Michael (Mike) Treece, Cpa Email & Phone Number

St Paul, Minnesota, Us

CFO for the Berger Family of Companies including, Berger Allied, Beyond Distribution, Relocation Today, Logix Transportation, Berger Management Solutions, and Commercial Truck & Trailer.

St Paul, Minnesota, Us

Minneapolis, Mn, Us

CFO or Vice President of Finance available to drive revenue through engaging with teams and strategic partners, creating new channels and lines, and identifying M&A opportunities in manufacturing, distribution, transportation, OEM, ESOP and privately held organizations. Contact michael.treece2@gmail.com

St. Paul, Mn, Us

As CEO, reported to the Board, developed and led a high-performing leadership team across all functional areas, including sales, supply chain, custom assemblies, IT, marketing, finance and human resources.• Attained revenue growth of 19% (2014) by providing additional resources of processes, people, inventory and equipment.• Awarded Honeywell Regional Distributor of the Year (2015) for revenue growth, new customer acquisition, and engagement with their new product launches.• Reduced operating expenses by 17% (2016) in response to significant downturn at key customers impacted by contraction in the oil & gas, mining, and export industries.• Led quarterly employee / shareholder meetings reviewing financial results, growth strategies, employee recognition and key customer engagements. • Began implementation of Traction EOS System for strategic goals and objectives • Strengthened relationships with key suppliers and customers with increased onsite contact and customer interaction.

St. Paul, Mn, Us

Led daily sales and operations of the company across all functions, reporting to the CEO. Hired and managed CFO.• Drove the creation of company core values: Passion, Integrity, Quality, Teamwork and Respect for All. Changed employee performance reviews to align with core company values• Created a culture of teamwork and collaboration with employees, customers and suppliers• Assembled team of key leaders to implement and achieve ISO 9001:2008 certification (a first-time initiative for the company – passed first time).• Landed authorized distributor agreement with 3M for distribution of electrical specialty products.

St. Paul, Mn, Us

As CFO, led all financial, HR, production, and warehouse operations of the company, reporting to president• Key individual in promoting change in ownership from 49% ESOP owned to 100% ESOP. Coordinated and negotiated with related parties: three law firms (representing owner, corporation and ESOP trustee), valuation firm, CPA firm, ESOP Trustee.• Developed 5-year financial forecasts to determine financial feasibility and cash flow for the 100% ESOP transaction. Managed ESOP repurchase liability projections and analysis.• Changed corporate tax structure from C Corp to S Corp, resulting in substantial corporate tax savings. • Eliminated pension plan and implemented 401(k) plan resulting in significant savings, while increasing employee engagement in saving for retirement

St. Paul, Mn, Us

Led all finance, accounting, and HR functions. Reporting to general manager.• Implemented Dynamics–GP for general ledger, accounts receivable / payable, and payroll functions.• Provided accurate financial reports for senior leadership team, CPA firm, and financial institution.• Evaluated and enhanced employee health and dental benefits while controlling costs.• Performed ESOP calculations and allocations for employee annual statements.• Developed 5-year financial forecasts including cash flow, income statement, and balance sheets.

St Paul, Minnesota, Us

Reported to CFO. Supervised 10 person accounting department. Working with CFO, planned and integrated three corporate acquisitions, adding 500+ employees in 10 US locations over four years.• Led team to select and implement ERP system - Great Plains eEnterprise (Dynamics–GP).• System administrator for Great Plains eEnterprise with over 100 users.• Developed automated on demand financial statements for 20+ offices throughout the US.• Developed extensive budgeting tool in Microsoft Excel, drastically reducing general managers’ budget preparation from days to hours.• Supervised annual audit preparation and financial reporting for Deloitte.• Oversaw treasury management with financial institution.• Worked closely with CFO and lenders for lines of credit, equipment and building financing.

A Southern California CPA firm providing audit, accounting, tax and consulting services for over 50 years.Auditing: Managed financial statement audits. Organized, supervised, reviewed audit reports. Critiqued audits of other managers, streamlined procedures, prepared management recommendation letters.Tax: Prepared and reviewed corporate, payroll, property, sales and employee benefit tax returns for companies with up to $60M in annual revenues. Tax planning and tax projections for several corporations. Consulting: Fraud investigations, cost allocations for defense contracts, internal control evaluations and detail review of ESOP stock allocations. Graphical analysis of financial trends, conditions, and corporations.