Queen Creek, Arizona, United States
Accomplished Finance leader with over 20 years of experience growing and protecting a firm's bottom line through reporting transparency, financial decision support, and robust financial modeling. I bring practical financial accountability for multi-million dollar budgets and a track record of effectively navigating through volatile and challenging financial environments. My span of experience ranges from creating the financial infrastructure of new programs to providing open and honest day-to-day financial leadership. Financial Modeling | Cash Flow Analysis | Budgeting | Detail-Oriented | Data Analytics | Month-End Close | Financial Analysis Experience | Revenue Cycle Management | Cash Management | GAAP | Variance Analysis | Advanced Proficiency in Microsoft Office Suite (Excel, PowerPoint & Access) | Financial Reporting
Report directly to the GM of a $70M aerospace components company. Spearheaded FP&A (financial planning and analysis) for the entire company, serving as dual Controller and Financial Manager. Partner with Extex’s Sr. Accountant within a complex financial ecosystem, with all reporting rolling up to our parent company, Kaman, formerly a publicly traded company (KAMN). Review financials at month-end for areas of improvement and opportunities, and to ensure compliance with GAAP.
Serve as the financial partner to the Operations leadership team for the West region that encompasses 12 districts and 89 locations totaling more than $300MM in revenue. Responsible for financial and analytical support around top-line sales, cost controls, staffing decisions, and other key initiatives. Develop, maintain and distribute ad-hoc reports and financial models tied to key operational metrics and financial initiatives. Drive margin growth and profitability at the shop, district, and regional level through actionable cost efficiency methods. Provide Operations leadership team with valuable insight and recommendations to improve their monthly Profit and Loss (P&L) to drive material growth in their shops and districts. ** Position was adversely impacted following a company merger.
Created dashboards and provided in-depth financial analyses of companies for high-net-worth clients and individual investors. Hosted workshops and included valuation analysis, KPIs, forecasting financial ratios, risk assessments, and scenarios. Played a pivotal role in clients increasing ROI by up to 30% YOY.
Reported to the Deputy Finance Director and performed financial analysis including authoring financial reports for the City Council and conducting variance analysis (budget vs. actuals) with the goal of strategic course corrections. Outlined a detailed analysis of the city’s financial model and capital improvement plan, and monitored spend of the city’s $55M annual budget. Created analytical models and scenarios to forecast operating and capital results.
Managed a team of two (2) employees for the agency governing 150 schools in LA County, with budgetary accountability for 10 business units and 15 operating budgets totaling $15M. Established a new division and manage multiple projects in addition to implementing fiscal improvements which streamlined internal operational processes by 50%.