Mark Winter Email & Phone Number

Greater Minneapolis-St. Paul Area

Leader of Finance, Human Resources and Administration at United Business Mail, the largest independent standard mail commingle provider in the United States. UBM uses EOS to boost performance.

Greater Minneapolis-St. Paul Area

Assumed the CFO responsibilities in January 2010, formally elected CFO in 2012. Led all aspects of Finance, Budgeting, Tax, Accounting, Legal, IT Infrastructure, Business Systems and Facilities with a global staff of 55 and 9 direct reports. Report to CEO, PDI. • Successfully led all financial aspects of $95 million PDI sale to Korn Ferry International; negotiated financial terms of sale, coordinated internal and external legal, operational and financial due diligence teams, managed critical key stakeholder issues; key stakeholders included majority and minority shareholders, corporate credit area of bank, subordinated debt-holders, retirement plan members, deferred compensation plan participants, and employees. • Led PDI infrastructure integration into Korn Ferry; achieved targeted cost synergies within five months of transaction, downsized staff, eliminated redundant facilities and streamlined operations.• Planned, tracked and implemented new PDI division controls to comply with public SOX requirements.• Managed ongoing banking relationship; negotiated $11 million revolving credit agreement that met board and shareholder expectations.• Implemented new transfer pricing policy globally that leveraged international OECD guidelines that reduced tax risk and saved $400,000 of income taxes annually.• Led initiative to cut facility costs that reduced annual expenditure by 24%.• Created and vetted long term strategic alternatives and related financial plans with board of directors to establish strategic direction.

Led global finance team of 40, responsible for Finance, Tax, Accounting in 16+ countries throughout Asia and Europe. Initiated growth and profitability improvements, managed Corporate Controller function. Reported to the CFO.• Implemented SAP globally to drive standardization across the organization; achieved efficiencies, improved reporting, revenue recognition and internal controls. SAP modules included; Financials, Project Systems, Sales and Distribution, Materials Management and Human Capital Management.• Partnered with President and line leaders to drive sustained operational improvement resulting in average growth of 8% and margin improvement of 500 basis points.• Led Accounting procedures for divestiture of two business lines, managed on-going finance and tax implications.• Led Accounting and Tax integration of largest acquisition, completed within sixty days to quickly realize cost synergies.• Successfully defended multiple IRS and state income tax audits and state sales tax audits.• Selected by CEO and President to High Performance Culture Task Force that created operational practices initiated to improve employee engagement and company results.

Minneapolis

Led finance team of 25, responsible for Finance, Tax, Accounting, reporting and consolidation of 14 companies throughout Asia and Europe. Managed significant capital investments and related financing that doubled total assets. Reported to CFO.• Performed due diligence, created accounting procedures and built international accounting teams for multiple foreign subsidiaries established to grow PDI’s global reach. • Managed Stock option plan and subordinated debt program including GAAP reporting requirements. Enabled PDI to distribute ownership, finance stock ownership and redemptions.• Managed Equipment Leasing program and capital expenditure program that enabled investment in technology to drive growth.• Implemented goal setting process and related metrics to drive services realization from 88% to 100% in less than 3 years.

Greater Minneapolis-St. Paul Area

Managed team of five responsible for General Ledger, consolidation and financial reporting, led corporate audit and tax preparation and relationship with external advisors, managed annual budgeting process, coordinating with business unit leaders to set financial and operational targets. Reported to the Corporate Controller.• Implemented PDI’s first consolidation process as the company grew through acquisition and formation of subsidiary companies; ultimately consolidated 17 separate legal entities reporting in 12 currencies.• Implemented tax focused transfer-pricing policies across parent and subsidiary companies to appropriately record intercompany transactions for tax and statutory reporting.• Performed due diligence, oversaw purchase accounting and coordinated the accounting teams for three acquisitions.• Finance member of Cross-functional Career Development Taskforce that recommended and implemented career goal setting and engagement practices to drive employee satisfaction.

Managed client’s annual audits, including financial statement preparation, tax accruals and management letters. Led teams of 2-5 direct reports for both large and small public and private companies. Worked with client senior management and engagement partners to resolve audit, tax and control and operational weaknesses; recommended corrective action.• Assisted clients in implementation of complex Accounting Rule changes, managed audits, and increased engagement efficiency up to 45%.