Business builder and project leader for systems implementations, internal controls projects, and process improvementsImplemented AP automation technology to enforce internal controls to protect against fraudulent payment activitiesOptimized portfolio of QBO companies to simplify reporting and month-end close processes

Former clients include companies in software/SaaS, aerospace engineering, private equity, family-owned, and Fortune 500.Advise businesses on accounting and finance issues.Develop project planning, process definition, and software implementation plans for businesses of all sizes.Create process flows, software scripts, and future state proposals for project bids.Prepare individual federal, state, and local income taxes.Advise clients on crypto-currency accounting and tax issues.

Controller for $80M+ in sales private equity (PE) backed land surveying company. Develop accounting processes from the ground up.Implemented projects to reduce month-end from 25+ days down to 5 daysDelivered unqualified audits.Identified and evaluated providers for banking, payroll, and expense reporting and led projects to change all threeDeveloped automation for cash batch deposits in ERP and lockbox implementationCreated and implemented AR ledger and invoicing module for proprietary surveying ERP.Integrated acquisitions into company financials and ERP processes.Merged 22 legal entities into a single entity, consolidating accounting processes (AP/AR/Sales/GL/Fixed Assets), charts of account, and administrative procedures into a cohesive, comprehensive single entity. (M&A / mergers & acquisitions)Led the change efforts for 2 different ERP changes - QuickBooks Desktop and Server to QuickBooks Online and QuickBooks Online to Sage Intacct.Developed process for tax calculations and estimated gross-up amounts for K-1 / shareholder employees.Implemented ASC 606 tracking and sales estimating processes to comply with GAAP reporting requirements.Scaled accounting team and systems to support exponential growth year over year.

Acting CFO for $20M+ in sales global company. Manage an international team (personnel in both USA and Taiwan). Drive budgeting, forecasting, and month-end processes. Lead systems implementation projects locally and at Taiwan branch. Develop policies, systems, and tools to report and control costs across the business.Responsible for taxes (Federal, state, city, CAT, sales/use, Taiwan, and Hong Kong), banking relationships, primary and subordinate loan/debt management, shareholder and Board of Directors communications, ERP management and consulting relationships, stock options management and valuation, shrinking excess & obsolete inventory, and all financial policies of the company.Support finance team delivery of results, including on-time receivables collection, on-time vendor payments, complete and accurate financial results, and capital project management.Significant accomplishments:Led company response to identified phishing attack, recovered the funds lost, and prevented future issues by increasing IT security protocols and corporate banking controls.Delivered unqualified audit with no change recommendations from the auditors in 2016. Implemented Travel and Expense policy and reporting for the company, improving internal controls over spending and reducing department discretionary budgets as a result.Saved $12K annually through creating a better credit management process and replacing the credit report provider of the company.Advanced to acting CFO within 12 months of starting at the company.

Controller for the Schaffner Trenco plant in Cleveland, Ohio. High growth transformer manufacturing plant with over $15M annual sales.Shut down Cleveland plant in merger with plant in Wytheville, VA. Managed employee lay-offs and transitions to Wytheville facility. Ended local service contracts. Ensured all confidential documentation was either properly disposed or transferred to the Wytheville facility. Prepared final facility financials, managed final audit and physical inventory, and evaluated cost of shutdown for the company.Created macro- and formula-based Excel spreadsheet to apply complex commissions calcs on monthly sales values; saved 8 hrs/mo on calcs and improved accuracy to 99.9%Implemented account reconciliation procedures and process for excess/obsolete accrual, eliminating “surprises” from month-end/quarter-end closing and scrap processing

Operations accounting supervisor for $70M in sales biochemical and reagent manufacturer. Analyze processes for ways to reduce expenses, calculate budget variances and target areas for improvement, and assess gaps in existing accounting and inventory controls. Manage team of 8 professional and hourly staff.• Proposed to executive management the need to hire dedicated plant inventory cycle counters to improve inventory reliability and reduce costs from order reschedules resulting from unexpected inventory losses, including calculations for ROI.• Created Operations Accounting department to fulfill company need for tighter inventory and costing controls.• Managed team of 15 (included full-time and temporary associates and interns) to fully count over $12M in inventory over 6 months; a full inventory of company product had not been conducted in 10+ years.

Acted as project-level lead for program support and integration functions, including scheduling, reporting, compilation, technical analysis, and synthesis of information from diverse sources. Monitored spending and ensured funding availability for multi-million dollar space communications projects. Note: This was a billable hours contract.- General program support: o Provide technical reporting, compilation, and verification o Create resource loaded schedules (RLS) and aide in managing to schedule o Analyze various reports and anomalies to assist project manager in understanding results- New program/project development support: o Conduct information gathering and analysis o Prepare packages for business formulation o Compile technical data provided by other resources o Create RLS during the proposal process and manage schedule for business formulation requests o Generate cost estimates and integrate systems-level cost data for business formulation requests- Acted as lead for $700K+ Policy & Strategic Communications (P&SC) project portfolio at GRC; grew project from $100K over three years.- Developed five-year schedule for P&SC and Program Systems Engineering projects.- Analyzed and documented process for shared services (LTID) charges and provided guidelines to project teams for when/how to use services most effectively.- Planned, budgeted, scheduled, and executed multiple subtasks across projects, including visits from Program Offices (headquarters), selection and placement of summer interns, and five-year program planning submissions/packages (PPBE).- Created costing tools to estimate expense for Glenn to perform lunar research testing and systems development for projects out to the year 2025.- Developed, monitored, and analyzed budgets, variance reporting, PPBE submits, and all other financial deliverables/reports for multiple projects.

Accounting professor, part time

SAP project management, SAP super user, general accounting duties in manufacturing environment

-Teach information systems, finance, and related business courses

-SAP implementation team member-Compile annual budget allocations and create standard costs that fully absorb budget values-Prepare new part cost estimates and standard costs-Manage financial aspects of returns and reworks-Create intercompany accounting entries-Assist in month-end closing, ad-hoc projects, and special requests as needed

-Manage standard cost rate setting for raw materials, purchased parts, and internal plant production lines-Perform actual versus business plan results analysis for material production costs and purchase parts-Monthly closing reports and analysis, including journal entries, inter-company accounting, freight, inventory, and variance analysis-Calculate and validate continuous improvement initiative cost savings against planned costs-Managed steel in-transit account that historically had a net write-off of $200K annually down to +/-$5K annually-Worked extensively in SAP FI, CO, and MM modules

-General Guest services as required, including returns, credit applications, and cashiering-Held district records for most Red Card (credit card) applications secured-Received multiple outstanding service rewards-Minor management responsibilities as needed

-Prepared a comparative analysis of current year standards to prior year's-Accounts Payable; Cost of Sales analysis; Monthly Bank Reconciliation