Nancy Schmidt Email & Phone Number

Appleton, WI, US

Appleton, Wisconsin, United States

AIA partners with distributors in the promotional products industry and provides them with the professional services they need to run an efficient and profitable business. With AIA, distributors maintain their independence, gain the support of like-minded entrepreneurs and are empowered to Be Boldly You. AIA distributors can grow their business with access.

• I partnered with the CEO to lead strategic planning and risk management infrastructure, as well as budget processes, fiscal controls, and reporting systems. We led cultural transformation efforts that increased team.
• Strengthened organizational leadership and the finance team during a pivotal transition, bringing distribution experience.
• Mitigated significant financial risk by assessing distributor creditworthiness and implementing a strategic plan to minimize exposure.
• Improved financial reporting accuracy, reliability, and timeliness by overhauling accounting reconciliations and processes.
• Gained full purview of the organization: sales, distribution, logistics, HR, technology, customer service, warehousing, and light manufacturing.

Appleton, Wisconsin, United States

Promoted to design, implement and lead the Enterprise Risk Management discipline. Created a strategic annual planning program focused on growth strategies, measurable objectives, and financial metrics.

• I worked closely with the owner and Board of Trustees, taking on executive leadership for over 25 diverse entities. My role involved managing all financial activities, driving transformational change, and building a.
• Enhanced data integrity and stabilized internal controls by leading a financial platform overhaul, positioning the company for scalable innovation and growth.
• Led a successful acquisition in Canada, established a multi-currency system, and improved cross-border accounts payable processes.
• Managed multi-million-dollar real estate deals, optimizing tax benefits and leveraging state incentives.
• Executed a like-kind exchange, resulting in significant tax savings and the development of a new 250,000-square-foot distribution center.
• Established a beneficial land lease arrangement, ensuring favorable tax treatment and eligibility for future financial benefits.

Excelled in providing comprehensive tax planning and compliance services to individuals and flow-through entities. Built strong client relationships by educating them on tax matters and identifying opportunities within each unique situation.

Eau Claire, WI And Green Bay, WI

Managed client relationships, including billing and collection of client accounts. Prepared tax returns and provided general bookkeeping and payroll functions. Trained and mentored new staff.