Organizational lead of the Customer Finance extended team, supporting all North American Retail Customers and Sales teams. Developing and implementing capabilities and processes to improve the effectiveness and value of our Customer Finance teams in managing business unit trade spend. Driving top line growth and ROI mindset and promoting a strong ethics and control environment across the NAR Sales organization.

Financial Operations Manager with oversight of multi-site Finance team covering two manufacturing locations in Belvidere, IL and Milwaukee, WI,Responsible for site financial operations, including reporting & analysis, budgeting & forecasting, capital management, internal controls, and supporting cost savings and other strategic initiativesMember of two plant senior leadership teams, representing the Finance function and the business interests for five operating categories across two strategic business units. Key accomplishments include:- Led plant cost modeling and supported planning for multiple large-scale ($10MM) capital projects- Led ideation, planning, and tracking on delivery of over $4MM in plant productivity savings in fiscal 2022-2023, and developed pipeline of $4MM+ savings opportunities- Led key staffing transformation project, focusing on turnover-related losses and developed methodology for calculating total value at both locations through turnover reduction measures.- Site owner for Engaging Leader for Manufacturing program at Belvidere in F21-F23, leading several rounds of leadership development workshops to enhance our plant culture and boost employee morale & retention.- Implementation of enhanced inventory controls and successful completion of internal audit at Milwaukee in F22- Developed dashboards to capture weekly downtime, performance tracking, and staffing health, enabling enhanced visibility into the cost of material & labor disruptions at both plant sites and providing better transparency to business partners on KPI's- Led the formation of a cohort of multi-site & remote Finance employees and established monthly virtual meet-ups to discuss challenges and share best practices

Plant Finance Manager with oversight of financial operations, reporting, forecasting, budgeting, controls, and strategic analysis for a large food manufacturing facility producing snack bar and packaged cereal products.Functional responsibilities include managing a team of five Finance professionals, and accountability for financial reporting, forecasting, budgeting, controls, and strategic analysis for our snack bar and ready-to-eat cereal products. Key accomplishments include:- Cost modeling support for large capital projects- Site owner for enterprise manufacturing leadership initiative- Spearheaded numerous human safety initiatives during the early stages of the COVID-19 pandemic; working on-site to develop signage to spread awareness of risk, ensure proper PPE practices, and other protective measures such as temperature checkpoints and updated punch clock rules.- Successfully led two rounds of annual planning process, working cross functionally with fellow plant leaders to develop, refine, present, and defend annual plant budget.

Managerial oversight for a department of 33 finance and accounting associates responsible for $5B in annual payables for all US & Canada PPG business units. Implemented program to optimize payment terms on $100+ million in targeted spend, resulting in incremental rebate income of nearly $1 million annually and $3+ million in working capital savings.Led initiative to convert all supplier payments to electronic methods, working cross-functionally to reduce paper check volume by over 60% YOY and saving more than $50k on bank fees annually.Oversaw efficiency gains, including reduction of department headcount from 50 to 33, while increasing total invoices processed per person by over 10% and lowered processing cost per invoice by 5%.Planned & coordinated the successful transition of all payables accounting activities during the divestitures of PPG’s legacy Flat Glass & Fiber Glass businesses in 2017 & 2018, respectively.Directed oversight of operational accounting entries for all US & Canada plant locations, including accrued liabilities, and open plant receipts & credits.Worked directly with internal and external auditors on yearly SOX & GAAP audits, demonstrating strict adherence to financial & accounting controls.Drove adoption of robotic process automation (RPA) by identifying key areas for potential automation through process mapping and quantifying value-add metrics.Extensive use of Oracle & SAP Financial systems, Oracle Business Intelligence, and some experience with Microsoft Power BI.

Served as lead analyst and business partner for an $800 million business; responsible for financial planning & analysis, setting & tracking manufacturing efficiency targets, and collaborating on strategic market development efforts.Worked directly with operations leadership to set & track inventory reduction metrics, achieving year-end DIO goals.Built pro forma Excel model to forecast profitability of new business deals while streamlining the manufacturing support, legal due diligence, and leadership approval processes. Developed daily sales sensitivity model, leveraging HFM & BI data to provide enhanced analysis & guidance to business leadership on progress toward monthly & quarterly growth targets.Supported due diligence and finance integration efforts during a $180 million business acquisition.Extensive use of Hyperion Financial Management (HFM), Essbase, Microsoft Dynamics CRM, Oracle r12, Oracle Business Intelligence, and Zilliant Margin Manager.

Consolidated, analyzed, and presented monthly P&L results for all global regions within the Industrial Coatings business unit. Led project to leverage customer data in Dynamics CRM, providing commercial team leadership with key opportunities for market development, contributing to a 7% increase in top-line sales from 2015-16.Compiled monthly competitive intelligence briefings & global market updates to present to senior leadership.Extensive use of Hyperion/HFM, Essbase, Microsoft Dynamics CRM, Oracle r12, Oracle Business Intelligence.

Served as senior advisor to two teams of MBA students working on global consulting projects in Western Europe and China.

Funded tuition through position teaching Data Analytics prep course to first-year MBA students.Created Excel-based curriculum covering basic to intermediate data analysis functions.

Analyzed sales performance metrics across nationwide system of restaurants using Essbase point-of-sales data to advise senior leadership on the effectiveness of strategic marketing initiatives. Built database of national product launches and market tests to identify trends affecting sales forecasting variance, presenting findings to C-suite leadership.Developed sales & supply chain forecasting model to minimize product liability costs. Compiled weekly sales analysis into presentation slides, supporting finance team in delivering results to senior management, parsing out data to highlight sales performance on a geographic and product-specific basis.

Traveled to Malaysia & Singapore on a 12-week student consulting project to analyze supply chain risk in the tech-manufacturing sector. Toured several production facilities for key suppliers to observe risk mitigation strategies.Created risk dashboard heat-map to visualize risk profile of the organization's southeast Asia supply-chain and manufacturing footprint.

Funded graduate school tuition through position with the Ohio State University Fisher Office of External Relations supporting alumni development projects.Projects included building database to track alumni engagement & fundraising progress and coordinating alumni events.

Supported the brokerage operations for a national network of 1,000+ financial advisors by researching trade settlement discrepancies, conducting third party inquiries, and reconciling institutional omnibus accounts.Developed standardized procedures for territory reorganizations to streamline account transfer process between advisors.Built Access database to improve efficiency of tracking and integrating account transfer data.

Generated business growth by actively managing client accounts and relationships and by leveraging networking and entrepreneurial skills.Earned Series 6 and 63 FINRA licenses and used knowledge of securities regulations and FINRA practices to determine client suitability by compiling and analyzing financial data.

Led project collecting customer feedback to redesign client brokerage statements; compiled & analyzed survey response data and presented recommendations on statement structure to senior management.Conducted research on market positioning and branding strategy for the launch of 'lifecycle target-date' mutual fund product.