Kent Mcnally Email & Phone Number

San Diego, Ca, Us

Houston, Texas, United States

Houston, Texas, United States

Customer Services Finance Manager for the Americas with responsibility for all financial areas including reporting, compliance, tax, statutory, FP&A, and business support for 10 legal entities in Canada, Mexico and South AmericaManage a team of over 20 professionals across these locations Support two Managing Directors and teams for US, Canada, Mexico and South America in helping drive long-term profitable growth by providing financial insight and analysis on customer agreements/tenders and overall business trendsGlobal process owner for the Long Term Service Agreement and Field Service segments which includes the forecasting, planning and analysis activities as well as global ownership of contract accounting practices

Tucson, Arizona

Provide financial support and analysis of large and complex commercial deals across multiple Product Group’s and Division’s to support the strategic vision of long-term financial growth commitments Responsible for financial oversight and leadership to Caterpillar’s Tucson Proving Ground, a state-of-the-art research and development facility located in Southern ArizonaSupport the Division’s Chief Engineer in strategic initiative planning by proving financial modeling and analysis of new technology programs and investment

Tucson, Arizona

Responsible for completion of financial consolidation, reporting and analysis in support of forecasting objectives. Perform various financial planning and analysis tasks, including management reporting and analysis, financial modeling, forecasting, budgeting, capital planning, and special projectsDevelop, maintain, and provide routine and ad-hoc reports to senior management that deliver visibility to financial results and trends. Analyze financial results, comparing actual and year-to-date performance with prior periods, forecasts, and plansLead the quarterly forecasting and annual budgeting processes for division product groups, manufacturing facilities, and service centers. Develop and maintain forecast and budget templates within SAP BPCInteract with and provide broad analytical and business support to assigned product groups. Prepare reporting and analysis of financial results related to business and financial objectives. Frequently consults with members of the functional teams to gain information and insight, and influence results that maximize operating profit after capital chargeLead and manage a team of seven professionals, including selection/hiring, objective setting, performance management, coaching/development and training. Recruited, Interviewed, and evaluated college and professional applicants as part of the Caterpillar recruiting team

Decatur, Il / East Peoria, Il / Tucson, Az

Developed, maintained, and provided routine and ad-hoc reports to management that delivered visibility to financial results and trends. Analyzed financial results, comparing actual and year-to-date performance with prior periods, forecasts, and plans.Prepared material for monthly and quarterly business reviews, presenting to senior leadership.Oversaw the financial management of a $60 million, Group President led product development project that targeted changing customer perception and value creation of specific mining products

Oak Creek, Wi

Responsible for the consolidation of six manufacturing facilities which included profit and loss statement and balance sheet, managing of capital expenditures, labor efficiency reporting, budgeting and forecasting Tracked, analyzed and forecasted overhead spend to budget and overhead rates and allocations by facility. Reported factory metrics and scorecard to Division Operations General Manager. Managed departmental expense forecasting process, prepared detailed variance analyses with explanations of results and drivers to management. Reported sales metrics and scorecard to Mining Sales and Support, Vice President

Oak Creek, Wi

Supervised a team that provided business support and financial analysis to Global Mining Sales & Support Vice President and Direct Reports as well as two legal entities not included in the Corporate Shared Service close process Responsible for the monthly close for two legal entities as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries Preparation of all financial reports, including profit and loss statement, balance sheet and statement of cash flows, as well as year-end financial reports for two legal entities Managed post sale credit accrual process for expanded mining products as well as responsibility for reviewing of legal contracts for accounting implications to determine appropriate accounting treatment

Oak Creek, Wi

Led SOX control implementation project for newly acquired mining products location in Brisbane, Australia in accordance with Caterpillar SAP control framework (7–month International Assignment)Supervised team of external consultants, which included end to end planning, managing project budget and timing to ensure project milestones were completed within budget and on timeExecuted SOX 404 control test plans ensuring the operating effectiveness of internal controls over financial reporting, documented test results, identified and communicated deficiencies to senior management. Managed quarterly internal audits including training and supervising business unit control testers to ensure testing assignments were performed in a satisfactory manner

Milwaukee, Wi

Planned and supervised financial statement audits of public and private retail and consumer product companies Supervised and reviewed testing over financial statement accounts and internal controls, including assessment of controls under Section 404 of the Sarbanes-Oxley ActAssisted in completing an S-1 Registration Statement for a Company’s Initial Public OfferingExperience in completing opening balance sheet procedures for large, multi-national acquisitionsResearched accounting standards and applied appropriate interpretations to client related issuesMonitored engagement progress, profitability, and efficiencyProvided guidance to counselees for setting annual and client related goals for career advancement and growth

Greater Milwaukee Area

Executed testing over financial statement accounts and internal controlsEvaluated inputs, assumptions, and methodologies of high risk financial accountsExperience in preparation of financial statements in both accounting standards generally accepted in the United States and International Financial Reporting StandardsAssessed the effectiveness of preventative and detective controls surrounding information technology functionsSupervised audits of employee benefit plans (Both SEC filers and Department of Labor filers)Effectively utilized data extraction software to extract and analyze audit dataAssisted in firm recruiting efforts and evaluation of entry-level candidates

Greater Milwaukee Area

Assist with financial statement audits of public (SEC registered) and private manufacturing and distribution companies along with printing and professional service clientsAssists with reviews, compilations, and SOX 404 engagements for manufacturing, distribution and printing companiesProvided auditing services for employee benefit plans (Both 11-K filers and DOL filers)Experience in tax preparation for corporations, partnerships and individuals

Greater Milwaukee Area

- Assist with financial statement audits of public (SEC registered) and private manufacturing and distribution companies along with printing and professional service clients- Assists with reviews, compilations, and SOX 404 engagements for manufacturing, distribution and printing companies- Provided auditing services for employee benefit plans (Both 11-K filers and DOL filers)- Experience in tax preparation for corporations, partnerships and individuals

Winthrop Harbor, Il

Processed month-end financial statements, including G/L account reconciliationHelped create, modify, and analyze annual budgets for companyReconciled bank statements and balanced daily cash for multiple locationsMaintained and updated weekly sales report of company salesKnowledge of accounts payable and receivableWorked with clients on establishing new business procedures

Winthrop Harbor, Il

Business Management & Accounting

Activities and Societies: UWP Accounting Club, Vice President

Accounting