A passionate financial and operational leader with experience in financial modeling, reporting, budgeting & forecasting, quantitative analysis, pricing, and process improvement with exposure to large- and small-size organizational culture and possessing excellent communicative and analytical capabilities. Ability to effectively lead a team of professionals to meet all deliverables against assigned deadlines and to report to all levels of an organization.
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PresidentJefferson EnergyIndianapolis, In, Us -
PartnerTef Capital Jan 2023 - Present -
Vice President Of FinanceMaxwell Healthcare Associates, Llc Dec 2021 - Jan 2023 -
Chief Financial OfficerThe Oaks Academy Mar 2015 - Dec 2021Indianapolis, Indiana Area- Led a professional team of six direct reports and 16 indirect reports to fulfill responsibilities relative to accounting/finance, human resources, information technology, and facilities management- Developed and regularly maintain dynamic financial modeling to determine multi-year revenue needs (enrollment, government funding, philanthropy) and to manage operational costs- Regularly produce and provide monthly, quarterly, and annual financial performance reports to school and board leadership- Led efforts to centralize operations in accounting, IT, HR, and facilities management, implementing policy and procedures for all functional areas, resulting in financial efficiencies and greater operational effectiveness- Implemented and improved accounting procedures and internal controls to mitigate segregation of duties risks and to ensure GAAP compliance resulting in improved audit performance- Led the adoption and implementation of a new ERP system and payroll/HRIS platforms to ensure greater integration and efficiency across all functional departments- Improved and implemented financial aid management to achieve a consistent ability to forecast total aid commitments and to distribute awards in alignment with established policy- Implemented salary band criteria and compensation ranges for all employee classes to ensure salary expense control and greater ability to forecast salary expense growth in multi-year modeling- Modeled and demonstrated financial benefits of growth over multiple years and supported board and school leadership in adopting plans for 40% enrollment growth- Led and improved annual budgeting process to ensure accurate planning and appropriate measurement of results -
Sr. Business Development Financial AnalystMedxcel Nov 2013 - Feb 2015Indianapolis, Indiana- Collaborated with executive leadership of prospective clients and with internal operational leaders to determine appropriate strategy for service implementation- Performed detailed financial analyses of prospective client financial data (general ledger detail, service contract agreements, labor expense, benefits analyses) to determine true baseline cost of client operations- Determined cost reductions and savings opportunities derived from implemented operational efficiencies- Presented cost savings and pricing schedules to client executive leadership and obtained commitment to program implementation, resulting in several hundred million dollars in revenue generation- Managed several projects for multiple clients simultaneously while ensuring high quality and consistent brand image
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Senior Rates AnalystRolls-Royce Apr 2011 - Oct 2013Indianapolis, Indiana Area- Developed annual budgeted pricing rates used to compliantly estimate, price, and bill approximately $2bn US Government contracts- Performed detailed cost impact analysis for all contracts affected by changes in accounting practice or noncompliance with Cost Accounting Standards- Assembled yearly Incurred Cost Submissions to true-up all rates and costs claimed on US Government contracts- Performed compliance reviews for proposed changes in accounting practice- Engaged auditors to ensure auditor understanding of various submissions and completion of audits- Provided ad hoc cost and price analysis as requested by internal business units and US Government agencies- Calculated estimated actual monthly rates for all rates packages managed by Rolls-Royce Government Finance -
Intercompany AnalystRolls-Royce Sep 2009 - Apr 2011Indianapolis, Indiana Area- Maintained intercompany accounts and reporting for multiple North American entities- Performed monthly reconciliations for all intercompany general ledger accounts- Provided regular and varied metrics reporting and analysis to management- Assembled, reviewed, and processed weekly payment runs to all North American vendors -
Purchasing Card Program AdministratorRolls-Royce Nov 2008 - Sep 2009Indianapolis, Indiana Area- Provided orderly administration for multiple sites’ purchasing card programs- Ensured all users’ compliance in regards to spending and reporting requirements- Provided additional support for Rolls-Royce travel & entertainment card program administration and reporting -
Manager Of Partnership ServicesIndianapolis City Church Partnership Jul 2007 - Nov 2008Indianapolis, Indiana Area- Prepared annual budgets and developed reporting standards for four organizations- Implemented annual savings for customers through comprehensive cost analysis and debt management- Managed administrative, bookkeeping, and facilities personnel- Directed bookkeeping activities for four customers
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Personal BankerCharter One Bank Jan 2007 - Jul 2007Indianapolis, Indiana Area -
Store ManagerStarbucks Jul 2004 - Dec 2006Indianapolis, Indiana Area- Opened and staffed two stores for Starbucks Coffee Company- Assembled, developed, and managed multiple teams of shift managers and employees- Measured and improved store performance through budget and financial statement analysis- Developed inventory management systems to reduce waste and manage inventory with precision
Michael Erler Education Details
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Finance -
Indiana University - Kelley School Of BusinessFinance
Frequently Asked Questions about Michael Erler
What company does Michael Erler work for?
Michael Erler works for Jefferson Energy
What is Michael Erler's role at the current company?
Michael Erler's current role is President.
What schools did Michael Erler attend?
Michael Erler attended Butler University, Indiana University - Kelley School Of Business, Milligan College.
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