*Heavy focus on Ad Hoc incremental project improvements*Public earnings related material preparation and review*Led cross-functional process change implementation*Initiated peer-led leadership development pilot with focus on management growth

*Responsible for the budgeting and analysis of Primerica's $400M+ insurance and other operating expenses*Involvement in the quarterly public earnings documents, materials, and explanations*Monthly involvement and oversight of accounting (journal entries, recons) and analysis responsibilities (variance analysis and explanations)*Significant cross-functional work supporting all levels in the organization*Responsible for explanation and execution of SOX controls*Manager of multiple direct reports

•Analyzed and managed financial reporting of multi-million dollar marketing plan.•Developed recurring cost saving initiatives resulting in over $300K in EBITDA pickup.•Responsible for calculating and booking month end closing journal entries including Volume Rebate, COOP, Warranty, Push Money, Commission, and other various accruals. Responsible for reconciling tens of millions of dollars in various subsidy accounts on a monthly basis. •Developed and maintained numerous customer facing financial reports outlining customer subsidy packages.•Supported over 75 sales reps on a daily basis explaining customer subsidy programs and account ledger activity.•Calculated and issued over 150 credits for various customers on a monthly basis fulfilling contractual deadlines.•Completed multiple ad hoc analysis projects for upper level management.•Responsible creating numerous annual cost center budgets.•Assisted sales force in the annual budget process of forecasting sales, subsidies, and other discounts.

•Responsible for preparing the monthly forecasts for multiple mills.•Review production rates and waste reporting on a monthly basis to ensure standards are accurate.•Responsible for calculating and booking all month end closing entries including payroll, revenue recognition, COGS, inventory reconciliation, depreciation, etc. •Prepare the P&L for the monthly financial review.•Analyze the financials and provide any needed explanations for significant variances.•Set up all bill of materials, run rates, and costs associated with new and existing converted items.

•Responsible for pricing administration for over 200 Hardroll and Converted customers.•Implemented multiple price increases.•Clearly communicated all pricing announcements to over 300 contacts.•Analyzed the financial impact of multiple price increases.•Calculated hardroll and converted new item costings.•Developed and managed intercompany pricing process.

•Researched, developed and completed a 40 page business plan outlining all aspects of The Fork Farm & Stables.•Worked with management, attorneys, tax preparers, and professionals in the business to create an accurate, professional document.

Philpott, Ball, & Werner specializes in Mergers & Acquisitions in the Aerospace and Defense Industries. The company also provides Fairness Opinions and Valuation services.