Stephen Helfrich

Stephen Helfrich Email and Phone Number

Experienced financial executive helping businesses achieve their goals @
Stephen Helfrich's Location
Allison Park, Pennsylvania, United States, United States
Stephen Helfrich's Contact Details

Stephen Helfrich work email

Stephen Helfrich personal email

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About Stephen Helfrich

Entrepreneurial minded and process-oriented CFO with more than 25 years of experience assisting middle market companies construct the policies, procedures and infrastructure required for them to profitably scale for rapid growth. Led the implementation of a new ERP system, corrected GAAP deficiencies, improved strategic planning and developed modeling and budgeting processes while leading an IT Solutions and Professional Services firm to consistent profitability. Developed and honed cost cutting and reduction skills while developing processes and leading cross-functional teams for a discrete manufacturer in the Tool & Die Industry.Experience Includes:• Corporate Financial Management – financial projections, budgeting, financial reporting, risk management, foreign exchange hedging, information technology planning, capital equipment budgeting, leasing, outsourcing and benefit plan management.

Stephen Helfrich's Current Company Details
Keywell Metals LLC

Keywell Metals Llc

Experienced financial executive helping businesses achieve their goals
Stephen Helfrich Work Experience Details
  • Keywell Metals Llc
    Chief Financial Officer
    Keywell Metals Llc Oct 2016 - Present
  • Ptc Alliance
    Corporate Controller
    Ptc Alliance Apr 2012 - Feb 2016
    Wexford, Pa
    Corporate Controller – Managed a staff of 4 in the accounting and payroll preparation for the Corporate Office as well as taxes and production of internal and external financial statements for the Corporation. Served as the authority on GAAP issues and assisted with budgeting by developing templates and working with plant managers on plant level budgets. Twice filled in for vacancies in the Divisional Controller role handling accounting, reporting and budgeting responsibilities for 5 plants while also serving as Corporate Controller.• Identified and corrected problems with the amortization of PPV that had inventory overstated by $2.5M.• Developed a forecast model to analyze a potential acquisition in Brazil as well as a new business venture.• Corrected process problems in expense reporting that led to over $150K in tax refunds.
  • Virginia Transformer Corp
    Consultant/Assistant Cfo
    Virginia Transformer Corp Apr 2011 - Jan 2012
    Roanoke, Virginia Area
    Developed rolling three month forecasts for three divisions located in Virginia, Utah and Mexico. Traveled to Utah and Mexico to provide financial oversight, corrected several process problems including identifying several jobs that were never fully invoiced and collected on projects not invoiced until more than three years after completion.
  • Cq, Inc.
    Consultant/Interim Cfo
    Cq, Inc. Aug 2008 - May 2009
    Providing CFO services on a consulting basis including the development of financial statements, building of financial models, creating monthly cash projections, preparation of product costing studies and market pricing studies that resulted in annual savings of over $75,000, research of GAAP issues, and reconstruction of the chart of accounts.
  • Mcclymonds Supply & Transit
    Consultant/Interim Cfo
    Mcclymonds Supply & Transit Apr 2008 - Jul 2008
    Served as Interim CFO reporting to the Owner during a leave of absence for the incumbent CFO. Identified and corrected several internal and external reporting errors including the failure to file Form 5500’s for multiple employee benefit plans since 2003.
  • Ctr Systems, Inc.
    Chief Financial Officer
    Ctr Systems, Inc. Mar 2000 - Aug 2007
    Joined the Company at a pivotal time in its history and worked closely with the business owners to restructure the financial and administrative functions of the business. Actions undertaken included:• Negotiated settlement on $6 million in liabilities resulting from unpaid sales taxes. Liabilities were settled with no penalties and payment schedules which allowed for payment from operating cash flow.• Helped grow EBITDA from near break-even levels upon starting with the Company to over $2.5 million in four and a half years (6% of gross sales), at which time 60% of the revenue base was sold.• Senior executive sponsor of a project team that implemented a new ERP system and developed a project accounting system that did not previously exist and included the implementation of SOP 97-2.• Created a passive foreign currency hedging program that saved $50,000 in its first year.• Restructured the Fleet Management Program which led to $150,000 in annual savings.• Created analyses of field service operations in order to identify unprofitable business regions. The analyses led to the outsourcing of operations in three states and the ceasing of operations in two states.• Led a cost reduction and downsizing effort that generated $130,000 in annual savings.• Led the corporate information technology department which supported a combination of over 150 desktop PCs and laptops, 14 servers, 6 remote offices, a call center and over 100 cell phones.
  • Gpx, Inc.
    Chief Financial Officer
    Gpx, Inc. 1999 - 2000
    Assisted the business owner in the development and implementation of strategic operating plans that returned the business to profitability through reductions in staff and underperforming assets. Developed accounting processes, established internal controls and formulated policies in order to improve staff efficiency and financial information. Changed the Company’s accounting package from a DOS platform to a Window’s platform to improve productivity and achieve Y2K compliance.
  • Oberg Industries, Inc.
    Corporate Controller
    Oberg Industries, Inc. 1991 - 1998
    Managed the Corporate Accounting department, supervised a staff of 5 in the preparation of the monthly financial statements, managed the job costing system including analyzing customer and product line profitability and overhead allocation rates, prepared monthly MD&A reports, developed three-year budgeting models, managed a $3 million technology leasing program and established accounting policies and procedures. Accomplishments include:• Served as Chairman of the company’s Suggestion Committee and in the first year doubled the number of suggestions received. This effort resulted in $50,000 of increased annual savings for the Company.• Re-engineered cash receipts to automatically post to accounts receivable from downloaded bank files, thereby reducing staff and saving $25,000 annually.• Led a project that successfully outsourced corporate payroll processing and provided software to support the corporate HR function.• Served as a member of a five person team to select an ERP system that would integrate the accounting and manufacturing systems and achieve year 2000 compliance.
  • Ernst & Young
    Audit Manager
    Ernst & Young 1985 - 1991

Stephen Helfrich Skills

Financial Modeling Budgeting Financial Reporting Revenue Recognition Job Costing Strategic Planning Us Gaap Compensation Planning Cash Flow Forecasting Financial Systems Implementation Implementation Of Policies Business Process Improvement Personnel Management Budgets Mergers And Acquisitions Accounting Gaap Internal Controls Finance Financial Analysis Cash Flow Risk Management Analysis Management Accounts Receivable Auditing Strategy Cost Accounting Forecasting Payroll Cash Management Corporate Finance Erp Managerial Finance Process Improvement

Stephen Helfrich Education Details

Frequently Asked Questions about Stephen Helfrich

What company does Stephen Helfrich work for?

Stephen Helfrich works for Keywell Metals Llc

What is Stephen Helfrich's role at the current company?

Stephen Helfrich's current role is Experienced financial executive helping businesses achieve their goals.

What is Stephen Helfrich's email address?

Stephen Helfrich's email address is st****@****nce.com

What is Stephen Helfrich's direct phone number?

Stephen Helfrich's direct phone number is +141229*****

What schools did Stephen Helfrich attend?

Stephen Helfrich attended Drexel University's Lebow College Of Business, Shippensburg University Of Pennsylvania.

What skills is Stephen Helfrich known for?

Stephen Helfrich has skills like Financial Modeling, Budgeting, Financial Reporting, Revenue Recognition, Job Costing, Strategic Planning, Us Gaap, Compensation Planning, Cash Flow Forecasting, Financial Systems Implementation, Implementation Of Policies, Business Process Improvement.

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