Rob Lewis - Mba Email & Phone Number

Boulder

Performed month end duties in a Newly acquired Hi-Tech Manufacturing Division requiring direction and improvement to achieve GAAP credibility while developing an understanding and process improvement to Month end upload into SAP. System, Process, Assessment. COST Roll preparation and review driving configuration improvements/change. GAAP assessment and and change to closing JE’s. Managed Audit engagement, ASC606 Revenue Recognition and ASC 842 Lease Accounting transition.

Arvada

Performed month end close for Asia division of the organization requiring immediate awareness and understanding of complex systems (JDE, SAP) of processes and procedures and tight (2day) close schedule while documenting existing procedures and recommending improvements. Impact evaluation to translation impact to treasury while testing system enhancement changes.

Louisville, Co

Performing Controller duties within a manufacturing organization experiencing significant growth and treasury challenges. Advancing Process Improvement initiatives. Re-implementing Made2Manage ERP while managing G/L, AP, AR, STD Cost, FA, Inventory, CF and Treasury functions. Review and assess ALL Cost categories and functions as reported within the monthly IS analytics. Introduction of LEAN/6 Sigma into the organization as a means of improving overall organizational efficiencies.

Colorado Springs, Colorado Area

Contract CFOConfidential Pre-bankrupt ManufacturerOverhauled current/created new Accounting processes for manufacturing organization experiencing restructuring in later stages of “work out” endeavor. Evaluated internal reporting, processes, and causal elements, and developed workout strategy.VC PLAN: Established current situation, developed plan forward, and wrote action plans. Created VC-friendly documents supporting M&A possibilities and developed high priority recommendation to… Show more Contract CFOConfidential Pre-bankrupt ManufacturerOverhauled current/created new Accounting processes for manufacturing organization experiencing restructuring in later stages of “work out” endeavor. Evaluated internal reporting, processes, and causal elements, and developed workout strategy.VC PLAN: Established current situation, developed plan forward, and wrote action plans. Created VC-friendly documents supporting M&A possibilities and developed high priority recommendation to acquire 3 modules including Banking.DIVISIONAL RESTATEMENT: Restated Financials (ERP) into divisional activity for prior years allowing discrete divisional financial visibility (to accommodate VC review).OWNER STRATEGY DEVELOPMENT: Conducted multiple meetings with owner/CEO to outline strategy in terms of assets, management of assets and liabilities - primarily balance sheet items (expensive loans). Identified different utilization for current property, and how to manage liability structure and property.DAILY ACCOUNTING PRACTICES: Standardized accounting procedures, trained/uptrained staff, and stabilized accounting area.BIDS GENERATION: Collaborated with Operations leadership to revamp and correct issues within corporate bid proposal process; achieved immediate corrections to quote generation and improved accounting processes as well.ACCOUNT PAYABLE STREAMLINING: Developed strategy to clean up A/P with A/P Administrator. Brought in temporary help, and personally took all vendor calls for 2 months while A/P Admin & temp(s) focused on bringing all records up-to-date.SHOP FLOOR INEFFICIENCIES: Co-evaluated product cost centers with VP Manufacturing to lower costs in key areas by 10% to 20%. Show less

Henderson, Co

Contract Controller/CFOConfidential Robert Half Manufacturing Client:Took charge to advance manufacturing organization out of “startup” mode.; improved deployment of MS Dynamics NAV ERP System. Initiated formal reviews for procedures, Budgets, Fixed Assets, Auditing and Tax Preparation.GAAP PROCESSES: Gained trust of CEO, and set up a review process for each manager. Won managers’ trust, explained processes, and brought in tools. Introduced ROI-review for capital expenditures… Show more Contract Controller/CFOConfidential Robert Half Manufacturing Client:Took charge to advance manufacturing organization out of “startup” mode.; improved deployment of MS Dynamics NAV ERP System. Initiated formal reviews for procedures, Budgets, Fixed Assets, Auditing and Tax Preparation.GAAP PROCESSES: Gained trust of CEO, and set up a review process for each manager. Won managers’ trust, explained processes, and brought in tools. Introduced ROI-review for capital expenditures, formal budget processes, and applied financial-centric awareness to all decisions. Moved organization from tax-reporting accounting procedures to GAAP environment.PROFITABILITY: After long, costly legal conflict with former partner, carefully led organization to regain profitability in 18 months.MONTH END / YEAR END NUMBERS: Implemented year and month end closing, G/L, AP, AR, Inventory Control, Standard Costing, and Treasury functions. Employed controls and reporting functions and significantly improved accuracy and functionality of reporting.AUDIT REVIEW PROCESS: Conceived and promoted annual independent audit process; brought CEO on board, and strengthened financials allowing better relations with all lenders, lowering lease rates for operations and office equipment.BALANCE SHEET MISREPORTED IN PRIOR YEAR: Restated BS in adherence to GAAP principles and reconciling to bank while gaining credibility with lending institution.INVESTMENT ANALYSIS, NEW FORKLIFT FLEET: Re-evaluated decision to purchase 10 forklifts ($300K); identified leasing as better option than owning. Modified introduction program to gradually replace decrepit old forklifts. Discovered that 8 functional forklifts were enough. Dramatically improved downtime, lost man hours, and direct repair costs; achieved 30% more volume with 20% smaller fleet. Show less

Greater Denver Area

Contract Senior Cost AccountantConfidential Robert Half Manufacturing ClientAdvised senior management regarding costing and pricing products. Led efforts to implement formal review procedures. Conducted daily Production Costing, Standard Costing of new Raw products, BOM configuration and costing. Reviewed/adjusted month end inventories. Documented processes and recommended flow improvements.STANDARDS RECALCULATION: Analyzed actual cost vs. STDs set, uncovered/assessed variances… Show more Contract Senior Cost AccountantConfidential Robert Half Manufacturing ClientAdvised senior management regarding costing and pricing products. Led efforts to implement formal review procedures. Conducted daily Production Costing, Standard Costing of new Raw products, BOM configuration and costing. Reviewed/adjusted month end inventories. Documented processes and recommended flow improvements.STANDARDS RECALCULATION: Analyzed actual cost vs. STDs set, uncovered/assessed variances, re-assessed/recalculated STDs.MANAGEMENT TEAM: Became trusted advisor to management team regarding operations and inventory control; achieved huge changes in costing and pricing of products.ENGINEERING CHANGE REVIEW BOARD: Conceived/founded ECR Board, consisting of heads of Engineering, Sales, Material Control, Manufacturing, and Accounting/Finance. Established consistency and reviewed product introductions, changes, and retirements – pricing issues were Illuminated immediately. Improved margins by average of 10%. Show less

Oversaw all Financial functions for $15M franchiser of Quick Lube service centers. Supervised A/P, G/L, A/R, Inventory, Cost, P/R & H/R, F/A, Risk (Insurance) management, Annual Budgets, and Financial Reporting. Directed Information Technology functions within accounting area.INTERNATIONAL FINANCIAL STATEMENTS CONSOLIDATION & ANALYSIS: Prepared monthly consolidatedinternational financial statements for 250 franchise locations across US, 28 company-owned locations in 5 states, 50… Show more Oversaw all Financial functions for $15M franchiser of Quick Lube service centers. Supervised A/P, G/L, A/R, Inventory, Cost, P/R & H/R, F/A, Risk (Insurance) management, Annual Budgets, and Financial Reporting. Directed Information Technology functions within accounting area.INTERNATIONAL FINANCIAL STATEMENTS CONSOLIDATION & ANALYSIS: Prepared monthly consolidatedinternational financial statements for 250 franchise locations across US, 28 company-owned locations in 5 states, 50 locations in Mexico, and 5 locations in China. Overcame challenges in translating accounting concepts to Chinese workforceCASH REQUIREMENTS: Developed cash requirements policy and coordinated efforts to achieve parameters at 100% consistently.SYSTEM ENHANCEMENT & PROCESS CONTROL: Developed system enhancement and process controls within 6-person Finance department.28 TAX AUTHORITIES: Directed annual Audit review and Tax preparation; monitored Credit/Collections, Sales, and Use Tax for 28 different tax authorities.MERGERS & ACQUISITIONS (M&A) DUE DILIGENCE: Conducted M&A due diligence and integration; managed accounting integration for 24 stores in 3 states; added Treasury responsibility for 35 locations over time.MEXICO AUDIT & FRANCHISE FEE COMPLIANCE: Audited 5 Mexican franchises discovering $200K to $300K in missing franchise fees. Established payment plan, scheduled periodic reviews, and adopted audit schedule.DIVISIONAL PERFORMANCE ANALYSIS: Enhanced, maintained, and updated metrics to analyze/report divisional performance.POS REPORTING: Standardized Reporting for 2 separate POS systems. Defined/configured data with 250+ franchisees to ensure consistency and accuracy for fleet accounting transactions.401K ADMINISTRATION: Selected 401K administrator resulting in 30% fee reduction and 30-47% portfolio growth.AUTOMATED FLEET REPORTING: Automated fleet reporting and cut time by 900%, from 3hrs to 20 minutes, for processing fleet reimbursement transactions. Show less

Mba, Accounting And Finance

Ba - Business Admin, Minor Physics, Finance, General