Whitlock is a privately owned company specializing in the design, integration, and construction of enterprise audiovisual solutions operating in 22 locations across the US.Manage a staff of 25 associates responsible for all areas of the finance department. This includes general ledger accounting, accounts receivable, accounts payable, and project accounting. Responsible for financial reporting, external audits, sales and property tax reporting and debt compliance. Interfaced with Operations and Sales to improve processes and cohesive goals.Notable Achievements: Designed and implemented a customer centric process for handling large and Enterprise customer projects to deliver a positive customer experience acting as a conduit between the customers, installation teams and Account Executives. The focus is on adhering to each customer’s specific needs and requests from a finance perspective allowing for a client customized process to handle invoicing, change orders, and payment.  Successfully developed and mentored key employees into roles of supervision and management roles.,  Served and lead multiple committees in key company initiatives including implementation of Share Point, a self-service travel platform, as well as other integral tools and resources to improve internal workflows and processes. Introduced new controls on reimbursement of employees incurred expenses improving controls and significantly reducing those costs. This included direct deposit for expenses such as personal use devices and home office expenses. Contributed to 30% in revenue growth of the company over the past four years. Key contributor to vendor selection and ongoing business requirements development for a new transformational ERP system.

Manko is a privately owned logistical solutions company providing national and international transportation and delivery service such as same day, air freight, and whit glove service.Responsible for accounting, credit and collections, and customer care. Lead for all accounting related matters, cash management, tax and debt compliance, and financial planning and analysis.Notable Achievements: Established new processes and procedures for all areas of accounting fully utilizing accounting and operational systems. Contributed to a 45% growth in revenues during my tenure by working closely with the COO to expand into new markets. Converted all sub-contracted employees to a single source service that provided each contractor with access to benefits as well as serving as their payroll administrator. Engaged ADP to perform all payroll and HR functions including a time keeper for hourly employees.

Managed 40 associates responsible for all aspects of accounting and operations. Self-demonstrated Finance and Operational leader as the company quickly grew. Successfully lead projects including multiple accounting system conversions, mergers and acquisitions, and opening multiple divisions and companies under the AVI-SPL umbrella. Responsible for federal and multi-state tax returns for the company. Responsible for accurate for monthly, quarterly, and year-end closing as well as the monthly financial reporting. Leader in the development of process improvement for all aspects of finance and operations which was critical in a growing organization.Notable Achievements:  Contributed in the growth of the organization from $50MM in 1998 to $450MM in 2010. Performed due diligence and participated as a key player as the company was sold and merged with the second largest integration company in the US in 2008. Lead two ERP conversions during my tenure and continually worked with the IT department to create an intranet that provided a platform that supported our ERP and other programs. The platform created seamless processing of expense reports, time keeping, reporting, and a CRM. This allowed the company to create many customized reporting and analytics. Participated in creation of six separate financial entities from one company. Lead acquisitions team as the company purchased other AV companies to assist in a smooth and seamless integration to our platforms. Managed integration team for new business units in Mexico and Puerto Rico.

Managed 25 associates responsible for accounting operations including preparation of financial reporting for the Controller’s review. Notable Achievements: Continually developed new processes and procedures to keep pace with the growth of the organization. Developed an automated process for internet sales that tracked the sale from entry to delivery which included the ability to inquire on the status of any one order and provided customer notifications upon shipment of the product including tracking numbers, etc

Directed and oversaw warehouse staff for all locationsDirected and oversaw Sales order processing for quality assurance as well as insuring timely and accurate fulfillment of customer's orderDirected and oversaw Purchasing to obtain best pricing, terms, delivery, and vendor relationshipsDeveloped automation tools and processes to maintain efficiency both systems and process to streamline operationsOversaw and performed cycle counts at Main Distribution Center and 25 Regional Offices as well as assisting in determination of necessary obsolescence reserve and proper disposal of obsolete inventoryDeveloped, documented and implemented procedural changes for company as new company initiatives dictatedDesigned, developed, tracked, tested, documented, and implemented accounting system improvementsMaintained all aspects accounting system, design, and security accessPlanned, organized, and implemented a full accounting system conversionAssisted and furnished data for all audits including annual, banking, taxes, worker's compensation, etc.Maintained in house sales tax calculation data base as well as reporting and remitting to states and various taxing jurisdictionsDirected and oversaw all facets of fixed assets including reporting to various property taxing agencies

Responsible for development and implementation of business operations procedures for all locationsReviewed and approved appropriate accounting systemDirected and oversaw training and documentation for company operational proceduresWorked with IT development staff responsible for application support of Centralized Service Dispatch System, Centralized Parts Management System, Centralized Parts Purchasing System, Centralized Parts Distribution Requirements Planning System and Centralized Parts Warehouse Management System on various mainframe and client server applications.Leadership in Field Services preparation for the implementation of single platform accounting system for multiple systems.Responsible for providing IT and business process consultation for Operations.Analyzed user requirements, business processes and procedures, and system capabilities identifying inefficiencies communicating detailed specifications for improved workflow.Maintained organizational alignment and performance measurement standards including development and deployment of business objectives, goals & strategies, personnel performance metrics and analysis processes.Leadership in acquisition-merger of Kodak copier division Leadership in the complete project lifecycle for replacing legacy applications to a fully integrated ERP.

Relocated to Phoenix to oversee and direct conversion of 30 million dollar acquisition covering locations in Arizona, California, and New MexicoIncreased service revenue and reduced service expense.Integrated and integrated Service operations to meet Danka standardsDeveloped team concept, training and incentive programs increasing morale and production.

Managed multiple Canon, Sharp, Toshiba, Konica and Minolta locations with headcount of 125.Increased service revenue and reduced service expense.Increased customer satisfaction by reducing response times.Developed team concept, training and incentive programs increasing morale and production.1992 Service Manager of the Year.Supervisor of Field Engineers Supervised Field Engineer Teams assuring production and quality goals are met.Conducted in house training for field engineersResponsible for parts requisitions and replenishment for field engineersTeam Leader of Field Lead group of Field Engineers assuring production and quality goals are met.

Performed Customer Support, Service and Preventive Maintenance