Greater Madison Area
I am a licensed CPA and am currently working for Caterpillar Inc. as a Senior FP&A Manager. I manage a small team of accountants in a high-visibility role, supporting Caterpillar’s Construction Industries segment reporting. My team consolidates and leads FP&A for the entire $25B+ Revenue business, supports executive level leadership, and also plays a critical role in the quarterly earnings release. I have spent most of my 11+ career specializing in financial analysis / FP&A roles after starting my career in Big 4 public accounting with KPMG.
Senior FP&A Manager supporting the Construction Industries segment. Leading a team of accountants in monthly analysis and forecasting as well as supporting our quarterly earnings release. Throughout my 3 years supporting the segment, I have implemented dozens of process improvements, emphasized a strong collaborative team culture, and been a strategy champion.
Progressing responsibilities in various staff accountant roles: Sr Staff Accountant II: July 2021 to June 2023 Financial analysis and reporting for consolidated financials of Construction Industries segment, and segment CFO support Sr Staff Accountant: June 2019 to June 2021 Financial lead for construction technology product line, including new product cash flow analysis, annual and long term forecasting, and actuals to budget variance analysis. Other ad-hoc analysis on request. Staff Accountant II: June 2017 to June 2019 Financial analysis, including margin analysis and budget to actuals variance analysis, and forecasting consolidations for mining products. Division responsibilities for balance sheet forecasting and analysis. Division regional sales reporting lead. Staff Accountant I: March 2015 to June 2017 Responsibility for daily worldwide business support of a mining division product line, including financial analysis and reporting, forecasting and budgeting,
Staff Auditor on engagements for financial institutions, hospital, and Fortune 500 clients with responsibilities for a wide range of audit areas including loss contingencies, investments, accruals, and various expenses.
Main bookkeeper for clients ranging from a multi-million dollar logistics corporation to small locally owned companies, including payroll and taxes, daily expense tracking, and financial statement preparation. Tax preparation for 300+ tax clients including individuals, self-proprietors, and small corporations. Investigated and responded to federal and state agencies for tax requests.
Interned in the Remanufacturing and Components Division Worked part-time with the Risk & Controls group