Kelly Munsch Email & Phone Number

Dallas, Texas, US

Waco, Texas, US

New Jersey, New Jersey, US

New Jersey, New Jersey, US

New Jersey, New Jersey, US

Interim CFO responsibilities included FP&A, Tax, and Cash Management, in addition to Vice President & Corporate Controller responsibilities.

New Jersey, New Jersey, US

Responsible for accounting and reporting operations, including accounting systems, controls, disclosures, internal and external/SEC reporting, and XBRL tagging. Lead and implement process improvement projects, promote cross-functional efficiency, provide leadership and staff development. Lead the month-end close, management reporting, reconciliations.

• Provide strategic direction, leadership, control and coordination for all accounting, treasury, tax, financial planning and analysis, compliance and internal control, risk management, legal, information technology.
• Remediated two material weaknesses and one significant deficiency within eight months
• Implemented structure and accountability to consistently meet corporate reporting deadlines
• Upgraded staff skills and competencies, reorganized and clarified duties, supplemented planning and analysis resources
• Elevated CFO role to a real business partner with and leader among the executive ranks

Frequent travel and extended stays with Mother, diagnosed with Stage IV lung cancer.

Commerce, CA, US

• Responsible for all aspects of inventory accounting, including SOX compliance.Accomplishments:
• Key contributor to remediation of material weakness in inventory accounting within months of joining company
• Implemented month-end variance analysis for inventory accounts, both balance sheet and income statement
• Streamlined and automated intensely manual processes, leveraging system capabilities and enhancing controls
• Created store level shrink targets in support of corporate-wide planning activities

Irving, Texas, US

• Responsible for inventory accounting, including business analysis and cost accounting for custom products.Accomplishments:
• Converted from the Retail Inventory Method to the preferable Weighted Average Cost Inventory Accounting Method
• Implemented, enhanced, and maintained the Weighted Average Cost Stock Ledger
• Key contributions to privatization efforts including asset-based loan collateralization, appraisals and examinations.
• Charter member of cross-functional change management team, for company initiative evaluation and implementation

Cleveland, Ohio, US

• Senior FP&A position responsible for strategic planning, operational budgeting, forecasting and management reporting.Accomplishments:
• Streamlined and automated monthly management review report generation
• Integrated planning models, including headcount planning, enhancing accuracy
• Partnered with sales and marketing teams in evaluating new proposals to profitably grow the business, including leases
• Contributed to Essbase requirements planning for business metrics and KPIs used in management reporting

Burr Ridge, IL, US

• Director – Financial Planning, Analysis & Reporting (2000 –2003)Responsible for corporate-wide planning and reporting activities. Accomplishments:
• Participant on Direct Channel Team to develop alternative retail channels, including e-commerce site
• Created standards by type of shop and volume for off-site storage, resulting in annual savings of 25%
• Selected by President and Executive Committee for four-director team to monitor results and recommend changes
• Developed dynamic Excel models to project results for marketing and sales programs, used in decision making
• Implemented Hyperion planning system to streamline company-wide planning and forecasting effortsDirector – Merchandise Accounting (1999 –2000)Lead inventory control and accounts payable as well as distribution.

New York, NY, US

• Manager – Retail Finance / Pearle Store Control (1996 –1998) Managed the planning and analysis function, as well as sales audit, for Corporate-owned Stores.
• Led the transition during integration, relocating the function from Dallas to Cleveland
• Tracked and reconciled the $40 million+ advertising budget, including implementation of open to spend reporting
• Implemented analytical models used in acquisition, investment and real estate site selection decisions Sr. Planning Analyst (1995 – 1996) Directly responsible for preparing plans, forecasts, projections, and monthly.
• Automated monthly management reports and integrated models for plans and forecasts, replacing manual processes
• Established comprehensive Excel model for preparing managed care bids, considering company-wide P&L impact

Sr. Cost Accountant (1994 – 1995)Directly responsible for consolidating divisional manufacturing cost and variance reports, including commentaries, identifying themes and trends for senior management. Administered client-server relational database.Cost Accountant (1992 – 1993)Selected for unique high-profile role, serving as liaison between internal.

Mba

Bba, Accounting