Kevin Schroeder Email & Phone Number

San Marcos, California, United States

San Marcos, California, United States

• Led financial strategy and budget development: Spearheaded the development of comprehensive budgets and cash flows for multiple profit and loss accounts, ensuring alignment with organizational objectives and compliance.
• Enhanced financial efficiency: Streamlined monthly and yearly closing processes, transitioning from an inconsistent quarterly closing interval to a more efficient and accurate monthly closing, improving financial.
• Optimized purchasing and administrative functions: Oversaw and optimized purchasing and administrative functions, fostering cost-effectiveness and operational efficiency within the organization.
• Strategic financial analysis and reporting: Tracked, updated, and analyzed budgets and cash flows at regular intervals, providing actionable insights to the executive team for informed decision-making.
• Maximized tax credit opportunities: Collaborated with external accounting firm on the Employee Retention Credit (ERC), researching IRS documents and successfully increasing the credit by 60%, demonstrating a proactive.

American Falls, ID

• Led ERP selection and implementation: Spearheaded the successful selection and implementation of the ERP system, overseeing the creation of chart of accounts, profit and loss templates, income statement template, and.
• Strategic cash management: Tightened and improved cash management practices, resulting in a 29-fold increase in interest earned, simultaneously reducing overall risk. Implemented an investment structure to further.
• Accounts Receivable optimization: Drove a remarkable 67% decrease in accounts receivable within a single year, enhancing cash flow and reducing outstanding payments.
• Budget oversight and variance analysis: Developed and tracked budgets, conducting monthly reporting on budget variances, providing proactive financial insights for decision-making and resource allocation.
• Sales tax mitigation: Collaborated with customers and state-appointed sales tax auditors, successfully reducing sales tax consequences by an impressive 87%, showcasing meticulous attention to compliance and cost.
• Efficient barcode system implementation: Improved quality and precision by implementing a cost-effective barcode system for receiving and retail sales, enhancing operational efficiency and accuracy.

Pocatello, Idaho

• Cultivated strategic partnerships: Initiated and nurtured relationships with key prospects, increasing the sales pipeline.
• Strategic market analysis: Analyzed market, economic, and political data to forecast stock and bond movements nationally and internationally, enabling the identification of investment opportunities.
• Financial advisory excellence: Advised clients and companies in the strategic management of investment portfolios exceeding millions of dollars, delivering an average annual return that outperformed market indices.
• Excel-driven optimization: Leveraged advanced Excel skills to proficiently track portfolios, implement timely buy/sell triggers, and develop investment algorithms.

Pocatello, ID

• Worked as part of a team of professors to ensure the department goals and objectives were met
• Developed multiple PowerPoint presentations on a weekly basis to effectively communicate the detailed principles of Macroeconomics, a 200 level course, to over 50 students
• Selected textbook and created a comprehensive syllabus for the course within two weeks of being hired.
• Facilitated the learning process by meeting the students in one-on-one meetings, phone discussions, and email to answer questions

Idaho Falls, ID

Pocatello, Idaho

• Developed Cost and Pricing Model, an Excel-based tool incorporating extensive macros and complex formulas, and integrated changes to keep up with the changing environment and competitive landscape
• Won key designs totaling $20M in annual revenue ($500M annual revenue company) by relationship building and strategic pricing during a one-year assignment in Europe
• Won 4 key accounts by tracking competitors and markets, identifying advantages of AMIS products
• Won 7 starts for $12M in annual revenue—40% of US Mixed-Signal Design starts by developing pricing that optimized revenue and development schedules
• Obtained global experience by work and travel, visiting customer in 16 countries across North America, Asia, and Europe (including a 1.5yr stint in Munich)
• Project manager for several key design projects across international design centers, fabs, packaging and test facilities in different countries

Mba, Finance And Management

Activities and Societies: Student government senator for graduate studies

Bachelor’S Degree, Nuclear Engineering And Engineering Managment, Cum Laude

Activities and Societies: Student body president Student activities coordinator

Education record

Activities and Societies: Track, Basketball