Tom Whiteley Email & Phone Number

Exeter, Rhode Island, United States

Boston, Massachusetts, Us

Raritan, Nj, Us

Established new department after becoming a publicly traded company. Reported functionally to Audit Committee chair, and administratively to the CFO. Managed internal team and external consultants. • Built best-in-class IA operations, following Institute of Internal Auditors standards and practices,• Completed Enterprise Risk Management assessment and built audit program to respond to key risks,• Created IA build out plan, including budget, working with the audit committee and board,• Created and obtained Audit Committee & Management approval of Internal Audit vision, mission, and mandate,• Established contacts with multiple peer companies, allowing for benchmarking, and establishing of best practices,• Developed Internal Audit Charter based on peer medical device company analysis,• Built IA training program to recruit internal candidates and teach them auditing,• Completed several scheduled audits, in addition to specific management consulting & specific procedure requests,• Planned 2022 SOX testing program, with a focus on reducing both the volume and complexity of controls.

Raritan, Nj, Us

Managing a team of 10 located in various North America locations, Europe, and the Caribbean. • Responsible for setting the strategic direction of the Company’s financial accounting and record keeping on a global basis, including establishing and developing recommended accounting policies, practices, and procedures,• Prepared accounting team for IPO, including implementation of SOX controls,• Lead the Company’s monthly, quarterly, and annual close and consolidation processes, including review of high risk and significant accounts, key accounting judgments, and publishing of related financial reports,• Continuously improve the quality and efficiency of global financial processes, policies, and procedures,• In coordination with the Company’s independent public accounting firm, lead the company’s preparation and execution of activities related to quarterly reviews and the annual audit of Company and its subsidiaries,• Developed and motivate a high-performing team of professionals, leveraging the company’s performance management attribute models. Actively trained finance talent to develop future finance leaders,• Evaluate and improve the company’s system of internal accounting controls, ensuring that all transactions are properly documented, authorized, and recorded,• Collaborate with Corporate FP&A, External Reporting, Treasury, Tax, Commercial and Operations Finance organizations in the design and execution of enterprise-wide projects. Reduced time to close by 2 days.

Waltham, Ma, Us

Manage finance team to deliver accurate financials, along with comprehensive financial analysis with actionable output, contract risk management (both vendor and customer), and process improvements allowing for scale and mitigating risk.• Creation of team-wide process documentation providing clearly defined roles and responsibilities, timelines for deliverables, and increasing the team’s accountability,• Preparation of ASC606 Revenue Recognition adoption,• Perform contract reviews for legal risk and accounting issues and manage external counsel’s work.• Continually improve close process to improve quality of financials and reduce time to report on results,• Prepare financial forecast model, working closely with implementation services,• Drive resolution of relevant customer issues working closely with account managers and services team,• Implemented continual improvement approach to all areas of responsibility, including monthly close processes, monthly analytical package, quarterly and ad-hoc forecasts, and employee development.

Boston, Ma, Us

Managed Performance Materials finance team forecasts, and performance analysis for all three businesses in reporting segment ($900M revenue). Provide training, plan for change management, and work with international business teams. • Developed periodic detailed financial analysis of fumed metal oxides business, including long range (3 year) plan,• Prepared in-depth analysis of product profitability, considering global asset base, provide ideas on how to meet challenges, and effectively communicate with non-finance members of the segment,• Worked with site finance to solve issues in management accounting, increase visibility and accuracy of results,• Developed business cases for capital expenditures, including discounted cash flows and presentations to leadership,• Execution of cross functional working capital management plan of the segment, including reporting to corporate.

Boston, Ma, Us

Managed banking and credit agency relationships, capital structure, short-term liquidity, and process improvement.• Implemented Commercial Paper program saving ~$2m a year, article was published in the AFP magazine,• Selected to attend “Cabot College” two-week general management leadership program at Babson College, • Refinanced and expanded the revolving credit facility of $750 million, with a consortium of 10 banks,• Issued $600 million public bonds (5.5 year and 10 year) along with the road show to fund acquisition,• Worked on due diligence for M&A deals, and integration of $1.1 billion acquisition,• Earned recognition, Award for Excellence (“AFE”) for several projects, including:• Notional Pooling – Complex cash management structure allowing flexibility in moving cash globally,• Due diligence and integration for two business acquisitions,• FX management, including exposure monitoring and rebalancing using notional cash pooling and derivatives,• Managed regional cash flow, liquidity, and debt structure for regions, with a focus on China and South America,• Presented Dodd-Frank to the board and presented at AFP national conference on China currency matters.

Boston, Ma, Us

Created and maintained Technical Accounting change management process, allowing for managed transition to new team members minimizing the risk of control or process breakdown. Assisted Controllers group in managing deliverables from and to other corporate departments, such as Treasury and HR.• Prepared significant an unusual accounting issues memo, and ensured financials accurately represented any issues.• Worked on several M&A projects for the accounting group, also acted as diligence lead for one significant project.• Review customer and vendor contracts for accounting issues, and work closely with legal to resolve.• Prepared several new financial statement disclosures for 10-K and 10-Q filings, such as derivative disclosures and highly inflationary environments, working with multi-national team. Reviewer of entire 10-K & 10-Q documents.• Work with businesses on accounting issues such as revenue recognition, accounting for derivatives, lease accounting, goodwill (though acquisitions) and equity affiliate accounting.

Worldwide, Oo

Primarily served public and private clients in software/cloud, telecommunications, publishing, and manufacturing.• Elected by partnership to participate in Management Leadership Program.• Supervised field work for private software company (SAAS) during a leveraged buyout.• Led team to completion of audit work associated with an IPO for a software (SAAS) company. • Directed a team of consultants to complete Sarbanes-Oxley readiness for a leading biotechnology company.

Worldwide, Oo

External Audit (AERS)