadership
Keith Baerlin, Cma Education Details
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Northern Illinois UniversityAccountancy -
Harper CollegeAccounting And Business/Management
Frequently Asked Questions about Keith Baerlin, Cma
What company does Keith Baerlin, Cma work for?
Keith Baerlin, Cma works for Clearview Finance, Llc
What is Keith Baerlin, Cma's role at the current company?
Keith Baerlin, Cma's current role is Founder and Strategic FP and A Advisor.
What is Keith Baerlin, Cma's email address?
Keith Baerlin, Cma's email address is ke****@****ell.com
What is Keith Baerlin, Cma's direct phone number?
Keith Baerlin, Cma's direct phone number is +181535*****
What schools did Keith Baerlin, Cma attend?
Keith Baerlin, Cma attended Northern Illinois University, Harper College.
What are some of Keith Baerlin, Cma's interests?
Keith Baerlin, Cma has interest in I Enjoy Traveling, Reading, However, Keeping Physically Fit, Riding Motorcycles, Teaching Sunday School.
What skills is Keith Baerlin, Cma known for?
Keith Baerlin, Cma has skills like Forecasting, Hyperion Enterprise, Sap, Accounting, Variance Analysis, Auditing, Financial Analysis, Budgets, Internal Controls, Cost Accounting, Finance, Strategic Financial Planning.
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